What smart money is saying about Gartner, Inc.
7 funds in our archive have pitched Gartner, Inc. — most recently Baron Partners Fund in March 2026.
Gartner, Inc. functions as a premier research and advisory enterprise, extending its reach across the United States, Canada, Europe, the Middle East, Africa, and various international markets. Its operations are structured into three main divisions: Research, Conferences, and Consulting. The Research division primarily offers a subscription service, enabling on-demand access to extensive published studies, data, industry benchmarks, and direct consultations with its expert network. The Conferences segment provides a platform for business professionals to acquire new knowledge, share insights, and foster connections. Lastly, the Consulting segment furnishes clients with market research, bespoke analyses, and direct, on-site support services. This segment specifically addresses critical IT challenges, offering practical strategies for areas such as optimizing IT expenditures, managing digital transformation, and enhancing IT sourcing processes. Founded in 1979, Gartner, Inc. has its corporate base in Stamford, Connecticut.
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Position history
Between Q2 2025 and Q2 2026, 3 fund letters reported a position in Gartner, Inc. — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 2 | 0 | 2 | 2 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 2 |
Fund activity · 3 positions · 3 moves
- TrimmedBaron Small Cap FundJune 2026
“During the quarter, our largest sales were trims of some of our largest and best performing stocks ( Vertiv Holdings Co , Legence Corp. , The Cheesecake Factory Incorporated , and Cognex Corporation ).”
Read the letterGartner, Inc. - ExitedBuffalo Mid Cap Discovery FundMarch 2026
“We exited the position, drawing a clear line between businesses where AI genuinely threatens the revenue model and those we see as unfairly punished by indiscriminate selling.”
Read the letterGartner, Inc. - ExitedBrown Advisory Mid‑Cap GrowthMarch 2026
“During the first quarter, we scrutinized AI risk of every position in the portfolio once again. Based on that analysis, we eliminated positions in Workday, Inc (WDAY), Gartner, Inc (IT), and Verisk Analytics, Inc (VRSK).”
Read the letterGartner, Inc.
Also mentioned · 2
These funds discuss Gartner, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedArtisan Partners U.S. Mid‑Cap Value StrategyJune 2026
“Gartner, a research and advisory firm, experienced softer demand in its consulting business as clients delayed discretionary technology spending amid heightened geopolitical uncertainty.”
Read the letterGartner, Inc. - MentionedArtisan Partners Select Equity StrategyJune 2026
“Below is an example of some of the most common names we have seen circulating on these lists:”
Read the letterGartner, Inc.
Fund coverage · 7 theses
- Baron Partners FundMarch 2026
Gartner is a syndicated research company with proprietary data, competitive advantages, and AI-enabled upside despite near-term pressure.
Read the full thesis - Baron Asset FundMarch 2026
Gartner is a syndicated research provider with a large addressable market, competitive advantages, robust free cash flow, and potential AI-enabled product enhancements.
Read the full thesis - Oakmark Global FundDecember 2025
Gartner is a leading IT research provider with strong brand, high FCF conversion, and reacceleration potential amid overstated AI-related disruption concerns.
Read the full thesis - Baron Partners FundDecember 2025
Gartner, Inc. is a syndicated research leader with proprietary data and tangible ROI that should benefit from AI as an accelerant and a recovery in public sector demand while buybacks exploit discounted valuation.
Read the full thesis - Baron Asset FundSeptember 2025
Gartner is poised for growth as its proprietary data and insights on technology trends, combined with aggressive stock repurchases, present an attractive investment opportunity despite market concerns about AI's impact.
Read the full thesis - Bell Global Equities FundJune 2025
Gartner is a resilient market leader in research and advisory services with strong financials and global reach, making it well-positioned for sustained growth.
Read the full thesis - Madison Large Cap FundJune 2025
Gartner is an attractive investment due to its strong business model, competitive advantage, excellent long-term growth outlook, and currently depressed valuation despite recent underperformance.
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