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Summit Creek Advisors’s Gartner IT Stock Holding History

Summit Creek Advisors’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 		– Sell
-583
Closed -$282K – 72
2024
Q4 		$282K Hold
583
– – 0.04% 65
2024
Q3 		$295K Sell
583
-38
-6% -$18.3K 0.04% 68
2024
Q2 		$279K Hold
621
– – 0.04% 64
2024
Q1 		$296K Buy
621
+8
+1% +$3.68K 0.04% 63
2023
Q4 		$277K Hold
613
– – 0.04% 62
2023
Q3 		$211K Hold
613
– – 0.03% 66
2023
Q2 		$215K Buy
+613
New +$200K 0.03% 71
2023
Q1 		– Sell
-612
Closed -$206K – 73
2022
Q4 		$206K Sell
612
-301
-33% -$97.1K 0.03% 70
2022
Q3 		$253K Sell
913
-660
-42% -$185K 0.03% 68
2022
Q2 		$380K Sell
1,573
-1,378
-47% -$367K 0.05% 68
2022
Q1 		$878K Buy
2,951
+16
+0.5% +$4.63K 0.1% 61
2021
Q4 		$981K Sell
2,935
-764
-21% -$246K 0.1% 62
2021
Q3 		$1.12M Buy
3,699
+1,590
+75% +$461K 0.12% 55
2021
Q2 		$511K Sell
2,109
-800
-28% -$175K 0.06% 60
2021
Q1 		$531K Buy
2,909
+1,489
+105% +$259K 0.06% 58
2020
Q4 		$227K Sell
1,420
-4,310
-75% -$621K 0.03% 66
2020
Q3 		$716K Hold
5,730
– – 0.11% 64
2020
Q2 		$695K Hold
5,730
– – 0.1% 63
2020
Q1 		$571K Hold
5,730
– – 0.11% 64
2019
Q4 		$883K Hold
5,730
– – 0.14% 57
2019
Q3 		$819K Buy
5,730
+4,310
+304% +$627K 0.14% 57
2019
Q2 		$229K Hold
1,420
– – 0.04% 56
2019
Q1 		$215K Buy
+1,420
New +$197K 0.04% 57

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 $3.38T AUM 44.17% 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

Summit Creek Advisors's IT Position: Q1 2025 in Review

Summit Creek Advisors sold out of Gartner (IT) in Q1 2025, closing a stake of 583 shares — an estimated $282K sold.

Summit Creek Advisors first reported a position in IT in Q1 2019 and held it in 23 quarters. The position peaked at $1.12M in Q3 2021. 922 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Summit Creek Advisors reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Summit Creek Advisors sold 583 Gartner shares in Q1 2025, an estimated $282K.
  • Summit Creek Advisors first reported a position in Gartner in Q1 2019 and held it in 23 quarters.
  • Summit Creek Advisors's Gartner position peaked at $1.12M in Q3 2021.
  • 922 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Summit Creek Advisors's 13F filing for Q1 2025, filed 7 May 2025.