Waverly Advisors’s Descartes Systems DSGX Stock Holding History

Waverly 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	$5.58M	Buy	80,543 +25,595	+47%	+$1.83M	0.03%	420
2026 Q1	$3.93M	Sell	54,948 -1,109	-2%	-$81.9K	0.03%	468
2025 Q4	$4.91M	Sell	56,057 -1,220	-2%	-$109K	0.04%	379
2025 Q3	$5.4M	Buy	57,277 +1,856	+3%	+$190K	0.05%	309
2025 Q2	$5.63M	Buy	55,421 +923	+2%	+$97.4K	0.06%	284
2025 Q1	$5.5M	Buy	+54,498	New	+$6.03M	0.07%	277

Other funds holding DSGX

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Waverly Advisors's DSGX Position: Q2 2026 in Review

Waverly Advisors increased its Descartes Systems (DSGX) stake by 47% in Q2 2026, buying an estimated $1.83M and bringing the position to 80,543 shares worth $5.58M. The position accounts for 0.03% of the portfolio, ranked #420.

Waverly Advisors first reported a position in DSGX in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.63M in Q2 2025. 340 funds tracked by Wall St. Rank hold DSGX as of Q2 2026.

Waverly Advisors held 80,543 shares of Descartes Systems worth $5.58M as of Q2 2026.
Waverly Advisors bought 25,595 Descartes Systems shares in Q2 2026, an estimated $1.83M.
Descartes Systems made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #420 holding.
Waverly Advisors first reported a position in Descartes Systems in Q1 2025 and has held it in 6 quarters since.
Waverly Advisors's Descartes Systems position peaked at $5.63M in Q2 2025.
340 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.