What smart money is saying about Gartner, Inc.
7 funds in our archive have pitched Gartner, Inc. — most recently Baron Asset 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, 8 fund letters reported a position in Gartner, Inc. — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 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 · 8 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 ).”
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.
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 · 7 theses
- 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 - 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 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 - 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 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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