Artisan Partners released its third-quarter 2025 investor letter for the Artisan Mid Cap Value Fund. The fund’s performance was positive, with returns of 0.97% for the Investor Class, Advisor Class, and Institutional Class funds, compared to 6.18% for the Russell Midcap Value Index. The market rally continued due to strong corporate earnings and hopes for economic support. Check the fund’s top five holdings for 2025 picks.
In the third quarter investor letter, Artisan Mid Cap Value Fund highlighted Gartner, Inc. (NYSE: IT), a research and advisory company founded in 1979. Gartner’s one-month return was 4.29%, with shares losing 51.80% over the last 52 weeks. As of January 2, 2026, Gartner’s stock closed at $237.03 per share, with a market cap of $17.952 billion.
Artisan Mid Cap Value Fund discussed Gartner, Inc. (NYSE: IT) in its Q3 2025 investor letter, noting new positions in Elevance Health and Gartner. While Gartner faces challenges from AI and cyclical issues, the company generates free cash flow, has a clean balance sheet, and a reasonable valuation with an 8% free cash flow yield.
Gartner, Inc. (NYSE: IT) was not among the 30 Most Popular Stocks Among Hedge Funds in Q3 2025, with 42 hedge fund portfolios holding the stock. Gartner reported Q3 2025 revenue of $1.5 billion, a 3% increase year-over-year. While Gartner shows potential, some AI stocks may offer greater upside potential with less downside risk.
Read more at Yahoo Finance: What Makes Gartner (IT) an Investment Choice?
