DSGX
The Descartes Systems Group Inc. · Technology · Software - Application
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +0.7% ·
netto nieuwe posities +19.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 725.83K | $58.76M | n/a | −1 |
| Q2 2026 | 115 | -1 | 45.44M | $3.21B | +6 | −8 |
| Q1 2026 | 119 | +2 | 46.95M | $3.37B | +6 | −5 |
| Q4 2025 | 118 | 0 | 45.46M | $3.99B | +1 | n/a |
| Q3 2025 | 21 | +5 | 18.40M | $1.74B | +5 | −1 |
| Q2 2025 | 14 | 0 | 17.83M | $1.81B | n/a | n/a |
| Q1 2025 | 11 | -2 | 12.67M | $1.28B | n/a | −2 |
| Q4 2024 | 13 | +1 | 11.76M | $1.34B | +1 | n/a |
| Q3 2024 | 12 | 0 | 12.67M | $1.31B | n/a | n/a |
| Q2 2024 | 12 | n/a | 12.36M | $1.20B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 7.77M | -9.2% | $732.11M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 2 | The Vanguard Group ✦ (passief) | 3.53M | +3.3% | $332.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | PRIMECAP Management ✦ | 1.18M | -20.6% | $111.49M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 4 | Arrowstreet Capital ✦ | 1.00M | -16.8% | $94.18M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 871.67K | +9.7% | $83.83M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 803.54K | n/a | $75.72M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 7 | Goldman Sachs Group ✦ | 499.06K | n/a | $47.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Renaissance Technologies ✦ | 491.84K | +26.1% | $46.35M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 424.28K | -9.8% | $39.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 10 | Fidelity (FMR) ✦ | 377.03K | +154.9% | $35.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Two Sigma Investments ✦ | 361.90K | +207.6% | $34.10M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 294.88K | n/a | $27.79M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 13 | D. E. Shaw & Co. ✦ | 235.36K | +2879.3% | $22.17M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Marshall Wace ✦ | 168.08K | Nieuw | $15.84M | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 164.65K | Nieuw | $15.52M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Millennium Management ✦ | 150.24K | +192.5% | $14.15M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 48.62K | Nieuw | $4.58M | 0.0% | New | 1 | SEC ↗ |
| 18 | Wellington Management ✦ | 11.42K | +10.0% | $1.08M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 19 | Gotham Asset Management ✦ | 9.69K | +101.8% | $913,277 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passief) | 3.35K | Nieuw | $315,576 | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 2.12K | Nieuw | $200,051 | 0.0% | New | 1 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Marshall Wace | $15.84M | 0.0% |
| Citadel Advisors | $15.52M | 0.0% |
| Point72 Asset Management | $4.58M | 0.0% |
| State Street Global Advisors | $315,576 | 0.0% |
| AQR Capital Management | $200,051 | 0.0% |
Verlaten
| Norges Bank | $117.68M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1 houders, 59.93K aandelen, $4.28M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.