DSGXNasdaqServices-Prepackaged SoftwareFiscal year ends January 31
DESCARTES SYSTEMS GROUP INC
Financials through fiscal 2026, year ended Jan 31, 2026Last filing: 40-F on Mar 11, 2026
$86.66−0.39 (-0.45%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- 46.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
82.0%
71M of 86M shares
Institutional holders
338
43 new, 49 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | 5,670,134 | 6.60% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 4,366,126 | 5.10% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DSGX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc /Md/ | 5,669,388 | 6.59% | $392.55K | −595,492 | 0.04% |
| 1832 Asset Management L.P. | 3,826,186 | 4.45% | $264.93M | −7,607 | 0.13% |
| Jupiter Topco LLC | 2,624,926 | 3.05% | $181.74M | New | 0.07% |
| Vanguard Capital Management LLC | 2,399,478 | 2.79% | $166.19M | +27,298 | 0.00% |
| Manufacturers Life Insurance Company, The | 2,045,632 | 2.38% | $141.40M | +944,877 | 0.11% |
| Temasek Holdings (Private) Ltd | 2,011,165 | 2.34% | $139.07M | +547,000 | 0.37% |
| Mackenzie Financial Corp | 1,971,360 | 2.29% | $193.65M | −475,787 | 0.19% |
| Conestoga Capital Advisors, LLC | 1,864,851 | 2.17% | $129.12M | −246,469 | 2.81% |
| T. Rowe Price Investment Management, Inc. | 1,849,277 | 2.15% | $128.04K | −334,165 | 0.08% |
| Bank Of Montreal /Can/ | 1,811,867 | 2.11% | $125.37M | +285,857 | 0.04% |
| Morgan Stanley | 1,687,878 | 1.96% | $116.87M | +199,249 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 1,528,720 | 1.78% | $105.80M | +270,563 | 0.05% |
| Waratah Capital Advisors Ltd. | 1,447,678 | 1.68% | $100.24M | +258,196 | 3.41% |
| Wellington Management Group Llp | 1,363,426 | 1.58% | $94.40M | +1,179,345 | 0.02% |
| Select Equity Group, L.P. | 1,290,947 | 1.50% | $89.39M | +210,792 | 0.44% |
| Geode Capital Management, LLC | 1,170,156 | 1.36% | $81.17M | +81,043 | 0.00% |
| Norges Bank | 1,154,012 | 1.34% | $79.85M | New | 0.01% |
| FMR LLC | 1,141,446 | 1.33% | $79.04M | +100,634 | 0.00% |
| Fiera Capital Corp | 1,122,573 | 1.30% | $77.61M | +285,383 | 0.28% |
| Royal Bank of Canada | 1,079,587 | 1.25% | $74.75M | +422,382 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 338 | 71M | 82.0% | 43 / 118 | 143 / 49 | 13M | 9M |
| Q1 2026 | 348 | 69M | 79.9% | 58 / 140 | 122 / 55 | 18M | 11M |
| Q4 2025 | 351 | 65M | 76.1% | 54 / 137 | 121 / 65 | 14M | 11M |
| Q3 2025 | 372 | 65M | 75.8% | 59 / 131 | 139 / 38 | 8M | 11M |
| Q2 2025 | 356 | 69M | 79.6% | 38 / 120 | 155 / 33 | 7M | 5M |
| Q1 2025 | 356 | 67M | 77.6% | 37 / 131 | 145 / 48 | 4M | 15M |
| Q4 2024 | 371 | 78M | 90.8% | 50 / 132 | 144 / 17 | 17M | 5M |
| Q3 2024 | 342 | 67M | 77.7% | 38 / 128 | 125 / 17 | 3M | 3M |
| Q2 2024 | 323 | 67M | 78.1% | 53 / 133 | 96 / 29 | 5M | 5M |
| Q1 2024 | 302 | 68M | 78.6% | 43 / 129 | 98 / 27 | 4M | 4M |
| Q4 2023 | 288 | 67M | 78.0% | 52 / 111 | 94 / 14 | 6M | 5M |
| Q3 2023 | 255 | 67M | 78.0% | 20 / 96 | 106 / 20 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DSGX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Janus Henderson Enterprise Fund | 1,369,078 | 1.59% | $94.79M | 0.42% | Jun 30, 2026 |
| Vanguard Total International Stock Index Fund | 1,274,730 | 1.48% | $134.20M | 0.01% | Jul 31, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 983,936 | 1.14% | $68.13M | 0.30% | Jun 30, 2026 |
| Vanguard Developed Markets Index Fund | 840,564 | 0.98% | $82.57M | 0.02% | Jun 30, 2026 |
| Conestoga Small Cap Fund | 825,840 | 0.96% | $57.18M | 2.80% | Jun 30, 2026 |
| T. Rowe Price International Stock Fund | 738,249 | 0.86% | $55.49M | 0.41% | Jul 31, 2026 |
| Vanguard Capital Opportunity Fund | 584,934 | 0.68% | $40.50M | 0.12% | Jun 30, 2026 |
| Janus Henderson Venture Fund | 564,259 | 0.66% | $27.56M | 1.08% | Jun 30, 2026 |
| T. Rowe Price International Discovery Fund | 521,859 | 0.61% | $27.96M | 0.59% | Jul 31, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 495,132 | 0.58% | $34.28M | 0.35% | Jun 30, 2026 |
| Fidelity SAI Canada Equity Index Fund | 444,591 | 0.52% | $23.82M | 0.21% | Jul 31, 2026 |
| iShares Expanded Tech-Software Sector ETF | 440,446 | 0.51% | $30.50M | 0.23% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 380,198 | 0.44% | $28.05M | 0.03% | May 31, 2026 |
| Brown Capital Management International Small Company Fund | 379,185 | 0.44% | $18.52M | 3.84% | Jun 30, 2026 |
| VIP Contrafund Portfolio | 346,700 | 0.40% | $24.01M | 0.08% | Jun 30, 2026 |
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Edward Joseph Ryan Officer | Sep 23, 2026 | 44,539 | $3.56M | Sep 22, 2026 | Restricted Stock Award Vesting |