Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  The Descartes Systems Group Inc. (DSGX)
← All DSGX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 36,760 <0.01 Add 9.11% <0.01 $62.56–90.02 · VW $72.27i $2,630,546 SEC
2025   Q4 33,692 0.01 Add 247.63% <0.01 $78.88–98.35 · VW $87.68i $2,953,441 SEC
2025   Q3 9,692 <0.01 Add 101.83% <0.01 $93.84–109.00 · VW $101.76i $913,277 SEC
2025   Q2 4,802 <0.01 Reduce 0.33% $92.00–117.35 · VW $105.88i $488,099 SEC
2025   Q1 4,818 <0.01 Reduce 1.73% <0.01 $92.55–124.31 · VW $108.68i $485,799 SEC
2024   Q4 4,903 <0.01 $113.60 $556,981 SEC
2024   Q3 4,903 <0.01 $102.96 $504,813 SEC
2024   Q2 4,903 <0.01 Reduce 6.91% <0.01 $87.20–100.69 · VW $93.54i $474,807 SEC
2024   Q1 5,267 <0.01 Reduce 15.63% <0.01 $79.21–94.54 · VW $88.03i $482,089 SEC
2023   Q4 6,243 <0.01 Reduce 44.04% <0.01 $69.59–86.18 · VW $78.88i $524,787 SEC
2023   Q3 11,157 0.02 Reduce 2.54% <0.01 $70.32–81.64 · VW $75.29i $818,701 SEC
2023   Q2 11,448 0.02 Add 4.77% <0.01 $73.40–82.02 · VW $78.20i $917,099 SEC
2023   Q1 10,927 0.02 Reduce 22.55% <0.01 $66.46–81.31 · VW $75.55i $880,825 SEC
2022   Q4 14,109 0.03 Reduce 11.88% <0.01 $62.12–73.86 · VW $68.56i $982,692 SEC
2022   Q3 16,011 0.03 Reduce 20.76% <0.01 $61.26–73.16 · VW $67.16i $1,017,000 SEC
2022   Q2 20,206 0.04 Add 80.62% 0.02 $56.19–75.38 · VW $62.65i $1,254,000 SEC
2022   Q1 11,187 0.03 Add 112.60% 0.01 $64.92–82.87 · VW $72.32i $820,000 SEC
2021   Q4 5,262 0.01 Add 56.14% <0.01 $74.35–91.39 · VW $81.47i $435,000 SEC
2021   Q3 3,370 0.01 Reduce 19.78% <0.01 $67.57–87.46 · VW $78.25i $274,000 SEC
2021   Q2 4,201 0.01 Reduce 17.85% <0.01 $56.78–70.52 · VW $63.28i $291,000 SEC
2021   Q1 5,114 0.01 Add 7.82% <0.01 $56.55–64.82 · VW $60.46i $311,000 SEC
2020   Q4 4,743 <0.01 Reduce 11.00% <0.01 $51.97–61.02 · VW $56.96i $277,000 SEC
2020   Q3 5,329 <0.01 Add 7.22% <0.01 $50.53–63.11 · VW $56.77i $304,000 SEC
2020   Q2 4,970 <0.01 Buy <0.01 $32.17–53.30 · VW $45.34i $263,000 SEC
2019   Q3 0 0.00 Sell 100.00% <0.01 $33.35–40.99 · VW $37.05i SEC
2019   Q2 5,635 <0.01 Buy <0.01 $35.97–41.60 · VW $38.66i $208,000 SEC
2014   Q4 0 0.00 Sell 100.00% <0.01 $12.45–15.93 · VW $14.43i SEC
2014   Q3 11,490 <0.01 Buy <0.01 $13.12–14.78 · VW $13.89i $159,000 SEC
Price snapshot:
Current price$72.76
Avg. buy price$84.43
+/- since buy-13.82%
52-week low$62.56
52-week high$109.00