Aviso Financial’s Descartes Systems DSGX Stock Holding History

Aviso 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	$2.01M	Buy	28,042 +671	+2%	+$49.5K	0.07%	113
2025 Q4	$2.4M	Buy	27,371 +230	+0.8%	+$20.6K	0.09%	98
2025 Q3	$2.56M	Buy	27,141 +19,333	+248%	+$1.98M	0.1%	97
2025 Q2	$793K	Sell	7,808 -635	-8%	-$67K	0.04%	172
2025 Q1	$850K	Sell	8,443 -991	-11%	-$110K	0.04%	160
2024 Q4	$1.07M	Sell	9,434 -280	-3%	-$31.2K	0.05%	143
2024 Q3	$1,000K	Sell	9,714 -478	-5%	-$47.5K	0.05%	145
2024 Q2	$974K	Buy	+10,192	New	+$958K	0.05%	137

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

Aviso Financial's DSGX Position: Q1 2026 in Review

Aviso Financial increased its Descartes Systems (DSGX) stake by 2.5% in Q1 2026, buying an estimated $49.5K and bringing the position to 28,042 shares worth $2.01M. The position accounts for 0.07% of the portfolio, ranked #113.

Aviso Financial first reported a position in DSGX in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.56M in Q3 2025. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

Aviso Financial held 28,042 shares of Descartes Systems worth $2.01M as of Q1 2026.
Aviso Financial bought 671 Descartes Systems shares in Q1 2026, an estimated $49.5K.
Descartes Systems made up 0.07% of Aviso Financial's portfolio in Q1 2026, its #113 holding.
Aviso Financial first reported a position in Descartes Systems in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Descartes Systems position peaked at $2.56M in Q3 2025.
349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.