Steward Partners Investment Advisory’s Descartes Systems DSGX Stock Holding History

Steward Partners Investment Advisory’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	$50.1K	Sell	700 -40	-5%	-$2.95K	﹤0.01%	2778
2025 Q4	$64.9K	Hold	740	–	–	﹤0.01%	2533
2025 Q3	$69.7K	Buy	740 +684	+1,221%	+$69.9K	﹤0.01%	2445
2025 Q2	$5.69K	Buy	56 +16	+40%	+$1.69K	﹤0.01%	3436
2025 Q1	$4.03K	Hold	40	–	–	﹤0.01%	3445
2024 Q4	$4.54K	Buy	+40	New	+$4.46K	﹤0.01%	3396
2021 Q1	–	Sell	-38	Closed	-$2K	–	3437
2020 Q4	$2K	Buy	+38	New	+$2.15K	﹤0.01%	2694

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Steward Partners Investment Advisory's DSGX Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Descartes Systems (DSGX) stake by 5.4% in Q1 2026, selling an estimated $2.95K and leaving 700 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

Steward Partners Investment Advisory first reported a position in DSGX in Q4 2020 and has held it in 7 quarters since. The position peaked at $69.7K in Q3 2025. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

Steward Partners Investment Advisory held 700 shares of Descartes Systems worth $50.1K as of Q1 2026.
Steward Partners Investment Advisory sold 40 Descartes Systems shares in Q1 2026, an estimated $2.95K.
Descartes Systems made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2778 holding.
Steward Partners Investment Advisory first reported a position in Descartes Systems in Q4 2020 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Descartes Systems position peaked at $69.7K in Q3 2025.
349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.