DSGX
The Descartes Systems Group Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones -7.2% ·
nuevas posiciones netas +7.7%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | -1 | 45.58M | $3.22B | +6 | −6 |
| Q1 2026 | 119 | +2 | 46.95M | $3.37B | +6 | −5 |
| Q4 2025 | 118 | 0 | 45.46M | $3.99B | +1 | — |
| Q3 2025 | 21 | +5 | 18.40M | $1.74B | +5 | −1 |
| Q2 2025 | 14 | 0 | 17.83M | $1.81B | — | — |
| Q1 2025 | 11 | -2 | 12.67M | $1.28B | — | −2 |
| Q4 2024 | 13 | +1 | 11.76M | $1.34B | +1 | — |
| Q3 2024 | 12 | 0 | 12.67M | $1.31B | — | — |
| Q2 2024 | 12 | — | 12.36M | $1.20B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 6.20M | -18.1% | $704.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 6.20M | -18.1% | $704.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | PRIMECAP Management ✦ | 1.92M | -9.3% | $217.83M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | Arrowstreet Capital ✦ | 1.20M | +114.3% | $136.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (pasivo) | 1.12M | -1.4% | $126.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 590.01K | +23.0% | $67.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 590.01K | +23.0% | $67.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 353.80K | -4.3% | $40.19M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 171.71K | +33.5% | $19.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Millennium Management ✦ | 123.82K | -54.5% | $14.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 38.85K | +384.8% | $4.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 38.85K | +384.8% | $4.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 31.24K | +23.5% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 31.24K | +23.5% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 7.96K | +5.8% | $904,029 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 7.96K | +5.8% | $904,029 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 5.62K | Nuevo | $638,432 | 0.0% | New | 1 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 4.90K | 0.0% | $556,981 | 0.0% | Held | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $638,432 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 59.93K acciones, $4.28M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.