DSGX
The Descartes Systems Group Inc. · Technology · Software - Application
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +6.7% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| 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 ✦ | 8.56M | +20.0% | $870.10M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 8.56M | +20.0% | $870.10M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 3.42M | — | $347.61M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 3.42M | — | $347.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 3.42M | — | $347.61M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (pasivo) | 3.42M | — | $347.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | The Vanguard Group ✦ (pasivo) | 3.42M | — | $347.61M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | PRIMECAP Management ✦ | 1.49M | -16.6% | $151.47M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 1.20M | -9.3% | $122.20M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 10 | Norges Bank ✦ (pasivo) | 1.16M | +0.5% | $117.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 794.31K | +21.8% | $82.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Geode Capital Management ✦ (pasivo) | 794.31K | +21.8% | $82.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 470.27K | — | $47.80M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 470.27K | — | $47.80M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 470.27K | — | $47.80M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 470.27K | — | $47.80M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 470.27K | — | $47.80M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 470.27K | — | $47.80M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 470.27K | — | $47.80M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 390.00K | -0.9% | $39.64M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 147.92K | — | $15.03M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 147.92K | — | $15.03M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 117.65K | -21.0% | $11.96M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Millennium Management ✦ | 51.37K | -12.9% | $5.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Wellington Management ✦ | 10.38K | +0.3% | $1.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Wellington Management ✦ | 10.38K | +0.3% | $1.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 7.90K | +19.7% | $803,062 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 4.80K | -0.3% | $488,099 | 0.0% | ▼ Trim | 5 | 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
| Sin nuevos compradores rastreados este trimestre. |
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.