CWM
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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
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 $245B AUM 31.4% 1-Year Est. Return