Root Financial Partners
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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
Q3 		$4.04K Buy
+50
New +$3.81K ﹤0.01% 2304
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

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Root Financial Partners's DSGX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Descartes Systems (DSGX) in Q3 2026: 50 shares worth $4.04K. The stake represents ﹤0.01% of the portfolio and ranks #2304 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DSGX as recently as Q1 2026.

Root Financial Partners first reported a position in DSGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.71K in Q3 2025. 267 funds tracked by Wall St. Rank hold DSGX as of Q3 2026.

  • Root Financial Partners held 50 shares of Descartes Systems worth $4.04K as of Q3 2026.
  • Descartes Systems was a new Root Financial Partners position in Q3 2026.
  • Descartes Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2304 holding.
  • Root Financial Partners first reported a position in Descartes Systems in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Descartes Systems position peaked at $4.71K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Descartes Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.