Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in DSGX — Descartes Systems Group Inc
CIK 1510434
Seattle, WA
Position in DSGX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$207,373
-$209,106 QoQ
Shares Held
2,995
-48.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#258
of 338 holders
Holding Since
Sep 2021
20 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $38,521,561 across 25 Software - Application names. DSGX ranks #25 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
64,290 | $14,397,744 | |
| 2 | PAYX |
Paychex Inc
|
97,627 | $9,599,662 | |
| 3 | UBER |
Uber Technologies, Inc
|
30,208 | $2,179,809 | |
| 4 | SHOP |
Shopify Inc.
|
11,434 | $1,305,533 | |
| 5 | PCTY |
Paylocity Holding Corp
|
7,355 | $768,817 | |
| 6 | DDOG |
Datadog, Inc.
|
2,934 | $763,895 | |
| 7 | ADBE |
Adobe Inc.
|
3,580 | $733,971 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,940 | $728,120 |
All Filings in DSGX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,373 | 2,995 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $416,479 | 5,820 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $510,181 | 5,820 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $530,043 | 5,625 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $563,954 | 5,548 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $579,570 | 5,748 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $654,676 | 5,763 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $593,358 | 5,763 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $558,088 | 5,763 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $527,487 | 5,763 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $484,437 | 5,763 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $421,788 | 5,748 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $465,198 | 5,807 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $463,346 | 5,748 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $400,348 | 5,748 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $365,170 | 5,748 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $356,720 | 5,748 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $201,318 | 2,748 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $227,204 | 2,748 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $223,302 | 2,748 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||