Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionIsthmus Partners, Llc
Latest Disclosed Ownership69,803 shares
Latest Disclosed Value $ 11,052,607
Isthmus Partners, Llc reports 87.96% increase in ownership of IT / Gartner, Inc.

On April 29, 2026 - Isthmus Partners, Llc filed a 13F-HR form disclosing ownership of 69,803 shares of Gartner, Inc. (MX:IT) valued at $11,052,607 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 37,137 shares of Gartner, Inc.. This represents a change in shares of 87.96% 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)
2026-04-29 2026-03-31 13F Gartner COM 366651107 69,803 32,666 87.96 11,053 17.98 1.1590
2026-02-05 2025-12-31 13F GARTNER COM 366651107 37,137 1,586 4.46 9,369 103,988.89 1.0404
2025-11-10 2025-09-30 13F GARTNER COM 366651107 35,551 4,051 12.86 9 -99.93 0.0021
2025-08-13 2025-06-30 13F GARTNER COM 366651107 31,500 280 0.90 12,733 -2.84 1.4873
2025-05-01 2025-03-31 13F GARTNER COM 366651107 31,220 118 0.38 13,104 -13.03 1.6404
2025-02-07 2024-12-31 13F GARTNER COM 366651107 31,102 -130 -0.42 15,068 -4.80 1.8315
2024-11-14 2024-09-30 13F GARTNER COM 366651107 31,232 -128 -0.41 15,827 12.39 1.8804
2024-08-14 2024-06-30 13F/A-1 GARTNER COM 366651107 31,360 -449 -1.41 14,083 -7.12 1.6584
2024-08-06 2024-06-30 13F GARTNER COM 366651107 31,360 -449 56 0.0036
2024-05-08 2024-03-31 13F GARTNER COM 366651107 31,809 -736 -2.26 15,162 3.28 1.7211
2024-02-12 2023-12-31 13F GARTNER COM 366651107 32,545 482 1.50 14,681 33.26 1.9090
2023-11-14 2023-09-30 13F GARTNER COM 366651107 32,063 55 0.17 11,017 -1.74 1.5893
2023-08-03 2023-06-30 13F GARTNER COM 366651107 32,008 140 0.44 11,213 8.01 1.5290
2023-05-11 2023-03-31 13F GARTNER COM 366651107 31,868 922 2.98 10,382 -0.20 1.4637
2023-02-10 2022-12-31 13F GARTNER COM 366651107 30,946 21,085 213.82 10,402 281.30 1.5625
2022-11-14 2022-09-30 13F GARTNER COM 366651107 9,861 -34 -0.34 2,728 14.00 0.4695
2022-08-08 2022-06-30 13F GARTNER COM 366651107 9,895 87 0.89 2,393 -17.96 0.4467
2022-05-04 2022-03-31 13F GARTNER COM 366651107 9,808 130 1.34 2,917 -9.86 0.4795
2022-01-25 2021-12-31 13F GARTNER COM 366651107 9,678 -188 -1.91 3,236 7.94 0.5425
2021-11-10 2021-09-30 13F GARTNER COM 366651107 9,866 -582 -5.57 2,998 18.45 0.5436
2021-08-10 2021-06-30 13F GARTNER COM 366651107 10,448 -150 -1.42 2,531 30.80 0.4455
2021-05-17 2021-03-31 13F GARTNER COM 366651107 10,598 11 0.10 1,935 14.09 0.3552
2021-02-16 2020-12-31 13F GARTNER COM 366651107 10,587 -199 -1.84 1,696 25.82 0.3441
2020-11-04 2020-09-30 13F GARTNER COM 366651107 10,786 35 0.33 1,348 3.37 0.3148
2020-08-14 2020-06-30 13F/A-1 GARTNER COM 366651107 10,751 994 10.19 1,304 34.16 0.3213
2020-08-10 2020-06-30 13F GARTNER COM 366651107 10,751 994 1,304 314,822.2365
2020-05-15 2020-03-31 13F GARTNER COM 366651107 9,757 -727 -6.93 972 -39.85 0.2987
2020-02-07 2019-12-31 13F GARTNER COM 366651107 10,484 -3 -0.03 1,616 7.73 0.3679
2019-11-14 2019-09-30 13F GARTNER COM 366651107 10,487 431 4.29 1,500 -7.29 0.3553
2019-08-09 2019-06-30 13F GARTNER COM 366651107 10,056 10,056 1,618 0.3863
2019-04-19 2019-03-31 13F GARTNER COM 366651107 0 -9,980 -100.00 0 -100.00
2019-02-04 2018-12-31 13F GARTNER COM 366651107 9,980 735 7.95 1,276 -12.90 0.3834
2018-11-14 2018-09-30 13F GARTNER COM 366651107 9,245 10 0.11 1,465 19.40 0.3694
2018-08-02 2018-06-30 13F GARTNER COM 366651107 9,235 132 1.45 1,227 14.57 0.3199
2018-05-11 2018-03-31 13F GARTNER COM 366651107 9,103 142 1.58 1,071 -2.99 0.2893
2018-02-05 2017-12-31 13F GARTNER COM 366651107 8,961 -59 -0.65 1,104 -0.90 0.3004
2017-08-11 2017-06-30 13F GARTNER COM 366651107 9,020 -263 -2.83 1,114 11.18 0.3259
2017-05-10 2017-03-31 13F GARTNER COM 366651107 9,283 32 0.35 1,002 7.17 0.2941
2017-02-06 2016-12-31 13F GARTNER COM 366651107 9,251 721 8.45 935 23.51 0.2821
2016-10-31 2016-09-30 13F GARTNER COM 366651107 8,530 70 0.83 757 -8.13 0.2398
2016-08-08 2016-06-30 13F GARTNER COM 366651107 8,460 -231 -2.66 824 6.05 0.2711
2016-05-10 2016-03-31 13F GARTNER COM 366651107 8,691 -608 -6.54 777 -7.83 0.2594
2016-02-01 2015-12-31 13F GARTNER COM 366651107 9,299 273 3.02 843 11.21 0.2941
2015-10-27 2015-09-30 13F GARTNER COM 366651107 9,026 -196 -2.13 758 -4.17 0.2780
2015-08-11 2015-06-30 13F GARTNER COM 366651107 9,222 52 0.57 791 2.86 0.2613
2015-06-01 2015-03-31 13F GARTNER COM 366651107 9,170 134 1.48 769 1.05 0.2603
2015-04-20 2014-12-31 13F GARTNER COM 366651107 9,036 9,036 761 0.2590
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.