LongITJun 2026
Gartner, Inc.
The Fund believes Gartner's stock-price weakness reflects excessive investor fear that AI will disrupt syndicated research and information services rather than evidence of…
IT
Which hedge funds are long IT?
3 published ideas on Gartner, Inc. across 3 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Gartner, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongITJun 2026
Gartner, Inc.
Gartner's recent contract-value slowdown reflects temporary public-sector cost cutting and caution among companies exposed to tariffs and macroeconomic uncertainty. Baron rejects…
LongITJun 2026
Gartner
Gartner detracted as increasing fears about AI disruption caused its valuation multiple to compress. Baron continues to own the company because of its large addressable market…