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Sequoia Financial Advisors’s Descartes Systems DSGX Stock Holding History

Sequoia Financial Advisors’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 		$281K Sell
4,062
-856
-17% -$61.1K ﹤0.01% 1720
2026
Q1 		$352K Buy
4,918
+1,461
+42% +$108K ﹤0.01% 1469
2025
Q4 		$303K Buy
+3,457
New +$309K ﹤0.01% 1553

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
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

Sequoia Financial Advisors's DSGX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Descartes Systems (DSGX) stake by 17% in Q2 2026, selling an estimated $61.1K and leaving 4,062 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Sequoia Financial Advisors first reported a position in DSGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $352K in Q1 2026. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

  • Sequoia Financial Advisors held 4,062 shares of Descartes Systems worth $281K as of Q2 2026.
  • Sequoia Financial Advisors sold 856 Descartes Systems shares in Q2 2026, an estimated $61.1K.
  • Descartes Systems made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1720 holding.
  • Sequoia Financial Advisors first reported a position in Descartes Systems in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Descartes Systems position peaked at $352K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.