Legacy Wealth Asset Management’s Descartes Systems DSGX Stock Holding History

Legacy Wealth Asset 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
2025 Q4	–	Sell	-3,506	Closed	-$330K	–	369
2025 Q3	$330K	Buy	3,506 +78	+2%	+$7.97K	0.08%	309
2025 Q2	$348K	Buy	3,428 +76	+2%	+$8.02K	0.09%	296
2025 Q1	$338K	Sell	3,352 -15	-0.4%	-$1.66K	0.09%	285
2024 Q4	$382K	Sell	3,367 -404	-11%	-$45K	0.1%	277
2024 Q3	$388K	Buy	3,771 +137	+4%	+$13.6K	0.1%	275
2024 Q2	$352K	Buy	+3,634	New	+$342K	0.1%	282

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Wealth Asset Management's DSGX Position: Q4 2025 in Review

Legacy Wealth Asset Management sold out of Descartes Systems (DSGX) in Q4 2025, closing a stake of 3,506 shares — an estimated $330K sold.

Legacy Wealth Asset Management first reported a position in DSGX in Q2 2024 and held it in 6 quarters. The position peaked at $388K in Q3 2024. 351 funds tracked by Wall St. Rank hold DSGX as of Q4 2025.

Legacy Wealth Asset Management reported no remaining Descartes Systems position as of Q4 2025 after selling out during the quarter.
Legacy Wealth Asset Management sold 3,506 Descartes Systems shares in Q4 2025, an estimated $330K.
Legacy Wealth Asset Management first reported a position in Descartes Systems in Q2 2024 and held it in 6 quarters.
Legacy Wealth Asset Management's Descartes Systems position peaked at $388K in Q3 2024.
351 funds tracked by Wall St. Rank held Descartes Systems as of Q4 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.