Independent Advisor Alliance

Position in DSGX — Descartes Systems Group Inc

CIK 1696899 CHARLOTTE, NC

Position in DSGX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,666,778

-$89,355 QoQ

Shares Held

38,515

0.0% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#136

of 339 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Independent Advisor Alliance holds $59,983,238 across 24 Software - Application names. DSGX ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MITK	Mitek Systems Inc	1,137,006	$22,887,930
2	NOW	ServiceNow, Inc.	70,036	$6,953,173
3	UBER	Uber Technologies, Inc	61,837	$4,462,157
4	MSTR	Strategy Inc	50,569	$4,179,177
5	CRM	Salesforce, Inc.	21,886	$3,428,659
6	DSGX	Descartes Systems Group Inc This page	38,515	$2,666,778
7	ADBE	Adobe Inc.	11,618	$2,381,922
8	ADP	Automatic Data Processing Inc	9,764	$2,186,647

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,666,778	38,515	0.0%	Shares	Sole	2026-08-12
2026-03-31	$2,756,133	38,515	0.0%	Shares	Sole	2026-05-12
2025-12-31	$3,376,223	38,515	-0.4%	Shares	Sole	2026-02-04
2025-09-30	$3,643,119	38,662	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$3,927,856	38,641	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$3,883,970	38,520	-1.1%	Shares	Sole	2025-05-12
2024-12-31	$4,424,378	38,947	+0.0%	Shares	Sole	2025-02-07
2024-09-30	$4,008,644	38,934	0.0%	Shares	Sole	2024-11-13
2024-06-30	$3,770,368	38,934	0.0%	Shares	Sole	2024-08-12
2024-03-31	$3,563,629	38,934	0.0%	Shares	Sole	2024-05-08
2023-12-31	$3,272,792	38,934	0.0%	Shares	Sole	2024-02-08
2023-09-30	$2,856,976	38,934	0.0%	Shares	Sole	2023-10-24
2023-06-30	$3,119,002	38,934	-25.0%	Shares	Sole	2023-07-28
2023-03-31	$4,182,530	51,886	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.