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Root Financial Partners’s Descartes Systems DSGX Stock Holding History

Root Financial Partners’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 		– Sell
-50
Closed -$3.58K – 1161
2026
Q1 		$3.58K Hold
50
– – ﹤0.01% 2074
2025
Q4 		$4.38K Hold
50
– – ﹤0.01% 1804
2025
Q3 		$4.71K Buy
+50
New +$5.11K ﹤0.01% 1749

Other funds holding DSGX

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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Temasek Holdings
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Root Financial Partners's DSGX Position: Q2 2026 in Review

Root Financial Partners sold out of Descartes Systems (DSGX) in Q2 2026, closing a stake of 50 shares — an estimated $3.58K sold.

Root Financial Partners first reported a position in DSGX in Q3 2025 and held it in 3 quarters. The position peaked at $4.71K in Q3 2025. 339 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

  • Root Financial Partners reported no remaining Descartes Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 50 Descartes Systems shares in Q2 2026, an estimated $3.58K.
  • Root Financial Partners first reported a position in Descartes Systems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Descartes Systems position peaked at $4.71K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.