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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,549 <0.01 Reduce 82.30% <0.01 $158.35 $245,280 SEC
2025   Q4 8,753 0.01 Reduce 5.72% <0.01 $252.29 $2,208,301 SEC
2025   Q3 9,284 0.01 Reduce 98.81% 0.96 $262.88 $2,440,567 SEC
2025   Q2 779,216 0.97 Reduce 6.74% 0.07 $404.22 $314,974,565 SEC
2025   Q1 835,522 1.10 Reduce 7.44% 0.09 $419.74 $350,701,922 SEC
2024   Q4 902,690 1.18 Reduce 38.57% 0.74 $484.47 $437,325,983 SEC
2024   Q3 1,469,390 1.92 Reduce 10.99% 0.20 $506.76 $744,628,280 SEC
2024   Q2 1,650,791 1.86 Reduce 5.61% 0.11 $449.06 $741,304,197 SEC
2024   Q1 1,748,829 1.93 Reduce 3.21% 0.06 $476.67 $833,614,390 SEC
2023   Q4 1,806,738 1.97 Reduce 5.66% 0.10 $451.11 $815,037,782 SEC
2023   Q3 1,915,189 1.73 Reduce 1.93% 0.03 $343.61 $658,077,925 SEC
2023   Q2 1,952,855 1.70 Reduce 27.87% 0.65 $350.31 $684,104,758 SEC
2023   Q1 2,707,371 2.33 Reduce 1.30% 0.04 $325.77 $881,980,459 SEC
2022   Q4 2,743,099 2.69 Reduce 4.89% 0.11 $336.14 $922,065,187 SEC
2022   Q3 2,884,216 2.24 Reduce 3.71% 0.07 $276.69 $798,034,000 SEC
2022   Q2 2,995,281 1.91 Reduce 11.83% 0.23 $241.83 $724,349,000 SEC
2022   Q1 3,397,198 1.97 Reduce 26.08% 0.67 $297.46 $1,010,531,000 SEC
2021   Q4 4,595,720 2.58 Add 1.92% 0.05 $334.32 $1,536,441,000 SEC
2021   Q3 4,509,180 2.51 Reduce 0.34% <0.01 $303.88 $1,370,250,000 SEC
2021   Q2 4,524,493 2.10 Reduce 28.43% 0.74 $242.20 $1,095,832,000 SEC
2021   Q1 6,322,108 2.60 Add 0.03% <0.01 $182.55 $1,154,101,000 SEC
2020   Q4 6,319,907 2.36 Add 1.26% 0.03 $160.19 $1,012,386,000 SEC
2020   Q3 6,241,116 2.09 Add 2.10% 0.04 $124.95 $779,827,000 SEC
2020   Q2 6,113,024 2.24 Add 8.44% 0.17 $121.33 $741,693,000 SEC
2020   Q1 5,637,428 2.44 Add 5.79% 0.13 $99.57 $561,319,000 SEC
2019   Q4 5,328,987 3.23 Add 2.98% 0.09 $154.10 $821,197,000 SEC
2019   Q3 5,175,006 3.41 Add 4.44% 0.15 $142.99 $739,974,000 SEC
2019   Q2 4,954,947 3.87 Add 3.22% 0.12 $160.94 $797,449,000 SEC
2019   Q1 4,800,343 3.81 Add 6.69% 0.24 $151.68 $728,116,000 SEC
2018   Q4 4,499,201 3.75 Reduce 18.09% 0.90 $127.84 $575,178,000 SEC
2018   Q3 5,492,634 4.96 Add 0.09% <0.01 $158.50 $870,582,000 SEC
2018   Q2 5,487,422 4.68 Add 1.74% 0.08 $132.90 $729,278,000 SEC
2018   Q1 5,393,527 4.50 Add 30.52% 1.05 $117.62 $634,387,000 SEC
2017   Q4 4,132,209 3.78 Add 1.47% 0.05 $123.15 $508,882,000 SEC
2017   Q3 4,072,192 4.08 Add 2.50% 0.10 $124.41 $506,621,000 SEC
2017   Q2 3,972,949 4.29 Add 6.94% 0.28 $123.51 $490,699,000 SEC
2017   Q1 3,715,050 3.73 Add 8.15% 0.28 $107.99 $401,188,000 SEC
2016   Q4 3,435,091 3.82 Add 8.14% 0.29 $101.07 $347,185,000 SEC
2016   Q3 3,176,639 3.35 Add 3.18% 0.10 $88.45 $280,974,000 SEC
2016   Q2 3,078,851 3.81 Add 10.94% 0.38 $97.41 $299,911,000 SEC
2016   Q1 2,775,352 3.40 Add 12.05% 0.37 $89.35 $247,978,000 SEC
2015   Q4 2,476,847 3.47 Add 10.35% 0.33 $90.70 $224,650,000 SEC
2015   Q3 2,244,524 3.45 Add 3.06% 0.10 $83.93 $188,383,000 SEC
2015   Q2 2,177,985 3.62 Reduce 2.08% 0.08 $85.78 $186,828,000 SEC
2015   Q1 2,224,306 3.64 Add 4.24% 0.15 $83.85 $186,508,000 SEC
2014   Q4 2,133,772 3.70 Reduce 2.41% 0.09 $84.21 $179,685,000 SEC
2014   Q3 2,186,536 3.61 Reduce 2.94% 0.10 $73.47 $160,645,000 SEC
2014   Q2 2,252,810 3.47 Reduce 4.87% 0.17 $70.52 $158,868,000 SEC
2014   Q1 2,368,206 3.56 Reduce 0.74% 0.03 $69.44 $164,448,000 SEC
2013   Q4 2,385,880 3.75 Add 48.24% 1.22 $71.05 $169,517,000 SEC
2013   Q3 1,609,440 2.22 Reduce 5.21% 0.13 $60.00 $96,566,000 SEC
2013   Q2 1,697,884 2.43 Buy 2.43 $56.99 $96,762,000 SEC