Cerity Partners’s Descartes Systems DSGX Stock Holding History

Cerity 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
2026 Q2	$344K	Buy	4,970 +934	+23%	+$66.7K	﹤0.01%	2701
2026 Q1	$289K	Buy	4,036 +552	+16%	+$40.7K	﹤0.01%	2638
2025 Q4	$305K	Sell	3,484 -865	-20%	-$77.3K	﹤0.01%	2403
2025 Q3	$410K	Buy	4,349 +1,928	+80%	+$197K	﹤0.01%	2098
2025 Q2	$246K	Sell	2,421 -52	-2%	-$5.49K	﹤0.01%	2251
2025 Q1	$249K	Sell	2,473 -1,024	-29%	-$113K	﹤0.01%	2115
2024 Q4	$392K	Buy	3,497 +1,084	+45%	+$121K	﹤0.01%	1902
2024 Q3	$248K	Buy	+2,413	New	+$240K	﹤0.01%	2192
2024 Q2	–	Sell	-2,520	Closed	-$231K	–	2278
2024 Q1	$231K	Buy	+2,520	New	+$222K	﹤0.01%	2026

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JTL

Jupiter Topco LLC New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cerity Partners's DSGX Position: Q2 2026 in Review

Cerity Partners increased its Descartes Systems (DSGX) stake by 23% in Q2 2026, buying an estimated $66.7K and bringing the position to 4,970 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Cerity Partners first reported a position in DSGX in Q1 2024 and has held it in 9 quarters since. The position peaked at $410K in Q3 2025. 323 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Cerity Partners held 4,970 shares of Descartes Systems worth $344K as of Q2 2026.
Cerity Partners bought 934 Descartes Systems shares in Q2 2026, an estimated $66.7K.
Descartes Systems made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2701 holding.
Cerity Partners first reported a position in Descartes Systems in Q1 2024 and has held it in 9 quarters since.
Cerity Partners's Descartes Systems position peaked at $410K in Q3 2025.
323 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.