Empirical Wealth Management’s Descartes Systems DSGX Stock Holding History

Empirical 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 Q2	$207K	Sell	2,995 -2,825	-49%	-$202K	﹤0.01%	1005
2026 Q1	$416K	Hold	5,820	–	–	0.01%	650
2025 Q4	$510K	Buy	5,820 +195	+3%	+$17.4K	0.01%	513
2025 Q3	$530K	Buy	5,625 +77	+1%	+$7.87K	0.01%	458
2025 Q2	$564K	Sell	5,548 -200	-3%	-$21.1K	0.01%	402
2025 Q1	$580K	Sell	5,748 -15	-0.3%	-$1.66K	0.01%	383
2024 Q4	$655K	Hold	5,763	–	–	0.02%	342
2024 Q3	$593K	Hold	5,763	–	–	0.02%	344
2024 Q2	$558K	Hold	5,763	–	–	0.02%	335
2024 Q1	$527K	Hold	5,763	–	–	0.02%	333
2023 Q4	$484K	Buy	5,763 +15	+0.3%	+$1.17K	0.02%	324
2023 Q3	$422K	Sell	5,748 -59	-1%	-$4.45K	0.02%	328
2023 Q2	$465K	Buy	5,807 +59	+1%	+$4.6K	0.02%	324
2023 Q1	$464K	Hold	5,748	–	–	0.02%	328
2022 Q4	$401K	Hold	5,748	–	–	0.02%	342
2022 Q3	$365K	Hold	5,748	–	–	0.02%	345
2022 Q2	$357K	Buy	5,748 +3,000	+109%	+$187K	0.02%	354
2022 Q1	$201K	Hold	2,748	–	–	0.01%	476
2021 Q4	$227K	Hold	2,748	–	–	0.01%	473
2021 Q3	$223K	Buy	+2,748	New	+$208K	0.01%	420

Other funds holding DSGX

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Empirical Wealth Management's DSGX Position: Q2 2026 in Review

Empirical Wealth Management reduced its Descartes Systems (DSGX) stake by 49% in Q2 2026, selling an estimated $202K and leaving 2,995 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Empirical Wealth Management first reported a position in DSGX in Q3 2021 and has held it in 20 quarters since. The position peaked at $655K in Q4 2024. 75 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Empirical Wealth Management held 2,995 shares of Descartes Systems worth $207K as of Q2 2026.
Empirical Wealth Management sold 2,825 Descartes Systems shares in Q2 2026, an estimated $202K.
Descartes Systems made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1005 holding.
Empirical Wealth Management first reported a position in Descartes Systems in Q3 2021 and has held it in 20 quarters since.
Empirical Wealth Management's Descartes Systems position peaked at $655K in Q4 2024.
75 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.