Waratah Capital Advisors’s Descartes Systems DSGX Stock Holding History

Waratah Capital 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 Q1	$85.1M	Buy	1,189,482 +1,078,223	+969%	+$79.6M	3.24%	7
2025 Q4	$9.75M	Buy	+111,259	New	+$9.94M	0.33%	76
2024 Q1	–	Sell	-11,891	Closed	-$999K	–	166
2023 Q4	$999K	Buy	+11,891	New	+$927K	0.02%	110
2023 Q2	–	Sell	-16,715	Closed	-$1.35M	–	164
2023 Q1	$1.35M	Sell	16,715 -15,872	-49%	-$1.18M	0.03%	139
2022 Q4	$2.27M	Buy	+32,587	New	+$2.23M	0.04%	106
2020 Q3	–	Sell	-21,747	Closed	-$1.15M	–	177
2020 Q2	$1.15M	Buy	+21,747	New	+$966K	0.1%	84
2015 Q2	–	Sell	-23,008	Closed	-$347K	–	102
2015 Q1	$347K	Sell	23,008 -57,744	-72%	-$872K	0.09%	81
2014 Q4	$1.2M	Sell	80,752 -162,267	-67%	-$2.35M	0.56%	47
2014 Q3	$3.36M	Sell	243,019 -209,981	-46%	-$2.95M	2.4%	11
2014 Q2	$6.5M	Buy	+453,000	New	+$6.15M	3.17%	9

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 $5.01B AUM 6.26% 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

Waratah Capital Advisors's DSGX Position: Q1 2026 in Review

Waratah Capital Advisors increased its Descartes Systems (DSGX) stake by 969% in Q1 2026, buying an estimated $79.6M and bringing the position to 1,189,482 shares worth $85.1M. The position accounts for 3.24% of the portfolio, ranked #7.

Waratah Capital Advisors first reported a position in DSGX in Q2 2014 and has held it in 10 quarters since. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

Waratah Capital Advisors held 1,189,482 shares of Descartes Systems worth $85.1M as of Q1 2026.
Waratah Capital Advisors bought 1,078,223 Descartes Systems shares in Q1 2026, an estimated $79.6M.
Descartes Systems made up 3.24% of Waratah Capital Advisors's portfolio in Q1 2026, its #7 holding.
Waratah Capital Advisors first reported a position in Descartes Systems in Q2 2014 and has held it in 10 quarters since.
349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.