Envestnet Portfolio Solutions
DSGX icon

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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
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
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return