WoodTrust Financial’s Descartes Systems DSGX Stock Holding History

WoodTrust Financial’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	–	Sell	-7,900	Closed	-$693K	–	179
2025 Q4	$693K	Sell	7,900 -3,000	-28%	-$268K	0.08%	107
2025 Q3	$1.03M	Hold	10,900	–	–	0.12%	92
2025 Q2	$1.11M	Hold	10,900	–	–	0.14%	81
2025 Q1	$1.1M	Hold	10,900	–	–	0.15%	80
2024 Q4	$1.24M	Hold	10,900	–	–	0.17%	78
2024 Q3	$1.12M	Hold	10,900	–	–	0.16%	81
2024 Q2	$1.05M	Hold	10,900	–	–	0.16%	83
2024 Q1	$998	Hold	10,900	–	–	0.16%	86
2023 Q4	$916K	Hold	10,900	–	–	0.16%	85
2023 Q3	$800K	Hold	10,900	–	–	0.15%	86
2023 Q2	$873K	Buy	10,900 +4,920	+82%	+$383K	0.16%	87
2023 Q1	$482K	Buy	5,980 +500	+9%	+$37.3K	0.09%	103
2022 Q4	$382K	Buy	5,480 +660	+14%	+$45.1K	0.08%	112
2022 Q3	$306K	Buy	+4,820	New	+$327K	0.07%	118

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 $75.5B 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

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

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return