Lindenwold Advisors’s Descartes Systems DSGX Stock Holding History

Lindenwold Advisors’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 Q3	$273K	Sell	2,902 -265	-8%	-$27.1K	0.13%	96
2025 Q2	$322K	Sell	3,167 -125	-4%	-$13.2K	0.17%	79
2025 Q1	$332K	Sell	3,292 -1,205	-27%	-$133K	0.18%	73
2024 Q4	$511K	Sell	4,497 -87	-2%	-$9.7K	0.27%	66
2024 Q3	$472K	Buy	4,584 +10	+0.2%	+$994	0.24%	69
2024 Q2	$443K	Hold	4,574	–	–	0.24%	70
2024 Q1	$419K	Hold	4,574	–	–	0.22%	77
2023 Q4	$384K	Hold	4,574	–	–	0.22%	80
2023 Q3	$336K	Buy	4,574 +35	+0.8%	+$2.64K	0.21%	79
2023 Q2	$364K	Sell	4,539 -360	-7%	-$28K	0.22%	76
2023 Q1	$395K	Sell	4,899 -45	-0.9%	-$3.35K	0.25%	80
2022 Q4	$345K	Buy	4,944 +20	+0.4%	+$1.37K	0.23%	88
2022 Q3	$312K	Buy	4,924 +135	+3%	+$9.16K	0.23%	85
2022 Q2	$298K	Buy	4,789 +5	+0.1%	+$312	0.21%	90
2022 Q1	$350K	Buy	4,784 +240	+5%	+$17.3K	0.21%	86
2021 Q4	$376K	Buy	+4,544	New	+$372K	0.22%	87

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Lindenwold Advisors's DSGX Position: Q3 2025 in Review

Lindenwold Advisors reduced its Descartes Systems (DSGX) stake by 8.4% in Q3 2025, selling an estimated $27.1K and leaving 2,902 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #96.

Lindenwold Advisors first reported a position in DSGX in Q4 2021 and has held it in 16 quarters since. The position peaked at $511K in Q4 2024. 373 funds tracked by Wall St. Rank hold DSGX as of Q3 2025.

Lindenwold Advisors held 2,902 shares of Descartes Systems worth $273K as of Q3 2025.
Lindenwold Advisors sold 265 Descartes Systems shares in Q3 2025, an estimated $27.1K.
Descartes Systems made up 0.13% of Lindenwold Advisors's portfolio in Q3 2025, its #96 holding.
Lindenwold Advisors first reported a position in Descartes Systems in Q4 2021 and has held it in 16 quarters since.
Lindenwold Advisors's Descartes Systems position peaked at $511K in Q4 2024.
373 funds tracked by Wall St. Rank held Descartes Systems as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.