Back to IT

Crown Oak Advisors, LLC → IT

Crown Oak Advisors, LLC IT Position History

Gartner, Inc. • Technology

Quarters held
5
Latest value
$4.3M
Q3 2026
Peak value
$9.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.1M
Q4 2025$5.8M
Q1 2026$3.7M
Q2 2026$3M
Q3 2026$4.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.3M23.0K——
Q2 2026$3M23.4K——
Q1 2026$3.7M23.4K——
Q4 2025$5.8M23.2K——
Q3 2025$9.1M22.5K——

Other funds holding IT

Other Crown Oak Advisors, LLC positions

SCHW-PJ

CHARLES SCHWAB CORP (THE)

$46.1M
SCHW-PJ

SCHWAB CHARLES CORP

$45.9M
SCHW-PJ

SCHWAB CHARLES CORP

$43.5M
SCHW-PJ

SCHWAB CHARLES CORP

$43.2M
SCHW-PJ

SCHWAB CHARLES CORP

$41.9M
V

VISA INC

$23.1M
V

VISA INC

$23M
HEI-A

HEICO CORP NEW

$22.6M