Fisher Funds Management LTD IT — GARTNER INC

Ownership history in Fisher Funds Management LTD  ·  6 quarters on record

AI Ownership Summary

Fisher Funds Management LTD reported GARTNER INC (IT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.5% in 2025 Q2. The latest visible filing shows IT at 0.05% 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.

What this IT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fisher Funds Management LTD's position in GARTNER INC, 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.5% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 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 Fisher Funds Management LTD fund profile Fisher Funds Management LTD full holdings
How Fisher Funds Management LTD 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,035 -151,579 -93.2% 0.05% $1.7M 2026-04-16 $155.53
2025 Q4 ADDED — — — 162,614 +34,231 +26.7% 1.07% $41.3M 2026-01-26 $236.58
2025 Q3 REDUCED 50.7% -3.5% ✅ 128,383 -131,932 -50.7% 0.89% $33.7M 2025-10-29 $249.74
2025 Q2 ADDED — — — 260,315 +59,151 +29.4% 2.50% $105.2M 2025-08-04 $336.71
2025 Q1 UNCHANGED — — — 201,164 — 0% 2.05% $84.4M 2025-04-29 $420.59
2024 Q4 INITIATED — — — 201,164 — — 2.35% $97.5M 2025-02-04 $547.16

🏢 Other funds also holding IT

As of 2026 Q1 — sorted by position size

Laurus Global Equity Management Inc. 3Y 5.31% Triad Investment Management 3Y 7Y 3.87% Crown Oak Advisors, LLC 1.86% Douglas Lane & Associates, LLC 3Y 7Y 0.5% Arlington Partners LLC 3Y 7Y 0.48% Sendero Wealth Management, LLC 3Y 0.39% Bayforest Capital Ltd 0.21% Kendall Capital Management 3Y 7Y 0.16% Board of the Pension Protection Fund 0.13% GHP Investment Advisors, Inc. 3Y 7Y 0.12%

FAQ About Fisher Funds Management LTD and IT

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

How long has Fisher Funds Management LTD reported owning IT?

Fisher Funds Management LTD reported IT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IT position in Fisher Funds Management LTD's portfolio?

The largest reported portfolio weight for IT was 2.50% in 2025 Q2.

What is the latest reported IT position on this page?

The most recent filing on this page is 2026 Q1, when Fisher Funds Management LTD reported 11,035 shares, equal to 0.05% of portfolio, with an estimated market value of $1.7M.

What does the chart on this IT ownership page compare?

The chart compares Fisher Funds Management LTD'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 Fisher Funds Management LTD time their IT position?

Based on 13F filing dates vs. subsequent IT price moves, Fisher Funds Management LTD correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on IT relative to SPY over the holding period was -69.7%.

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