Montag & Associates’s Descartes Systems DSGX Stock Holding History

Montag & Associates’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	$1.66K	Sell	24 -3	-11%	-$214	﹤0.01%	878
2026 Q1	$1.97K	Buy	27 +6	+29%	+$443	﹤0.01%	847
2025 Q4	$1.86K	Sell	21 -36	-63%	-$3.22K	﹤0.01%	872
2025 Q3	$5.38K	Buy	57 +40	+235%	+$4.09K	﹤0.01%	813
2025 Q2	$1.75K	Sell	17 -10	-37%	-$1.05K	﹤0.01%	862
2025 Q1	$2.73K	Hold	27	–	–	﹤0.01%	876
2024 Q4	$3.08K	Hold	27	–	–	﹤0.01%	867
2024 Q3	$2.79K	Hold	27	–	–	﹤0.01%	898
2024 Q2	$2.62K	Buy	27 +2	+8%	+$188	﹤0.01%	860
2024 Q1	$2.28K	Buy	+25	New	+$2.2K	﹤0.01%	859

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

Montag & Associates's DSGX Position: Q2 2026 in Review

Montag & Associates reduced its Descartes Systems (DSGX) stake by 11% in Q2 2026, selling an estimated $214 and leaving 24 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Montag & Associates first reported a position in DSGX in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.38K in Q3 2025. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Montag & Associates held 24 shares of Descartes Systems worth $1.66K as of Q2 2026.
Montag & Associates sold 3 Descartes Systems shares in Q2 2026, an estimated $214.
Descartes Systems made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #878 holding.
Montag & Associates first reported a position in Descartes Systems in Q1 2024 and has held it in 10 quarters since.
Montag & Associates's Descartes Systems position peaked at $5.38K in Q3 2025.
340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.