Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionExencial Wealth Advisors, Llc
Latest Disclosed Ownership3,157 shares
Latest Disclosed Value $ 499,804
Exencial Wealth Advisors, Llc reports 91.64% decrease in ownership of IT / Gartner, Inc.

On April 27, 2026 - Exencial Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 3,157 shares of Gartner, Inc. (MX:IT) valued at $499,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 37,762 shares of Gartner, Inc.. This represents a change in shares of -91.64% 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)
2026-04-27 2026-03-31 13F GARTNER COM 366651107 3,157 -34,605 -91.64 500 -94.76 0.0155
2026-01-30 2025-12-31 13F GARTNER COM 366651107 37,762 35,512 1,578.31 9,526 1,511.84 0.3009
2025-10-27 2025-09-30 13F GARTNER COM 366651107 2,250 2,250 592 0.0193
2025-05-09 2025-03-31 13F GARTNER COM 366651107 0 -457 -100.00 0 -100.00
2025-02-06 2024-12-31 13F GARTNER COM 366651107 457 -191 -29.48 221 -32.62 0.0081
2024-10-31 2024-09-30 13F GARTNER COM 366651107 648 -719 -52.60 328 -46.49 0.0118
2024-08-12 2024-06-30 13F GARTNER COM 366651107 1,367 -28 -2.01 614 -7.68 0.0230
2024-05-10 2024-03-31 13F GARTNER COM 366651107 1,395 -72 -4.91 665 0.45 0.0248
2024-02-13 2023-12-31 13F GARTNER COM 366651107 1,467 -256 -14.86 662 11.66 0.0269
2023-11-08 2023-09-30 13F GARTNER COM 366651107 1,723 -158 -8.40 592 -10.03 0.0287
2023-08-10 2023-06-30 13F GARTNER COM 366651107 1,881 -19,216 -91.08 659 -90.42 0.0302
2023-05-02 2023-03-31 13F GARTNER COM 366651107 21,097 -2,055 -8.88 6,873 -11.69 0.3557
2023-02-14 2022-12-31 13F GARTNER COM 366651107 23,152 -623 -2.62 7,782 18.30 0.4181
2022-11-08 2022-09-30 13F GARTNER COM 366651107 23,775 -393 -1.63 6,578 12.54 0.3981
2022-08-11 2022-06-30 13F GARTNER COM 366651107 24,168 -1,300 -5.10 5,845 -22.85 0.3302
2022-05-12 2022-03-31 13F GARTNER COM 366651107 25,468 -1,195 -4.48 7,576 -15.01 0.3805
2022-02-10 2021-12-31 13F GARTNER COM 366651107 26,663 -7,171 -21.19 8,914 -13.30 0.4314
2021-11-04 2021-09-30 13F GARTNER COM 366651107 33,834 -1,940 -5.42 10,281 18.66 0.4464
2021-08-16 2021-06-30 13F GARTNER COM 366651107 35,774 60 0.17 8,664 32.90 0.4683
2021-05-06 2021-03-31 13F GARTNER COM 366651107 35,714 -1,271 -3.44 6,519 10.03 0.3862
2021-02-11 2020-12-31 13F GARTNER COM 366651107 36,985 3,461 10.32 5,925 41.48 0.4043
2020-11-13 2020-09-30 13F GARTNER COM 366651107 33,524 3,028 9.93 4,188 13.19 0.2220
2020-08-17 2020-06-30 13F GARTNER COM 366651107 30,496 1,904 6.66 3,700 29.96 0.3206
2020-05-15 2020-03-31 13F GARTNER COM 366651107 28,592 1,472 5.43 2,847 -31.87 0.5079
2020-02-14 2019-12-31 13F GARTNER COM 366651107 27,120 843 3.21 4,179 11.23 0.7237
2019-11-13 2019-09-30 13F GARTNER COM 366651107 26,277 -359 -1.35 3,757 -12.36 0.8079
2019-08-14 2019-06-30 13F GARTNER COM 366651107 26,636 -1,060 -3.83 4,287 2.05 1.0003
2019-05-08 2019-03-31 13F GARTNER COM 366651107 27,696 -302 -1.08 4,201 17.38 0.9973
2019-02-06 2018-12-31 13F GARTNER COM 366651107 27,998 1,311 4.91 3,579 -15.39 0.9606
2018-11-02 2018-09-30 13F GARTNER COM 366651107 26,687 664 2.55 4,230 22.33 0.9838
2018-07-31 2018-06-30 13F GARTNER COM 366651107 26,023 2,735 11.74 3,458 26.25 0.9633
2018-05-08 2018-03-31 13F GARTNER COM 366651107 23,288 2,016 9.48 2,739 4.54 0.8147
2018-02-09 2017-12-31 13F GARTNER COM 366651107 21,272 21,272 49,369.77 2,620 130,900.00 0.7890
2013-08-19 2013-06-30 13F GARTNER COM 366651107 0 -43 -100.00 0 -100.00
2013-06-14 2013-03-31 13F/A-1 GARTNER COM 366651107 43 43 2 0.0008
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.