ISTHMUS PARTNERS, LLC IT — GARTNER INC

Ownership history in ISTHMUS PARTNERS, LLC  ·  44 quarters on record

AI Ownership Summary

ISTHMUS PARTNERS, LLC reported GARTNER INC (IT) in 44 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.91% in 2023 Q4. The latest visible filing shows IT at 1.16% 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 ISTHMUS PARTNERS, LLC'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 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2023 Q4

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

Time in book
Holding Window
2023 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 ISTHMUS PARTNERS, LLC fund profile ISTHMUS PARTNERS, LLC full holdings
How ISTHMUS PARTNERS, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 69,803 +32,666 +88.0% 1.16% $11.1M 2026-04-30 $148.49
2025 Q4 ADDED — — — 37,137 +1,586 +4.5% 1.04% $9.4M 2026-02-05 $152.03
2025 Q3 ADDED — — — 35,551 +4,051 +12.9% 0.00% $9K 2025-11-10 $228.64
2025 Q2 ADDED — — — 31,500 +280 +0.9% 1.49% $12.7M 2025-08-13 $242.66
2025 Q1 ADDED — — — 31,220 +118 +0.4% 1.64% $13.1M 2025-05-01 $419.60
2024 Q4 REDUCED — — — 31,102 -130 -0.4% 1.83% $15.1M 2025-02-07 $529.29
2024 Q3 REDUCED — — — 31,232 -128 -0.4% 1.88% $15.8M 2024-11-14 $537.10
2024 Q2 REDUCED — — — 31,360 -449 -1.4% 0.00% $56K 2024-08-06 $473.07
2024 Q1 REDUCED — — — 31,809 -736 -2.3% 1.72% $15.2M 2024-05-08 $434.27
2023 Q4 ADDED — — — 32,545 +482 +1.5% 1.91% $14.7M 2024-02-12 $450.97
34 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

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 ISTHMUS PARTNERS, 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 ISTHMUS PARTNERS, LLC reported owning IT?

ISTHMUS PARTNERS, LLC reported IT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IT position in ISTHMUS PARTNERS, LLC's portfolio?

The largest reported portfolio weight for IT was 1.91% in 2023 Q4.

What is the latest reported IT position on this page?

The most recent filing on this page is 2026 Q1, when ISTHMUS PARTNERS, LLC reported 69,803 shares, equal to 1.16% of portfolio, with an estimated market value of $11.1M.

What does the chart on this IT ownership page compare?

The chart compares ISTHMUS PARTNERS, 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 ISTHMUS PARTNERS, LLC time their IT position?

Based on 13F filing dates vs. subsequent IT price moves, ISTHMUS PARTNERS, LLC correctly timed 22 out of 43 reported position changes (51%).

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