Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionAtria Investments Llc
Latest Disclosed Ownership2,178 shares
Latest Disclosed Value $ 344,865
Atria Investments Llc reports 56.91% decrease in ownership of IT / Gartner, Inc.

On May 5, 2026 - Atria Investments Llc filed a 13F-HR form disclosing ownership of 2,178 shares of Gartner, Inc. (MX:IT) valued at $344,865 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,054 shares of Gartner, Inc.. This represents a change in shares of -56.91% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F GARTNER COM 366651107 2,178 -2,876 -56.91 345 -73.02 0.0039
2026-02-05 2025-12-31 13F GARTNER COM 366651107 5,054 -1,194 -19.11 1,275 -22.35 0.0145
2025-11-06 2025-09-30 13F GARTNER COM 366651107 6,248 -6,938 -52.62 1,642 -69.19 0.0188
2025-08-04 2025-06-30 13F GARTNER COM 366651107 13,186 -146 -1.10 5,330 -4.74 0.0629
2025-05-06 2025-03-31 13F GARTNER COM 366651107 13,332 -2,886 -17.80 5,596 -28.79 0.0717
2025-02-06 2024-12-31 13F GARTNER COM 366651107 16,218 -2,567 -13.67 7,857 -17.46 0.0978
2024-11-01 2024-09-30 13F GARTNER COM 366651107 18,785 412 2.24 9,519 15.38 0.1182
2024-08-13 2024-06-30 13F GARTNER COM 366651107 18,373 490 2.74 8,251 -2.80 0.1068
2024-05-21 2024-03-31 13F GARTNER COM 366651107 17,883 499 2.87 8,488 8.70 0.1168
2024-02-14 2023-12-31 13F GARTNER COM 366651107 17,384 337 1.98 7,809 33.76 0.1209
2023-11-07 2023-09-30 13F GARTNER COM 366651107 17,047 1,473 9.46 5,838 7.41 0.1040
2023-08-04 2023-06-30 13F GARTNER COM 366651107 15,574 1,178 8.18 5,435 16.33 0.0981
2023-05-10 2023-03-31 13F GARTNER COM 366651107 14,396 954 7.10 4,672 3.85 0.0884
2023-01-31 2022-12-31 13F GARTNER COM 366651107 13,442 -310 -2.25 4,500 18.24 0.0922
2022-11-01 2022-09-30 13F GARTNER COM 366651107 13,752 1,382 11.17 3,805 27.21 0.0840
2022-08-11 2022-06-30 13F GARTNER COM 366651107 12,370 260 2.15 2,991 -16.96 0.0627
2022-05-02 2022-03-31 13F GARTNER COM 366651107 12,110 -1,474 -10.85 3,602 -20.68 0.0631
2022-02-04 2021-12-31 13F GARTNER COM 366651107 13,584 2,023 17.50 4,541 29.26 0.0809
2021-11-16 2021-09-30 13F GARTNER COM 366651107 11,561 602 5.49 3,513 32.37 0.0635
2021-08-10 2021-06-30 13F GARTNER COM 366651107 10,959 -163 -1.47 2,654 30.74 0.0512
2021-05-11 2021-03-31 13F GARTNER COM 366651107 11,122 582 5.52 2,030 20.26 0.0449
2021-02-12 2020-12-31 13F GARTNER COM 366651107 10,540 1,567 17.46 1,688 50.58 0.0407
2020-11-05 2020-09-30 13F GARTNER COM 366651107 8,973 8,973 1,121 0.0341
2020-05-15 2020-03-31 13F GARTNER COM 366651107 0 -6,067 -100.00 0 -100.00
2020-02-11 2019-12-31 13F GARTNER COM 366651107 6,067 3,619 147.83 935 167.14 0.0253
2019-11-14 2019-09-30 13F GARTNER COM 366651107 2,448 159 6.95 350 18.64 0.0125
2019-08-26 2019-06-30 13F/A-1 GARTNER COM 366651107 2,289 2,289 295 0.0110
2018-10-09 2018-09-30 13F GARTNER COM 366651107 0 -1,734 -100.00 0 -100.00
2018-07-13 2018-06-30 13F GARTNER COM 366651107 1,734 1,734 230 0.0101
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.