Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionO'shaughnessy Asset Management, Llc
Latest Disclosed Ownership3,993 shares
Latest Disclosed Value $ 632,252
O'shaughnessy Asset Management, Llc reports 7.16% decrease in ownership of IT / Gartner, Inc.

On May 13, 2026 - O'shaughnessy Asset Management, Llc filed a 13F-HR form disclosing ownership of 3,993 shares of Gartner, Inc. (MX:IT) valued at $632,252 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,301 shares of Gartner, Inc.. This represents a change in shares of -7.16% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F GARTNER COM 366651107 3,993 -308 -7.16 632 -41.75 0.0030
2026-02-11 2025-12-31 13F GARTNER COM 366651107 4,301 -4,907 -53.29 1,085 -55.17 0.0060
2025-11-13 2025-09-30 13F GARTNER COM 366651107 9,208 -6,712 -42.16 2,421 -62.39 0.0142
2025-08-12 2025-06-30 13F GARTNER COM 366651107 15,920 -944 -5.60 6,435 -9.08 0.0439
2025-05-13 2025-03-31 13F GARTNER COM 366651107 16,864 869 5.43 7,078 -8.66 0.0569
2025-02-12 2024-12-31 13F GARTNER COM 366651107 15,995 270 1.72 7,749 -6.54 0.0657
2024-11-12 2024-09-30 13F GARTNER COM 366651107 15,725 -51 -0.32 8,292 17.04 0.0740
2024-08-14 2024-06-30 13F GARTNER COM 366651107 15,776 -83 -0.52 7,084 -6.28 0.0732
2024-05-13 2024-03-31 13F GARTNER COM 366651107 15,859 2,960 22.95 7,560 29.92 0.0837
2024-02-09 2023-12-31 13F GARTNER COM 366651107 12,899 -1,791 -12.19 5,819 15.28 0.0771
2023-11-13 2023-09-30 13F GARTNER COM 366651107 14,690 842 6.08 5,048 4.04 0.0750
2023-08-11 2023-06-30 13F GARTNER COM 366651107 13,848 -5,952 -30.06 4,851 -24.79 0.0720
2023-05-12 2023-03-31 13F GARTNER COM 366651107 19,800 -85,362 -81.17 6,450 -81.75 0.1014
2023-02-10 2022-12-31 13F GARTNER COM 366651107 105,162 -79,474 -43.04 35,349 -30.81 0.5764
2022-11-14 2022-09-30 13F GARTNER COM 366651107 184,636 -31,255 -14.48 51,087 -2.15 0.9599
2022-08-11 2022-06-30 13F GARTNER COM 366651107 215,891 3,882 1.83 52,209 -17.21 0.9634
2022-05-13 2022-03-31 13F GARTNER COM 366651107 212,009 70,174 49.48 63,065 33.00 1.0490
2022-02-11 2021-12-31 13F GARTNER COM 366651107 141,835 88,044 163.68 47,418 190.02 0.8421
2021-11-10 2021-09-30 13F GARTNER INC COM COMMON 366651107 53,791 40,261 297.57 16,350 398.93 0.3339
2021-08-09 2021-06-30 13F GARTNER INC COM COMMON 366651107 13,530 13,278 5,269.05 3,277 7,023.91 0.0652
2021-05-14 2021-03-31 13F GARTNER INC COM COMMON 366651107 252 25 11.01 46 27.78 0.0010
2021-02-11 2020-12-31 13F GARTNER INC COM COMMON 366651107 227 20 9.66 36 38.46 0.0010
2020-11-12 2020-09-30 13F GARTNER INC COM COMMON 366651107 207 200 2,857.14 26 2,500.00 0.0008
2020-08-13 2020-06-30 13F GARTNER INC COM COMMON 366651107 7 7 1 0.0000
2020-05-13 2020-03-31 13F GARTNER INC COM COMMON 366651107 0 -3 -100.00 0 0.0000
2020-02-12 2019-12-31 13F GARTNER INC COM COMMON 366651107 3 3 0 0.0000
2016-02-11 2015-12-31 13F GARTNER INC COM COMMON 366651107 0 -1,330 -100.00 0 -100.00
2015-11-12 2015-09-30 13F GARTNER INC COM COMMON 366651107 1,330 0 0.00 112 -1.75 0.0023
2015-08-05 2015-06-30 13F GARTNER INC COM COMMON 366651107 1,330 0 0.00 114 2.70 0.0023
2015-05-06 2015-03-31 13F GARTNER COMMON 366651107 1,330 427 47.29 111 46.05 0.0022
2015-02-12 2014-12-31 13F GARTNER COMMON 366651107 903 903 76 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.