Sheets Smith Wealth Management’s Descartes Systems DSGX Stock Holding History

Sheets Smith Wealth Management’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
2025 Q1	–	Sell	-3,181	Closed	-$361K	–	365
2024 Q4	$361K	Hold	3,181	–	–	0.04%	300
2024 Q3	$328K	Sell	3,181 -793	-20%	-$78.8K	0.04%	309
2024 Q2	$385K	Buy	+3,974	New	+$374K	0.05%	283
2022 Q1	–	Sell	-7,922	Closed	-$655K	–	364
2021 Q4	$655K	Hold	7,922	–	–	0.08%	200
2021 Q3	$644K	Sell	7,922 -281	-3%	-$21.3K	0.09%	189
2021 Q2	$567K	Hold	8,203	–	–	0.08%	205
2021 Q1	$500K	Hold	8,203	–	–	0.07%	207
2020 Q4	$480K	Buy	8,203 +15	+0.2%	+$849	0.07%	204
2020 Q3	$467K	Buy	+8,188	New	+$453K	0.08%	189
2019 Q3	–	Sell	-10,027	Closed	-$371K	–	300
2019 Q2	$371K	Sell	10,027 -88	-0.9%	-$3.42K	0.08%	246
2019 Q1	$368K	Buy	+10,115	New	+$327K	0.08%	239

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sheets Smith Wealth Management's DSGX Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of Descartes Systems (DSGX) in Q1 2025, closing a stake of 3,181 shares — an estimated $361K sold.

Sheets Smith Wealth Management first reported a position in DSGX in Q1 2019 and held it in 11 quarters. The position peaked at $655K in Q4 2021. 357 funds tracked by Wall St. Rank hold DSGX as of Q1 2025.

Sheets Smith Wealth Management reported no remaining Descartes Systems position as of Q1 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 3,181 Descartes Systems shares in Q1 2025, an estimated $361K.
Sheets Smith Wealth Management first reported a position in Descartes Systems in Q1 2019 and held it in 11 quarters.
Sheets Smith Wealth Management's Descartes Systems position peaked at $655K in Q4 2021.
357 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.