What smart money is saying about Descartes Systems
DSG.TO
No fund has written a full thesis on Descartes Systems in our archive, but 1 fund letter reports a position in it — most recently ClearBridge Investments Canadian Equity Strategy in June 2026.
1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Descartes Systems on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- June 2026
“In IT, we added to Descartes Systems as AI-related concerns continued to weigh on shares despite improving organic growth and resilience in its mission-critical logistics and supply-chain software platform.”
Read the letterDescartes Systems
Read the letters behind these Descartes Systems positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger