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Geneva Capital Management’s Descartes Systems DSGX Stock Holding History

Geneva Capital 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 		$73.9M Sell
1,067,938
-260,076
-20% -$18.6M 1.7% 19
2026
Q1 		$95M Sell
1,328,014
-101,412
-7% -$7.49M 2.02% 14
2025
Q4 		$125M Sell
1,429,426
-142,627
-9% -$12.7M 2.35% 10
2025
Q3 		$148M Sell
1,572,053
-1,482
-0.1% -$151K 2.54% 8
2025
Q2 		$160M Buy
1,573,535
+105,614
+7% +$11.1M 2.68% 7
2025
Q1 		$148M Buy
1,467,921
+8,793
+0.6% +$972K 2.76% 7
2024
Q4 		$166M Sell
1,459,128
-17,531
-1% -$1.95M 2.88% 7
2024
Q3 		$152M Buy
1,476,659
+19,002
+1% +$1.89M 2.54% 9
2024
Q2 		$141M Sell
1,457,657
-810
-0.1% -$76.2K 2.57% 9
2024
Q1 		$133M Sell
1,458,467
-9,940
-0.7% -$874K 2.35% 10
2023
Q4 		$123M Buy
1,468,407
+6,497
+0.4% +$506K 2.33% 10
2023
Q3 		$107M Buy
1,461,910
+24,853
+2% +$1.87M 2.26% 9
2023
Q2 		$115M Sell
1,437,057
-9,281
-0.6% -$723K 2.27% 9
2023
Q1 		$117M Buy
1,446,338
+21,253
+1% +$1.58M 2.38% 7
2022
Q4 		$99.3M Buy
1,425,085
+2,965
+0.2% +$203K 2.23% 8
2022
Q3 		$90.3M Buy
1,422,120
+55,965
+4% +$3.8M 2.09% 6
2022
Q2 		$84.8M Buy
1,366,155
+94,116
+7% +$5.87M 1.95% 10
2022
Q1 		$93.2M Sell
1,272,039
-14,965
-1% -$1.08M 1.8% 11
2021
Q4 		$106M Sell
1,287,004
-29,151
-2% -$2.39M 1.72% 15
2021
Q3 		$107M Sell
1,316,155
-8,417
-0.6% -$638K 1.81% 9
2021
Q2 		$91.6M Sell
1,324,572
-23,765
-2% -$1.5M 1.49% 16
2021
Q1 		$82.1M Sell
1,348,337
-28,971
-2% -$1.76M 1.4% 19
2020
Q4 		$80.5M Buy
1,377,308
+37,876
+3% +$2.14M 1.36% 21
2020
Q3 		$76.3M Buy
1,339,432
+33,250
+3% +$1.84M 1.57% 16
2020
Q2 		$69.1M Buy
1,306,182
+36,230
+3% +$1.61M 1.5% 18
2020
Q1 		$43.7M Buy
+1,269,952
New +$52.8M 1.24% 27

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geneva Capital Management's DSGX Position: Q2 2026 in Review

Geneva Capital Management reduced its Descartes Systems (DSGX) stake by 20% in Q2 2026, selling an estimated $18.6M and leaving 1,067,938 shares worth $73.9M. The position accounts for 1.7% of the portfolio, ranked #19.

Geneva Capital Management first reported a position in DSGX in Q1 2020 and has held it in 26 quarters since. The position peaked at $166M in Q4 2024. 339 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

  • Geneva Capital Management held 1,067,938 shares of Descartes Systems worth $73.9M as of Q2 2026.
  • Geneva Capital Management sold 260,076 Descartes Systems shares in Q2 2026, an estimated $18.6M.
  • Descartes Systems made up 1.7% of Geneva Capital Management's portfolio in Q2 2026, its #19 holding.
  • Geneva Capital Management first reported a position in Descartes Systems in Q1 2020 and has held it in 26 quarters since.
  • Geneva Capital Management's Descartes Systems position peaked at $166M in Q4 2024.
  • 339 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.