Creative Planning »

Descartes Sys Grp shares owned by Creative Planning

Quarter-by-quarter ownership of Descartes Sys Grp (DSGX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Descartes Sys Grp

Tip: Access up to 7 years of quarterly data

All positions including Descartes Sys Grp held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Descartes Sys Grp by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 17k 102.96
2024-06-30 $1.2M 13k 96.86
2024-03-31 $685k 7.5k 91.53
2023-12-31 $293k 3.5k 84.03

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Descartes Sys Grp

T. Rowe Price Associates
Durable Capital Partners
Vanguard Group
Conestoga Capital Advisors
Jarislowsky, Fraser
Fiera Capital Corporation
Mackenzie Financial
PRIMECAP Management Company
Connor, Clark & Lunn Investment Management
T. Rowe Price Investment Management
Geneva Capital Management
Franklin Resources
Invesco
Congress Asset Management
TD Asset Management

View all funds holding Descartes Sys Grp