Henry Ellenbogen - Durable Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029
Holdings Activity Buys Sells    History
Holding/activity history for  The Descartes Systems Group Inc. (DSGX)
← All DSGX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 1.42 $62.56–90.02 · VW $72.27i SEC
2025   Q4 1,710,202 1.42 Buy 1.42 $78.88–98.35 · VW $87.68i $149,916,307 SEC
2025   Q3 0 0.00 Sell 100.00% 1.73 $93.84–109.00 · VW $101.76i SEC
2025   Q2 2,253,704 1.73 Reduce 20.05% 0.51 $92.00–117.35 · VW $105.88i $229,077,743 SEC
2025   Q1 2,818,757 2.54 Reduce 3.32% 0.09 $92.55–124.31 · VW $108.68i $284,215,268 SEC
2024   Q4 2,915,564 2.70 Reduce 15.63% 0.41 $99.78–122.88 · VW $112.35i $331,208,070 SEC
2024   Q3 3,455,887 2.60 $102.96 $355,818,126 SEC
2024   Q2 3,455,887 2.75 Reduce 4.92% 0.13 $87.20–100.69 · VW $93.54i $334,668,097 SEC
2024   Q1 3,634,837 2.58 Reduce 5.68% 0.15 $79.21–94.54 · VW $88.03i $332,696,631 SEC
2023   Q4 3,853,875 2.56 Add 9.15% 0.21 $69.59–86.18 · VW $78.88i $323,956,733 SEC
2023   Q3 3,530,806 2.39 $73.38 $259,090,544 SEC
2023   Q2 3,530,806 2.51 Reduce 7.58% 0.22 $73.40–82.02 · VW $78.20i $282,852,869 SEC
2023   Q1 3,820,189 2.93 Reduce 3.55% 0.10 $66.46–81.31 · VW $75.55i $307,945,435 SEC
2022   Q4 3,960,768 2.91 Reduce 7.03% 0.21 $62.12–73.86 · VW $68.56i $275,867,491 SEC
2022   Q3 4,260,355 3.05 Add 11.54% 0.32 $61.26–73.16 · VW $67.16i $270,660,000 SEC
2022   Q2 3,819,658 2.77 Add 47.76% 0.90 $56.19–75.38 · VW $62.65i $237,048,000 SEC
2022   Q1 2,585,059 1.70 Add 60.63% 0.64 $64.92–82.87 · VW $72.32i $189,381,000 SEC
2021   Q4 1,609,332 1.06 Add 18.31% 0.16 $74.35–91.39 · VW $81.47i $133,060,000 SEC
2021   Q3 1,360,249 0.87 Reduce 5.00% 0.04 $67.57–87.46 · VW $78.25i $110,534,000 SEC
2021   Q2 1,431,841 0.74 Reduce 3.00% 0.02 $56.78–70.52 · VW $63.28i $99,026,000 SEC
2021   Q1 1,476,125 0.79 Add 2.05% 0.02 $56.55–64.82 · VW $60.46i $89,911,000 SEC
2020   Q4 1,446,425 0.78 Add 5.94% 0.04 $51.97–61.02 · VW $56.96i $84,587,000 SEC
2020   Q3 1,365,335 0.87 Reduce 5.00% 0.05 $50.53–63.11 · VW $56.77i $77,797,000 SEC
2020   Q2 1,437,194 0.95 Add 214.61% 0.65 $32.17–53.30 · VW $45.34i $76,028,000 SEC
2020   Q1 456,815 0.32 Buy 0.32 $24.35–47.43 · VW $38.47i $15,710,000 SEC
Price snapshot:
Current price$72.76
52-week low$62.56
52-week high$109.00