Machina Capital’s Gartner IT Stock Holding History

Machina 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
2025 Q3	–	Sell	-4,875	Closed	-$1.97M	–	380
2025 Q2	$1.97M	Sell	4,875 -82	-2%	-$34.3K	0.41%	93
2025 Q1	$2.08M	Buy	4,957 +762	+18%	+$376K	0.62%	46
2024 Q4	$2.03M	Buy	+4,195	New	+$2.16M	0.86%	15
2024 Q3	–	Sell	-1,687	Closed	-$758K	–	322
2024 Q2	$758K	Buy	1,687 +686	+69%	+$305K	0.34%	115
2024 Q1	$477K	Buy	+1,001	New	+$461K	0.25%	157
2023 Q4	–	Sell	-1,436	Closed	-$493K	–	302
2023 Q3	$493K	Buy	+1,436	New	+$501K	0.28%	141
2023 Q2	–	Sell	-782	Closed	-$255K	–	390
2023 Q1	$255K	Buy	+782	New	+$259K	0.22%	163
2022 Q2	–	Sell	-1,600	Closed	-$476K	–	150
2022 Q1	$476K	Buy	1,600 +300	+23%	+$86.9K	1.05%	25
2021 Q4	$435K	Buy	+1,300	New	+$418K	1.05%	22
2021 Q3	–	Sell	-1,300	Closed	-$315K	–	169
2021 Q2	$315K	Buy	+1,300	New	+$284K	0.53%	89
2019 Q1	–	Sell	-184	Closed	-$24K	–	510
2018 Q4	$24K	Buy	+184	New	+$26.5K	0.02%	252

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

IFP

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Machina Capital's IT Position: Q3 2025 in Review

Machina Capital sold out of Gartner (IT) in Q3 2025, closing a stake of 4,875 shares — an estimated $1.97M sold.

Machina Capital first reported a position in IT in Q4 2018 and held it in 11 quarters. The position peaked at $2.08M in Q1 2025. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Machina Capital reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Machina Capital sold 4,875 Gartner shares in Q3 2025, an estimated $1.97M.
Machina Capital first reported a position in Gartner in Q4 2018 and held it in 11 quarters.
Machina Capital's Gartner position peaked at $2.08M in Q1 2025.
796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Machina Capital's 13F filing for Q3 2025, filed 5 Nov 2025.