In a notable portfolio shift, Henry Ellenbogen's Durable Capital Partners fully exited its position in the iShares Russell 2000 ETF (IWM) during the second quarter of 2026. According to a quarterly disclosure filed with the SEC on August 14, the firm sold its entire stake of 1.03 million shares, which was previously valued at approximately $254.85 million and constituted over 2.6% of its reported portfolio.
Investors should note that 13F filings are delayed disclosures, reflecting a fund's holdings at the end of a quarter—in this case, June 30, 2026—and do not represent real-time trading activity. The sale occurred at some point between April 1 and June 30. During the same period, Durable also exited positions in YOU and CIGI, while initiating significant new stakes in other companies.