IT
Gartner Inc
Gartner Inc historical holders
total: 9
Disciplined Growth Investors Gartner Inc transactions over time
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
Fred Martin has been an institutional investor in Gartner Inc (IT) since 2025 Q3. According to 2026 Q1 report, Fred Martin holds 338,893 shares with a market value of roughly $53.66M representing 1.10% of their equity portfolio. The fund/company first acquired IT in 2025 Q3, initially purchasing 86,687 shares. Since the initial investment, Disciplined Growth Investors has made 2 more transactions in this position.
Does Fred Martin still hold IT?
Yes, Fred Martin continues to hold Gartner Inc (IT). According to their 2026 Q1 report, they maintain a position of 338,893 shares valued at approximately $53.66M, representing 1.10% of their equity portfolio.
When did Fred Martin first invest in IT?
Fred Martin first invested in Gartner Inc (IT) in 2025 Q3 at the reported quarter-end price of $262.87 per share, acquiring 86,687 shares in their initial purchase.
What is Fred Martin's average cost basis for IT?
Based on historical transaction data, Fred Martin's estimated cost basis for Gartner Inc (IT) is approximately $254.85 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $254.85
- Weighted AVG sell price:
- $158.34
IT transactions history by Disciplined Growth Investors
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
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.
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.