Portside Wealth Group’s Descartes Systems DSGX Stock Holding History

Portside Wealth Group’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 Q4	–	Sell	-4,769	Closed	-$449K	–	476
2025 Q3	$449K	Sell	4,769 -315	-6%	-$32.2K	0.06%	276
2025 Q2	$517K	Buy	5,084 +8	+0.2%	+$844	0.08%	238
2025 Q1	$512K	Buy	5,076 +1,664	+49%	+$184K	0.08%	224
2024 Q4	$388K	Sell	3,412 -108	-3%	-$12K	0.06%	269
2024 Q3	$362K	Sell	3,520 -272	-7%	-$27K	0.06%	267
2024 Q2	$367K	Buy	+3,792	New	+$357K	0.07%	245

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

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

Portside Wealth Group's DSGX Position: Q4 2025 in Review

Portside Wealth Group sold out of Descartes Systems (DSGX) in Q4 2025, closing a stake of 4,769 shares — an estimated $449K sold.

Portside Wealth Group first reported a position in DSGX in Q2 2024 and held it in 6 quarters. The position peaked at $517K in Q2 2025. 351 funds tracked by Wall St. Rank hold DSGX as of Q4 2025.

Portside Wealth Group reported no remaining Descartes Systems position as of Q4 2025 after selling out during the quarter.
Portside Wealth Group sold 4,769 Descartes Systems shares in Q4 2025, an estimated $449K.
Portside Wealth Group first reported a position in Descartes Systems in Q2 2024 and held it in 6 quarters.
Portside Wealth Group's Descartes Systems position peaked at $517K in Q2 2025.
351 funds tracked by Wall St. Rank held Descartes Systems as of Q4 2025.

Based on Portside Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.