Square Wave Capital’s Gartner IT Stock Holding History

Square Wave 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 Q4	–	Sell	-58,198	Closed	-$15.3M	–	10
2025 Q3	$15.3M	Buy	58,198 +27,470	+89%	+$8.01M	5.6%	7
2025 Q2	$12.4M	Buy	30,728 +2,483	+9%	+$1.04M	11.91%	7
2025 Q1	$11.9M	Buy	28,245 +1,965	+7%	+$968K	12.69%	5
2024 Q4	$12.7M	Buy	+26,280	New	+$13.5M	12.27%	5

Other funds holding IT

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

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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

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

Square Wave Capital's IT Position: Q4 2025 in Review

Square Wave Capital sold out of Gartner (IT) in Q4 2025, closing a stake of 58,198 shares — an estimated $15.3M sold.

Square Wave Capital first reported a position in IT in Q4 2024 and held it in 4 quarters. The position peaked at $15.3M in Q3 2025. 812 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Square Wave Capital reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
Square Wave Capital sold 58,198 Gartner shares in Q4 2025, an estimated $15.3M.
Square Wave Capital first reported a position in Gartner in Q4 2024 and held it in 4 quarters.
Square Wave Capital's Gartner position peaked at $15.3M in Q3 2025.
812 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Square Wave Capital's 13F filing for Q4 2025, filed 17 Feb 2026.