Mount Yale Investment Advisors’s Descartes Systems DSGX Stock Holding History

Mount Yale Investment 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	–	Sell	-2,904	Closed	-$295K	–	908
2025 Q2	$295K	Sell	2,904 -3,743	-56%	-$395K	0.02%	464
2025 Q1	$670K	Sell	6,647 -1,218	-15%	-$135K	0.06%	267
2024 Q4	$893K	Sell	7,865 -12	-0.2%	-$1.34K	0.07%	221
2024 Q3	$811K	Sell	7,877 -356	-4%	-$35.4K	0.08%	238
2024 Q2	$797K	Buy	+8,233	New	+$774K	0.06%	248

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 $5.01B AUM 6.26% 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

Mount Yale Investment Advisors's DSGX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Descartes Systems (DSGX) in Q3 2025, closing a stake of 2,904 shares — an estimated $295K sold.

Mount Yale Investment Advisors first reported a position in DSGX in Q2 2024 and held it in 5 quarters. The position peaked at $893K in Q4 2024. 373 funds tracked by Wall St. Rank hold DSGX as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Descartes Systems position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,904 Descartes Systems shares in Q3 2025, an estimated $295K.
Mount Yale Investment Advisors first reported a position in Descartes Systems in Q2 2024 and held it in 5 quarters.
Mount Yale Investment Advisors's Descartes Systems position peaked at $893K in Q4 2024.
373 funds tracked by Wall St. Rank held Descartes Systems as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.