Public record / Tickers / DSGX

DSGX — DESCARTES SYSTEMS GROUP INC†

Both disclosure regimes on one name: who in Congress filed about DSGX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming DSGX
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
07-02
filed 2026-07-02
13F holders
307
top-307 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

BUY · traded 2026-06-30 → filed 2026-07-02. Ranked over every DSGX row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DSGX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DSGX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 06-30 +2d$1K–$15K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 02-18 +19d$1K–$15K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 11-03 +15d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 06-21 +18d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in DSGX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing DSGX in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · DSGX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $2.6M held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · DESCARTES SYS GROUP INC

Merged timeline of congressional filings and notable-manager moves on DSGX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+3,068 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of DSGX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
11832 Asset Management L.P.$274M1
2Janus Henderson Group Ltd.$184M1
3MACKENZIE FINANCIAL CORP$175M1
4VANGUARD CAPITAL MANAGEMENT LLC$170M1
5Conestoga Capital Advisors, LLC$151M1
6BANK OF MONTREAL /CAN/$109M1
7MORGAN STANLEY$107M1
8Temasek Holdings (Private) Ltd$105M1
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$90.1M1
10Connor, Clark & Lunn Investment Management Ltd.$87.1M1
11Waratah Capital Advisors Ltd.$85.1M1
12PRIMECAP MANAGEMENT CO/CA/$84.3M1
13TWO SIGMA INVESTMENTS, LP$81.1M1
14MANUFACTURERS LIFE INSURANCE COMPANY, THE$78.8M1
15Select Equity Group, L.P.$77.1M1
16CIBC Asset Management Inc$76.7M1
17FMR LLC$74.5M1
18TD ASSET MANAGEMENT INC$72.5M1
19D. E. Shaw & Co., Inc.$70.8M1
20Fiera Capital Corp$59.9M1
21WESTFIELD CAPITAL MANAGEMENT CO LP$57.4M1
22RENAISSANCE TECHNOLOGIES LLC$57.2M1
23VANGUARD FIDUCIARY TRUST CO$53.7M1
24BANK OF AMERICA CORP /DE/$52.5M1
25ROYAL BANK OF CANADA$47.0M1
26BlackRock, Inc.$46.6M1
27FRANKLIN RESOURCES INC$43.2M1
28PICTON MAHONEY ASSET MANAGEMENT$39.7M1
29AQR CAPITAL MANAGEMENT LLC$36.5M1
30AMERICAN CENTURY COMPANIES INC$33.5M1
31PRINCIPAL FINANCIAL GROUP INC$33.2M1
32BANK OF NOVA SCOTIA$29.6M1
33FIL Ltd$28.9M1
34Sone Capital Management, LLC$28.1M1
35Legal & General Group Plc$28.0M1
36UBS Group AG$24.9M1
37Vanguard Global Advisers, LLC$24.5M1
38TORONTO DOMINION BANK$24.2M1
39DIMENSIONAL FUND ADVISORS LP$23.9M1
40SEB Asset Management AB$22.8M1
41Praesidium Investment Management Company, LLC$22.0M1
42MILLENNIUM MANAGEMENT LLC$20.9M1
43Swiss National Bank$20.7M1
44CANADA PENSION PLAN INVESTMENT BOARD$20.2M1
45CITADEL ADVISORS LLC$19.8M1
46RAYMOND JAMES FINANCIAL INC$19.8M1
47MONTRUSCO BOLTON INVESTMENTS INC.$17.6M1
48MASSACHUSETTS FINANCIAL SERVICES CO /MA/$16.4M1
49Chevy Chase Trust Holdings, LLC$16.4M1
50Stephens Investment Management Group LLC$15.6M1
51Baird Financial Group, Inc.$14.3M1
52CHARLES SCHWAB INVESTMENT MANAGEMENT INC$14.1M1
53GUARDIAN CAPITAL LP$13.6M1
54BNP Paribas Asset Management Holding S.A.$13.2M1
55WELLINGTON MANAGEMENT GROUP LLP$13.1M1
56JANE STREET GROUP, LLC$12.9M1
57CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$12.1M1
58NATIONAL BANK OF CANADA /FI/$12.0M1
59VANGUARD ASSET MANAGEMENT, Ltd$11.6M1
60NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$11.4M1
61Scheer, Rowlett & Associates Investment Management Ltd.$11.4M1
62Alberta Investment Management Corp$11.2M1
63DEUTSCHE BANK AG\$11.0M1
64SEI INVESTMENTS CO$10.9M1
65PUBLIC SECTOR PENSION INVESTMENT BOARD$10.4M1
66ENVESTNET ASSET MANAGEMENT INC$9.4M1
67Amundi$9.3M1
68Walleye Capital LLC$9.2M1
69WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$9.2M1
70Point72 Asset Management, L.P.$9.2M1
71CIDEL ASSET MANAGEMENT INC$8.7M1
72BALYASNY ASSET MANAGEMENT L.P.$8.2M1
73CITIGROUP INC$7.8M1
74LPL Financial LLC$7.6M1
75Pembroke Management, LTD$7.4M1
76Qube Research & Technologies Ltd$6.7M1
77TD Waterhouse Canada Inc.$6.5M1
78Nuveen, LLC$6.2M1
79VOLORIDGE INVESTMENT MANAGEMENT, LLC$6.0M1
80CIBC WORLD MARKET INC.$5.9M1
81BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.3M1
82AVIVA PLC$5.1M1
83HOMESTEAD ADVISERS CORP$5.0M1
84Man Group plc$4.8M1
85Creative Planning$4.8M1
86Alpine Peaks Capital, LP$4.6M1
87Pathstone Holdings, LLC$4.2M1
88Northwest & Ethical Investments L.P.$4.0M1
89Granahan Investment Management, LLC$4.0M1
90Waverly Advisors, LLC$3.9M1
91Engineers Gate Manager LP$3.9M1
922Xideas AG$3.8M1
93Nicholas Investment Partners, LP$3.8M1
94APG Asset Management N.V.$3.5M1
95ROYAL LONDON ASSET MANAGEMENT LTD$3.5M1
96Crown Oak Advisors, LLC$3.3M1
97Magnetar Financial LLC$3.3M1
98Empowered Funds, LLC$3.2M1
99Vanguard Investments Australia, Ltd.$3.1M1
100HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M1
101Pictet Asset Management Holding SA$3.0M1
102Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
103Federation des caisses Desjardins du Quebec$2.9M1
104Quantinno Capital Management LP$2.9M1
105Invesco Ltd.$2.8M1
106SCOTIA CAPITAL INC.$2.8M1
107BARCLAYS PLC$2.8M1
108Independent Advisor Alliance$2.8M1
109Schonfeld Strategic Advisors LLC$2.7M1
110NORTHERN TRUST CORP$2.6M1
111Gotham Asset Management, LLC$2.6M1
112STIFEL FINANCIAL CORP$2.3M1
113Ensign Peak Advisors, Inc$2.3M1
114Cumberland Partners Ltd$2.2M1
115Trexquant Investment LP$2.1M1
116BLAIR WILLIAM & CO/IL$2.1M1
117ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.0M1
118Aviso Financial Inc.$2.0M1
119Grandeur Peak Global Advisors, LLC$2.0M1
120STATE OF WISCONSIN INVESTMENT BOARD$1.9M1
121Headlands Technologies LLC$1.9M1
122ExodusPoint Capital Management, LP$1.9M1
123OAK RIDGE INVESTMENTS LLC$1.8M1
124GEORGE KAISER FAMILY FOUNDATION$1.7M1
125Board of the Pension Protection Fund$1.7M1
126Squarepoint Ops LLC$1.7M1
127Y-Intercept (Hong Kong) Ltd$1.6M1
128BANK OF NOVA SCOTIA TRUST CO$1.5M1
129Pinnacle Financial Partners, Inc.$1.5M1
130WORLDQUANT MILLENNIUM ADVISORS LLC$1.4M1
131ADAGE CAPITAL PARTNERS GP, L.L.C.$1.4M1
132OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
133Lansforsakringar Fondforvaltning AB (publ)$1.4M1
134Mariner, LLC$1.3M1
135Cetera Investment Advisers$1.3M1
136SIG North Trading, ULC$1.3M1
137WELLS FARGO & COMPANY/MN$1.2M1
138ALLIANCEBERNSTEIN L.P.$1.2M1
139Vanguard Personalized Indexing Management, LLC$1.1M1
140Aquatic Capital Management LLC$1.0M1
141Voleon Capital Management LP$977K1
142Korea Investment CORP$952K1
143Atria Investments, Inc$944K1
144STEPHENS INC /AR/$894K1
145Investment Management Corp of Ontario$877K1
146Bank Julius Baer & Co. Ltd, Zurich$850K1
147Vontobel Holding Ltd.$792K1
148O'SHAUGHNESSY ASSET MANAGEMENT, LLC$742K1
149M&T BANK CORP$738K1
150FIRST TRUST ADVISORS LP$719K1
151Utah Retirement Systems$683K1
152Callan Family Office, LLC$663K1
153CenterBook Partners LP$656K1
154Advisory Advocates, LLC$639K1
155NLB Skladi, upravljanje premozenja, d.o.o.$612K1
156ROYCE & ASSOCIATES LP$603K1
157OMERS ADMINISTRATION Corp$578K1
158Savant Capital, LLC$570K1
159Kathmere Capital Management, LLC$547K1
160Swiss Life Asset Management Ltd$531K1
161Aaron Wealth Advisors LLC$491K1
162NICOLET BANKSHARES INC$485K1
163Value Partners Investments Inc.$483K1
164XTX Topco Ltd$457K1
165SUMMITRY LLC$456K1
166Bellecapital International Ltd.$444K1
167HighTower Advisors, LLC$431K1
168AIGEN INVESTMENT MANAGEMENT, LP$423K1
169Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$416K1
170Daiwa Securities Group Inc.$409K1
171Graham Capital Management, L.P.$383K1
172RITHOLTZ WEALTH MANAGEMENT$362K1
173Sequoia Financial Advisors, LLC$352K1
174State of Wyoming$325K1
175US BANCORP \DE\$319K1
176J. Safra Sarasin Holding AG$299K1
177Cerity Partners LLC$289K1
178Cynosure Group, LLC$281K1
179WESTWOOD HOLDINGS GROUP INC$276K1
180Focus Partners Wealth$275K1
181NATIXIS$272K1
182Hardy Reed LLC$267K1
183Corient Private Wealth LLC$263K1
184Scientech Research LLC$260K1
185West Family Investments, Inc.$256K1
186Vestmark Advisory Solutions, Inc.$254K1
187STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$239K1
188Jefferies Financial Group Inc.$237K1
189IMC-Chicago, LLC$231K1
190COMMERCE BANK$223K1
191SIGNATUREFD, LLC$218K1
192STATE STREET CORP$217K1
193Hilltop National Bank$216K1
194MARCO INVESTMENT MANAGEMENT LLC$211K1
195VISTA FINANCE, LLC$209K1
196Blueshift Asset Management, LLC$208K1
197LAZARD ASSET MANAGEMENT LLC$207K1
198OSAIC HOLDINGS, INC.$205K1
199OXFORD ASSET MANAGEMENT LLP$205K1
200SUSQUEHANNA INTERNATIONAL GROUP, LLP$202K1
201K.J. Harrison & Partners Inc$201K1
202NIA IMPACT ADVISORS, LLC$200K1
203QUADRANT CAPITAL GROUP LLC$125K1
204NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$125K1
205Rockefeller Capital Management L.P.$116K1
206Parkside Financial Bank & Trust$92.7K1
207Wellington Grp LLC$92.6K1
208FIFTH THIRD BANCORP$91.9K1
209Allworth Financial LP$66.1K1
210Steward Partners Investment Advisory, LLC$50.1K1
211Cromwell Holdings LLC$42.5K1
212Larson Financial Group LLC$41.5K1
213SIMPLEX TRADING, LLC$39.9K1
214Measured Wealth Private Client Group, LLC$38.8K1
215UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$36.7K1
216VEGA INVESTMENT SOLUTIONS$33.7K1
217JFS WEALTH ADVISORS, LLC$28.9K1
218Premier Fund Managers Ltd$22.5K1
219ASSETMARK, INC$20.8K1
220LORD, ABBETT & CO. LLC$18.2K1
221Clark Wealth Partners$17.4K1
222MATHER GROUP, LLC.$17.2K1
223Guinness Asset Management LTD$13.5K1
224MAI Capital Management$13.3K1
225WealthCollab, LLC$11.5K1
226ACADIAN ASSET MANAGEMENT LLC$9.3K1
227Smartleaf Asset Management LLC$7.0K1
228CHILTON CAPITAL MANAGEMENT LLC$6.8K1
229CENTRAL TRUST Co$5.7K1
230CWM, LLC$5.1K1
231SHP Wealth Management$5.0K1
232Tower Research Capital LLC (TRC)$4.9K1
233Meramec Financial Planners, LLC$3.6K1
234Physician Wealth Advisors, Inc.$3.1K1
235CENTAURUS FINANCIAL, INC.$3.1K1
236Bell Investment Advisors, Inc$3.1K1
237TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$2.9K1
238MidFirst Bank$2.6K1
239Optiver Holding B.V.$2.4K1
240SJS Investment Consulting Inc.$2.0K1
241MONTAG A & ASSOCIATES INC$2.0K1
242Caitong International Asset Management Co., Ltd$1.9K1
243CANADA LIFE ASSURANCE Co$1.8K1
244Spire Wealth Management$1.5K1
245Tradewinds Capital Management, LLC$1.4K1
246Arax Advisory Partners$1.2K1
247FINANCIAL CONSULATE, INC$1.0K1
248MV CAPITAL MANAGEMENT, INC.$9311
249True Wealth Design, LLC$8591
250Pacifica Partners Inc.$8581
251Stone House Investment Management, LLC$7161
252Claret Asset Management Corp$7051
253Purpose Unlimited Inc.$6301
254DekaBank Deutsche Girozentrale$4701
255THRIVENT FINANCIAL FOR LUTHERANS$2311
256Signature Equity Partners, LLC$2151
257Employees Retirement System of Texas$591
258NOMURA ASSET MANAGEMENT CO LTD$01
259FIDUCIARY TRUST CO— value not disclosed1
260VANGUARD GROUP INC— value not disclosed1
261GLENMEDE TRUST CO NA— value not disclosed1
262MML INVESTORS SERVICES, LLC— value not disclosed1
263WASATCH ADVISORS LP— value not disclosed1
264Clearstead Advisors, LLC— value not disclosed1
265PRUDENTIAL PLC— value not disclosed1
266VICTORY CAPITAL MANAGEMENT INC— value not disclosed1
267FEDERATED HERMES, INC.— value not disclosed1
268TRUST CO OF VERMONT— value not disclosed1
269CIBC Private Wealth Group LLC— value not disclosed1
270NORGES BANK— value not disclosed1
271PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
272Hudson Bay Capital Management LP— value not disclosed1
273CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
274TWO SIGMA ADVISERS, LP— value not disclosed1
275Quantum Capital Management, LLC / NJ— value not disclosed1
276Genus Capital Management Inc.— value not disclosed1
277Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
278Dynamic Technology Lab Private Ltd— value not disclosed1
279Leonteq Securities AG— value not disclosed1
280Metis Global Partners, LLC— value not disclosed1
281Avior Wealth Management, LLC— value not disclosed1
282Dakota Wealth Management— value not disclosed1
283Koshinski Asset Management, Inc.— value not disclosed1
284Intellectus Partners, LLC— value not disclosed1
285Centiva Capital, LP— value not disclosed1
286Meridian Wealth Management, LLC— value not disclosed1
287Global Retirement Partners, LLC— value not disclosed1
288TWINBEECH CAPITAL LP— value not disclosed1
289NICOLET ADVISORY SERVICES, LLC— value not disclosed1
290WEALTH ALLIANCE, LLC— value not disclosed1
291Durable Capital Partners LP— value not disclosed1
292CVA Family Office, LLC— value not disclosed1
293Kestra Advisory Services, LLC— value not disclosed1
294EWA, LLC— value not disclosed1
295Blue Trust, Inc.— value not disclosed1
296R Squared Ltd— value not disclosed1
297PharVision Advisers, LLC— value not disclosed1
298Ascent Group, LLC— value not disclosed1
299Security Financial Services, INC.— value not disclosed1
300SageView Advisory Group, LLC— value not disclosed1
301Harvest Portfolios Group Inc.— value not disclosed1
302Quarry LP— value not disclosed1
303Envestnet Portfolio Solutions, Inc.— value not disclosed1
304Knollwood Investment Advisory, LLC— value not disclosed1
305Accent Capital Management, LLC— value not disclosed1
306Central Pacific Bank - Trust Division— value not disclosed1
307Fideuram Asset Management (Ireland) dac— value not disclosed1
Truncated by Public Filings. Every one of the 258 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on DSGX

RETAINED WINDOW · ACTIVE HITS

Zero hits on DSGX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for DSGX · financials and macro

Financials — as filed PLANNED

DSGX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: DSGX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing