COA
DSGX icon

Crown Oak Advisors’s Descartes Systems DSGX Stock Holding History

Crown Oak Advisors’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 		$3.09M Sell
44,698
-1,214
-3% -$86.7K 1.44% 18
2026
Q1 		$3.29M Buy
45,912
+2,353
+5% +$174K 1.65% 18
2025
Q4 		$3.82M Buy
43,559
+702
+2% +$62.7K 1.81% 17
2025
Q3 		$4.36M Hold
42,857
– – 2.06% 16
2025
Q2 		$4.36M Buy
+42,857
New +$4.52M 2.06% 16

Other funds holding DSGX

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Crown Oak Advisors's DSGX Position: Q2 2026 in Review

Crown Oak Advisors reduced its Descartes Systems (DSGX) stake by 2.6% in Q2 2026, selling an estimated $86.7K and leaving 44,698 shares worth $3.09M. The position accounts for 1.44% of the portfolio, ranked #18.

Crown Oak Advisors first reported a position in DSGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.36M in Q3 2025. 113 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

  • Crown Oak Advisors held 44,698 shares of Descartes Systems worth $3.09M as of Q2 2026.
  • Crown Oak Advisors sold 1,214 Descartes Systems shares in Q2 2026, an estimated $86.7K.
  • Descartes Systems made up 1.44% of Crown Oak Advisors's portfolio in Q2 2026, its #18 holding.
  • Crown Oak Advisors first reported a position in Descartes Systems in Q2 2025 and has held it in 5 quarters since.
  • Crown Oak Advisors's Descartes Systems position peaked at $4.36M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.