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Orion Portfolio Solutions’s Descartes Systems DSGX Stock Holding History

Orion Portfolio Solutions’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
Q1 		$350K Sell
3,473
-381
-10% -$42.1K ﹤0.01% 1566
2024
Q4 		$438K Buy
3,854
+75
+2% +$8.36K ﹤0.01% 1401
2024
Q3 		$389K Buy
3,779
+10
+0.3% +$994 ﹤0.01% 1424
2024
Q2 		$365K Buy
+3,769
New +$354K ﹤0.01% 1390

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's DSGX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Descartes Systems (DSGX) stake by 9.9% in Q1 2025, selling an estimated $42.1K and leaving 3,473 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Orion Portfolio Solutions first reported a position in DSGX in Q2 2024 and has held it in 4 quarters since. The position peaked at $438K in Q4 2024. 357 funds tracked by Wall St. Rank hold DSGX as of Q1 2025.

  • Orion Portfolio Solutions held 3,473 shares of Descartes Systems worth $350K as of Q1 2025.
  • Orion Portfolio Solutions sold 381 Descartes Systems shares in Q1 2025, an estimated $42.1K.
  • Descartes Systems made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1566 holding.
  • Orion Portfolio Solutions first reported a position in Descartes Systems in Q2 2024 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's Descartes Systems position peaked at $438K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.