Ninety One North America’s Descartes Systems DSGX Stock Holding History

Ninety One North America’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	$8.5M	Buy	+122,805	New	+$8.77M	0.4%	55
2022 Q2	–	Sell	-199,888	Closed	-$14.6M	–	85
2022 Q1	$14.6M	Buy	199,888 +279	+0.1%	+$20.1K	0.54%	34
2021 Q4	$16.5M	Buy	199,609 +24,827	+14%	+$2.03M	0.58%	33
2021 Q3	$14.2M	Hold	174,782	–	–	0.66%	31
2021 Q2	$12.1M	Buy	174,782 +15,085	+9%	+$954K	0.57%	40
2021 Q1	$9.74M	Buy	159,697 +58,848	+58%	+$3.59M	0.56%	48
2020 Q4	$5.89M	Hold	100,849	–	–	0.36%	60
2020 Q3	$5.73M	Hold	100,849	–	–	0.63%	47
2020 Q2	$5.31M	Buy	+100,849	New	+$4.48M	0.55%	40

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

Ninety One North America's DSGX Position: Q2 2026 in Review

Ninety One North America opened a new position in Descartes Systems (DSGX) in Q2 2026: 122,805 shares worth $8.5M. The stake represents 0.4% of the portfolio and ranks #55 among its holdings. This is a return to the name: Ninety One North America previously reported a position in DSGX as recently as Q1 2022.

Ninety One North America first reported a position in DSGX in Q2 2020 and has held it in 9 quarters since. The position peaked at $16.5M in Q4 2021. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Ninety One North America held 122,805 shares of Descartes Systems worth $8.5M as of Q2 2026.
Descartes Systems was a new Ninety One North America position in Q2 2026.
Descartes Systems made up 0.4% of Ninety One North America's portfolio in Q2 2026, its #55 holding.
Ninety One North America first reported a position in Descartes Systems in Q2 2020 and has held it in 9 quarters since.
Ninety One North America's Descartes Systems position peaked at $16.5M in Q4 2021.
340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Ninety One North America's 13F filing for Q2 2026, filed 16 Jul 2026.