SWP
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Square Wave Partners’s Gartner IT Stock Holding History

Square Wave Partners’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
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Square Wave Partners's IT Position: Q1 2025 in Review

Square Wave Partners increased its Gartner (IT) stake by 7.5% in Q1 2025, buying an estimated $968K and bringing the position to 28,245 shares worth $11.9M. The position accounts for 12.69% of the portfolio, ranked #5.

Square Wave Partners first reported a position in IT in Q4 2024 and has held it in 2 quarters since. The position peaked at $12.7M in Q4 2024. 921 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Square Wave Partners held 28,245 shares of Gartner worth $11.9M as of Q1 2025.
  • Square Wave Partners bought 1,965 Gartner shares in Q1 2025, an estimated $968K.
  • Gartner made up 12.69% of Square Wave Partners's portfolio in Q1 2025, its #5 holding.
  • Square Wave Partners first reported a position in Gartner in Q4 2024 and has held it in 2 quarters since.
  • Square Wave Partners's Gartner position peaked at $12.7M in Q4 2024.
  • 921 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Square Wave Partners's 13F filing for Q1 2025, filed 15 May 2025.