BFC Planning, Inc.’s Descartes Systems DSGX Stock Holding History

BFC Planning, Inc.’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	$831	Hold	12	–	–	﹤0.01%	3180
2026 Q1	$859	Sell	12 -15	-56%	-$1.11K	﹤0.01%	2767
2025 Q4	$2.37K	Hold	27	–	–	﹤0.01%	2583
2025 Q3	$2.54K	Buy	27 +12	+80%	+$1.23K	﹤0.01%	2410
2025 Q2	$1.52K	Hold	15	–	–	﹤0.01%	2365
2025 Q1	$1.51K	Buy	+15	New	+$1.66K	﹤0.01%	2358

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

BFC Planning, Inc.'s DSGX Position: Q2 2026 in Review

BFC Planning, Inc. held its Descartes Systems (DSGX) position steady in Q2 2026 at 12 shares worth $831. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

BFC Planning, Inc. first reported a position in DSGX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.54K in Q3 2025. 342 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

BFC Planning, Inc. held 12 shares of Descartes Systems worth $831 as of Q2 2026.
BFC Planning, Inc. left its Descartes Systems share count unchanged in Q2 2026.
Descartes Systems made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3180 holding.
BFC Planning, Inc. first reported a position in Descartes Systems in Q1 2025 and has held it in 6 quarters since.
BFC Planning, Inc.'s Descartes Systems position peaked at $2.54K in Q3 2025.
342 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.