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USA Financial Formulas’s Descartes Systems DSGX Stock Holding History

USA Financial Formulas’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
-305
Closed -$34.6K – 307
2024
Q4 		$34.6K Sell
305
-31
-9% -$3.46K 0.01% 241
2024
Q3 		$34.6K Sell
336
-32
-9% -$3.18K 0.01% 224
2024
Q2 		$35.6K Buy
+368
New +$34.6K 0.01% 232
2022
Q1 		– Sell
-1,079
Closed -$89K – 385
2021
Q4 		$89K Buy
+1,079
New +$88.4K 0.08% 129
2020
Q4 		– Sell
-1,949
Closed -$111K – 339
2020
Q3 		$111K Buy
+1,949
New +$108K 0.08% 115

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

USA Financial Formulas's DSGX Position: Q1 2025 in Review

USA Financial Formulas sold out of Descartes Systems (DSGX) in Q1 2025, closing a stake of 305 shares — an estimated $34.6K sold.

USA Financial Formulas first reported a position in DSGX in Q3 2020 and held it in 5 quarters. The position peaked at $111K in Q3 2020. 357 funds tracked by Wall St. Rank hold DSGX as of Q1 2025.

  • USA Financial Formulas reported no remaining Descartes Systems position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 305 Descartes Systems shares in Q1 2025, an estimated $34.6K.
  • USA Financial Formulas first reported a position in Descartes Systems in Q3 2020 and held it in 5 quarters.
  • USA Financial Formulas's Descartes Systems position peaked at $111K in Q3 2020.
  • 357 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.