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Wealthspire Advisors (New York)’s Descartes Systems DSGX Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-98
Closed -$9.23K – 1521
2025
Q3 		$9.23K Buy
+98
New +$10K ﹤0.01% 2057

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s DSGX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Descartes Systems (DSGX) in Q4 2025, closing a stake of 98 shares — an estimated $9.23K sold.

Wealthspire Advisors (New York) first reported a position in DSGX in Q3 2025 and held it in 1 quarter. The position peaked at $9.23K in Q3 2025. 351 funds tracked by Wall St. Rank hold DSGX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Descartes Systems position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 98 Descartes Systems shares in Q4 2025, an estimated $9.23K.
  • Wealthspire Advisors (New York) first reported a position in Descartes Systems in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Descartes Systems position peaked at $9.23K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Descartes Systems as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.