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YHB Investment Advisors’s Descartes Systems DSGX Stock Holding History

YHB Investment 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
2025
Q4 		– Sell
-2,257
Closed -$213K – 299
2025
Q3 		$213K Hold
2,257
– – 0.02% 291
2025
Q2 		$229K Hold
2,257
– – 0.02% 288
2025
Q1 		$228K Hold
2,257
– – 0.02% 271
2024
Q4 		$256K Hold
2,257
– – 0.02% 251
2024
Q3 		$232K Hold
2,257
– – 0.02% 263
2024
Q2 		$219K Buy
+2,257
New +$212K 0.02% 266

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 $269B AUM 31.4% 1-Year Est. Return

YHB Investment Advisors's DSGX Position: Q4 2025 in Review

YHB Investment Advisors sold out of Descartes Systems (DSGX) in Q4 2025, closing a stake of 2,257 shares — an estimated $213K sold.

YHB Investment Advisors first reported a position in DSGX in Q2 2024 and held it in 6 quarters. The position peaked at $256K in Q4 2024. 351 funds tracked by Wall St. Rank hold DSGX as of Q4 2025.

  • YHB Investment Advisors reported no remaining Descartes Systems position as of Q4 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 2,257 Descartes Systems shares in Q4 2025, an estimated $213K.
  • YHB Investment Advisors first reported a position in Descartes Systems in Q2 2024 and held it in 6 quarters.
  • YHB Investment Advisors's Descartes Systems position peaked at $256K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Descartes Systems as of Q4 2025.

Based on YHB Investment Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.