Polen Capital Management sold its entire Gartner Inc (IT) position in 2026 Q2, according to the 13F-HR filed with the SEC on August 4, 2026. The prior filing listed 1.55K shares worth about $245.3K, under 0.01% of the portfolio; the 2026 Q2 filing lists none. IT had been in the portfolio for 13 years, since at least the quarter ended June 30, 2013.
What did the 2026 Q2 filing report for IT?
As of June 30, 2026, from the 13F-HR filed August 4, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.55K | 0 |
| Reported value | $245.3K | $0 |
| Portfolio weight | under 0.01% | 0% |
| Held since | at least 2013 Q2 | sold out in 2026 Q2 |
| Quarters held | 52 |
What did Polen Capital Management sell?
Polen Capital Management sold 1.55K shares of IT between the quarter ended March 31, 2026 and June 30, 2026. The IT exit was the 251st largest of the quarter's 289 position changes by percent change to portfolio.
Where does IT sit in the Polen Capital Management portfolio?
Before the sale, IT carried under 0.01% of the Polen Capital Management portfolio, below the fund's average stock position of 0%. The largest stock position is LLY at 6.89%. Next come NVDA at 6.86% and MSFT at 6.74%. The three largest stocks together are 20.49% of the book. Across the 2026 Q2 portfolio, Polen Capital Management reported 219 stock positions, with 68 opened and 70 closed. The total portfolio value is about $11.6B, down 20% from the prior quarter.
How long has Polen Capital Management held IT?
Polen Capital Management held IT for 13 years, since at least the quarter ended June 30, 2013 to March 31, 2026. The weight peaked at 4.96% in 2018 Q3. Last quarter the fund had already cut the position by 82%, so the exit finishes a two-quarter unwind. Every reported trade is on the Polen Capital Management IT trade history page.
Did other funds buy or sell IT in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 4, 2026, 3 still hold IT. The largest buyers of IT this quarter were Bill Nygren, Fred Martin and Independent Franchise Partners. Every tracked holder of IT is on the IT ownership page.
FAQ
How many IT shares did Polen Capital Management sell?
Polen Capital Management sold all 1.55K shares of IT it reported a quarter earlier, worth about $245.3K.
When did Polen Capital Management first buy IT?
Polen Capital Management has held IT since at least the quarter ended June 30, 2013, the start of the filings we track.
How much of the Polen Capital Management portfolio was IT?
IT was under 0.01% of the Polen Capital Management portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell IT in 2026 Q2?
No other tracked fund sold out of IT or trimmed it in 2026 Q2; 3 still hold it.