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The Descartes Systems Group Inc.

DSGX Technology
$77.3 $-2.33 (-2.93%)
Market Cap: $6.58 B
Gurus Holding
6
Popularity Rank
#1508
% of Shares Held
1.39%
Net Activity (Q2 2026)
-$20.54 M

Guru Ownership Trend

Guru Analysis for The Descartes Systems Group Inc. (DSGX)

The Descartes Systems Group Inc. (DSGX), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $92.04 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $20.54 M net outflow during the quarter.

Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Steven Cohen reduced exposure by 84.9%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$2.6 M
Total Buy Value
New Buys 1
Additions 0
-$23.14 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
1

FAQs for The Descartes Systems Group Inc. (DSGX)

Major holders include Renaissance Technologies (RenTech) ($44.37 M), Cliff Asness ($32.34 M), Louis Moore Bacon ($2.6 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.19 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $20.54 M, with 1 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited DSGX. The total reported sell value was $23.14 M.

Yes, 1 managers opened new positions in DSGX, and 0 increased their existing holdings. The total reported buy value was $2.6 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Reduce -19.8% 640,844 $44.37 M Q2 2026
0.01% Reduce -8.6% 467,971 $32.34 M Q2 2026
0.04% New Buy 37,500 $2.6 M Q2 2026
0.00% Reduce -84.9% 19,339 $1.34 M Q2 2026
0.00% Reduce -54.7% 16,638 $1.15 M Q2 2026
0.00% 8,424 $583,278 Q2 2026
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