Weak Subscription Revenue Growth Pressured Gartner (IT) in Q1
Key takeaways
- A copy of the letter is available to download here.
- In its first-quarter 2026 investor letter, Madison Large Cap Fund highlighted Gartner, Inc.
- Madison Large Cap Fund stated the following regarding Gartner, Inc.
Weak Subscription Revenue Growth Pressured Gartner (IT) in Q1 Soumya Eswaran Mon, June 15, 2026 at 9:02 PM GMT+7 3 min read IT ^GSPC Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500 s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw a shift in the equity market beyond the mega-cap technology stocks into physical economy stocks, influenced by fears of AI disruption. Additionally, rising commodity prices due to the Middle East conflict reignited inflation concerns, benefiting sectors such as Energy, Materials, Utilities, Staples, and Real Estate, which the Fund does not invest in, impacting its relative performance. Please review the Fund’s top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Madison Large Cap Fund highlighted Gartner, Inc. (NYSE:IT). Established in 1979, Gartner, Inc. (NYSE:IT) is a research and advisory company that provides business and technology insights to help businesses make informed decisions. On June 12, 2026, Gartner, Inc. (NYSE:IT) closed at $148.17 per share. One-month return of Gartner, Inc. (NYSE:IT) was -4.67%, and its shares lost 63.78% over the past 52 weeks. Gartner, Inc. (NYSE:IT) has a market capitalization of $9.92 billion.
Madison Large Cap Fund stated the following regarding Gartner, Inc. (NYSE:IT) in its Q1 2026 investor letter: