What smart money is saying about Gartner, Inc.
8 funds in our archive have pitched Gartner, Inc., most recently Baron Focused Growth Fund in September 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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Fund signal · last 12 months
15 lettersMore funds are selling than buying
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2025 and Q3 2026, 21 fund letters reported a position in Gartner, Inc., with 3 buys (opened or added) and 8 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 6 | 2 | 3 | 1 |
| Q2 2026 | 6 | 0 | 1 | 0 |
| Q1 2026 | 3 | 0 | 2 | 2 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q3 2025 | 2 | 0 | 1 | 1 |
| Q2 2025 | 3 | 1 | 1 | 2 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 21 positions · 11 moves
- September 2026
“• Gartner (IT), is a provider of technology research, advisory, consulting, and conference services that help organizations make strategic business and technology decisions. The position was liquidated due to deteriorating fundamentals.”
Gartner, Inc. - New positionCambiar Investors SMID FundSeptember 2026
“Buy/sell activity was more elevated in comparison to past quarters, consisting of four initiations, six liquidations, and incremental adds/trims to existing positions. New purchases spanned various sectors, and our underwriting process remains focused on identifying company-specific catalysts that can drive earnings/ multiple expansion, vs. trying to fit a specific market narrative. Examples include Hasbro (leading game/toy manufacturer that is ramping into the digital gaming space) and Gartner (tech-focused research and advisory services).”
Gartner, Inc. - New positionDiamond Hill Large Cap FundSeptember 2026
“• We initiated a position in research and advisory firm Gartner as concerns around slowing revenue growth and potential disruption from AI have created an opportunity to invest at an attractive valuation.”
Gartner, Inc. - September 2026
“L We eliminated the following position(s) during the period: • Deere • Gartner • Prudential”
Gartner, Inc. - September 2026
“l We eliminated the following position(s) during the period: • ConocoPhillips • Deere • Gartner”
Gartner, Inc. - September 2026
“Shares of syndicated research provider Gartner, Inc. rallied amid multiple expansion across information services stocks.”
Gartner, Inc. - 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 ).”
Gartner, Inc. - HoldsBaron Partners FundJune 2026
“We continue to own Gartner given its large addressable market, significant competitive advantage, and robust free cash flow generation, which we expect management to deploy toward share repurchases at depressed valuation levels.”
Gartner, Inc. - June 2026
“Global research and advisory firm Gartner declined 18.5% in the second quarter and hurt performance by 53 bps.”
Gartner, Inc. - June 2026
“The Strategy continued to suffer losses in certain software and services segments, such as application software and IT consulting & other services, where several holdings were pressured by ongoing concerns that AI will negatively affect their businesses. Guidewire Software, Inc., Gartner, Inc., Everforth, Inc., Exponent, Inc., and Intapp, Inc. were down again this quarter, building on losses from the first quarter.”
Gartner, Inc. - HoldsBaron Partners FundJune 2026
“We continue to own Gartner given its large addressable market, significant competitive advantage, and robust free cash flow generation, which we expect management to deploy toward share repurchases at depressed valuation levels.”
Gartner, Inc. - HoldsBaron CapitalJune 2026
“We continue to own Gartner given its large addressable market, significant competitive advantage, and robust free cash flow generation, which we expect management to deploy toward share repurchases at depressed valuation levels.”
Gartner, Inc. - March 2026
“Gartner Inc. (IT) declined 40% in the quarter. We believe the company’s advisory services model faces structural AI disruption risk, as large language models increasingly replicate the best-practices research and benchmarking at the core of Gartner’s value proposition. 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.”
Gartner, Inc. - March 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).”
Gartner, Inc. - HoldsBaron Growth FundMarch 2026
“This occurred in shares of syndicated research provider Gartner, Inc., where a roughly 0.5% revenue shortfall led to a 37.3% decline in the stock price this quarter.”
Gartner, Inc. - HoldsConestogaSeptember 2025
“2. Gartner, Inc. (IT) IT is a leading research and advisory firm that provides insights, consulting, and events to help business and technology leaders make informed strategic decisions.”
Gartner, Inc. - September 2025
“Gartner Inc. is an information technology research and advisory company. Despite reporting upside to estimates on revenues and earnings, its key contract value metric fell short. That resulted in a -35% tumble to its shares. We reduced our exposure as we further evaluate our investment.”
Gartner, Inc. - HoldsMadison Mid Cap FundJune 2025
“Gartner witnessed slower subscription growth in the quarter as DOGE-driven Federal budget cuts hurt renewals; in addition, general economic/geopolitical uncertainty hampered customers’ decisions to add more Gartner services.”
Gartner, Inc. - ExitedFederated Hermes Sustainable Global EquityJune 2025
“Investment strategy Federated Hermes Sustainable Global Equity is a high-conviction global equity strategy. It aims to generate attractive financial returns by investing in companies that are aligned with achieving positive outcomes for society and the environment and ultimately support the United Nations Sustainable Development Goals (UN SDGs). The Strategy is a concentrated, high active-share strategy. We believe that ‘impactful,’ ‘leading’ and ‘improving’ companies play a critical role in contributing towards a more sustainable future and are well-positioned to benefit from structural sustainability trends over the long term. We believe sustainable investments are companies with business models geared towards creating value for society, with a positive or improving sustainability profile, and whose activities have an overall positive impact through their products and services. Our long-term holding periods and stewardship expertise enable us to develop effective and enduring engagement with these companies that can deliver additional impact and provide greater insight. From a sector perspective, the Strategy remains overweight Industrials, Information Technology and Healthcare, and underweight Consumer Discretionary, Communication Services, with zero-weight in Energy and Utilities. Over the H1 period, we added five positions in Clean Harbors, ServiceNow, T-Mobile, Nasdaq, and Linde, and closed out two positions in WEX and Gartner.”
Gartner, Inc. - New positionMadison Large Cap FundJune 2025
“We initiated positions in Airbnb, CDW Corporation and Gartner and sold Berkshire Hathaway.”
Gartner, Inc. - March 2025
“Most technology related companies suffered, with Accenture, Adobe, Alphabet, ASML, Gartner, and Microsoft all falling in the teens.”
Gartner, Inc.
Also mentioned · 2
These funds discuss Gartner, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- June 2026
“Gartner, a research and advisory firm, experienced softer demand in its consulting business as clients delayed discretionary technology spending amid heightened geopolitical uncertainty.”
Gartner, Inc. - June 2026
“Below is an example of some of the most common names we have seen circulating on these lists:”
Gartner, Inc.
Fund coverage · 8 theses
- Baron Focused Growth FundSeptember 2026
Gartner is a syndicated research provider poised to reaccelerate contract value growth, an underappreciated AI beneficiary with earnings and free cash flow growing faster than revenue.
Read the full thesis - 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 - 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.
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.
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