FORA Capital’s Gartner IT Stock Holding History

FORA Capital’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 Q2	$3.82M	Sell	29,452 -18,624	-39%	-$2.8M	0.26%	112
2026 Q1	$7.61M	Buy	+48,076	New	+$8.85M	0.56%	54
2025 Q3	–	Sell	-2,397	Closed	-$969K	–	586
2025 Q2	$969K	Buy	+2,397	New	+$1M	0.11%	225
2025 Q1	–	Sell	-803	Closed	-$389K	–	576
2024 Q4	$389K	Sell	803 -6,442	-89%	-$3.32M	0.04%	289
2024 Q3	$3.67M	Sell	7,245 -2,917	-29%	-$1.4M	0.43%	71
2024 Q2	$4.56M	Sell	10,162 -511	-5%	-$227K	0.56%	54
2024 Q1	$5.09M	Sell	10,673 -1,101	-9%	-$507K	0.42%	79
2023 Q4	$5.31M	Buy	+11,774	New	+$4.7M	0.46%	68
2022 Q3	–	Sell	-2,495	Closed	-$603K	–	483
2022 Q2	$603K	Buy	+2,495	New	+$664K	0.12%	216
2021 Q2	–	Sell	-2,227	Closed	-$407K	–	1006
2021 Q1	$407K	Sell	2,227 -259	-10%	-$45K	0.13%	184
2020 Q4	$398K	Buy	2,486 +884	+55%	+$127K	0.06%	329
2020 Q3	$200K	Buy	1,602 +1,449	+947%	+$184K	0.13%	173
2020 Q2	$19K	Sell	153 -4,639	-97%	-$536K	0.01%	814
2020 Q1	$477K	Sell	4,792 -3,724	-44%	-$510K	0.1%	251
2019 Q4	$1.31M	Buy	+8,516	New	+$1.3M	0.13%	207

Other funds holding IT

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

FORA Capital's IT Position: Q2 2026 in Review

FORA Capital reduced its Gartner (IT) stake by 39% in Q2 2026, selling an estimated $2.8M and leaving 29,452 shares worth $3.82M. The position accounts for 0.26% of the portfolio, ranked #112.

FORA Capital first reported a position in IT in Q4 2019 and has held it in 15 quarters since. The position peaked at $7.61M in Q1 2026. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

FORA Capital held 29,452 shares of Gartner worth $3.82M as of Q2 2026.
FORA Capital sold 18,624 Gartner shares in Q2 2026, an estimated $2.8M.
Gartner made up 0.26% of FORA Capital's portfolio in Q2 2026, its #112 holding.
FORA Capital first reported a position in Gartner in Q4 2019 and has held it in 15 quarters since.
FORA Capital's Gartner position peaked at $7.61M in Q1 2026.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.