
What smart money is saying about Dassault Systemes SE
4 funds in our archive have pitched Dassault Systemes SE — most recently Oakmark International Fund in March 2026.
Dassault Systèmes SE provides software solutions and services worldwide. It offers SOLIDWORKS design software for 3D design, electrical and printed circuit board design, product data management, simulation, manufacturing, and technical communication; CATIA, an engineering and design software for product 3D computer-aided design; GEOVIA for modeling and simulating the earth; and BIOVIA that provides the scientific community with advanced biological, chemical, and materials experiences. The company also provides SIMULIA that delivers realistic simulation applications; DELMIA, which enables global industrial operations; 3DVIA that provides 3D space planning solutions; and ENOVIA that enables to plan and track the definition of success for customer. In addition, it offers Centric PLM, a product lifecycle management software solution; 3DEXCITE, a real-time 3D visualization software; NETVIBES, which enables organizations to gather, align, and enrich big data; 3DEXPERIENCE platform that provides organizations a holistic and real-time view of their business activities and ecosystem, as well as connecting people, ideas, data, and solutions together in a single environment; and MEDIDATA, a clinical research study software that provides evidences and insights to pharmaceutical, biotech, medical device, and diagnostic companies, as well as academic researchers. Further, the company provides consulting, deployment, outcome based, and training services. It primarily serves companies in the transportation and mobility; industrial equipment; aerospace and defense; high-tech; life sciences and healthcare; energy and materials; home and lifestyle; construction, cities, and territories; consumer packaged goods and retail; marine and offshore; and business services sectors through distributors and resellers. Dassault Systèmes SE was incorporated in 1981 and is headquartered in Vélizy-Villacoublay, France.
Fund coverage · 4 theses
- Oakmark International FundMarch 2026
Dassault Systemes SE is a simulation-focused software leader with proprietary datasets and emerging AI capabilities, where transitory headwinds and depressed multiples create attractive risk/reward.
Read the full thesis - Harding Loevner International EquityMarch 2026
Dassault Systèmes is a software company with strong margins, steady growth, and AI-enabled product development.
Read the full thesis - Brown Capital International All Company FundSeptember 2025
Dassault Systèmes builds mission-critical software with deep workflow integration, high switching costs, and domain-specific AI capabilities that drive durable competitive advantages.
Read the full thesis - Oakmark International FundSeptember 2025
Dassault Systèmes is a leading French software company specializing in virtual twin technology that accelerates innovation and reduces costs, offering an attractive investment opportunity after a recent share price decline despite strong fundamentals.
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