Descartes Systems sold 2,253,704 shares in The Descartes Systems Group, reducing exposure by an estimated $229.08 million. Durable Capital Partners LP fully exited its position in The Descartes Systems Group, cutting 2,253,704 shares, for an estimated $229.08 million portfolio shift. As of Dec. 4, 2025, shares of Descartes Systems were priced at $94.87, down 23% from a year ago. Descartes Systems provides cloud-based logistics and supply chain management solutions globally. The Descartes Systems Group is a leading provider of cloud-based logistics technology.

Durable Capital’s top holdings include RBC Bearings, Coupang, Shopify, Colliers International Group, and XPO. Descartes Systems has been a 15-bagger since 2010, despite a 23% pullback this year. The company has emerged as a leader in cloud-based logistics and supply chain management. Durable Capital’s complete sale of Descartes Systems is noteworthy, but Descartes may still be a buy-the-dip opportunity. The company continues to see steady sales growth and holds numerous leadership designations in the industry.

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