Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionGuggenheim Capital Llc
Latest Disclosed Ownership1,986 shares
Latest Disclosed Value $ 314,463
Guggenheim Capital Llc reports 25.06% decrease in ownership of IT / Gartner, Inc.

On May 15, 2026 - Guggenheim Capital Llc filed a 13F-HR form disclosing ownership of 1,986 shares of Gartner, Inc. (MX:IT) valued at $314,463 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,650 shares of Gartner, Inc.. This represents a change in shares of -25.06% 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)
2026-05-15 2026-03-31 13F GARTNER COM 366651107 1,986 -664 -25.06 314 -52.99 0.0012
2026-02-17 2025-12-31 13F GARTNER COM 366651107 2,650 -101 -3.67 669 -7.61 0.0024
2025-11-13 2025-09-30 13F GARTNER COM 366651107 2,751 1,778 182.73 723 83.97 0.0052
2025-08-13 2025-06-30 13F GARTNER COM 366651107 973 73 8.11 393 4.24 0.0031
2025-05-14 2025-03-31 13F GARTNER COM 366651107 900 -336 -27.18 378 -36.96 0.0035
2025-02-13 2024-12-31 13F GARTNER COM 366651107 1,236 -3,459 -73.67 599 -74.86 0.0049
2024-11-13 2024-09-30 13F GARTNER COM 366651107 4,695 1,090 30.24 2,379 47.03 0.0166
2024-08-14 2024-06-30 13F GARTNER COM 366651107 3,605 -216 -5.65 1,619 -11.15 0.0115
2024-05-14 2024-03-31 13F GARTNER COM 366651107 3,821 -341 -8.19 1,821 -2.98 0.0128
2024-02-14 2023-12-31 13F GARTNER COM 366651107 4,162 2,624 170.61 1,878 255.49 0.0142
2023-11-14 2023-09-30 13F GARTNER COM 366651107 1,538 -194 -11.20 528 -12.87 0.0045
2023-08-11 2023-06-30 13F GARTNER COM 366651107 1,732 -357 -17.09 607 -10.88 0.0048
2023-05-11 2023-03-31 13F GARTNER COM 366651107 2,089 382 22.38 681 18.67 0.0057
2023-02-14 2022-12-31 13F GARTNER COM 366651107 1,707 -3,786 -68.92 574 -62.33 0.0050
2022-11-14 2022-09-30 13F GARTNER COM 366651107 5,493 -3,039 -35.62 1,521 -26.27 0.0139
2022-08-15 2022-06-30 13F GARTNER COM 366651107 8,532 -6,385 -42.80 2,063 -53.50 0.0163
2022-05-16 2022-03-31 13F GARTNER COM 366651107 14,917 -10,418 -41.12 4,437 -47.62 0.0267
2022-02-14 2021-12-31 13F GARTNER COM 366651107 25,335 14,609 136.20 8,470 159.90 0.0442
2021-11-15 2021-09-30 13F GARTNER COM 366651107 10,726 -1,134 -9.56 3,259 13.47 0.0196
2021-08-13 2021-06-30 13F GARTNER COM 366651107 11,860 2,733 29.94 2,872 72.29 0.0169
2021-05-13 2021-03-31 13F GARTNER COM 366651107 9,127 -333 -3.52 1,667 10.03 0.0109
2021-02-16 2020-12-31 13F GARTNER COM 366651107 9,460 97 1.04 1,515 29.49 0.0095
2020-11-13 2020-09-30 13F GARTNER COM 366651107 9,363 185 2.02 1,170 5.03 0.0085
2020-08-14 2020-06-30 13F GARTNER COM 366651107 9,178 1,730 23.23 1,114 50.13 0.0086
2020-06-02 2020-03-31 13F GARTNER COM 366651107 7,448 -1,154 -13.42 742 -44.04 0.0075
2020-02-20 2019-12-31 13F/A-1 GARTNER COM 366651107 8,602 -7,549 -46.74 1,326 -42.57 0.0100
2020-02-14 2019-12-31 13F GARTNER COM 366651107 8,602 -7,549 1,326 7,858.9369
2020-02-20 2019-09-30 13F/A-1 GARTNER COM 366651107 16,151 -579 -3.46 2,309 -14.23 0.0185
2019-11-14 2019-09-30 13F GARTNER COM 366651107 16,151 -579 2,309 16,921.0293
2019-08-14 2019-06-30 13F GARTNER COM 366651107 16,730 -555 -3.21 2,692 2.67 0.0219
2019-05-15 2019-03-31 13F GARTNER COM 366651107 17,285 -2,138 -11.01 2,622 5.56 0.0214
2019-02-14 2018-12-31 13F GARTNER COM 366651107 19,423 -6,514 -25.11 2,484 -39.59 0.0210
2018-11-14 2018-09-30 13F GARTNER COM 366651107 25,937 -715 -2.68 4,112 16.09 0.0268
2018-08-14 2018-06-30 13F GARTNER COM 366651107 26,652 -589,964 -95.68 3,542 -95.12 0.0236
2018-05-15 2018-03-31 13F GARTNER COM 366651107 616,616 29,098 4.95 72,527 0.24 0.1769
2018-02-14 2017-12-31 13F GARTNER COM 366651107 587,518 61,064 11.60 72,353 10.47 0.1714
2017-11-14 2017-09-30 13F GARTNER COM 366651107 526,454 -35,342 -6.29 65,497 -5.61 0.1539
2017-08-14 2017-06-30 13F GARTNER COM 366651107 561,796 495,493 747.32 69,387 869.23 0.1838
2017-05-15 2017-03-31 13F GARTNER COM 366651107 66,303 -1,301 -1.92 7,159 4.77 0.0194
2017-02-14 2016-12-31 13F GARTNER COM 366651107 67,604 45 0.07 6,833 14.36 0.0195
2016-11-14 2016-09-30 13F GARTNER COM 366651107 67,559 -8,688 -11.39 5,975 -19.56 0.0186
2016-08-15 2016-06-30 13F GARTNER COM 366651107 76,247 -88,777 -53.80 7,428 -49.62 0.0233
2016-05-16 2016-03-31 13F GARTNER COM 366651107 165,024 -37,555 -18.54 14,744 -19.76 0.0465
2016-02-16 2015-12-31 13F GARTNER COM 366651107 202,579 63,944 46.12 18,375 57.93 0.0535
2015-11-16 2015-09-30 13F GARTNER COM 366651107 138,635 -74,784 -35.04 11,635 -36.45 0.0358
2015-08-14 2015-06-30 13F GARTNER COM 366651107 213,419 -8,756 -3.94 18,307 -1.72 0.0452
2015-05-18 2015-03-31 13F/A-1 GARTNER COM 366651107 222,175 84,352 61.20 18,628 60.50 0.0441
2015-05-15 2015-03-31 13F GARTNER COM 366651107 222,175 18,628
2015-02-17 2014-12-31 13F GARTNER COM 366651107 137,823 120,139 679.37 11,606 792.77 0.0291
2014-11-14 2014-09-30 13F GARTNER COM 366651107 17,684 -2,752 -13.47 1,300 -9.78 0.0031
2014-08-14 2014-06-30 13F GARTNER COM 366651107 20,436 -229,052 -91.81 1,441 -91.68 0.0036
2014-05-16 2014-03-31 13F GARTNER COM 366651107 249,488 214,693 617.02 17,325 600.57 0.0493
2014-02-14 2013-12-31 13F GARTNER COM 366651107 34,795 -2,683 -7.16 2,473 10.01 0.0075
2013-11-14 2013-09-30 13F GARTNER COM 366651107 37,478 31,345 511.09 2,248 542.29 0.0081
2013-08-22 2013-06-30 13F/A-1 GARTNER COM 366651107 6,133 6,133 350 0.0015
2013-08-14 2013-06-30 13F GARTNER COM 366651107 6,133 350 0.0015
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.