Commonwealth Equity Services
DSGX icon

Commonwealth Equity Services’s Descartes Systems DSGX Stock Holding History

Commonwealth Equity Services’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
2025
Q2 		– Sell
-2,399
Closed -$242K – 4279
2025
Q1 		$242K Buy
2,399
+573
+31% +$63.4K ﹤0.01% 3681
2024
Q4 		$207K Buy
+1,826
New +$204K ﹤0.01% 3732
2018
Q2 		– Sell
-9,424
Closed -$269K – 2776
2018
Q1 		$269K Buy
+9,424
New +$263K ﹤0.01% 2145

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Commonwealth Equity Services's DSGX Position: Q2 2025 in Review

Commonwealth Equity Services sold out of Descartes Systems (DSGX) in Q2 2025, closing a stake of 2,399 shares — an estimated $242K sold.

Commonwealth Equity Services first reported a position in DSGX in Q1 2018 and held it in 3 quarters. The position peaked at $269K in Q1 2018. 357 funds tracked by Wall St. Rank hold DSGX as of Q2 2025.

  • Commonwealth Equity Services reported no remaining Descartes Systems position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,399 Descartes Systems shares in Q2 2025, an estimated $242K.
  • Commonwealth Equity Services first reported a position in Descartes Systems in Q1 2018 and held it in 3 quarters.
  • Commonwealth Equity Services's Descartes Systems position peaked at $269K in Q1 2018.
  • 357 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2025.

Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.