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Dakota Wealth Management’s Descartes Systems DSGX Stock Holding History

Dakota 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
2026
Q1 		– Sell
-2,802
Closed -$246K – 785
2025
Q4 		$246K Buy
+2,802
New +$250K ﹤0.01% 694

Other funds holding DSGX

T. Rowe Price Associates
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Dakota Wealth Management's DSGX Position: Q1 2026 in Review

Dakota Wealth Management sold out of Descartes Systems (DSGX) in Q1 2026, closing a stake of 2,802 shares — an estimated $246K sold.

Dakota Wealth Management first reported a position in DSGX in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

  • Dakota Wealth Management reported no remaining Descartes Systems position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 2,802 Descartes Systems shares in Q1 2026, an estimated $246K.
  • Dakota Wealth Management first reported a position in Descartes Systems in Q4 2025 and held it in 1 quarter.
  • Dakota Wealth Management's Descartes Systems position peaked at $246K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.