IT
Gartner Inc
3 super-investors hold IT worth a combined $508M. The largest position: Bill Nygren at 0.7% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 22 — ranked #618 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own IT
Ownership of IT within this cohort is effectively a single-name story: Bill Nygren at Oakmark accounts for nearly all of the $508M in combined exposure, with Gartner representing 0.7% of his portfolio. Joel Greenblatt and Polen Capital hold token positions. The notable move this quarter was Wallace Weitz exiting entirely, which — combined with the flat owner count trend across the prior seven quarters — signals fading rather than building interest. No manager added or initiated in 2026Q1. With the cohort count now at zero new entrants over eight quarters and one exit this period, super-investor interest in Gartner is narrow, concentrated in Nygren, and showing no signs of broadening.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.7% | 28q | $497M | 3,135,774 |
| 2 | Joel Greenblatt | <0.1% | 39q | $12M | 73,765 |
| 3 | Polen Capital Management | <0.1% | 40q | $245K | 1,549 |
Owners of IT also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | EXIT | 0.4% | -100% | $0 | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 366651107. Not investment advice.