§ TECHNOLOGY
USD · TechnologyDSGX
DESCARTES SYSTEMS GRP/THE
USDSector · TechnologyBeta · 0.34
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
169 increased/new, 146 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 37.5 | P/B | 3.79 |
| EPS (TTM) | 1.87 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| 1832 Asset Management L.P. | 3.8M | 0.3% | +48% |
| JANUS HENDERSON GROUP PLC | 2.6M | n/a | +4% |
| MACKENZIE FINANCIAL CORP | 2.4M | 0.2% | −27% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | n/a | n/a |
| Conestoga Capital Advisors, LLC | 2.1M | 3.0% | −16% |
| BANK OF MONTREAL /CAN/ | 1.5M | 0.0% | −2% |
◇ AC INTELLIGENCE
Top institutional owners for DSGX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER13.1% · 0 holders
OTHER44.8% · 245 holders
QUALITY / COMPOUNDER21.4% · 26 holders
DEALER / BANK10.3% · 38 holders
SYSTEMATIC / QUANT3.0% · 10 holders
PASSIVE / INDEX2.8% · 8 holders
INCOME / DEFENSIVE2.6% · 18 holders
ACTIVIST1.2% · 1 holder
TACTICAL / MACRO0.8% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DSGX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DSGX yet.