CCA
IT icon

Covey Capital Advisors’s Gartner IT Stock Holding History

Covey Capital Advisors’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
2025
Q2 		$2.16M Sell
5,355
-6
-0.1% -$2.51K 2.33% 12
2025
Q1 		$2.25M Sell
5,361
-6
-0.1% -$2.96K 2.59% 13
2024
Q4 		$2.6M Sell
5,367
-492
-8% -$254K 2.96% 12
2024
Q3 		$2.97M Sell
5,859
-1,419
-19% -$682K 3.28% 12
2024
Q2 		$3.27M Buy
7,278
+197
+3% +$87.6K 3.77% 11
2024
Q1 		$3.38M Sell
7,081
-971
-12% -$447K 4.08% 9
2023
Q4 		$3.63M Sell
8,052
-572
-7% -$229K 4.61% 8
2023
Q3 		$2.96M Sell
8,624
-27
-0.3% -$9.42K 4.2% 8
2023
Q2 		$3.03M Sell
8,651
-161
-2% -$52.4K 4.39% 9
2023
Q1 		$2.87M Sell
8,812
-450
-5% -$149K 4.58% 9
2022
Q4 		$3.11M Sell
9,262
-345
-4% -$111K 5.07% 8
2022
Q3 		$2.66M Sell
9,607
-232
-2% -$65K 4.51% 9
2022
Q2 		$2.38M Sell
9,839
-1,740
-15% -$463K 3.51% 12
2022
Q1 		$3.44M Sell
11,579
-4,216
-27% -$1.22M 3.57% 12
2021
Q4 		$5.28M Sell
15,795
-6,933
-31% -$2.23M 4.24% 11
2021
Q3 		$6.91M Buy
+22,728
New +$6.59M 5.52% 5
2021
Q2 		– Sell
-27,354
Closed -$5.98M – 7
2021
Q1 		$4.99M Sell
27,354
-1,715
-6% -$298K 4.14% 9
2020
Q4 		$4.66M Sell
29,069
-552
-2% -$79.5K 4.07% 11
2020
Q3 		$3.7M Sell
29,621
-400
-1% -$50.9K 3.87% 12
2020
Q2 		$3.64M Sell
30,021
-54
-0.2% -$6.24K 4.58% 11
2020
Q1 		$3M Sell
30,075
-5,544
-16% -$760K 5.08% 6
2019
Q4 		$5.49M Sell
35,619
-500
-1% -$76.3K 5.92% 5
2019
Q3 		$5.17M Buy
36,119
+1,940
+6% +$282K 6.12% 5
2019
Q2 		$5.5M Buy
34,179
+2,230
+7% +$349K 6.59% 4
2019
Q1 		$4.85M Sell
31,949
-700
-2% -$97.2K 6.52% 3
2018
Q4 		$4.17M Buy
32,649
+2,484
+8% +$358K 6.72% 2
2018
Q3 		$4.78M Buy
30,165
+1,490
+5% +$216K 6.13% 3
2018
Q2 		$3.81M Buy
28,675
+4,615
+19% +$591K 5.13% 5
2018
Q1 		$2.83M Buy
24,060
+6,750
+39% +$843K 3.89% 7
2017
Q4 		$2.13M Buy
+17,310
New +$2.1M 2.82% 14

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Covey Capital Advisors's IT Position: Q2 2025 in Review

Covey Capital Advisors reduced its Gartner (IT) stake by 0.11% in Q2 2025, selling an estimated $2.51K and leaving 5,355 shares worth $2.16M. The position accounts for 2.33% of the portfolio, ranked #12.

Covey Capital Advisors first reported a position in IT in Q4 2017 and has held it in 30 quarters since. The position peaked at $6.91M in Q3 2021. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Covey Capital Advisors held 5,355 shares of Gartner worth $2.16M as of Q2 2025.
  • Covey Capital Advisors sold 6 Gartner shares in Q2 2025, an estimated $2.51K.
  • Gartner made up 2.33% of Covey Capital Advisors's portfolio in Q2 2025, its #12 holding.
  • Covey Capital Advisors first reported a position in Gartner in Q4 2017 and has held it in 30 quarters since.
  • Covey Capital Advisors's Gartner position peaked at $6.91M in Q3 2021.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Covey Capital Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.