Picton Mahoney Asset Management’s Descartes Systems DSGX Stock Holding History

Picton Mahoney Asset Management’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 Q1	$39.7M	Buy	553,578 +57,095	+11%	+$4.21M	0.29%	57
2025 Q4	$43.6M	Buy	496,483 +51,709	+12%	+$4.62M	0.34%	53
2025 Q3	$41.9M	Sell	444,774 -33,370	-7%	-$3.41M	0.38%	47
2025 Q2	$48.4M	Buy	+478,144	New	+$50.4M	0.5%	40

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Picton Mahoney Asset Management's DSGX Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Descartes Systems (DSGX) stake by 11% in Q1 2026, buying an estimated $4.21M and bringing the position to 553,578 shares worth $39.7M. The position accounts for 0.29% of the portfolio, ranked #57.

Picton Mahoney Asset Management first reported a position in DSGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $48.4M in Q2 2025. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

Picton Mahoney Asset Management held 553,578 shares of Descartes Systems worth $39.7M as of Q1 2026.
Picton Mahoney Asset Management bought 57,095 Descartes Systems shares in Q1 2026, an estimated $4.21M.
Descartes Systems made up 0.29% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #57 holding.
Picton Mahoney Asset Management first reported a position in Descartes Systems in Q2 2025 and has held it in 4 quarters since.
Picton Mahoney Asset Management's Descartes Systems position peaked at $48.4M in Q2 2025.
349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.