GARTNER INC · CUSIP 366651107 · CIK 2009273
As of 2026-06-30, Crown Oak Advisors, LLC reported 23.43K IT (shares), valued at $3.04M, or 1.41% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares increased 0.31%; reported value decreased 17.89%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.41% | 23,433 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 1.86% | 23,361 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 2.77% | 23,184 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 4.30% | 22,498 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 4.30% | 22,498 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 4.74% | 22,365 | SEC filing ↗Filed Apr 18, 2025 |
| Q4 2024 | 5.40% | 21,648 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 5.54% | 19,672 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 5.37% | 21,172 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 5.55% | 21,150 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 5.59% | 21,192 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 5.59% | 21,192 | $9.56M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 5.55% | 21,150 | $10.08M | Shares decreased 0.20%; reported value increased 5.46%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 5.37% | 21,172 | $9.51M | Shares increased 0.10%; reported value decreased 5.69%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 5.54% | 19,672 | $9.97M | Shares decreased 7.08%; reported value increased 4.85%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 5.40% | 21,648 | $10.49M | Shares increased 10.04%; reported value increased 5.20%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 4.74% | 22,365 | $9.39M | Shares increased 3.31%; reported value decreased 10.49%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2025 |
| Q2 2025 | 4.30% | 22,498 | $9.09M | Shares increased 0.59%; reported value decreased 3.12%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 4.30% | 22,498 | $9.09M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 2.77% | 23,184 | $5.85M | Shares increased 3.05%; reported value decreased 35.69%, and weight changed -1.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 1.86% | 23,361 | $3.70M | Shares increased 0.76%; reported value decreased 36.76%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 1.41% | 23,433 | $3.04M | Shares increased 0.31%; reported value decreased 17.89%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.