Corient Private Wealth
DSGX icon

Corient Private Wealth’s Descartes Systems DSGX Stock Holding History

Corient Private Wealth’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 		$263K Sell
3,817
-2,035
-35% -$150K ﹤0.01% 2389
2025
Q4 		$513K Buy
+5,852
New +$523K ﹤0.01% 2297
2024
Q4 		– Sell
-8,546
Closed -$880K – 2401
2024
Q3 		$880K Buy
8,546
+3,270
+62% +$325K ﹤0.01% 1464
2024
Q2 		$511K Buy
+5,276
New +$496K ﹤0.01% 1630

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 $109B 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 $269B 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 $30.5B AUM 13.98% 1-Year Est. Return

Corient Private Wealth's DSGX Position: Q1 2026 in Review

Corient Private Wealth reduced its Descartes Systems (DSGX) stake by 35% in Q1 2026, selling an estimated $150K and leaving 3,817 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Corient Private Wealth first reported a position in DSGX in Q2 2024 and has held it in 4 quarters since. The position peaked at $880K in Q3 2024. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

  • Corient Private Wealth held 3,817 shares of Descartes Systems worth $263K as of Q1 2026.
  • Corient Private Wealth sold 2,035 Descartes Systems shares in Q1 2026, an estimated $150K.
  • Descartes Systems made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2389 holding.
  • Corient Private Wealth first reported a position in Descartes Systems in Q2 2024 and has held it in 4 quarters since.
  • Corient Private Wealth's Descartes Systems position peaked at $880K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.