Advisory Advocates’s Descartes Systems DSGX Stock Holding History

Advisory Advocates’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	$475K	Sell	6,867 -2,061	-23%	-$147K	0.41%	89
2026 Q1	$639K	Buy	8,928 +4,115	+85%	+$304K	0.65%	53
2025 Q4	$422K	Buy	+4,813	New	+$430K	0.42%	85

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

Advisory Advocates's DSGX Position: Q2 2026 in Review

Advisory Advocates reduced its Descartes Systems (DSGX) stake by 23% in Q2 2026, selling an estimated $147K and leaving 6,867 shares worth $475K. The position accounts for 0.41% of the portfolio, ranked #89.

Advisory Advocates first reported a position in DSGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $639K in Q1 2026. 323 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Advisory Advocates held 6,867 shares of Descartes Systems worth $475K as of Q2 2026.
Advisory Advocates sold 2,061 Descartes Systems shares in Q2 2026, an estimated $147K.
Descartes Systems made up 0.41% of Advisory Advocates's portfolio in Q2 2026, its #89 holding.
Advisory Advocates first reported a position in Descartes Systems in Q4 2025 and has held it in 3 quarters since.
Advisory Advocates's Descartes Systems position peaked at $639K in Q1 2026.
323 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.