Envestnet Portfolio Solutions’s Descartes Systems DSGX Stock Holding History

Envestnet Portfolio Solutions’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	-2,692	Closed	-$236K	–	1339
2025 Q4	$236K	Sell	2,692 -1,542	-36%	-$138K	﹤0.01%	1400
2025 Q3	$399K	Sell	4,234 -1,111	-21%	-$114K	﹤0.01%	1119
2025 Q2	$543K	Sell	5,345 -1,301	-20%	-$137K	﹤0.01%	1058
2025 Q1	$670K	Sell	6,646 -2,305	-26%	-$255K	﹤0.01%	936
2024 Q4	$1.02M	Sell	8,951 -300	-3%	-$33.5K	﹤0.01%	912
2024 Q3	$952K	Sell	9,251 -1,223	-12%	-$122K	﹤0.01%	920
2024 Q2	$1.01M	Buy	10,474 +3,605	+52%	+$339K	﹤0.01%	853
2024 Q1	$629K	Buy	6,869 +1,726	+34%	+$152K	﹤0.01%	1021
2023 Q4	$432K	Buy	5,143 +492	+11%	+$38.4K	﹤0.01%	1108
2023 Q3	$341K	Buy	+4,651	New	+$351K	﹤0.01%	1162

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Envestnet Portfolio Solutions's DSGX Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Descartes Systems (DSGX) in Q1 2026, closing a stake of 2,692 shares — an estimated $236K sold.

Envestnet Portfolio Solutions first reported a position in DSGX in Q3 2023 and held it in 10 quarters. The position peaked at $1.02M in Q4 2024. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Descartes Systems position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 2,692 Descartes Systems shares in Q1 2026, an estimated $236K.
Envestnet Portfolio Solutions first reported a position in Descartes Systems in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's Descartes Systems position peaked at $1.02M in Q4 2024.
349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.