Independent Advisor Alliance’s Descartes Systems DSGX Stock Holding History

Independent Advisor Alliance’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	$2.67M	Hold	38,515	–	–	0.06%	221
2026 Q1	$2.76M	Hold	38,515	–	–	0.03%	466
2025 Q4	$3.38M	Sell	38,515 -147	-0.4%	-$13.1K	0.08%	198
2025 Q3	$3.64M	Buy	38,662 +21	+0.1%	+$2.15K	0.09%	182
2025 Q2	$3.93M	Buy	38,641 +121	+0.3%	+$12.8K	0.11%	155
2025 Q1	$3.88M	Sell	38,520 -427	-1%	-$47.2K	0.13%	146
2024 Q4	$4.42M	Buy	38,947 +13	+0%	+$1.45K	0.06%	295
2024 Q3	$4.01M	Hold	38,934	–	–	0.15%	121
2024 Q2	$3.77M	Hold	38,934	–	–	0.13%	135
2024 Q1	$3.56M	Hold	38,934	–	–	0.13%	140
2023 Q4	$3.27M	Hold	38,934	–	–	0.12%	145
2023 Q3	$2.86M	Hold	38,934	–	–	0.13%	153
2023 Q2	$3.12M	Sell	38,934 -12,952	-25%	-$1.01M	0.14%	140
2023 Q1	$4.18M	Buy	+51,886	New	+$3.87M	0.2%	99

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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 $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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Independent Advisor Alliance's DSGX Position: Q2 2026 in Review

Independent Advisor Alliance held its Descartes Systems (DSGX) position steady in Q2 2026 at 38,515 shares worth $2.67M. The position accounts for 0.06% of the portfolio, ranked #221.

Independent Advisor Alliance first reported a position in DSGX in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.42M in Q4 2024. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Independent Advisor Alliance held 38,515 shares of Descartes Systems worth $2.67M as of Q2 2026.
Independent Advisor Alliance left its Descartes Systems share count unchanged in Q2 2026.
Descartes Systems made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #221 holding.
Independent Advisor Alliance first reported a position in Descartes Systems in Q1 2023 and has held it in 14 quarters since.
Independent Advisor Alliance's Descartes Systems position peaked at $4.42M in Q4 2024.
340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.