AtonRa Partners’s Descartes Systems DSGX Stock Holding History

AtonRa Partners’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
2023 Q4	$726K	Buy	8,639 +137	+2%	+$10.7K	1.45%	14
2023 Q3	$624K	Sell	8,502 -752	-8%	-$56.7K	1.31%	15
2023 Q2	$742K	Buy	9,254 +685	+8%	+$53.4K	1.15%	24
2023 Q1	$692K	Sell	8,569 -1,109	-11%	-$82.6K	1.01%	31
2022 Q4	$674K	Sell	9,678 -8,167	-46%	-$558K	0.86%	51
2022 Q3	$1.13M	Buy	17,845 +53	+0.3%	+$3.6K	1.11%	33
2022 Q2	$1.11M	Sell	17,792 -5,294	-23%	-$330K	1.02%	36
2022 Q1	$1.87M	Sell	23,086 -24,884	-52%	-$1.79M	1.02%	36
2021 Q4	$3.97M	Buy	47,970 +7,970	+20%	+$653K	1.38%	23
2021 Q3	$3.25M	Buy	+40,000	New	+$3.03M	1.09%	34

Other funds holding DSGX

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCA

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

AtonRa Partners's DSGX Position: Q4 2023 in Review

AtonRa Partners increased its Descartes Systems (DSGX) stake by 1.6% in Q4 2023, buying an estimated $10.7K and bringing the position to 8,639 shares worth $726K. The position accounts for 1.45% of the portfolio, ranked #14.

AtonRa Partners first reported a position in DSGX in Q3 2021 and has held it in 10 quarters since. The position peaked at $3.97M in Q4 2021. 288 funds tracked by Wall St. Rank hold DSGX as of Q4 2023.

AtonRa Partners held 8,639 shares of Descartes Systems worth $726K as of Q4 2023.
AtonRa Partners bought 137 Descartes Systems shares in Q4 2023, an estimated $10.7K.
Descartes Systems made up 1.45% of AtonRa Partners's portfolio in Q4 2023, its #14 holding.
AtonRa Partners first reported a position in Descartes Systems in Q3 2021 and has held it in 10 quarters since.
AtonRa Partners's Descartes Systems position peaked at $3.97M in Q4 2021.
288 funds tracked by Wall St. Rank held Descartes Systems as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.