CA
DSGX icon

Clearstead Advisors’s Descartes Systems DSGX Stock Holding History

Clearstead 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 		– Sell
-1,047
Closed -$91.8K – 2414
2025
Q4 		$91.8K Buy
1,047
+824
+370% +$73.6K ﹤0.01% 1150
2025
Q3 		$21K Buy
223
+94
+73% +$9.61K ﹤0.01% 1624
2025
Q2 		$13.1K Sell
129
-41
-24% -$4.33K ﹤0.01% 1789
2025
Q1 		$17.1K Hold
170
– – ﹤0.01% 1467
2024
Q4 		$19.3K Sell
170
-555
-77% -$61.9K ﹤0.01% 1403
2024
Q3 		$74.6K Buy
725
+55
+8% +$5.47K ﹤0.01% 1109
2024
Q2 		$64.9K Buy
670
+115
+21% +$10.8K ﹤0.01% 1103
2024
Q1 		$54.1K Buy
555
+540
+3,600% +$47.5K ﹤0.01% 742
2023
Q4 		$1.26K Sell
15
-15
-50% -$1.17K ﹤0.01% 1369
2023
Q3 		$2.2K Buy
30
+15
+100% +$1.13K ﹤0.01% 1391
2023
Q2 		$1.2K Hold
15
– – ﹤0.01% 1228
2023
Q1 		$1.21K Hold
15
– – ﹤0.01% 1206
2022
Q4 		$1.04K Hold
15
– – ﹤0.01% 1169
2022
Q3 		$1K Hold
15
– – ﹤0.01% 1139
2022
Q2 		$1K Sell
15
-19
-56% -$1.19K ﹤0.01% 1169
2022
Q1 		$2K Buy
+34
New +$2.45K ﹤0.01% 1197
2021
Q4 		– Sell
-284
Closed -$23K – 1314
2021
Q3 		$23K Buy
+284
New +$21.5K ﹤0.01% 764

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
VCM
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
CCA
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
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