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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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
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
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Root Financial Partners's DSGX Position: Q1 2026 in Review

Root Financial Partners held its Descartes Systems (DSGX) position steady in Q1 2026 at 50 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Root Financial Partners first reported a position in DSGX in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.71K in Q3 2025. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

  • Root Financial Partners held 50 shares of Descartes Systems worth $3.58K as of Q1 2026.
  • Root Financial Partners left its Descartes Systems share count unchanged in Q1 2026.
  • Descartes Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2074 holding.
  • Root Financial Partners first reported a position in Descartes Systems in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Descartes Systems position peaked at $4.71K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.