Bell Investment Advisors’s Descartes Systems DSGX Stock Holding History

Bell Investment Advisors’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	$3.08K	Buy	43 +6	+16%	+$443	﹤0.01%	1157
2025 Q4	$3.24K	Hold	37	–	–	﹤0.01%	1167
2025 Q3	$3.49K	Hold	37	–	–	﹤0.01%	1092
2025 Q2	$3.76K	Hold	37	–	–	﹤0.01%	1116
2025 Q1	$3.73K	Hold	37	–	–	﹤0.01%	1051
2024 Q4	$4.2K	Hold	37	–	–	﹤0.01%	1001
2024 Q3	$3.81K	Hold	37	–	–	﹤0.01%	1077
2024 Q2	$3.58K	Hold	37	–	–	﹤0.01%	1090
2024 Q1	$3.39K	Hold	37	–	–	﹤0.01%	1116
2023 Q4	$3.11K	Sell	37 -3	-8%	-$234	﹤0.01%	1129
2023 Q3	$2.94K	Sell	40 -4	-9%	-$302	﹤0.01%	1093
2023 Q2	$3.53K	Hold	44	–	–	﹤0.01%	999
2023 Q1	$3.55K	Sell	44 -39	-47%	-$2.91K	﹤0.01%	960
2022 Q4	$5.79K	Buy	83 +13	+19%	+$888	﹤0.01%	733
2022 Q3	$4K	Hold	70	–	–	﹤0.01%	767
2022 Q2	$4K	Buy	+70	New	+$4.37K	﹤0.01%	788
2021 Q4	$6K	Buy	74 +63	+573%	+$5.16K	﹤0.01%	674
2021 Q3	$1K	Buy	+11	New	+$833	﹤0.01%	1348

Other funds holding DSGX

T. Rowe Price Associates

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Janus Henderson Group

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

Mackenzie Financial

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return