Allworth Financial’s Descartes Systems DSGX Stock Holding History

Allworth Financial’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 Q1	$66K	Buy	923 +233	+34%	+$17.2K	﹤0.01%	2123
2025 Q4	$60.5K	Buy	690 +22	+3%	+$1.97K	﹤0.01%	2073
2025 Q3	$62.9K	Buy	668 +23	+4%	+$2.35K	﹤0.01%	1967
2025 Q2	$65.6K	Buy	645 +3	+0.5%	+$316	﹤0.01%	1785
2025 Q1	$67.9K	Buy	642 +3	+0.5%	+$332	﹤0.01%	1406
2024 Q4	$76.9K	Buy	639 +182	+40%	+$20.3K	﹤0.01%	1379
2024 Q3	$47.1K	Sell	457 -11	-2%	-$1.09K	﹤0.01%	1443
2024 Q2	$46.5K	Buy	468 +157	+50%	+$14.8K	﹤0.01%	1416
2024 Q1	$28.5K	Buy	311 +38	+14%	+$3.34K	﹤0.01%	1570
2023 Q4	$22.9K	Buy	273 +21	+8%	+$1.64K	﹤0.01%	1573
2023 Q3	$18.5K	Buy	+252	New	+$19K	﹤0.01%	1573
2021 Q1	–	Sell	-2	Closed	–	–	1514
2020 Q4	$0	Buy	+2	New	+$113	﹤0.01%	1360

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Allworth Financial's DSGX Position: Q1 2026 in Review

Allworth Financial increased its Descartes Systems (DSGX) stake by 34% in Q1 2026, buying an estimated $17.2K and bringing the position to 923 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Allworth Financial first reported a position in DSGX in Q4 2020 and has held it in 12 quarters since. The position peaked at $76.9K in Q4 2024. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

Allworth Financial held 923 shares of Descartes Systems worth $66K as of Q1 2026.
Allworth Financial bought 233 Descartes Systems shares in Q1 2026, an estimated $17.2K.
Descartes Systems made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2123 holding.
Allworth Financial first reported a position in Descartes Systems in Q4 2020 and has held it in 12 quarters since.
Allworth Financial's Descartes Systems position peaked at $76.9K in Q4 2024.
349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.