Sustainable Growth Advisers exited its position in Gartner during the first quarter of 2026, citing disappointing results and a misalignment with management's strategic priorities. The SGA Global Growth Portfolio returned negative 13.6% gross and negative 13.8% net for the quarter, compared with a 3.2% decline for the MSCI ACWI. The firm said Gartner's growth had decelerated amid political and macroeconomic headwinds, and it became concerned about market saturation after the company continued to miss contract-value targets. SGA had advocated for a shift toward free-cash-flow focus and margin improvement, but Gartner's earnings guidance instead reinforced reinvestment in what SGA called unrealistic growth targets. Gartner shares closed at $142.24 on June 16, 2026, with a market capitalization of $9.52 billion, and the stock fell 64.38% over the prior 52 weeks.
Gartner IncSGA exited stake citing disappointing results, missed contract-value targets, and misaligned growth strategy; stock fell 64% over 52 weeks.
MicroStrategy Incorporated