Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q3 2017)

As of Sep 30, 2017, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q3 2017, the filing reported:

New Buys - Chegg, Inc.

Increases - Workiva Inc.

Reductions - ANSYS, Inc., Dollar General Corporation, The Descartes Systems Group Inc, Alphabet Inc., Meta Platforms, Inc., and 2 more

Complete Exits - Brookfield Asset Management Ltd.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2017	ANSS ANSYS, Inc.	ANSYS, Inc.	Sell	-45	-0.0%	$19.10K	155,606
Q3 2017	BAM Brookfield Asset Management Ltd.	Brookfield Asset Management Ltd.	Sell - Position Exit	-520,454	-100.0%	$0.00	-
Q3 2017	CHGG Chegg, Inc.	Chegg, Inc.	Buy - Position Entry	+1,200,700	-	$17.82K	1,200,700
Q3 2017	DG Dollar General Corporation	Dollar General Corporation	Sell	-75	-0.0%	$22.56K	278,325
Q3 2017	DSGX The Descartes Systems Group Inc	The Descartes Systems Group Inc	Sell	-182	-0.0%	$17.91K	658,158
Q3 2017	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-6	-0.0%	$22.11K	23,055
Q3 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-72	-0.0%	$45.12K	264,087
Q3 2017	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell	-18	-0.0%	$19.05K	78,287
Q3 2017	WK Workiva Inc.	Workiva Inc.	Buy	+492,776	+76.3%	$23.74K	1,138,749
Q3 2017	YELP Yelp Inc.	Yelp Inc.	Sell	-319,126	-43.4%	$18.05K	416,874