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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
Q2 		$18.3K Buy
+264
New +$18.8K ﹤0.01% 1816
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 Hold
15
– – ﹤0.01% 1369
2023
Q3 		$1.1K Hold
15
– – ﹤0.01% 1348
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 $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Temasek Holdings
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Clearstead Advisors's DSGX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Descartes Systems (DSGX) in Q2 2026: 264 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #1816 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DSGX as recently as Q4 2025.

Clearstead Advisors first reported a position in DSGX in Q3 2021 and has held it in 18 quarters since. The position peaked at $91.8K in Q4 2025. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

  • Clearstead Advisors held 264 shares of Descartes Systems worth $18.3K as of Q2 2026.
  • Descartes Systems was a new Clearstead Advisors position in Q2 2026.
  • Descartes Systems made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1816 holding.
  • Clearstead Advisors first reported a position in Descartes Systems in Q3 2021 and has held it in 18 quarters since.
  • Clearstead Advisors's Descartes Systems position peaked at $91.8K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.