Zeno Equity Partners’s Descartes Systems DSGX Stock Holding History

Zeno Equity Partners’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	$20.5M	Buy	+286,443	New	+$21.1M	8.32%	5
2025 Q1	–	Sell	-256,149	Closed	-$29.1M	–	13
2024 Q4	$29.1M	Sell	256,149 -10,819	-4%	-$1.21M	8.73%	7
2024 Q3	$27.5M	Buy	266,968 +692	+0.3%	+$68.8K	7.67%	7
2024 Q2	$25.8M	Buy	266,276 +1,696	+0.6%	+$159K	6.86%	8
2024 Q1	$24.2M	Buy	264,580 +132,432	+100%	+$11.6M	5.42%	8
2023 Q4	$11.1M	Buy	+132,148	New	+$10.3M	2.93%	10

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Zeno Equity Partners's DSGX Position: Q1 2026 in Review

Zeno Equity Partners opened a new position in Descartes Systems (DSGX) in Q1 2026: 286,443 shares worth $20.5M. The stake represents 8.32% of the portfolio and ranks #5 among its holdings. This is a return to the name: Zeno Equity Partners previously reported a position in DSGX as recently as Q4 2024.

Zeno Equity Partners first reported a position in DSGX in Q4 2023 and has held it in 6 quarters since. The position peaked at $29.1M in Q4 2024. 349 funds tracked by Wall St. Rank hold DSGX as of Q1 2026.

Zeno Equity Partners held 286,443 shares of Descartes Systems worth $20.5M as of Q1 2026.
Descartes Systems was a new Zeno Equity Partners position in Q1 2026.
Descartes Systems made up 8.32% of Zeno Equity Partners's portfolio in Q1 2026, its #5 holding.
Zeno Equity Partners first reported a position in Descartes Systems in Q4 2023 and has held it in 6 quarters since.
Zeno Equity Partners's Descartes Systems position peaked at $29.1M in Q4 2024.
349 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2026.

Based on Zeno Equity Partners's 13F filing for Q1 2026, filed 14 May 2026.