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 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 $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Creative Planning's DSGX Position: Q1 2026 in Review

Creative Planning increased its Descartes Systems (DSGX) stake by 167% in Q1 2026, buying an estimated $3.09M and bringing the position to 66,968 shares worth $4.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Creative Planning first reported a position in DSGX in Q4 2023 and has held it in 10 quarters since. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

Creative Planning held 66,968 shares of Descartes Systems worth $4.79M as of Q1 2026.
Creative Planning bought 41,892 Descartes Systems shares in Q1 2026, an estimated $3.09M.
Descartes Systems made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1236 holding.
Creative Planning first reported a position in Descartes Systems in Q4 2023 and has held it in 10 quarters since.
349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.