Position in DSGX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,576,797
+$1,644,719 QoQ
Shares Held
80,543
+46.6% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#106
of 339 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DSGX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $82,314,935 across 34 Software - Application names. DSGX ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
134,727 | $21,106,331 | |
| 2 | NOW |
ServiceNow, Inc.
|
110,680 | $10,988,310 | |
| 3 | ADBE |
Adobe Inc.
|
28,373 | $5,817,032 | |
| 4 | DSGX |
Descartes Systems Group Inc
This page
|
80,543 | $5,576,797 | |
| 5 | INTU |
Intuit Inc.
|
20,135 | $5,255,235 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
13,627 | $5,114,485 | |
| 7 | ADP |
Automatic Data Processing Inc
|
19,052 | $4,266,695 | |
| 8 | ROP |
Roper Technologies Inc
|
10,865 | $3,676,607 |
All Filings in DSGX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,576,797 | 80,543 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,932,078 | 54,948 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,913,956 | 56,057 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,397,211 | 57,277 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,633,544 | 55,421 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,495,033 | 54,498 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||