LPL Financial
DSGX icon

LPL Financial’s Descartes Systems DSGX Stock Holding History

LPL Financial’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 		$2.35M Sell
33,974
-60,944
-64% -$4.35M ﹤0.01% 3576
2026
Q1 		$7.58M Buy
94,918
+28,206
+42% +$2.08M ﹤0.01% 2244
2025
Q4 		$5.85M Sell
66,712
-1,224
-2% -$109K ﹤0.01% 2396
2025
Q3 		$6.4M Buy
67,936
+44,838
+194% +$4.58M ﹤0.01% 2257
2025
Q2 		$2.35M Buy
23,098
+77
+0.3% +$8.12K ﹤0.01% 2980
2025
Q1 		$2.32M Buy
23,021
+1,646
+8% +$182K ﹤0.01% 2815
2024
Q4 		$2.43M Buy
21,375
+5,435
+34% +$606K ﹤0.01% 2687
2024
Q3 		$1.64M Buy
15,940
+1,325
+9% +$132K ﹤0.01% 2915
2024
Q2 		$1.42M Buy
14,615
+3,866
+36% +$363K ﹤0.01% 2924
2024
Q1 		$984K Sell
10,749
-1,830
-15% -$161K ﹤0.01% 3193
2023
Q4 		$1.06M Buy
12,579
+830
+7% +$64.7K ﹤0.01% 2997
2023
Q3 		$862K Buy
11,749
+1,934
+20% +$146K ﹤0.01% 3027
2023
Q2 		$786K Buy
9,815
+4,412
+82% +$344K ﹤0.01% 3052
2023
Q1 		$436K Buy
+5,403
New +$403K ﹤0.01% 3445
2022
Q2 		– Sell
-2,800
Closed -$205K – 4448
2022
Q1 		$205K Sell
2,800
-6,191
-69% -$446K ﹤0.01% 3817
2021
Q4 		$743K Buy
8,991
+37
+0.4% +$3.03K ﹤0.01% 2917
2021
Q3 		$728K Buy
8,954
+550
+7% +$41.7K ﹤0.01% 2873
2021
Q2 		$581K Buy
8,404
+158
+2% +$9.99K ﹤0.01% 3027
2021
Q1 		$502K Buy
8,246
+2,785
+51% +$170K ﹤0.01% 3017
2020
Q4 		$319K Buy
5,461
+138
+3% +$7.81K ﹤0.01% 3151
2020
Q3 		$303K Buy
5,323
+346
+7% +$19.1K ﹤0.01% 2901
2020
Q2 		$263K Buy
+4,977
New +$221K ﹤0.01% 2930
2020
Q1 		– Sell
-5,759
Closed -$246K – 3264
2019
Q4 		$246K Sell
5,759
-150
-3% -$6.12K ﹤0.01% 2934
2019
Q3 		$238K Buy
+5,909
New +$219K ﹤0.01% 2862
2018
Q4 		– Sell
-12,570
Closed -$426K – 3118
2018
Q3 		$426K Buy
+12,570
New +$424K ﹤0.01% 2362

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

LPL Financial's DSGX Position: Q2 2026 in Review

LPL Financial reduced its Descartes Systems (DSGX) stake by 64% in Q2 2026, selling an estimated $4.35M and leaving 33,974 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

LPL Financial first reported a position in DSGX in Q3 2018 and has held it in 25 quarters since. The position peaked at $7.58M in Q1 2026. 339 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

  • LPL Financial held 33,974 shares of Descartes Systems worth $2.35M as of Q2 2026.
  • LPL Financial sold 60,944 Descartes Systems shares in Q2 2026, an estimated $4.35M.
  • Descartes Systems made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3576 holding.
  • LPL Financial first reported a position in Descartes Systems in Q3 2018 and has held it in 25 quarters since.
  • LPL Financial's Descartes Systems position peaked at $7.58M in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.