Action Point Financial Planning’s Descartes Systems DSGX Stock Holding History

Action Point Financial Planning’s Portfolio DSGX Stock Details DSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.32K	Buy	+50	New	+$3.57K	﹤0.01%	2003

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Action Point Financial Planning's DSGX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Descartes Systems (DSGX) in Q2 2026: 50 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #2003 among its holdings.

340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Action Point Financial Planning held 50 shares of Descartes Systems worth $3.32K as of Q2 2026.
Descartes Systems was a new Action Point Financial Planning position in Q2 2026.
Descartes Systems made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2003 holding.
340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.