Hudson Bay Capital Management LP
Position in DSGX — Descartes Systems Group Inc
CIK 1393825
STAMFORD, CT
Position in DSGX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,578,602
+$702,002 QoQ
Shares Held
22,799
+128.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#163
of 339 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DSGX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Hudson Bay Capital Management LP holds $377,679,558 across 25 Software - Application names. DSGX ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
665,580 | $136,457,211 | |
| 2 | SHOP |
Shopify Inc.
|
1,066,000 | $121,715,880 | |
| 3 | NATL |
NCR Atleos Corp
|
992,914 | $43,102,396 | |
| 4 | NOW |
ServiceNow, Inc.
|
303,100 | $30,091,768 | |
| 5 | QNT |
Quantinuum Inc.
|
178,420 | $14,584,050 | |
| 6 | CRM |
Salesforce, Inc.
|
53,634 | $8,402,301 | |
| 7 | MSTR |
Strategy Inc
|
79,432 | $6,905,023 | |
| 8 | BILL |
BILL Holdings, Inc.
|
151,425 | $5,475,528 |
All Filings in DSGX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578,602 | 22,799 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $876,600 | 10,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $471,150 | 5,000 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $3,053,057 | 30,035 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $857,055 | 8,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $568,000 | 5,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $205,920 | 2,000 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||