Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Gartner, Inc. (IT)
← All IT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,549 <0.01 Reduce 82.30% <0.01 $139.18–252.63 · VW $176.24i $245,280 SEC
2025   Q4 8,753 0.01 Reduce 5.72% <0.01 $222.54–264.90 · VW $243.94i $2,208,301 SEC
2025   Q3 9,284 0.01 Reduce 98.81% 0.96 $223.65–409.76 · VW $282.83i $2,440,567 SEC
2025   Q2 779,216 0.97 Reduce 6.74% 0.07 $366.05–451.73 · VW $413.92i $314,974,565 SEC
2025   Q1 835,522 1.10 Reduce 7.44% 0.09 $409.50–584.01 · VW $485.67i $350,701,922 SEC
2024   Q4 902,690 1.18 Reduce 38.57% 0.74 $474.87–559.00 · VW $510.67i $437,325,983 SEC
2024   Q3 1,469,390 1.92 Reduce 10.99% 0.20 $438.52–521.64 · VW $488.77i $744,628,280 SEC
2024   Q2 1,650,791 1.86 Reduce 5.61% 0.11 $411.15–478.82 · VW $434.72i $741,304,197 SEC
2024   Q1 1,748,829 1.93 Reduce 3.21% 0.06 $424.53–486.54 · VW $459.14i $833,614,390 SEC
2023   Q4 1,806,738 1.97 Reduce 5.66% 0.10 $323.61–469.58 · VW $396.22i $815,037,782 SEC
2023   Q3 1,915,189 1.73 Reduce 1.93% 0.03 $324.30–377.88 · VW $348.62i $658,077,925 SEC
2023   Q2 1,952,855 1.70 Reduce 27.87% 0.65 $292.60–363.12 · VW $329.47i $684,104,758 SEC
2023   Q1 2,707,371 2.33 Reduce 1.30% 0.04 $299.07–356.67 · VW $329.55i $881,980,459 SEC
2022   Q4 2,743,099 2.69 Reduce 4.89% 0.11 $277.08–358.25 · VW $324.44i $922,065,187 SEC
2022   Q3 2,884,216 2.24 Reduce 3.71% 0.07 $231.05–317.63 · VW $279.63i $798,034,000 SEC
2022   Q2 2,995,281 1.91 Reduce 11.83% 0.23 $221.39–316.11 · VW $268.57i $724,349,000 SEC
2022   Q1 3,397,198 1.97 Reduce 26.08% 0.67 $257.50–334.53 · VW $290.20i $1,010,531,000 SEC
2021   Q4 4,595,720 2.58 Add 1.92% 0.05 $299.88–369.00 · VW $325.80i $1,536,441,000 SEC
2021   Q3 4,509,180 2.51 Reduce 0.34% <0.01 $242.87–327.20 · VW $288.63i $1,370,250,000 SEC
2021   Q2 4,524,493 2.10 Reduce 28.43% 0.74 $183.48–243.94 · VW $218.95i $1,095,832,000 SEC
2021   Q1 6,322,108 2.60 Add 0.03% <0.01 $149.74–191.66 · VW $173.60i $1,154,101,000 SEC
2020   Q4 6,319,907 2.36 Add 1.26% 0.03 $115.86–162.94 · VW $140.27i $1,012,386,000 SEC
2020   Q3 6,241,116 2.09 Add 2.10% 0.04 $116.51–136.09 · VW $126.39i $779,827,000 SEC
2020   Q2 6,113,024 2.24 Add 8.44% 0.17 $88.81–138.72 · VW $117.75i $741,693,000 SEC
2020   Q1 5,637,428 2.44 Add 5.79% 0.13 $76.91–165.27 · VW $121.32i $561,319,000 SEC
2019   Q4 5,328,987 3.23 Add 2.98% 0.09 $136.70–162.73 · VW $153.96i $821,197,000 SEC
2019   Q3 5,175,006 3.41 Add 4.44% 0.15 $124.77–171.78 · VW $140.21i $739,974,000 SEC
2019   Q2 4,954,947 3.87 Add 3.22% 0.12 $148.17–162.79 · VW $155.98i $797,449,000 SEC
2019   Q1 4,800,343 3.81 Add 6.69% 0.24 $122.50–151.83 · VW $138.11i $728,116,000 SEC
2018   Q4 4,499,201 3.75 Reduce 18.09% 0.90 $120.89–160.29 · VW $144.57i $575,178,000 SEC
2018   Q3 5,492,634 4.96 Add 0.09% <0.01 $128.00–161.21 · VW $146.34i $870,582,000 SEC
2018   Q2 5,487,422 4.68 Add 1.74% 0.08 $114.40–138.88 · VW $127.83i $729,278,000 SEC
2018   Q1 5,393,527 4.50 Add 30.52% 1.05 $111.57–142.16 · VW $123.12i $634,387,000 SEC
2017   Q4 4,132,209 3.78 Add 1.47% 0.05 $115.01–126.22 · VW $122.46i $508,882,000 SEC
2017   Q3 4,072,192 4.08 Add 2.50% 0.10 $115.86–130.02 · VW $123.49i $506,621,000 SEC
2017   Q2 3,972,949 4.29 Add 6.94% 0.28 $107.70–124.92 · VW $114.93i $490,699,000 SEC
2017   Q1 3,715,050 3.73 Add 8.15% 0.28 $90.37–112.42 · VW $101.16i $401,188,000 SEC
2016   Q4 3,435,091 3.82 Add 8.14% 0.29 $84.54–105.45 · VW $96.42i $347,185,000 SEC
2016   Q3 3,176,639 3.35 Add 3.18% 0.10 $87.86–100.74 · VW $93.94i $280,974,000 SEC
2016   Q2 3,078,851 3.81 Add 10.94% 0.38 $86.17–103.00 · VW $95.03i $299,911,000 SEC
2016   Q1 2,775,352 3.40 Add 12.05% 0.37 $77.80–89.73 · VW $85.25i $247,978,000 SEC
2015   Q4 2,476,847 3.47 Add 10.35% 0.33 $81.52–94.82 · VW $89.79i $224,650,000 SEC
2015   Q3 2,244,524 3.45 Add 3.06% 0.10 $79.93–92.46 · VW $86.33i $188,383,000 SEC
2015   Q2 2,177,985 3.62 Reduce 2.08% 0.08 $82.35–89.10 · VW $85.68i $186,828,000 SEC
2015   Q1 2,224,306 3.64 Add 4.24% 0.15 $74.39–86.28 · VW $82.10i $186,508,000 SEC
2014   Q4 2,133,772 3.70 Reduce 2.41% 0.09 $71.22–87.58 · VW $81.91i $179,685,000 SEC
2014   Q3 2,186,536 3.61 Reduce 2.94% 0.10 $67.83–76.82 · VW $72.19i $160,645,000 SEC
2014   Q2 2,252,810 3.47 Reduce 4.87% 0.17 $65.55–75.61 · VW $70.34i $158,868,000 SEC
2014   Q1 2,368,206 3.56 Reduce 0.74% 0.03 $61.28–73.53 · VW $68.76i $164,448,000 SEC
2013   Q4 2,385,880 3.75 Add 48.24% 1.22 $57.19–71.49 · VW $63.61i $169,517,000 SEC
2013   Q3 1,609,440 2.22 Reduce 5.21% 0.13 $55.75–63.00 · VW $59.06i $96,566,000 SEC
2013   Q2 1,697,884 2.43 Buy 2.43 $53.01–59.09 · VW $56.58i $96,762,000 SEC
Price snapshot:
Current price$141.31
Avg. buy price$107.25
+/- since buy31.76%
52-week low$124.25
52-week high$386.06