The concentrated buying by 4 active managers suggests a shared thesis around Gartner's consulting/IT research demand. Monitor upcoming earnings for revenue growth confirmation and any insider buying to corroborate the institutional conviction.
Executive Summary
Four asset managers accumulated $43.9M in Gartner Inc (IT) during Q3 2026, led by a new $26.3M position from Artemis Investment Management and a $14.6M add by Assenagon. The sole seller, Fjarde Ap-Fonden, exited nearly all of its tiny $590K position. The cluster signals a shared conviction in Gartner's fundamentals, though the 45-day reporting lag means positions may have shifted since quarter-end.
Key Financial Metrics
Institutional Positions
Net institutional flow: $43.3M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Artemis Investment Management | NEW | +0% | $26.3M | $26.3M |
| Assenagon Asset Management | ADD | +80.7% | $23.7M | $14.6M |
| Nisa Investment Advisors | ADD | +32.8% | $3.8M | $1.8M |
| Hb Wealth Management | ADD | +79.4% | $2.0M | $1.2M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National | NEAR_EXIT | -98.8% | $590.0K | -$580.0K |
Key Facts
- 4 institutional buyers added $43.9M in net new value during Q3 2026
- Artemis Investment Management initiated a new $26.3M position (140.8K shares)
- Assenagon Asset Management added 56.8K shares (+80.7%), increasing its stake to $23.7M
- Only 1 seller (Fjarde Ap-Fonden) trimmed a negligible $580K, exiting 98.8% of its position
- All 4 buyers are active asset managers, not passive/index funds, strengthening the signal
Financial Impact
4 institutions accumulated $43.9M in new positions while 1 reduced holdings by $580K, for net institutional buying of $43.3M
Risk Factors
- 13F data is 45+ days stale; the cluster may have been partially or fully unwound since quarter-end
- No insider buying was reported alongside this institutional cluster, reducing corroboration
- The $43.9M net buying is modest relative to Gartner's ~$40B market cap
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-IT-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $230.28 $231.03 | ▲ +0.33% | ▼ −0.38% | — |
Oct 8, 2026 19d ago | 8-K | $191.15 $194.10 | ▲ +1.54% | ▲ +1.60% | — |
Aug 12, 2026 10w ago | Insider Cluster | $183.30 $181.09 | ▼ −1.21% | ▼ −1.01% | — |
Aug 11, 2026 11w ago | Insider Cluster | $179.46 $183.30 | ▲ +2.14% | ▲ +1.44% | — |
Aug 4, 2026 12w ago | 8-K | $185.79 $186.41 | ▲ +0.33% | ▲ +0.53% | — |
May 5, 2026 25w ago | 8-K | $148.86 $150.41 | ▲ +1.04% | ▼ −0.34% | — |
Apr 15, 2026 27w ago | DEFA14A | $155.32 $153.75 | ▼ −1.01% | ▼ −2.23% | — |
US Market Status
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