The Descartes Systems GrpDSGX

13F holders, Q3 2024 (September 30)
342holders +19
36new positions
16sold out
5famous investors
$103.34avg. 13F price*

At the end of Q3 2024, 342 institutions reported holding The Descartes Systems Grp (DSGX) in their 13F filings, up 19 from Q2 2024. 36 opened new positions and 16 sold out. The largest holders were T. Rowe Price Associates Inc. ($778.8M), Durable Capital Partners LP ($355.8M) and Vanguard Group Inc. ($333.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
The Descartes Systems Grp
CUSIP
249906108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 301Q1 2024Q2 2024: 323Q2 2024Q3 2024: 342Q3 2024Q4 2024: 371Q4 2024Q1 2025: 356Q1 2025Q2 2025: 356Q2 2025Q3 2025: 372Q3 2025Q4 2025: 351Q4 2025Q1 2026: 348Q1 2026Q2 2026: 339Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions36$41.9M
Exits16$12.6M

All 13F filers, Q2 2024 → Q3 2024: 2,727,591 shares bought and 2,471,195 shares sold, net +256,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 342 holders

T. Rowe Price Associates Inc. 0.09% Add +3.8% 7,564,031 $778.8M
Durable Capital Partners LP 2.60% No change 3,455,887 $355.8M
Vanguard Group Inc. 0.01% Add +1.6% 3,244,982 $333.9M
Conestoga Capital Advisors, LLC 4.43% Add +1.7% 3,168,594 $326.2M
JARISLOWSKY, FRASER Ltd 1.64% Reduce -1.8% 2,838,860 $292.4M
Fiera Capital Corp 0.80% Add +0.8% 2,578,648 $265.7M
Mackenzie Financial Corp. 0.31% Add +0.6% 2,147,297 $221.0M
Primecap Management Co. 0.16% Reduce -5.5% 2,114,381 $217.7M
Connor, Clark & Lunn Investment Management Ltd. 0.95% Reduce -6.8% 1,912,395 $196.8M
T. Rowe Price Investment Management, Inc. 0.10% Reduce -1.9% 1,665,571 $171.5M
Bank of Montreal 0.07% Reduce -0.8% 1,532,493 $156.3M
Geneva Capital Management LLC 2.54% Add +1.3% 1,476,659 $152.0M
Franklin Resources Inc. 0.04% Add +3.1% 1,367,946 $142.7M
Invesco Ltd. 0.03% Reduce -4.1% 1,350,860 $139.1M
Congress Asset Management Co. 0.85% Reduce -0.8% 1,211,852 $124.8M
Norges Bank 0.02% Add +0.9% 1,133,574 $116.6M
Riverbridge Partners LLC 1.19% Reduce -4.9% 866,193 $89.2M
TD Asset Management Inc 0.08% Add +10.0% 871,558 $89.2M
BlackRock, Inc. 0.00% — 705,663 $72.7M
National Bank of Canada 0.10% Add +389.8% 699,157 $71.9M
Lord, Abbett & Co. LLC 0.22% Add +12.1% 672,897 $69.3M
Royal Bank of Canada 0.01% Reduce -7.0% 641,327 $66.0M
Janus Henderson Group PLC 0.03% Reduce -0.2% 632,168 $65.1M
GW&K Investment Management, LLC 0.54% Reduce -8.1% 613,952 $63.2M
Westfield Capital Management Co. LP 0.27% Add +3.6% 585,163 $60.2M
Manufacturers Life Insurance Company, The 0.05% Add +0.1% 584,830 $60.2M
Ameriprise Financial Inc. 0.02% Add +0.1% 488,896 $59.2M
Allspring Global Investments Holdings, LLC 0.09% Reduce -5.2% 562,926 $58.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -19.0% 559,312 $57.6M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -8.6% 559,529 $57.6M
Geode Capital Management, LLC 0.00% Add +10.7% 479,681 $50.3M
Baird Financial Group, Inc. 0.09% Reduce -11.3% 471,810 $48.6M
Massachusetts Financial Services Co. 0.01% Add +2.1% 470,631 $48.5M
Bank of Nova Scotia 0.09% Add +0.2% 454,177 $46.7M
Segall Bryant & Hamill, LLC 0.62% Add +1.3% 438,553 $45.2M
Clearbridge Investments, LLC 0.03% Reduce -1.1% 424,022 $43.7M
Premier Fund Managers Ltd 1.49% No change 411,419 $42.0M
Neuberger Berman Group LLC 0.03% Add +1.9% 399,043 $41.1M
Renaissance Technologies 0.06% Add +1.0% 369,700 $38.1M
Artisan Partners Limited Partnership 0.06% Reduce -19.6% 362,135 $37.3M
Morgan Stanley 0.00% Add +26.1% 357,173 $36.8M
1832 Asset Management L.P. 0.05% Add +34.0% 316,594 $32.6M
Blair William & Co. 0.10% Reduce -11.2% 314,398 $32.4M
Macquarie Group Ltd. 0.03% Reduce -2.4% 310,333 $32.0M
Wasatch Advisors LP 0.15% Reduce -24.6% 305,228 $31.4M
Addenda Capital Inc. 1.06% Reduce -0.5% 214,200 $29.8M
Public Employees Retirement Association of Colorado 0.12% Reduce -4.7% 282,827 $29.1M
DF Dent & Co. Inc. 0.35% Add +27.9% 279,675 $28.8M
Millennium Management 0.03% Add +175.8% 272,426 $28.0M
Principal Financial Group Inc. 0.02% Reduce -1.2% 270,833 $27.9M
Zeno Equity Partners LLP 7.71% Add +0.3% 266,968 $27.5M
Legal & General Group Plc 0.01% Reduce -12.6% 265,785 $27.4M
Swiss National Bank 0.02% Add +1.1% 258,324 $26.6M
Russell Investments Group, Ltd. 0.04% Reduce -1.4% 255,597 $26.3M
Alliancebernstein L.P. 0.01% Reduce -2.2% 250,592 $25.8M
Goldman Sachs Group Inc. 0.00% Reduce -36.3% 249,878 $25.7M
American Century Companies Inc. 0.01% Add +1.6% 247,891 $25.5M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -0.5% 245,947 $25.3M
Thrivent Financial for Lutherans 0.05% Add +1.4% 245,099 $25.2M
Envestnet Asset Management Inc. 0.01% Reduce -2.6% 244,238 $25.1M
Aperture Investors, LLC 3.18% Add +3.1% 243,600 $25.1M
Nuveen Asset Management, LLC 0.01% Add +20.4% 231,555 $23.9M
Grandeur Peak Global Advisors, LLC 1.97% No change 230,825 $23.8M
Bank of America Corp. 0.00% Add +2.5% 227,070 $23.4M
Summit Creek Advisors LLC 3.14% Reduce -13.1% 224,389 $23.1M
Sei Investments Co. 0.03% Reduce -1.1% 220,104 $22.7M
William Blair Investment Management, LLC 0.05% Reduce -0.3% 212,184 $21.8M
Vontobel Holding Ltd. 0.07% Add +52.5% 210,280 $21.6M
HERALD INVESTMENT MANAGEMENT Ltd 3.72% Reduce -8.7% 210,000 $21.6M
Bessemer Group Inc. 0.04% Add +2.0% 206,294 $21.2M
Stephens Investment Management Group LLC 0.27% Reduce -14.8% 190,943 $19.7M
AEGON ASSET MANAGEMENT UK Plc 0.25% Reduce -0.1% 184,058 $18.7M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.4% 172,166 $17.7M
Jennison Associates LLC 0.01% Reduce -38.2% 172,213 $17.7M
Pembroke Management, LTD 2.24% No change 125,984 $17.5M
FIL Ltd 0.02% No change 165,000 $17.0M
CW Advisors, LLC 0.21% Add +4.0% 153,931 $15.8M
FMR LLC 0.00% Add +2.8% 150,654 $15.5M
Canada Pension Plan Investment Board 0.01% Reduce -0.4% 147,551 $15.2M
STRS Ohio 0.06% Add +33.0% 146,300 $15.1M
Fenimore Asset Management Inc 0.28% Reduce -0.3% 135,657 $14.0M
Deutsche Bank AG 0.01% Add +22.8% 132,804 $13.7M
Two Sigma Investments, LP 0.03% Reduce -28.6% 128,621 $13.2M
Man Group plc 0.04% Add +63.9% 125,951 $13.0M
CIBC Asset Management Inc 0.04% Reduce -0.4% 119,309 $12.4M
Bank of New York Mellon Corp 0.00% Add +16.4% 115,839 $11.9M
Two Sigma Advisers, LP 0.03% Reduce -1.8% 109,000 $11.2M
Toronto Dominion Bank 0.02% Reduce -1.5% 108,989 $11.2M
Dimensional Fund Advisors LP 0.00% Reduce -2.3% 108,804 $11.2M
Cidel Asset Management Inc. 0.78% Add +2.9% 107,204 $11.0M
Hantz Financial Services, Inc. 0.19% Reduce -2.8% 105,397 $10.9M
Nicholas Company, Inc. 0.17% No change 101,340 $10.4M
Agf Management Ltd. 0.05% Add +33.8% 99,086 $10.2M
Raymond James & Associates 0.01% Reduce -5.0% 98,698 $10.2M
Nicholas Investment Partners, LP 1.01% Add +4.4% 96,376 $9.9M
Cibc World Market Inc. 0.02% Add +13.7% 88,389 $9.1M
Scout Investments, Inc. 0.24% Reduce -13.9% 85,547 $9.0M
Cumberland Partners Ltd 0.61% Add +3.7% 85,903 $8.8M
Alberta Investment Management Corp 0.08% Reduce -25.3% 85,487 $8.8M
MinichMacGregor Wealth Management, LLC 1.86% Add +5.2% 84,147 $8.7M
Voloridge Investment Management, LLC 0.03% Add +6.5% 81,887 $8.4M
Triasima Portfolio Management inc. 1.84% Reduce -68.7% 79,528 $8.2M
Homestead Advisers Corp 0.19% No change 78,670 $8.1M
NBW Capital LLC 1.40% Add +1.3% 72,342 $7.4M
Northern Trust Corp. 0.00% Reduce -50.5% 72,200 $7.4M
Natixis Advisors, LLC 0.01% Reduce -1.2% 70,974 $7.3M
Lombard Odier Asset Management (Europe) Ltd 0.47% New 37,106 $7.1M
Federation des caisses Desjardins du Quebec 0.03% Add +300.8% 67,339 $6.9M
Bank Julius Baer & Co. Ltd, Zurich 0.02% New 64,580 $6.6M
Thematics Asset Management 0.26% Reduce -3.5% 64,023 $6.6M
UBS Group AG 0.00% Add +242.6% 63,685 $6.6M
JPMorgan Chase & Co. 0.00% Reduce -55.5% 63,098 $6.5M
HSBC Holdings PLC 0.00% Add +927.7% 61,128 $6.2M
Aviva PLC 0.02% Reduce -48.1% 56,686 $5.8M
Scotia Capital Inc. 0.03% Add +2.5% 56,898 $5.8M
Granahan Investment Management, LLC 0.22% Reduce -16.1% 55,113 $5.7M
Pathstone Holdings, LLC 0.02% Add +1.8% 53,434 $5.5M
Centaurus Financial, Inc. 0.34% Reduce -5.9% 52,323 $5.4M
Bank of Nova Scotia Trust Co. 0.54% Reduce -0.8% 51,346 $5.3M
Argent Capital Management LLC 0.14% Add +7.7% 50,681 $5.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +217.6% 50,018 $5.2M
Ensign Peak Advisors, Inc 0.01% New 49,997 $5.1M
Royal London Asset Management Ltd. 0.01% New 48,725 $5.0M
Oppenheimer Asset Management Inc. 0.06% Reduce -2.0% 47,386 $4.9M
Granite Investment Partners, LLC 0.21% Reduce -77.7% 46,895 $4.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -2.9% 45,455 $4.7M
Reynders McVeigh Capital Management, LLC 0.25% Add +2.7% 45,330 $4.7M
Amundi 0.00% Reduce -6.6% 45,358 $4.6M
Redwood Investments, LLC 1.35% Add +25.2% 44,148 $4.5M
Royce & Associates LP 0.04% Reduce -12.9% 43,957 $4.5M
Montrusco Bolton Investments Inc. 0.05% Add +19.5% 42,902 $4.4M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +69.4% 30,931 $4.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -13.6% 41,478 $4.3M
Kennedy Capital Management LLC 0.09% Reduce -12.8% 40,808 $4.2M
State of Tennessee, Department of Treasury 0.01% Reduce -8.7% 39,346 $4.1M
Independent Advisor Alliance 0.15% No change 38,934 $4.0M
Oak Ridge Investments LLC 0.33% Reduce -3.1% 37,004 $3.8M
Calamos Advisors LLC 0.03% Add +8.1% 36,418 $3.7M
Mn Services Vermogensbeheer B.V. 0.02% No change 33,500 $3.5M
Qube Research & Technologies Ltd 0.01% Add +236.8% 32,617 $3.4M
Pictet Asset Management Holding SA 0.00% Reduce -3.1% 32,408 $3.3M
Focus Partners Wealth 0.01% Add +5.3% 31,791 $3.3M
Silvercrest Asset Management Group LLC 0.02% Reduce -68.1% 31,387 $3.2M
PCJ Investment Counsel Ltd. 0.96% Add +40.1% 29,540 $3.0M
CANADA LIFE ASSURANCE Co 0.01% No change 28,566 $2.9M
Townsquare Capital LLC 0.03% Reduce -4.8% 26,346 $2.7M
D. E. Shaw & Co. 0.00% Add +716.2% 25,301 $2.6M
US Bancorp \de 0.00% Reduce -6.1% 23,504 $2.4M
Northwest & Ethical Investments L.P. 0.06% New 23,361 $2.4M
Plato Investment Management Ltd 0.19% New 22,428 $2.3M
TD Waterhouse Canada Inc. 0.02% Reduce -24.9% 22,291 $2.2M
Guardian Capital LP 0.08% Reduce -31.2% 20,869 $2.1M
Citigroup Inc. 0.00% Add +37.2% 19,839 $2.0M
Korea Investment CORP 0.00% Add +25.6% 19,601 $2.0M
Empowered Funds, LLC 0.03% Add +25.1% 18,872 $1.9M
Jump Financial, LLC 0.04% New 17,846 $1.8M
Creative Planning 0.00% Add +33.5% 17,036 $1.8M
First Hawaiian Bank 0.06% Add +0.0% 16,652 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -16.7% 15,849 $1.7M
LPL Financial LLC 0.00% Add +9.1% 15,940 $1.6M
Stifel Financial Corp. 0.00% Reduce -7.8% 15,842 $1.6M
Synovus Financial Corp. 0.02% Add +8.4% 15,354 $1.6M
Public Employees Retirement System of Ohio 0.01% New 15,123 $1.6M
AXS Investments LLC 0.41% New 14,848 $1.5M
Avantax Advisory Services, Inc. 0.01% Reduce -1.5% 14,758 $1.5M
Trust Point Inc. 0.11% Reduce -0.3% 14,690 $1.5M
Glenmede Trust Co. NA 0.01% Add +0.3% 13,908 $1.4M
Ativo Capital Management LLC 1.23% Reduce -0.4% 13,710 $1.4M
Swiss Life Asset Management Ltd 0.02% New 13,473 $1.4M
Jane Street Group, LLC 0.00% Add +20.4% 13,290 $1.4M
New York State Common Retirement Fund 0.00% Reduce -54.5% 12,416 $1.3M
Ontario Teachers Pension Plan Board 0.01% No change 12,394 $1.3M
APG Asset Management N.V. 0.01% Add +40.8% 13,800 $1.3M
HighTower Advisors, LLC 0.00% Reduce -11.9% 11,836 $1.2M
First Trust Advisors LP 0.00% Add +19.1% 11,569 $1.2M
State Board of Administration of Florida Retirement System 0.00% No change 11,544 $1.2M
WoodTrust Financial Corp 0.16% No change 10,900 $1.1M
Cubist Systematic Strategies, LLC 0.02% New 10,794 $1.1M
Intech Investment Management LLC 0.01% Add +41.6% 10,671 $1.1M
Legato Capital Management LLC 0.13% No change 10,206 $1.1M
Stephens Inc. 0.01% Add +2.4% 10,086 $1.0M
Captrust Financial Advisors 0.00% Reduce -12.7% 10,083 $1.0M
Barclays PLC 0.00% Add +2.8% 10,008 $1.0M
Mariner, LLC 0.00% Add +15.9% 9,788 $1.0M
Aviso Financial Inc. 0.05% Reduce -4.7% 9,714 $1000K
Shell Asset Management Co. 0.04% — 9,542 $983K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -11.7% 9,251 $952K
Whittier Trust Co. 0.01% Add +8.2% 9,216 $949K
Vanguard Personalized Indexing Management, LLC 0.02% Add +0.5% 9,116 $939K
PNC Financial Services Group, Inc. 0.00% Reduce -4.2% 9,035 $930K
BNP Paribas Financial Markets 0.00% New 8,993 $926K
SG Americas Securities, LLC 0.00% New 8,947 $921K
Claret Asset Management Corp 0.15% Add +1.0% 8,744 $900K
Guggenheim Capital LLC 0.01% Add +112.2% 8,700 $896K
Corient Private Wealth LP 0.00% Add +62.0% 8,546 $880K
Yorktown Management & Research Co Inc 0.87% No change 8,200 $844K
Susquehanna Portfolio Strategies, LLC 0.06% No change 8,200 $844K
Citadel Advisors 0.00% Add +604.9% 8,015 $825K
Elevation Point Wealth Partners, LLC 0.08% Reduce -4.3% 7,877 $811K
Keybank National Association 0.00% Reduce -19.1% 7,723 $795K
Norden Group LLC 0.09% Add +108.9% 7,528 $775K
Wellington Management Group LLP 0.00% Add +4.8% 7,519 $775K
Credit Agricole S A 0.00% Add +375.9% 7,447 $767K
Commerce Bank 0.00% Reduce -9.3% 7,077 $729K
AXA S.A. 0.00% Reduce -0.2% 6,622 $682K
Ritholtz Wealth Management 0.02% Reduce -0.9% 6,495 $669K
DekaBank Deutsche Girozentrale 0.00% Reduce -4.5% 6,472 $656K
Atria Investments, Inc 0.01% Reduce -0.4% 6,311 $650K
Fifth Third Bancorp 0.00% Add +31.1% 6,280 $647K
Mediolanum International Funds Ltd 0.01% Reduce -20.3% 6,149 $628K
Assetmark, Inc. 0.00% Add +3.5% 5,839 $601K
Osaic Holdings, Inc. 0.00% Add +26.9% 5,827 $600K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% No change 5,763 $593K
Truist Financial Corp. 0.00% Reduce -31.9% 5,763 $593K
Ellsworth Advisors, LLC 0.15% Add +5.7% 5,748 $592K
Quantinno Capital Management LP 0.01% Add +7.0% 5,578 $574K
Nicolet Advisory Services, LLC 0.05% Add +6.4% 5,485 $551K
Tacita Capital Inc 0.35% Reduce -7.5% 5,191 $535K
Louisbourg Investments Inc. 0.13% No change 5,099 $525K
Sanctuary Advisors, LLC 0.00% New 4,519 $525K
Gotham Asset Management 0.01% No change 4,903 $505K
Hardy Reed LLC 0.04% No change 4,857 $500K
Cresset Asset Management, LLC 0.00% Reduce -16.7% 4,833 $498K
MML Investors Services, LLC 0.00% Reduce -6.3% 4,611 $475K
Wells Fargo & Company 0.00% Reduce -4.6% 4,610 $475K
Lindenwold Advisors, INC 0.24% Add +0.2% 4,584 $472K
XTX Topco Ltd 0.03% New 4,427 $456K
LRT Capital Management, LLC 0.42% Add +20.3% 4,379 $451K
Raymond James Trust N.A. 0.01% Reduce -4.8% 4,331 $446K
Avior Wealth Management, LLC 0.02% Add +2.8% 4,273 $440K
Metis Global Partners, LLC 0.01% Reduce -1.2% 4,244 $437K
Fred Alger Management, LLC 0.00% Add +0.9% 4,209 $433K
Nia Impact Advisors, LLC 0.14% No change 4,200 $432K
Mgo One Seven LLC 0.02% Reduce -20.2% 4,086 $421K
Cetera Investment Advisers 0.00% Add +3.3% 3,878 $399K
Park Avenue Securities LLC 0.00% Reduce -15.1% 3,811 $392K
Investment Management Corp of Ontario 0.01% Reduce -7.3% 3,782 $389K
Orion Porfolio Solutions, LLC 0.00% Add +0.3% 3,779 $389K
Orion Portfolio Solutions, LLC 0.00% Add +0.3% 3,779 $389K
State of Wyoming 0.06% Add +88.2% 3,776 $389K
Legacy Wealth Asset Management, LLC 0.10% Add +3.8% 3,771 $388K
Raymond James Financial Services Advisors, Inc. 0.00% Add +10.3% 3,549 $365K
Marco Investment Management LLC 0.03% No change 3,545 $365K
Portside Wealth Group, LLC 0.06% Reduce -7.2% 3,520 $362K
Alliance Wealth Advisors, LLC 0.09% Add +0.4% 3,468 $357K
Quantbot Technologies LP 0.01% New 3,416 $352K
UniSuper Management Pty Ltd 0.00% Add +12.9% 2,597 $351K
K.J. Harrison & Partners Inc 0.05% Reduce -22.5% 3,100 $330K
Sheets Smith Wealth Management 0.04% Reduce -19.9% 3,181 $328K
NewEdge Advisors, LLC 0.00% Reduce -37.8% 3,091 $318K
Verition Fund Management LLC 0.00% New 3,042 $313K
Ewa, LLC 0.11% Reduce -0.7% 2,698 $302K
Ascent Group, LLC 0.02% Add +0.7% 2,863 $295K
Intellectus Partners, LLC 0.07% No change 2,705 $279K
Versor Investments LP 0.04% New 2,698 $278K
Aigen Investment Management, LP 0.05% New 2,686 $276K
Knollwood Investment Advisory, LLC 0.03% No change 2,600 $268K
Canandaigua National Bank & Trust Co. 0.02% Reduce -17.0% 2,529 $260K
Leonteq Securities AG 0.03% Add +1.9% 1,832 $255K
Oppenheimer & Co. Inc. 0.00% No change 2,456 $253K
Assenagon Asset Management S.A. 0.00% Reduce -36.3% 2,440 $251K
Signaturefd, LLC 0.00% Add +12.1% 2,425 $250K
Cerity Partners LLC 0.00% New 2,413 $248K
First Trust Direct Indexing L.P. 0.01% New 2,332 $240K
Summitry LLC 0.01% Add +4.3% 2,325 $239K
YHB Investment Advisors, Inc. 0.02% No change 2,257 $232K
Wealth Alliance, LLC 0.03% Add +0.1% 2,206 $227K
Calydon Capital 0.04% No change 2,275 $220K
Daiwa Securities Group Inc. 0.00% Reduce -9.0% 2,120 $218K
Thoroughbred Financial Services, LLC 0.01% New 2,055 $211K
CIBC Private Wealth Group LLC 0.00% Add +23.5% 2,022 $208K
Argent Trust Co 0.01% New 2,021 $208K
Next Level Private LLC 0.08% New 2,000 $206K
Hudson Bay Capital Management LP 0.00% New 2,000 $206K
Marex Group Ltd 0.00% New 1,988 $205K
DGS Capital Management, LLC 0.06% New 1,973 $203K
Hilltop National Bank 0.05% Reduce -9.8% 1,730 $178K
Park Place Capital Corp 0.05% Add +76.6% 1,559 $161K
Whittier Trust Co. of Nevada Inc. 0.00% Add +26.8% 1,514 $156K
Natixis Investment Managers International 0.01% No change 1,498 $154K
Parkside Financial Bank & Trust 0.02% Add +5.3% 1,492 $154K
Icon Wealth Advisors, LLC 0.01% Reduce -31.8% 1,383 $142K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.4% 1,336 $138K
Federated Hermes, Inc. 0.00% Reduce -6.2% 1,218 $125K
Tower Research Capital LLC (TRC) 0.00% Add +207.0% 1,093 $113K
Andra AP-fonden 0.00% No change 800 $111K
Concourse Financial Group Securities, Inc. 0.01% Reduce -9.0% 1,005 $103K
Harbor Investment Advisory, LLC 0.01% No change 889 $92K
EverSource Wealth Advisors, LLC 0.00% Reduce -50.4% 739 $76K
Clearstead Advisors, LLC 0.00% Add +8.2% 725 $75K
First Horizon Advisors, Inc. 0.00% No change 669 $69K
Principal Securities, Inc. 0.00% Add +6.3% 624 $64K
Blue Trust, Inc. 0.00% Add +931.8% 650 $63K
Cromwell Holdings LLC 0.03% Add +0.8% 514 $53K
Central Pacific Bank - Trust Division 0.01% Add +11.5% 486 $50K
Allworth Financial LP 0.00% Reduce -2.4% 457 $47K
Huntington National Bank 0.00% Reduce -2.5% 433 $45K
Accent Capital Management, LLC 0.02% No change 384 $40K
USA Financial Formulas 0.01% Reduce -8.7% 336 $35K
Parallel Advisors, LLC 0.00% Add +5.0% 334 $34K
Oarsman Capital, Inc. 0.01% New 318 $33K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 280 $29K
WealthCollab, LLC 0.02% No change 274 $28K
Lanark Financial, Inc. 0.00% No change 256 $26K
GeoWealth Management, LLC 0.00% New 209 $22K
Gulf International Bank (UK) Ltd 0.00% Reduce -68.4% 210 $21K
HHM Wealth Advisors, LLC 0.00% No change 200 $21K
Zions Bancorporation, N.A. 0.00% No change 194 $20K
Lindbrook Capital, LLC 0.00% Add +11.0% 192 $20K
Silicon Valley Capital Partners 0.00% No change 149 $15K
Jones Financial Companies LLLP 0.00% Add +182.2% 127 $13K
Cwm, LLC 0.00% Add +6.4% 117 $12K
Johnson Financial Group, Inc. 0.00% New 94 $10K
Venturi Wealth Management, LLC 0.00% Add +33.3% 80 $8K
Morse Asset Management, Inc 0.00% New 80 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 70 $7K
Mather Group, Llc. 0.00% Reduce -53.9% 60 $6K
Ashton Thomas Securities, LLC 0.00% New 42 $4K
Beacon Capital Management, LLC 0.00% No change 40 $4K
Hillsdale Investment Management Inc. 0.00% No change 40 $4K
Bell Investment Advisors, Inc 0.00% No change 37 $4K
Wilmington Savings Fund Society, FSB 0.00% New 33 $3K
CVA Family Office, LLC 0.00% No change 28 $3K
Rhumbline Advisers 0.00% No change 28 $3K
Montag A & Associates Inc. 0.00% No change 27 $3K
Carolinas Wealth Consulting LLC 0.00% Add +4.5% 23 $2K
Smartleaf Asset Management LLC 0.00% No change 18 $2K
JFS Wealth Advisors, LLC 0.00% Add +21.4% 17 $2K
Fairman Group, LLC 0.00% No change 17 $2K
Natixis 0.00% Reduce -6.7% 14 $1K
Hexagon Capital Partners LLC 0.00% No change 13 $1K
TD Private Client Wealth LLC 0.00% No change 13 $1K
IFP Advisors, Inc 0.00% No change 13 $1K
Frazier Financial Advisors, LLC 0.00% Reduce -29.4% 12 $1K
GAMMA Investing LLC 0.00% No change 10 $1K
Hemington Wealth Management 0.00% New 17 $1K
Arax Advisory Partners 0.00% Reduce -52.9% 8 $824
Farther Finance Advisors, LLC 0.00% New 8 $824
Cornerstone Planning Group LLC 0.00% New 5 $537
Larson Financial Group LLC 0.00% No change 5 $515
True Wealth Design, LLC 0.00% Add +33.3% 4 $412
Quadrant Capital Group LLC 0.00% Reduce -50.0% 3 $309

"% of holder's portfolio" is DSGX's weight in each manager's 13F, not the share of The Descartes Systems Grp the manager owns.