The Descartes Systems GrpDSGX

13F holders, Q4 2025 (December 31)
351holders −21
38new positions
65sold out
7famous investors
$87.81avg. 13F price*

At the end of Q4 2025, 351 institutions reported holding The Descartes Systems Grp (DSGX) in their 13F filings, down 21 from Q3 2025. 38 opened new positions and 65 sold out. The largest holders were T. Rowe Price Associates Inc. ($613.0M), Vanguard Group Inc. ($316.0M) and Mackenzie Financial Corp. ($296.3M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions38$230.2M
Exits65$180.7M

All 13F filers, Q3 2025 → Q4 2025: 12,344,458 shares bought and 10,878,410 shares sold, net +1,466,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 351 holders

T. Rowe Price Associates Inc. 0.07% Reduce -10.0% 6,993,132 $613.0M
Vanguard Group Inc. 0.00% Add +2.0% 3,602,652 $316.0M
Mackenzie Financial Corp. 0.35% Add +1.7% 3,371,562 $296.3M
1832 Asset Management L.P. 0.29% Add +1347.5% 2,594,300 $227.4M
Conestoga Capital Advisors, LLC 3.70% Reduce -4.8% 2,508,569 $219.9M
Janus Henderson Group PLC 0.10% Add +9.0% 2,473,531 $217.0M
Arrowstreet Capital, Limited Partnership 0.09% Add +74.3% 1,743,262 $152.9M
Durable Capital Partners LP 1.42% New 1,710,202 $149.9M
Morgan Stanley 0.01% Add +97.2% 1,584,393 $138.9M
Bank of Montreal 0.06% Reduce -7.5% 1,557,921 $136.7M
Temasek Holdings (Private) Ltd 0.41% No change 1,464,165 $128.3M
Geneva Capital Management LLC 2.35% Reduce -9.1% 1,429,426 $125.3M
Fiera Capital Corp 0.38% Reduce -53.9% 1,371,213 $120.3M
Westfield Capital Management Co. LP 0.44% Add +19.2% 1,193,869 $104.7M
CIBC Asset Management Inc 0.25% Add +21.1% 1,166,883 $103.3M
Primecap Management Co. 0.08% Reduce -0.4% 1,178,440 $103.3M
Norges Bank 0.01% — 1,144,488 $100.4M
Geode Capital Management, LLC 0.01% Add +28.8% 1,122,692 $100.3M
FMR LLC 0.00% Add +153.9% 957,399 $83.9M
D. E. Shaw & Co. 0.06% Add +239.8% 799,853 $70.1M
Franklin Resources Inc. 0.02% Reduce -37.7% 753,938 $66.1M
Royal Bank of Canada 0.01% Reduce -32.0% 692,945 $60.7M
TD Asset Management Inc 0.05% Reduce -27.7% 684,766 $60.2M
Renaissance Technologies 0.09% Add +36.8% 672,944 $59.0M
Goldman Sachs Group Inc. 0.01% Add +15.2% 575,036 $50.4M
Riverbridge Partners LLC 0.88% Reduce -9.2% 534,345 $46.8M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Reduce -40.2% 506,054 $44.4M
Picton Mahoney Asset Management 0.48% Add +11.6% 496,483 $43.6M
Manufacturers Life Insurance Company, The 0.03% Reduce -2.0% 457,684 $40.2M
Bank of America Corp. 0.00% Reduce -29.6% 452,770 $39.7M
Segall Bryant & Hamill, LLC 0.53% Add +1.4% 445,340 $39.0M
GW&K Investment Management, LLC 0.33% Reduce -11.2% 429,598 $37.7M
Bank of Nova Scotia 0.06% Add +12.3% 424,463 $37.2M
Two Sigma Investments, LP 0.06% Add +14.7% 414,909 $36.4M
Legal & General Group Plc 0.01% Add +1.4% 412,795 $36.3M
Clearbridge Investments, LLC 0.03% Add +25.2% 403,854 $35.4M
Toronto Dominion Bank 0.06% Add +219.2% 396,689 $34.8M
Select Equity Group, L.P. 0.16% New 382,354 $33.6M
BlackRock, Inc. 0.00% Reduce -13.0% 368,999 $32.3M
DF Dent & Co. Inc. 0.44% Reduce -5.4% 352,094 $30.9M
National Bank of Canada 0.03% Add +57.7% 347,073 $30.4M
Premier Fund Managers Ltd 1.73% Reduce -17.1% 340,503 $30.0M
Ophir Asset Management Pty Ltd 3.29% Add +61.3% 334,391 $29.3M
Grandeur Peak Global Advisors, LLC 3.95% Reduce -19.6% 333,955 $29.3M
Dixon Mitchell Investment Counsel Inc. 0.96% Reduce -2.2% 331,971 $29.2M
Citadel Advisors 0.02% Add +101.0% 331,024 $29.0M
Dimensional Fund Advisors LP 0.01% Add +169.5% 327,406 $28.7M
Ameriprise Financial Inc. 0.01% Reduce -11.5% 280,803 $28.3M
Millennium Management 0.02% Add +109.1% 314,147 $27.6M
T. Rowe Price Investment Management, Inc. 0.02% Reduce -85.0% 298,333 $26.2M
Point72 Asset Management 0.04% Add +499.5% 291,483 $25.6M
Principal Financial Group Inc. 0.01% Add +34.5% 278,623 $24.5M
Caisse de depot et placement du Quebec 0.04% Reduce -37.1% 270,929 $23.8M
Public Employees Retirement Association of Colorado 0.08% No change 261,227 $22.9M
Voloridge Investment Management, LLC 0.08% Add +95.7% 261,172 $22.9M
Lord, Abbett & Co. LLC 0.07% Add +0.5% 259,733 $22.8M
Deutsche Bank AG 0.01% Add +3.4% 250,768 $22.0M
Jane Street Group, LLC 0.03% Add +149.4% 237,973 $20.9M
BNP Paribas Financial Markets 0.01% Add +809.0% 236,003 $20.7M
Baird Financial Group, Inc. 0.03% Reduce -5.5% 232,314 $20.4M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -0.1% 230,083 $20.2M
Swiss National Bank 0.01% Reduce -7.7% 227,824 $20.0M
UBS Group AG 0.00% Add +177.3% 225,603 $19.8M
Kayne Anderson Rudnick Investment Management LLC 0.05% Add +33.0% 218,572 $19.2M
Blair William & Co. 0.05% Reduce -37.0% 217,667 $19.1M
Stephens Investment Management Group LLC 0.24% Add +4.5% 207,652 $18.2M
William Blair Investment Management, LLC 0.05% Add +35.3% 204,931 $18.0M
Bessemer Group Inc. 0.03% Reduce -30.4% 198,496 $17.4M
Sone Capital Management, LLC 1.41% Add +1.9% 197,514 $17.3M
Montrusco Bolton Investments Inc. 0.21% Add +50.6% 192,740 $16.9M
AQR Capital Management 0.01% Add +8853.8% 190,089 $16.7M
Charles Schwab Investment Management Inc. 0.00% Add +1.9% 189,533 $16.6M
HERALD INVESTMENT MANAGEMENT Ltd 2.12% No change 185,000 $16.2M
Nuveen, LLC 0.00% Reduce -17.6% 179,413 $15.8M
Summit Creek Advisors LLC 2.47% Add +2.0% 179,044 $15.7M
Nomura Asset Management International Inc. 0.02% — 167,008 $14.6M
Praesidium Investment Management Company, LLC 2.70% Reduce -34.0% 166,188 $14.6M
Massachusetts Financial Services Co. 0.00% Reduce -60.6% 157,404 $13.8M
Guardian Capital LP 0.39% Add +819.9% 150,501 $13.2M
Citigroup Inc. 0.01% Reduce -8.2% 144,221 $12.7M
Canada Pension Plan Investment Board 0.01% Add +10.0% 140,560 $12.3M
Sei Investments Co. 0.01% Add +6.2% 130,814 $11.5M
Fenimore Asset Management Inc 0.24% Reduce -0.7% 130,384 $11.4M
Agf Management Ltd. 0.05% No change 125,147 $11.0M
Two Sigma Advisers, LP 0.02% Add +124.4% 121,400 $10.6M
Public Sector Pension Investment Board 0.03% Add +438.0% 117,180 $10.3M
Amundi 0.00% Add +38.7% 116,852 $10.2M
Russell Investments Group, Ltd. 0.01% Reduce -9.7% 116,520 $10.2M
JPMorgan Chase & Co. 0.00% Reduce -22.9% 113,696 $10.0M
Bank of New York Mellon Corp 0.00% Reduce -4.4% 113,621 $10.0M
Waratah Capital Advisors Ltd. 0.74% New 111,259 $9.8M
Envestnet Asset Management Inc. 0.00% Reduce -46.4% 110,819 $9.7M
Raymond James Financial Inc. 0.00% Reduce -6.6% 108,136 $9.5M
Nicholas Company, Inc. 0.16% Add +0.0% 101,425 $8.9M
Pembroke Management, LTD 0.91% Add +1.8% 100,973 $8.9M
Qube Research & Technologies Ltd 0.01% Add +5.3% 94,868 $8.3M
STRS Ohio 0.03% Reduce -11.9% 92,735 $8.1M
Balyasny Asset Management L.P. 0.02% Add +81.3% 88,564 $7.8M
Scotia Capital Inc. 0.03% Reduce -5.7% 83,893 $7.3M
Barclays PLC 0.00% Add +1417.7% 76,338 $6.7M
Ensign Peak Advisors, Inc 0.01% Reduce -15.2% 73,427 $6.4M
Louisbourg Investments Inc. 1.26% Add +92.4% 71,863 $6.3M
NewGen Asset Management Ltd 4.33% New 70,000 $6.1M
Canoe Financial LP 0.08% Add +15.7% 69,455 $6.1M
Homestead Advisers Corp 0.16% No change 69,370 $6.1M
Aviva PLC 0.01% Add +5.9% 68,548 $6.0M
Magnetar Financial LLC 0.06% Reduce -3.0% 66,947 $5.9M
LPL Financial LLC 0.00% Reduce -1.8% 66,712 $5.8M
Neuberger Berman Group LLC 0.00% Add +0.5% 63,610 $5.6M
Northern Trust Corp. 0.00% Reduce -14.1% 59,008 $5.2M
Cibc World Market Inc. 0.01% Add +24.9% 58,424 $5.1M
Argent Capital Management LLC 0.14% Reduce -2.3% 57,725 $5.1M
Waverly Advisors, LLC 0.04% Reduce -2.1% 56,057 $4.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 55,555 $4.9M
Man Group plc 0.01% New 55,521 $4.9M
FIL Ltd 0.00% Reduce -90.3% 55,356 $4.9M
Marshall Wace, LLP 0.00% Reduce -67.3% 55,030 $4.8M
Cidel Asset Management Inc. 0.34% Reduce -63.5% 54,048 $4.7M
Royal London Asset Management Ltd. 0.01% Add +1.0% 53,339 $4.7M
Reynders McVeigh Capital Management, LLC 0.22% Reduce -4.8% 52,600 $4.6M
Jump Financial, LLC 0.06% New 52,251 $4.6M
Alpine Peaks Capital, LP 4.27% Add +104.0% 51,000 $4.5M
APG Asset Management N.V. 0.01% Reduce -5.6% 59,493 $4.4M
Pathstone Holdings, LLC 0.02% Reduce -2.8% 50,298 $4.4M
Royce & Associates LP 0.04% No change 45,966 $4.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -8.8% 45,676 $4.0M
Pictet Asset Management Holding SA 0.00% Add +16.0% 45,206 $4.0M
Aquatic Capital Management LLC 0.11% Add +19.9% 45,213 $4.0M
Centaurus Financial, Inc. 0.18% Reduce -0.3% 45,148 $4.0M
Northwest & Ethical Investments L.P. 0.09% Add +18.6% 43,958 $3.9M
Crown Oak Advisors, LLC 1.81% Add +1.6% 43,559 $3.8M
ExodusPoint Capital Management, LP 0.04% Reduce -10.7% 42,434 $3.7M
Trexquant Investment LP 0.03% New 41,704 $3.7M
Korea Investment CORP 0.01% Add +39.0% 40,244 $3.5M
Quantbot Technologies LP 0.11% Add +7.0% 39,408 $3.5M
Engineers Gate Manager LP 0.04% Add +395.6% 38,970 $3.4M
Independent Advisor Alliance 0.08% Reduce -0.4% 38,515 $3.4M
Focus Partners Wealth 0.00% Add +2.1% 35,863 $3.1M
Gotham Asset Management 0.01% Add +247.6% 33,692 $3.0M
Granahan Investment Management, LLC 0.12% Reduce -84.6% 33,237 $2.9M
Mn Services Vermogensbeheer B.V. 0.02% Add +2.0% 32,139 $2.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -23.3% 31,726 $2.8M
Cumberland Partners Ltd 0.17% Reduce -44.0% 31,450 $2.8M
Quantum Capital Management, LLC / NJ 0.32% Reduce -72.6% 31,421 $2.8M
State of Wisconsin Investment Board 0.01% New 30,200 $2.7M
Invesco Ltd. 0.00% Add +8.5% 30,063 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -43.8% 29,707 $2.6M
Voleon Capital Management LP 0.05% New 28,930 $2.5M
Y-Intercept (Hong Kong) Ltd 0.06% Add +7.4% 28,038 $2.5M
Aviso Financial Inc. 0.09% Add +0.8% 27,371 $2.4M
Public Employees Retirement System of Ohio 0.01% Add +90.3% 27,061 $2.4M
Creative Planning 0.00% Add +1.7% 25,076 $2.2M
Wasatch Advisors LP 0.01% Reduce -66.8% 24,826 $2.2M
Bank of Nova Scotia Trust Co. 0.19% Reduce -52.6% 24,542 $2.2M
CANADA LIFE ASSURANCE Co 0.00% Reduce -34.3% 24,568 $2.2M
Oak Ridge Investments LLC 0.13% Reduce -2.5% 24,119 $2.1M
Oppenheimer Asset Management Inc. 0.03% Reduce -43.7% 23,542 $2.1M
Atria Investments, Inc 0.02% Add +4.4% 21,038 $1.8M
Mariner, LLC 0.00% Reduce -9.1% 20,744 $1.8M
SIG North Trading, ULC 0.31% Add +142.9% 20,453 $1.8M
Headlands Technologies LLC 0.15% Add +19.6% 20,253 $1.8M
Quantinno Capital Management LP 0.00% Add +5.0% 19,533 $1.7M
George Kaiser Family Foundation 0.23% No change 19,459 $1.7M
Fred Alger Management, LLC 0.01% Reduce -51.4% 19,157 $1.7M
Lansforsakringar Fondforvaltning AB (publ) 0.01% No change 19,098 $1.7M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -22.9% 13,384 $1.6M
Cetera Investment Advisers 0.00% Reduce -10.4% 17,872 $1.6M
Campbell & CO Investment Adviser LLC 0.07% Reduce -59.0% 17,702 $1.6M
Graham Capital Management, L.P. 0.08% Add +393.3% 17,590 $1.5M
American Capital Management Inc. 0.07% Add +51.6% 16,949 $1.5M
Pinnacle Financial Partners, Inc. 0.01% — 16,326 $1.4M
Entropy Technologies, LP 0.08% Add +137.8% 15,960 $1.4M
American Century Companies Inc. 0.00% Add +4.0% 15,916 $1.4M
Stifel Financial Corp. 0.00% Add +20.3% 15,891 $1.4M
Squarepoint Ops LLC 0.00% Add +16.0% 15,209 $1.3M
Forsta Ap-Fonden 0.01% Add +0.7% 15,000 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Add +9.8% 14,340 $1.3M
M&T Bank Corp 0.00% Add +20.2% 13,932 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -3.1% 13,877 $1.2M
Stephens Inc. 0.01% Add +37.0% 12,536 $1.1M
Alliancebernstein L.P. 0.00% Reduce -19.6% 12,409 $1.1M
Wellington Management Group LLP 0.00% Add +8.2% 12,353 $1.1M
Kennedy Capital Management LLC 0.02% Reduce -59.7% 12,152 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -57.9% 11,971 $1.1M
Wells Fargo & Company 0.00% Add +102.3% 11,781 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Add +11.4% 11,681 $1.0M
Walleye Capital LLC 0.01% New 11,577 $1.0M
Capstone Investment Advisors, LLC 0.01% Add +33.7% 11,168 $979K
Investment Management Corp of Ontario 0.01% Add +231.6% 10,550 $925K
TD Waterhouse Canada Inc. 0.01% Reduce -17.4% 10,434 $912K
Hudson Bay Capital Management LP 0.01% Add +100.0% 10,000 $877K
Claret Asset Management Corp 0.10% Add +0.9% 9,794 $859K
Glenmede Trust Co. NA 0.00% — 9,793 $858K
Worldquant Millennium Advisors LLC 0.00% New 9,736 $854K
Utah Retirement Systems 0.01% No change 9,568 $840K
Harbor Capital Advisors, Inc. 0.06% Add +43.5% 9,129 $800K
PNC Financial Services Group, Inc. 0.00% Add +1.3% 8,991 $788K
Vontobel Holding Ltd. 0.00% Reduce -76.0% 8,838 $775K
United Capital Financial Advisors, LLC 0.00% Add +22.9% 8,796 $771K
First Trust Advisors LP 0.00% Reduce -35.0% 8,764 $769K
NLB Skladi, upravljanje premozenja, d.o.o. 0.03% — 8,545 $750K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 6,000 $725K
Victory Capital Management Inc. 0.00% Add +74.2% 7,921 $694K
WoodTrust Financial Corp 0.08% Reduce -27.5% 7,900 $693K
Callan Family Office, LLC 0.01% New 7,871 $690K
Crestwood Advisors Group, LLC 0.01% Reduce -42.0% 7,591 $665K
Dynamic Technology Lab Private Ltd 0.15% Reduce -63.6% 7,543 $661K
DekaBank Deutsche Girozentrale 0.00% No change 6,472 $661K
CenterBook Partners LP 0.03% Reduce -32.1% 7,115 $624K
Ritholtz Wealth Management 0.01% Add +3.9% 6,911 $606K
Twinbeech Capital LP 0.04% New 6,900 $605K
Sciencast Management LP 0.08% New 6,882 $603K
Summitry LLC 0.02% Add +20.9% 6,353 $557K
Value Partners Investments Inc. 0.04% Add +7.6% 6,335 $557K
Captrust Financial Advisors 0.00% Add +36.5% 6,173 $541K
Nicolet Advisory Services, LLC 0.04% Reduce -11.8% 6,094 $540K
Swiss Life Asset Management Ltd 0.00% Add +0.2% 5,883 $516K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +3.5% 5,820 $510K
HighTower Advisors, LLC 0.00% Reduce -25.4% 5,782 $507K
Daiwa Securities Group Inc. 0.00% Add +8.1% 5,459 $478K
Koshinski Asset Management, Inc. 0.03% Reduce -5.2% 5,416 $475K
Commerce Bank 0.00% Reduce -17.5% 5,386 $472K
Centiva Capital, LP 0.03% New 5,363 $470K
Gen-Wealth Partners Inc 0.14% Reduce -39.8% 4,938 $433K
Advisory Advocates, LLC 0.42% — 4,813 $422K
Prudential PLC 0.00% New 4,805 $422K
Gulf International Bank (UK) Ltd 0.01% No change 4,745 $416K
XTX Topco Ltd 0.01% Reduce -60.5% 4,662 $409K
Natixis 0.00% Add +0.3% 4,642 $407K
Hardy Reed LLC 0.03% Add +1.4% 4,614 $404K
State Street Corp. 0.00% Add +36.0% 4,553 $399K
Meridian Wealth Management, LLC 0.01% Add +29.1% 4,307 $378K
Vestmark Advisory Solutions, Inc. 0.01% New 4,244 $372K
Nia Impact Advisors, LLC 0.12% Reduce -2.4% 4,100 $359K
MML Investors Services, LLC 0.00% Reduce -30.0% 4,062 $356K
State of Wyoming 0.04% Add +17.4% 4,050 $356K
Harvest Portfolios Group Inc. 0.01% Add +18.5% 4,055 $356K
Trust Point Inc. 0.03% Add +2.3% 4,042 $354K
Cynosure Group, LLC 0.04% No change 3,920 $344K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -63.6% 3,764 $330K
Avior Wealth Management, LLC 0.01% Reduce -13.9% 3,704 $325K
MidFirst Bank 0.02% — 3,524 $309K
Cerity Partners LLC 0.00% Reduce -19.9% 3,484 $305K
Sequoia Financial Advisors, LLC 0.00% New 3,457 $303K
Prelude Capital Management, LLC 0.02% New 3,344 $293K
State Board of Administration of Florida Retirement System 0.00% Add +17.6% 3,345 $293K
Ascent Group, LLC 0.01% Add +0.9% 3,283 $288K
Fiduciary Trust Co 0.00% Reduce -17.9% 3,254 $285K
Marco Investment Management LLC 0.02% No change 3,235 $284K
Susquehanna International Group, LLP 0.00% Reduce -46.5% 3,206 $281K
Aigen Investment Management, LP 0.07% Reduce -3.3% 3,205 $281K
Vista Finance, LLC 0.18% Reduce -5.5% 3,064 $269K
Scientech Research LLC 0.17% Reduce -63.5% 3,060 $268K
Security Financial Services, INC. 0.04% Reduce -15.4% 3,023 $265K
R Squared Ltd 0.12% New 3,017 $264K
US Bancorp \de 0.00% Reduce -71.5% 2,936 $257K
Corient Private Wealth LP 0.00% New 2,926 $257K
K.J. Harrison & Partners Inc 0.03% No change 2,815 $247K
Dakota Wealth Management 0.00% New 2,802 $246K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -36.4% 2,692 $236K
Metis Global Partners, LLC 0.01% Reduce -20.4% 2,684 $235K
Genus Capital Management Inc. 0.03% Reduce -36.4% 2,665 $234K
Knollwood Investment Advisory, LLC 0.02% No change 2,600 $228K
Osaic Holdings, Inc. 0.00% Reduce -97.1% 2,557 $224K
PharVision Advisers, LLC 0.11% New 2,547 $223K
Ewa, LLC 0.05% Reduce -3.5% 2,531 $222K
Wealth Alliance, LLC 0.02% Add +3.8% 2,469 $216K
Fideuram Asset Management (Ireland) dac 0.02% — 1,938 $216K
Wellington Grp LLC 0.07% — 2,337 $205K
Intellectus Partners, LLC 0.04% No change 2,315 $203K
Hilltop National Bank 0.05% No change 2,285 $200K
Global Retirement Partners, LLC 0.00% Add +7080.0% 1,795 $157K
State of Tennessee, Department of Treasury 0.00% New 2,100 $157K
Signaturefd, LLC 0.00% Reduce -36.6% 1,681 $147K
Quadrant Capital Group LLC 0.00% Add +561.0% 1,659 $145K
Fifth Third Bancorp 0.00% Reduce -68.8% 1,516 $133K
Jones Financial Companies LLLP 0.00% Add +1631.7% 1,420 $124K
Parkside Financial Bank & Trust 0.01% Add +3.4% 1,414 $124K
Northwestern Mutual Wealth Management Co. 0.00% Add +41.6% 1,331 $117K
Harbor Investment Advisory, LLC 0.01% No change 1,273 $112K
Assetmark, Inc. 0.00% Reduce -85.2% 1,132 $99K
Federated Hermes, Inc. 0.00% Add +19.2% 1,098 $96K
Employees Retirement System of Texas 0.00% No change 1,070 $94K
GAMMA Investing LLC 0.00% Add +18.7% 1,049 $92K
Clearstead Advisors, LLC 0.00% Add +369.5% 1,047 $92K
Versant Capital Management, Inc 0.01% Add +54.9% 1,022 $90K
Rockefeller Capital Management L.P. 0.00% Add +269.2% 779 $68K
Hantz Financial Services, Inc. 0.00% Reduce -99.0% 751 $66K
Keating Financial Advisory Services, Inc. 0.01% — 743 $65K
Steward Partners Investment Advisory, LLC 0.00% No change 740 $65K
Allworth Financial LP 0.00% Add +3.3% 690 $60K
Park Place Capital Corp 0.01% Reduce -46.0% 661 $58K
CIBC Private Wealth Group LLC 0.00% Add +4.6% 633 $55K
Cromwell Holdings LLC 0.03% Add +0.7% 550 $48K
Blue Trust, Inc. 0.00% No change 547 $48K
Central Pacific Bank - Trust Division 0.01% Add +2.3% 524 $46K
Acadian Asset Management LLC 0.00% New 500 $43K
Caitong International Asset Management Co., Ltd 0.01% Reduce -11.1% 490 $43K
Cullen/Frost Bankers, Inc. 0.00% No change 487 $43K
Trust Co. of Vermont 0.00% No change 475 $42K
Vega Investment Solutions 0.01% — 338 $41K
Measured Wealth Private Client Group, LLC 0.01% No change 427 $37K
SBI Securities Co., Ltd. 0.00% Reduce -4.3% 357 $31K
Huntington National Bank 0.00% Reduce -26.6% 355 $31K
EverSource Wealth Advisors, LLC 0.00% Reduce -55.7% 348 $31K
Accent Capital Management, LLC 0.01% No change 343 $30K
Parallel Advisors, LLC 0.00% Add +5.3% 336 $29K
Tower Research Capital LLC (TRC) 0.00% Add +67.0% 334 $29K
WealthCollab, LLC 0.01% No change 274 $24K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 268 $23K
Kestra Advisory Services, LLC 0.00% New 255 $22K
Clark Wealth Partners 0.01% No change 243 $21K
Simplex Trading, LLC 0.00% Reduce -78.3% 243 $21K
SageView Advisory Group, LLC 0.00% New 226 $20K
Arax Advisory Partners 0.00% Add +279.3% 201 $18K
Zions Bancorporation, National Association 0.00% No change 194 $17K
Guinness Asset Management LTD 0.00% New 188 $17K
Quarry LP 0.00% Reduce -40.9% 172 $15K
Smartleaf Asset Management LLC 0.00% Add +27.0% 160 $14K
NewEdge Advisors, LLC 0.00% Reduce -43.3% 114 $10K
Sfam, LLC 0.01% — 109 $10K
Leonteq Securities AG 0.00% No change 62 $7K
Optiver Holding B.V. 0.00% Add +9.0% 85 $7K
Hurley Capital, LLC 0.00% No change 82 $7K
GPS Wealth Strategies Group, LLC 0.01% No change 70 $6K
Root Financial Partners, LLC 0.00% No change 50 $4K
Ancora Advisors LLC 0.00% No change 47 $4K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 40 $4K
North Star Investment Management Corp. 0.00% New 39 $3K
Bell Investment Advisors, Inc 0.00% No change 37 $3K
Meramec Financial Planners, LLC 0.00% — 47 $3K
MAI Capital Management 0.00% New 34 $3K
Essential Partners LLC 0.00% New 34 $3K
True Wealth Design, LLC 0.00% Add +700.0% 32 $3K
Hillsdale Investment Management Inc. 0.00% No change 30 $3K
TD Private Client Wealth LLC 0.00% Add +84.6% 24 $2K
Farther Finance Advisors, LLC 0.00% New 23 $2K
Montag A & Associates Inc. 0.00% Reduce -63.2% 21 $2K
Spire Wealth Management 0.00% New 21 $2K
Tradewinds Capital Management, LLC 0.00% No change 20 $2K
Cornerstone Financial Management LLC 0.00% — 20 $2K
JFS Wealth Advisors, LLC 0.00% No change 14 $1K
CVA Family Office, LLC 0.00% No change 14 $1K
IFP Advisors, Inc 0.00% No change 13 $1K
Pacifica Partners Inc. 0.00% New 12 $1K
Physician Wealth Advisors, Inc. 0.00% Reduce -40.0% 6 $526
Basecamp Wealth Advisors LLC 0.00% — 6 $526
Larson Financial Group LLC 0.00% Reduce -70.6% 5 $438
Signature Equity Partners, LLC 0.00% — 3 $263
Creative Financial Designs Inc. 0.00% Reduce -25.0% 3 $263
MV Capital Management, Inc. 0.00% New 1 $88

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