Larson Financial Group’s Descartes Systems DSGX Stock Holding History

Larson Financial Group’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 Q3	$35.3K	Sell	436 -6	-1%	-$457	﹤0.01%	1781
2026 Q2	$30.6K	Sell	442 -138	-24%	-$9.9K	﹤0.01%	1765
2026 Q1	$41.5K	Buy	580 +575	+11,500%	+$42.4K	﹤0.01%	1443
2025 Q4	$438	Sell	5 -12	-71%	-$1.07K	﹤0.01%	3148
2025 Q3	$1.6K	Buy	17 +12	+240%	+$1.23K	﹤0.01%	2786
2025 Q2	$508	Hold	5	–	–	﹤0.01%	2853
2025 Q1	$504	Hold	5	–	–	﹤0.01%	2571
2024 Q4	$568	Hold	5	–	–	﹤0.01%	2169
2024 Q3	$515	Hold	5	–	–	﹤0.01%	2120
2024 Q2	$484	Hold	5	–	–	﹤0.01%	1845
2024 Q1	$458	Hold	5	–	–	﹤0.01%	1568
2023 Q4	$420	Buy	+5	New	+$390	﹤0.01%	1589

Other funds holding DSGX

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

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

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

Waratah Capital Advisors Toronto, Ontario, Canada $2.47B AUM 44.59% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Larson Financial Group's DSGX Position: Q3 2026 in Review

Larson Financial Group reduced its Descartes Systems (DSGX) stake by 1.4% in Q3 2026, selling an estimated $457 and leaving 436 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Larson Financial Group first reported a position in DSGX in Q4 2023 and has held it in 12 quarters since. The position peaked at $41.5K in Q1 2026. 143 funds tracked by Wall St. Rank hold DSGX as of Q3 2026.

Larson Financial Group held 436 shares of Descartes Systems worth $35.3K as of Q3 2026.
Larson Financial Group sold 6 Descartes Systems shares in Q3 2026, an estimated $457.
Descartes Systems made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1781 holding.
Larson Financial Group first reported a position in Descartes Systems in Q4 2023 and has held it in 12 quarters since.
Larson Financial Group's Descartes Systems position peaked at $41.5K in Q1 2026.
143 funds tracked by Wall St. Rank held Descartes Systems as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.