Avantax Advisory Services’s Descartes Systems DSGX Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.49M	Buy	14,613 +75	+0.5%	+$7.91K	0.01%	943
2025 Q1	$1.47M	Sell	14,538 -140	-1%	-$15.5K	0.01%	903
2024 Q4	$1.67M	Sell	14,678 -80	-0.5%	-$8.92K	0.01%	805
2024 Q3	$1.52M	Sell	14,758 -227	-2%	-$22.6K	0.01%	813
2024 Q2	$1.45M	Buy	+14,985	New	+$1.41M	0.01%	793

Other funds holding DSGX

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

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

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Avantax Advisory Services's DSGX Position: Q2 2025 in Review

Avantax Advisory Services increased its Descartes Systems (DSGX) stake by 0.52% in Q2 2025, buying an estimated $7.91K and bringing the position to 14,613 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #943.

Avantax Advisory Services first reported a position in DSGX in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.67M in Q4 2024. 357 funds tracked by Wall St. Rank hold DSGX as of Q2 2025.

Avantax Advisory Services held 14,613 shares of Descartes Systems worth $1.49M as of Q2 2025.
Avantax Advisory Services bought 75 Descartes Systems shares in Q2 2025, an estimated $7.91K.
Descartes Systems made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #943 holding.
Avantax Advisory Services first reported a position in Descartes Systems in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Descartes Systems position peaked at $1.67M in Q4 2024.
357 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.