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DSGX · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

DSGXMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • DSGX
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterDSGXMSFT
Q3 20206 holders, $1.0bn63 holders, $218bn
Q4 20206 holders, $1.0bn66 holders, $228bn
Q1 20215 holders, $1.0bn65 holders, $241bn
Q2 20215 holders, $1.2bn62 holders, $273bn
Q3 20217 holders, $1.4bn64 holders, $283bn
Q4 20217 holders, $1.2bn65 holders, $336bn
Q1 20227 holders, $1.2bn63 holders, $297bn
Q2 20226 holders, $1.2bn67 holders, $245bn
Q3 20225 holders, $961m68 holders, $216bn
Q4 20226 holders, $1.2bn62 holders, $217bn
Q1 20238 holders, $1.3bn65 holders, $254bn
Q2 202312 holders, $1.3bn69 holders, $304bn
Q3 202311 holders, $1.2bn71 holders, $281bn
Q4 202312 holders, $1.3bn66 holders, $333bn
Q1 202412 holders, $1.4bn68 holders, $361bn
Q2 20248 holders, $1.3bn67 holders, $374bn
Q3 20249 holders, $1.4bn69 holders, $356bn
Q4 202412 holders, $1.5bn70 holders, $338bn
Q1 20258 holders, $1.3bn67 holders, $294bn
Q2 20256 holders, $1.4bn65 holders, $401bn
Q3 20258 holders, $1.1bn70 holders, $427bn
Q4 20258 holders, $1.3bn68 holders, $411bn
Q1 20266 holders, $870m64 holders, $312bn
Q2 20267 holders, $729m60 holders, $291bn
DSGX

Descartes Sys Group Inc

Holders
12
Reported value
$1.3bn
Buyers
9
Sellers
3

Breadth +6 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
66
Reported value
$333bn
Buyers
20
Sellers
48

Breadth -28 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q4 2023

Among the 68 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DSGX (2)

Durable Capital Partners LP, Renaissance Technologies LLC

Only MSFT (56)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, and 31 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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