Independent Franchise Partners
US Equity Fund
Independent Franchise Partners Gartner Inc stake
total: 60
US Equity Fund IT trades
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Independent Franchise Partners holds 293,766 Gartner Inc (IT) shares with a market value of roughly $46.51M accounting for 3.15% of the overall portfolio. To date, the estimated cost basis is nearly $233.83 for "buy" trades and estimated average "sell" price is $252.28. US Equity Fund first purchased IT in 2025 Q3, initially acquiring 226,230 shares. Since the initial investment in Gartner Inc (IT), US Equity Fund has made 2 more transactions.
When did Independent Franchise Partners buy Gartner Inc (IT)?
Independent Franchise Partners 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 US Equity Fund's IT stake?
The estimated cost basis for Gartner Inc (IT) stake is around $233.83 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $233.82
- Weighted AVG sell price:
- $252.28
Independent Franchise Partners's historical trades in Gartner Inc
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
3.15%
|
293,766
|
$158.34
|
$46,514,908
|
+42.11% (+87,049)
|
+0.93%
|
|
2025 Q4
|
3.32%
|
206,717
|
$252.28
|
$52,150,565
|
-8.63% (-19,513)
|
-0.3%
|
|
2025 Q3
|
3.63%
|
226,230
|
$262.87
|
$59,469,080
|
new
|
+3.63%
|
* 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.
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.