Robertson Stephens Wealth Management, LLC
Position in IT — Gartner Inc
CIK 1767307
San Francisco, CA
Position in IT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$390,026
-$85,310 QoQ
Shares Held
3,009
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#359
of 647 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $3,851,181 across 4 Information Technology Services names. IT ranks #3 (10.1% of the industry book) .
All Filings in IT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,026 | 3,009 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $475,336 | 3,002 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $663,496 | 2,630 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $688,982 | 2,621 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,061,885 | 2,627 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,134,976 | 2,704 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,812,886 | 3,742 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,354,406 | 4,646 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,539,377 | 3,428 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $572,957 | 1,202 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $541,783 | 1,201 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $408,208 | 1,188 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $405,658 | 1,158 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $368,120 | 1,130 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $338,492 | 1,007 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $288,864 | 1,044 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $252,470 | 1,044 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $312,630 | 1,051 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $354,379 | 1,060 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||