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SageView Advisory Group’s Descartes Systems DSGX Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-226
Closed -$19.8K – 1087
2025
Q4 		$19.8K Buy
+226
New +$20.2K ﹤0.01% 1455

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SageView Advisory Group's DSGX Position: Q1 2026 in Review

SageView Advisory Group sold out of Descartes Systems (DSGX) in Q1 2026, closing a stake of 226 shares — an estimated $19.8K sold.

SageView Advisory Group first reported a position in DSGX in Q4 2025 and held it in 1 quarter. The position peaked at $19.8K in Q4 2025. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

  • SageView Advisory Group reported no remaining Descartes Systems position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 226 Descartes Systems shares in Q1 2026, an estimated $19.8K.
  • SageView Advisory Group first reported a position in Descartes Systems in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Descartes Systems position peaked at $19.8K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.