13FGuru
Sign in with Google Sign in with Discord

NYSE · Consumer Discretionary

GARTNER INC IT

Gartner is a research and advisory company serving executives through subscription research, advisory access, conferences, and consulting. Its core economics come from recurring research contracts, high renewal behavior, sales productivity, and the value of technology and business decision support for enterprise leaders.

Sources Quartr company materials quartr.com
Other Consumer Services

Company profile

Business mix

  • Research subscriptions: role-based research, analyst access, benchmarks, and decision tools drive most profit.
  • Conferences: events connect technology vendors and enterprise buyers while reinforcing the research franchise.
  • Consulting: project-based advisory work complements the subscription relationship.

Current key questions

  • Can contract-value growth and renewal rates stay healthy if enterprise IT budgets slow?
  • Do AI, cybersecurity, cloud, and digital transformation keep Gartner's research relevant to executives?
  • Can salesforce productivity and cost discipline sustain margin expansion?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 16.3 FCF 11.46% Buyback 5.63%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 2.8% $937.0M 2026-03-31
Oakmark / Harris Associates Bill Nygren 0.7% $496.5M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $49.7M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $883.8M Estimated from net added shares
Reduction amount $35.5M Estimated from net reduced shares
Net share change / base shares +141.1% +5,487,906 / 3,888,842
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 94.0% 13F value change +$10.7M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 132.5% 13F value change +$11.8M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 19.4% 13F value change +$5.1M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 99.0% 13F value change +$9.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 29,308 Last 4 periods +284,766 (+971.6%) Total shares 314,074 Value $49.7M
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$243.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 225.3% 13F value change +$253.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +3,135,774 (New) Total shares 3,135,774 Value $496.5M
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -3.2% 13F value change -$106.6M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 18.3% 13F value change -$340.4M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.5% 13F value change -$73.3M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 40.5% 13F value change -$125.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,771,609 Last 4 periods +2,146,007 (+56.9%) Total shares 5,917,616 Value $937.0M
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-10
Major increase Shares 22.1% 13F value change -$7.3M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -77.3% 13F value change -$22.1M
13F 2026-03-31 Filed 2026-05-14
Sold out Shares -100.0% 13F value change -$6.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 87,925 Last 4 periods -87,925 (-100.0%) Total shares 0 Value $0
Polen Capital Management 3 filing periods
13F 2025-03-31 Filed 2025-05-12
New Shares - 13F value change +$350.7M
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -6.7% 13F value change -$35.7M
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -98.8% 13F value change -$312.5M
Settlement As of 13F 2025-09-30 · Filed 2025-11-12
Base shares 0 Last 4 periods +9,284 (New) Total shares 9,284 Value $2.4M

Recent mentions

No public mentions.