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Descartes Systems

364 hedge funds and large institutions have $6.13B invested in Descartes Systems in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3.27% less ownership

Funds ownership: 78.94%75.67% (-3.3%)

11% less capital invested

Capital invested by funds: $6.9B → $6.13B (-$765M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
364
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2M
Puts
$2.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
326
WealthCollab
Washington
$25.8K
QCG
327
Quadrant Capital Group
Ohio
$23.7K
CA
328
Clearstead Advisors
Ohio
$21K
Rockefeller Capital Management
329
Rockefeller Capital Management
New York
$19.9K
NA
330
NewEdge Advisors
Louisiana
$18.9K
TRCT
331
Tower Research Capital (TRC)
New York
$18.8K
HWA
332
HHM Wealth Advisors
Tennessee
$18.8K
ZBNA
333
Zions Bancorporation, National Association
Utah
$18.3K
NS
334
NBC Securities
Alabama
$17.6K
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$17K
SAM
336
Smartleaf Asset Management
Massachusetts
$12K
PTC
337
Private Trust Company
Ohio
$10.6K
AAS
338
Ameritas Advisory Services
Nebraska
$9.42K
WANY
339
Wealthspire Advisors (New York)
New York
$9.23K
Jones Financial Companies
340
Jones Financial Companies
Missouri
$7.79K
HC
341
Hurley Capital
New York
$7.73K
Optiver Holding
342
Optiver Holding
Netherlands
$7.35K
GWSG
343
GPS Wealth Strategies Group
Colorado
$6.6K
MA
344
Montag & Associates
Georgia
$5.38K
AAP
345
Arax Advisory Partners
Colorado
$4.99K
RFP
346
Root Financial Partners
California
$4.71K
AA
347
Ancora Advisors
Ohio
$4.43K
TFIPS
348
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.77K
BIA
349
Bell Investment Advisors
California
$3.49K
CFG
350
Clayton Financial Group
Missouri
$3.39K