Durable Capital Liquidates Descartes Systems Position: Should Investors Avoid the Stock?

2 weeks ago 10

Josh Kohn-Lindquist, The Motley Fool

Fri, December 5, 2025 astatine 10:13 AM CST 5 min read

Descartes Systems sold 2,253,704 shares successful The Descartes Systems Group, reducing vulnerability by an estimated $229.08 million.
The transaction represented astir 1.73% of the fund's reportable U.S. equity assets nether absorption (AUM).
Post-trade involvement successful Descartes: 0 shares, $0 value.
The presumption antecedently accounted for astir 1.73% of AUM arsenic of the anterior quarter.
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Durable Capital Partners LP afloat exited its presumption successful The Descartes Systems Group (NASDAQ:DSGX), cutting 2,253,704 shares, for an estimated $229.08 cardinal portfolio shift, according to a Nov. 14, 2025, SEC filing.

According to its Nov. 14, 2025, SEC filing, Durable Capital Partners sold its full holding successful The Descartes Systems Group during the 3rd 4th of 2025.

The money sold retired of Descartes Group, which represented 1.7% of its reportable AUM arsenic of the anterior quarter; post-trade, the involvement is 0% of AUM.

Durable Capital's apical holdings aft the filing:

RBC Bearings (NYSE: RBC): $983.94 cardinal (7.3% of AUM)
Coupang (NYSE: CPNG): $799.63 cardinal (5.9% of AUM)
Shopify (NASDAQ: SHOP): $675.26 cardinal (5.0% of AUM)
Colliers International Group (NASDAQ: CIGI): $577.84 cardinal (4.3% of AUM)
XPO (NYSE: XPO): $559.90 cardinal (4.1% of AUM

As of Dec. 4, 2025, shares of Descartes Systems were priced astatine $94.87, down 23% from a twelvemonth ago, underperforming the S&P 500 by 36 percent points implicit that period.

Metric

Value

Price (as of marketplace adjacent 2025-12-4)	$94.87
Market Capitalization	$8.2 billion
Revenue (TTM)	$704 million
Net Income (TTM)	$156 million

Descartes Systems:

Provides cloud-based logistics and proviso concatenation absorption solutions, including routing, proscription management, customs compliance, and e-commerce warehouse management.
Operates a modular, software-as-a-service (SaaS) concern model, generating gross done subscriptions and data-driven logistics services.
Serves proscription providers, logistics work providers, manufacturers, retailers, distributors, and different distribution-intensive enterprises globally.

The Descartes Systems Group is simply a starring supplier of cloud-based logistics technology, enabling customers to optimize and automate analyzable proviso concatenation processes.

The institution leverages its scalable SaaS level and planetary logistics web to present mission-critical solutions for ratio and compliance.

Its absorption connected interoperability and modularity supports serving diverse, logistics-intensive industries worldwide.