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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
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
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
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Waverly Advisors's DSGX Position: Q1 2026 in Review

Waverly Advisors reduced its Descartes Systems (DSGX) stake by 2% in Q1 2026, selling an estimated $81.9K and leaving 54,948 shares worth $3.93M. The position accounts for 0.03% of the portfolio, ranked #468.

Waverly Advisors first reported a position in DSGX in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.63M in Q2 2025. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

  • Waverly Advisors held 54,948 shares of Descartes Systems worth $3.93M as of Q1 2026.
  • Waverly Advisors sold 1,109 Descartes Systems shares in Q1 2026, an estimated $81.9K.
  • Descartes Systems made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #468 holding.
  • Waverly Advisors first reported a position in Descartes Systems in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Descartes Systems position peaked at $5.63M in Q2 2025.
  • 349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.