Rakuten Investment Management’s Gartner IT Stock Holding History

Rakuten Investment Management’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 Q1	$1.68M	Buy	10,536 +900	+9%	+$166K	﹤0.01%	394
2025 Q4	$2.45M	Sell	9,636 -15,080	-61%	-$3.63M	0.01%	412
2025 Q3	$578K	Buy	+24,716	New	+$7.21M	﹤0.01%	547
2025 Q1	$2.94M	Buy	+7,030	New	+$3.46M	0.01%	297
2024 Q3	$2.23M	Buy	4,377 +1,068	+32%	+$513K	0.01%	226
2024 Q2	$1.47M	Buy	3,309 +1,212	+58%	+$539K	0.01%	232
2024 Q1	$1,000K	Buy	2,097 +1,903	+981%	+$876K	0.01%	228
2023 Q4	$87.7K	Buy	+194	New	+$77.5K	﹤0.01%	211

Other funds holding IT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rakuten Investment Management's IT Position: Q1 2026 in Review

Rakuten Investment Management increased its Gartner (IT) stake by 9.3% in Q1 2026, buying an estimated $166K and bringing the position to 10,536 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Rakuten Investment Management first reported a position in IT in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.94M in Q1 2025. 713 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Rakuten Investment Management held 10,536 shares of Gartner worth $1.68M as of Q1 2026.
Rakuten Investment Management bought 900 Gartner shares in Q1 2026, an estimated $166K.
Gartner made up ﹤0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #394 holding.
Rakuten Investment Management first reported a position in Gartner in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's Gartner position peaked at $2.94M in Q1 2025.
713 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.