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Fred Martin

Disciplined Growth Investors

Fred Martin Gartner Inc stake

total: 241

Disciplined Growth Investors IT trades

Total transactions:
4
New positions:
1
Added:
2
Reduced:
1
Held since:
2025 Q3
Held for:
4 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Fred Martin holds 344,687 Gartner Inc (IT) shares with a market value of roughly $44.68M accounting for 0.76% of the overall portfolio. To date, the estimated cost basis is nearly $252.85 for "buy" trades and estimated average "sell" price is $158.34. Disciplined Growth Investors first purchased IT in 2025 Q3, initially acquiring 86,687 shares. Since the initial investment in Gartner Inc (IT), Disciplined Growth Investors has made 3 more transactions.

How many IT shares does Fred Martin currently hold?

According to 2026 Q2 report, Fred Martin holds 344,687 shares of Gartner Inc (IT), valued at around $44.68M.

When did Fred Martin buy Gartner Inc (IT)?

Fred Martin first invested in Gartner Inc (IT) in 2025 Q3 at the reported quarter-end price of $262.87 per share.

What's the cost basis of Disciplined Growth Investors's IT stake?

The estimated cost basis for Gartner Inc (IT) stake is around $252.85 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$252.85
Weighted AVG sell price:
$158.34

Fred Martin's historical trades in Gartner Inc

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.76%
344,687
$129.62
$44,678,329
+1.71% (+5,794)
+0.01%
2026 Q1
1.10%
338,893
$158.34
$53,660,318
-5.11% (-18,267)
-0.06%
2025 Q4
1.72%
357,160
$252.28
$90,104,325
+312.01% (+270,473)
+1.31%
2025 Q3
0.41%
86,687
$262.87
$22,787,412
new
+0.41%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.