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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

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

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 06-30 +2d$1K–$15K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 02-18 +19d$1K–$15K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 11-03 +15d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 06-21 +18d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing DSGX in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · 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
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+3,068 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
260VANGUARD GROUP INC$01
261GLENMEDE TRUST CO NA$01
262MML INVESTORS SERVICES, LLC$01
263WASATCH ADVISORS LP$01
264Clearstead Advisors, LLC$01
265PRUDENTIAL PLC$01
266VICTORY CAPITAL MANAGEMENT INC$01
267FEDERATED HERMES, INC.$01
268TRUST CO OF VERMONT$01
269CIBC Private Wealth Group LLC$01
270NORGES BANK$01
271PRELUDE CAPITAL MANAGEMENT, LLC$01
272Hudson Bay Capital Management LP$01
273CAPSTONE INVESTMENT ADVISORS, LLC$01
274TWO SIGMA ADVISERS, LP$01
275Quantum Capital Management, LLC / NJ$01
276Genus Capital Management Inc.$01
277Skandinaviska Enskilda Banken AB (publ)$01
278Dynamic Technology Lab Private Ltd$01
279Leonteq Securities AG$01
280Metis Global Partners, LLC$01
281Avior Wealth Management, LLC$01
282Dakota Wealth Management$01
283Koshinski Asset Management, Inc.$01
284Intellectus Partners, LLC$01
285Centiva Capital, LP$01
286Meridian Wealth Management, LLC$01
287Global Retirement Partners, LLC$01
288TWINBEECH CAPITAL LP$01
289NICOLET ADVISORY SERVICES, LLC$01
290WEALTH ALLIANCE, LLC$01
291Durable Capital Partners LP$01
292CVA Family Office, LLC$01
293Kestra Advisory Services, LLC$01
294EWA, LLC$01
295Blue Trust, Inc.$01
296R Squared Ltd$01
297PharVision Advisers, LLC$01
298Ascent Group, LLC$01
299Security Financial Services, INC.$01
300SageView Advisory Group, LLC$01
301Harvest Portfolios Group Inc.$01
302Quarry LP$01
303Envestnet Portfolio Solutions, Inc.$01
304Knollwood Investment Advisory, LLC$01
305Accent Capital Management, LLC$01
306Central Pacific Bank - Trust Division$01
307Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 307 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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