Farther Finance Advisors, LLC IT — GARTNER INC COM

Ownership history in Farther Finance Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported GARTNER INC COM (IT) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows IT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in GARTNER INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IT stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held IT — position size vs. price
% of Fund (quarterly)    IT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,525 +44 +3.0% 0.00% $236K 2026-04-07 $148.67
2025 Q4 ADDED — — — 1,481 +694 +88.2% 0.00% $374K 2026-01-23 $231.76
2025 Q3 REDUCED — — — 787 -17 -2.1% 0.00% $207K 2025-10-14 $246.73
2025 Q2 ADDED — — — 804 +19 +2.4% 0.01% $325K 2025-07-11 $374.40
2025 Q1 REDUCED — — — 785 -17 -2.1% 0.01% $325K 2025-04-14 $407.96
2024 Q4 REDUCED 11.2% -13.4% ✅ 802 -101 -11.2% 0.01% $388K 2025-02-10 $528.87
2024 Q3 REDUCED 5.5% -4.2% ✅ 903 -53 -5.5% 0.02% $458K 2024-10-29 $518.25
2024 Q2 ADDED — — — 956 +320 +50.3% 0.02% $422K 2024-07-31 $501.19
2024 Q1 ADDED — — — 636 +163 +34.5% 0.02% $303K 2024-05-14 $436.57
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IT

As of 2026 Q1 — sorted by position size

Black Creek Investment Management Inc. 3Y 7Y 5.41% Laurus Global Equity Management Inc. 3Y 5.31% Independent Franchise Partners LLP 3Y 7Y 5.1% Triad Investment Management 3Y 7Y 3.87% BAMCO INC /NY/ 3Y 7Y 2.83% Clarkston Capital Partners, LLC 3Y 7Y 2.77% Foyston, Gordon & Payne Inc 3Y 7Y 2.58% Quantum Capital Management, LLC / NJ 3Y 7Y 2.0% Crown Oak Advisors, LLC 1.86% Bollard Group LLC 3Y 7Y 1.7%

FAQ About Farther Finance Advisors, LLC and IT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning IT?

Farther Finance Advisors, LLC reported IT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IT position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for IT was 0.02% in 2024 Q2.

What is the latest reported IT position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 1,525 shares, equal to 0.00% of portfolio, with an estimated market value of $236K.

What does the chart on this IT ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly IT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their IT position?

Based on 13F filing dates vs. subsequent IT price moves, Farther Finance Advisors, LLC correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on IT relative to SPY over the holding period was -39.3%.

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