Creative Planning’s Descartes Systems DSGX Stock Holding History

Creative Planning’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	$4.56M	Sell	65,836 -1,132	-2%	-$80.8K	﹤0.01%	1480
2026 Q1	$4.79M	Buy	66,968 +41,892	+167%	+$3.09M	﹤0.01%	1236
2025 Q4	$2.2M	Buy	25,076 +418	+2%	+$37.4K	﹤0.01%	1654
2025 Q3	$2.32M	Buy	24,658 +5,009	+25%	+$512K	﹤0.01%	1426
2025 Q2	$2M	Sell	19,649 -777	-4%	-$82K	﹤0.01%	1313
2025 Q1	$2.06M	Sell	20,426 -1,839	-8%	-$203K	﹤0.01%	1154
2024 Q4	$2.53M	Buy	22,265 +5,229	+31%	+$583K	﹤0.01%	992
2024 Q3	$1.75M	Buy	17,036 +4,274	+33%	+$425K	﹤0.01%	1147
2024 Q2	$1.24M	Buy	12,762 +5,275	+70%	+$496K	﹤0.01%	1265
2024 Q1	$685K	Buy	7,487 +4,001	+115%	+$352K	﹤0.01%	1623
2023 Q4	$293K	Buy	+3,486	New	+$272K	﹤0.01%	2099

Other funds holding DSGX

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Creative Planning's DSGX Position: Q2 2026 in Review

Creative Planning reduced its Descartes Systems (DSGX) stake by 1.7% in Q2 2026, selling an estimated $80.8K and leaving 65,836 shares worth $4.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Creative Planning first reported a position in DSGX in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.79M in Q1 2026. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Creative Planning held 65,836 shares of Descartes Systems worth $4.56M as of Q2 2026.
Creative Planning sold 1,132 Descartes Systems shares in Q2 2026, an estimated $80.8K.
Descartes Systems made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1480 holding.
Creative Planning first reported a position in Descartes Systems in Q4 2023 and has held it in 11 quarters since.
Creative Planning's Descartes Systems position peaked at $4.79M in Q1 2026.
340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.