Filing Research | DESCARTES SYS GROUP INC Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	1.9MSH	$129.1M
2	Ninety One UK Ltd	Shares	640.0KSH	$44.3M
3	RIVERBRIDGE PARTNERS LLC	Shares	291.1KSH	$20.2M
4	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	251.9KSH	$17.4M
5	FENIMORE ASSET MANAGEMENT INC	Shares	162.0KSH	$11.2M
6	Ninety One North America, Inc.	Shares	122.8KSH	$8.5M
7	CIDEL ASSET MANAGEMENT INC	Shares	117.8KSH	$8.2M
8	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	115.1KSH	$8.0M
9	HERALD INVESTMENT MANAGEMENT Ltd	Shares	108.0KSH	$7.5M
10	Pembroke Management, LTD	Shares	104.0KSH	$7.2M
11	LOUISBOURG INVESTMENTS INC.	Shares	83.2KSH	$5.8M
12	Canoe Financial LP	Shares	48.6KSH	$3.4M
13	ARGENT CAPITAL MANAGEMENT LLC	Shares	46.5KSH	$3.2M
14	Crown Oak Advisors, LLC	Shares	44.7KSH	$3.1M
15	OAK RIDGE INVESTMENTS LLC	Shares	25.0KSH	$1.7M
16	Fideuram Asset Management (Ireland) dac	Shares	7.7KSH	$736.8K
17	Y-Intercept (Hong Kong) Ltd	Shares	7.5KSH	$516.9K
18	Value Partners Investments Inc.	Shares	7.0KSH	$482.0K
19	SUMMITRY LLC	Shares	6.6KSH	$455.5K
20	Aaron Wealth Advisors LLC	Shares	6.2KSH	$427.3K
21	Bellecapital International Ltd.	Shares	4.7KSH	$323.5K
22	Venturi Wealth Management, LLC	Shares	4.1KSH	$284.8K
23	Sequoia Financial Advisors, LLC	Shares	4.1KSH	$281.3K
24	SIGNATUREFD, LLC	Shares	3.2KSH	$220.4K
25	Hilltop National Bank	Shares	3.0KSH	$209.0K
26	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.0KSH	$207.4K
27	Versant Capital Management, Inc	Shares	1.3KSH	$92.6K
28	GAMMA Investing LLC	Shares	1.1KSH	$74.7K
29	GHP Investment Advisors, Inc.	Shares	1.0KSH	$71.0K
30	SBI Securities Co., Ltd.	Shares	806SH	$55.8K
31	Cromwell Holdings LLC	Shares	583SH	$40.4K
32	EverSource Wealth Advisors, LLC	Shares	486SH	$33.7K
33	Farther Finance Advisors, LLC	Shares	180SH	$12.5K
34	Premier Fund Managers Ltd	Shares	175.2KSH	$12.2K
35	INTACT INVESTMENT MANAGEMENT INC.	Shares	140SH	$9.7K
36	ELEVATION WEALTH PARTNERS, LLC	Shares	115SH	$8.0K
37	Bank of New Hampshire	Shares	58SH	$4.0K
38	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd	Shares	34.1KSH	$3.4K
39	Global X Japan Co., Ltd.	Shares	25SH	$1.7K
40	IFP Advisors, Inc	Shares	24SH	$1.7K
41	Physician Wealth Advisors, Inc.	Shares	23SH	$1.6K
42	Spire Wealth Management	Shares	21SH	$1.5K
43	Tradewinds Capital Management, LLC	Shares	20SH	$1.4K
44	FINANCIAL CONSULATE, INC	Shares	19SH	$1.3K
45	Pacifica Partners Inc.	Shares	12SH	$857
46	True Wealth Design, LLC	Shares	12SH	$831
47	JFS WEALTH ADVISORS, LLC	Shares	4SH	$277

Manager changes2026-06-30 vs 2026-03-31

50 / 50 loaded

#		Instrument
1	Ninety One UK Ltd new	Shares	+640.0K	+$44.3M	$44.3M
2	Ninety One North America, Inc. new	Shares	+122.8K	+$8.5M	$8.5M
3	Fideuram Asset Management (Ireland) dac new	Shares	+7.7K	+$736.8K	$736.8K
4	Venturi Wealth Management, LLC new	Shares	+4.1K	+$284.8K	$284.8K
5	GHP Investment Advisors, Inc. new	Shares	+1.0K	+$71.0K	$71.0K
6	LOUISBOURG INVESTMENTS INC. added	Shares	+3.5K	+$55.0K	$5.8M
7	Versant Capital Management, Inc added	Shares	+429	+$27.6K	$92.6K
8	INTACT INVESTMENT MANAGEMENT INC. new	Shares	+140	+$9.7K	$9.7K
9	ELEVATION WEALTH PARTNERS, LLC new	Shares	+115	+$8.0K	$8.0K
10	FENIMORE ASSET MANAGEMENT INC added	Shares	+5.4K	+$7.8K	$11.2M
11	GAMMA Investing LLC added	Shares	+138	+$7.4K	$74.7K
12	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd new	Shares	+34.1K	+$3.4K	$3.4K
13	SIGNATUREFD, LLC added	Shares	+141	+$2.7K	$220.4K
14	Global X Japan Co., Ltd. new	Shares	+25	+$1.7K	$1.7K
15	Farther Finance Advisors, LLC added	Shares	+17	+$912	$12.5K
16	FINANCIAL CONSULATE, INC added	Shares	+5	+$314	$1.3K
17	Pacifica Partners Inc. unchanged	Shares	0	-$1	$857
18	True Wealth Design, LLC unchanged	Shares	0	-$28	$831
19	Tradewinds Capital Management, LLC unchanged	Shares	0	-$47	$1.4K
20	Spire Wealth Management unchanged	Shares	0	-$49	$1.5K
21	IFP Advisors, Inc unchanged	Shares	0	-$55	$1.7K
22	SUMMITRY LLC added	Shares	+211	-$165	$455.5K
23	Value Partners Investments Inc. added	Shares	+214	-$1.1K	$482.0K
24	Physician Wealth Advisors, Inc. trimmed	Shares	-21	-$1.6K	$1.6K
25	SJS Investment Consulting Inc. exited	Shares	-28	-$2.0K	$0
26	Cromwell Holdings LLC trimmed	Shares	-11	-$2.1K	$40.4K
27	SBI Securities Co., Ltd. trimmed	Shares	-21	-$3.4K	$55.8K
28	Bank of New Hampshire trimmed	Shares	-62	-$4.6K	$4.0K
29	EverSource Wealth Advisors, LLC trimmed	Shares	-62	-$5.6K	$33.7K
30	Hilltop National Bank unchanged	Shares	0	-$7.0K	$209.0K
31	Premier Fund Managers Ltd trimmed	Shares	-142.3K	-$10.4K	$12.2K
32	OAK RIDGE INVESTMENTS LLC added	Shares	+491	-$22.8K	$1.7M
33	JFS WEALTH ADVISORS, LLC trimmed	Shares	-400	-$28.6K	$277
34	Aaron Wealth Advisors LLC trimmed	Shares	-687	-$63.5K	$427.3K
35	Sequoia Financial Advisors, LLC trimmed	Shares	-856	-$70.7K	$281.3K
36	Bellecapital International Ltd. trimmed	Shares	-1.5K	-$120.3K	$323.5K
37	MONTRUSCO BOLTON INVESTMENTS INC. added	Shares	+5.6K	-$142.1K	$17.4M
38	Crown Oak Advisors, LLC trimmed	Shares	-1.2K	-$190.6K	$3.1M
39	Pembroke Management, LTD added	Shares	+658	-$194.2K	$7.2M
40	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-2.8K	-$209.1K	$207.4K
41	VISTA FINANCE, LLC exited	Shares	-2.9K	-$209.2K	$0
42	Trust Point Inc. exited	Shares	-4.0K	-$286.7K	$0
43	CIDEL ASSET MANAGEMENT INC trimmed	Shares	-3.5K	-$507.8K	$8.2M
44	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-6.1K	-$704.3K	$8.0M
45	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-14.2K	-$1.0M	$516.9K
46	Canoe Financial LP trimmed	Shares	-16.3K	-$1.3M	$3.4M
47	HERALD INVESTMENT MANAGEMENT Ltd trimmed	Shares	-37.0K	-$2.9M	$7.5M
48	ARGENT CAPITAL MANAGEMENT LLC trimmed	Shares	-44.1K	-$3.3M	$3.2M
49	RIVERBRIDGE PARTNERS LLC trimmed	Shares	-160.3K	-$12.1M	$20.2M
50	Conestoga Capital Advisors, LLC trimmed	Shares	-246.5K	-$22.0M	$129.1M