IT
Gartner Inc
Gartner Inc historical holders
total: 9
US Equity Fund 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
Independent Franchise Partners has been an institutional investor in Gartner Inc (IT) since 2025 Q3. According to 2026 Q1 report, Independent Franchise Partners holds 293,766 shares with a market value of roughly $46.51M representing 3.15% of their equity portfolio. The fund/company first acquired IT in 2025 Q3, initially purchasing 226,230 shares. Since the initial investment, US Equity Fund has made 2 more transactions in this position.
Does Independent Franchise Partners still hold IT?
Yes, Independent Franchise Partners continues to hold Gartner Inc (IT). According to their 2026 Q1 report, they maintain a position of 293,766 shares valued at approximately $46.51M, representing 3.15% of their equity portfolio.
When did Independent Franchise Partners first invest in IT?
Independent Franchise Partners first invested in Gartner Inc (IT) in 2025 Q3 at the reported quarter-end price of $262.87 per share, acquiring 226,230 shares in their initial purchase.
What is Independent Franchise Partners's average cost basis for IT?
Based on historical transaction data, Independent Franchise Partners's estimated cost basis for Gartner Inc (IT) is approximately $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
IT transactions history by US Equity Fund
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.