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Which funds own DSGX

Descartes Sys Group Inc in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $500k between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 1; at least, of 91 current
Combined value: $500k; as reported
Opened: 1; new this quarter
Added to: 0; already held
Trimmed or sold out: 0; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Polen Capital Management LLC Long-only · $11.6bn book	$500k	0.0%	6,987	opened6,987	New

Ownership through time

At least 7 of the 95 managers whose filings are on file listed DSGX in Q2 2026, against 1 in Q2 2014. 1 manager more than in Q1 2026: 2 started positions; 1 listed it again; 2 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Moore Capital Management LP$2.6m
Polen Capital Management LLC$484k

Largest increases, by shares

Arrowstreet Capital LP1,258,157 to 1,528,720 shares+$19m
Janus Henderson Group Ltd2,574,468 to 2,624,926 shares+$3.5m
Moore Capital Management LPnew: 37,500 shares+$2.6m
Polen Capital Management LLCnew: 6,987 shares+$484k

Largest decreases, by shares

T. Rowe Price Associates Inc6,264,880 to 5,669,388 shares-$41m
Renaissance Technologies LLC798,844 to 640,844 shares-$11m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
T. Rowe Price Associates Inc	Q3 2015	$880m	$393m
Janus Henderson Group Ltd	Q2 2018	$217m	$182m
Arrowstreet Capital LP	Q2 2017	$153m	$106m
Renaissance Technologies LLC	Q3 2023	$59m	$44m
Moore Capital Management LP	Q1 2025	$3.8m	$2.6m
Quantbot Technologies LP	Q2 2023	$3.5m	$1.7m
Polen Capital Management LLC	Q2 2026	$484k	$484k
Durable Capital Partners LP	Q1 2020	$356m	last listed Q4 2025
MFS Investment Management	Q3 2018	$193m	last listed Q2 2025
Artisan Partners LP	Q4 2018	$96m	last listed Q1 2025
Two Sigma Investments LP	Q4 2021	$81m	last listed Q1 2026
Neuberger Berman Group LLC	Q2 2014	$72m	last listed Q4 2024
Man Group PLC	Q1 2022	$23m	last listed Q1 2024
Voloridge Investment Management LLC	Q3 2025	$23m	last listed Q4 2025
Two Sigma Advisers LP	Q4 2021	$18m	last listed Q4 2024
Akre Capital Management LLC	Q3 2019	$12m	last listed Q4 2020
Acadian Asset Management LLC	Q3 2021	$10m	last listed Q4 2024

What DSGX is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around DSGX →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.

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