Counterpoint Mutual Funds
IT icon

Counterpoint Mutual Funds’s Gartner IT Stock Holding History

Counterpoint Mutual Funds’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,682
Closed -$477K – 411
2026
Q2 		$477K Hold
3,682
– – 0.05% 174
2026
Q1 		$583K Buy
+3,682
New +$677K 0.09% 103
2025
Q4 		– Sell
-1,355
Closed -$356K – 426
2025
Q3 		$356K Buy
+1,355
New +$395K 0.03% 249
2023
Q1 		– Sell
-280
Closed -$94.1K – 408
2022
Q4 		$94.1K Sell
280
-181
-39% -$58.4K 0.1% 282
2022
Q3 		$128K Buy
+461
New +$129K 0.31% 84
2022
Q2 		– Sell
-224
Closed -$67K – 297
2022
Q1 		$67K Buy
+224
New +$64.9K 0.05% 105

Other funds holding IT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Counterpoint Mutual Funds's IT Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of Gartner (IT) in Q3 2026, closing a stake of 3,682 shares — an estimated $477K sold.

Counterpoint Mutual Funds first reported a position in IT in Q1 2022 and held it in 6 quarters. The position peaked at $583K in Q1 2026. 399 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining Gartner position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 3,682 Gartner shares in Q3 2026, an estimated $477K.
  • Counterpoint Mutual Funds first reported a position in Gartner in Q1 2022 and held it in 6 quarters.
  • Counterpoint Mutual Funds's Gartner position peaked at $583K in Q1 2026.
  • 399 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.