Congress Wealth Management’s Descartes Systems DSGX Stock Holding History

Congress Wealth Management’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	$10.3M	Sell	101,566 -22,913	-18%	-$2.42M	0.1%	241
2025 Q1	$12.6M	Sell	124,479 -25,727	-17%	-$2.84M	0.15%	170
2024 Q4	$17.1M	Sell	150,206 -3,725	-2%	-$415K	0.23%	126
2024 Q3	$15.8M	Buy	153,931 +5,988	+4%	+$595K	0.21%	142
2024 Q2	$14.3M	Buy	+147,943	New	+$13.9M	0.23%	127
2023 Q1	–	Sell	-7,065	Closed	-$492K	–	559
2022 Q4	$492K	Sell	7,065 -1,160	-14%	-$79.3K	0.01%	408
2022 Q3	$523K	Buy	8,225 +49	+0.6%	+$3.32K	0.01%	400
2022 Q2	$507K	Buy	+8,176	New	+$510K	0.01%	406

Other funds holding DSGX

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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 $10.3B AUM 29.04% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Congress Wealth Management's DSGX Position: Q2 2025 in Review

Congress Wealth Management reduced its Descartes Systems (DSGX) stake by 18% in Q2 2025, selling an estimated $2.42M and leaving 101,566 shares worth $10.3M. The position accounts for 0.1% of the portfolio, ranked #241.

Congress Wealth Management first reported a position in DSGX in Q2 2022 and has held it in 8 quarters since. The position peaked at $17.1M in Q4 2024. 357 funds tracked by Wall St. Rank hold DSGX as of Q2 2025.

Congress Wealth Management held 101,566 shares of Descartes Systems worth $10.3M as of Q2 2025.
Congress Wealth Management sold 22,913 Descartes Systems shares in Q2 2025, an estimated $2.42M.
Descartes Systems made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #241 holding.
Congress Wealth Management first reported a position in Descartes Systems in Q2 2022 and has held it in 8 quarters since.
Congress Wealth Management's Descartes Systems position peaked at $17.1M in Q4 2024.
357 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.