Polen Capital trim Gartner Inc
Polen Capital trim $315.0M of disclosed value in Gartner Inc.
Signal
Investor Move
Action
Trim
Capital
$315.0M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Jun 30, 2025
Total Changes
268
New
151
Reduced/Sold
93
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
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| AAPL.MX | Apple Inc. | Reduced | $1.7M | 0.02% |
| UNH.BA | UnitedHealth Group Incorporated | Reduced | $1.9M | 0.02% |
| MSFT | Microsoft Corporation | Increased | $2.7B | 0.01% |
| NOW | ServiceNow, Inc. | Increased | $1.2B | 0.01% |
| SBUX | Starbucks Corporation | Increased | $885.9M | 0.01% |
| AMZN | Amazon.com, Inc. | Reduced | $3.1B | 0.01% |
| TMO | Thermo Fisher Scientific Inc. | Reduced | $888.1M | 0.01% |
| NFLX | Netflix, Inc. | Increased | $1.1B | 0.01% |
| SHOP | Shopify Inc. | Increased | $1.7B | 0.01% |
| AON | Aon plc | Reduced | $979.5M | 0.01% |
| ADBE | Adobe Inc. | Increased | $1.3B | 0.01% |
| ZTS | Zoetis Inc. | Reduced | $1.3B | 0% |
| ACN | Accenture plc | Reduced | $880.9M | 0% |
| V.BA | Visa Inc. | Reduced | $2B | 0% |
| LLY | Eli Lilly and Company | Reduced | $1.4B | 0% |
| MA.BA | Mastercard Incorporated | Reduced | $1.7B | 0% |
| L44385109 | GLOBANT S A | Reduced | $24.8M | 0% |
| WDAY | Workday, Inc. | Reduced | $857.3M | 0% |