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Descartes Systems
DSGX

Overview Fund Activity

352 hedge funds and large institutions have $6.63B invested in Descartes Systems in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 144 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-17
Holders Change %
-4.61%
% of All Funds
4.78%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
37
Increased
129
Reduced
144
Closed
48
Calls
$3.15M
Puts
$8.72M
Net Calls
-$5.58M
Net Calls Change
-$2.07M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$94.4M
2
GIM
Granahan Investment Management
Massachusetts
+$33.5M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$20.5M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$18.3M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$16.7M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$109M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$37.4M
3
Vontobel Holding
Vontobel Holding
Switzerland
-$30.6M
4
ZEP
Zeno Equity Partners
United Kingdom
-$29.1M
5
Invesco
Invesco
Georgia
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
MorganRosel Wealth Management
Colorado
$5.04K +$5.04K +50 New
SPIA
327
Steward Partners Investment Advisory
New York
$4.03K – – –
BCMLT
328
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.03K – – –
CFD
329
Creative Financial Designs
Indiana
$3.93K +$3.93K +39 New
TPCW
330
TD Private Client Wealth
New York
$3.83K +$2.52K +25 +192%
BIA
331
Bell Investment Advisors
California
$3.73K – – –
CWC
332
Carolinas Wealth Consulting
North Carolina
$3.6K +$300 +3 +9%
WSFS
333
Wilmington Savings Fund Society
Delaware
$3.33K – – –
CFO
334
CVA Family Office
Colorado
$2.82K – – –
EB
335
Eastern Bank
Massachusetts
$2.82K +$2.82K +28 New
MA
336
Montag & Associates
Georgia
$2.73K – – –
GBT
337
Grove Bank & Trust
Florida
$2.62K +$2.62K +26 New
HCP
338
Hexagon Capital Partners
Arkansas
$2.52K +$403 +4 +19%
SAM
339
Smartleaf Asset Management
Massachusetts
$1.8K – – –
HWP
340
Highline Wealth Partners
California
$1.71K +$1.71K +17 New
AAP
341
Arax Advisory Partners
Colorado
$1.61K – – –
JWA
342
JFS Wealth Advisors
Pennsylvania
$1.51K -$504 -5 -25%
IA
343
IFP Advisors
Florida
$1.31K – – –
PWA
344
Physician Wealth Advisors
Utah
$1.01K -$505 -5 -33%
BIG
345
Brooklyn Investment Group
New York
$1.01K +$1.01K +10 New
NC
346
NewSquare Capital
Pennsylvania
$1.01K +$1.01K +10 New
HWM
347
Hemington Wealth Management
Virginia
$1K -$389 -7 -28%
RhumbLine Advisers
348
RhumbLine Advisers
Massachusetts
$907 -$1.61K -16 -64%
BFS
349
Bare Financial Services
Pennsylvania
$706 +$706 +7 New
CPG
350
Cornerstone Planning Group
New Jersey
$619 +$103 +1 +20%
12 13
14
15 16