Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionOppenheimer Asset Management Inc.
Latest Disclosed Ownership22,951 shares
Latest Disclosed Value $ 3,634,061
Oppenheimer Asset Management Inc. reports 43.34% decrease in ownership of IT / Gartner, Inc.

On April 23, 2026 - Oppenheimer Asset Management Inc. filed a 13F-HR form disclosing ownership of 22,951 shares of Gartner, Inc. (MX:IT) valued at $3,634,061 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 40,510 shares of Gartner, Inc.. This represents a change in shares of -43.34% 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)
2026-04-23 2026-03-31 13F GARTNER COM 366651107 22,951 -17,559 -43.34 3,634 -64.44 0.0104
2026-02-02 2025-12-31 13F GARTNER COM 366651107 40,510 -5,980 -12.86 10,220 -16.37 0.1257
2025-11-06 2025-09-30 13F GARTNER COM 366651107 46,490 -9,208 -16.53 12,221 -45.72 0.1344
2025-07-31 2025-06-30 13F GARTNER COM 366651107 55,698 15,867 39.84 22,514 34.67 0.2582
2025-04-23 2025-03-31 13F GARTNER COM 366651107 39,831 639 1.63 16,719 -11.95 0.2075
2025-02-05 2024-12-31 13F GARTNER COM 366651107 39,192 -7,804 -16.61 18,987 -20.27 0.2308
2024-11-05 2024-09-30 13F GARTNER COM 366651107 46,996 -209 -0.44 23,816 12.35 0.2867
2024-08-08 2024-06-30 13F GARTNER COM 366651107 47,205 13,667 40.75 21,198 32.60 0.2708
2024-05-07 2024-03-31 13F GARTNER COM 366651107 33,538 -10,130 -23.20 15,987 -18.85 0.2342
2024-02-13 2023-12-31 13F GARTNER COM 366651107 43,668 18 0.04 19,699 31.34 0.2740
2023-11-08 2023-09-30 13F GARTNER COM 366651107 43,650 2,367 5.73 14,999 3.71 0.2302
2023-08-03 2023-06-30 13F GARTNER COM 366651107 41,283 -6,492 -13.59 14,462 -7.08 0.2127
2023-05-10 2023-03-31 13F GARTNER COM 366651107 47,775 232 0.49 15,564 -2.62 0.2397
2023-02-07 2022-12-31 13F GARTNER COM 366651107 47,543 -3,485 -6.83 15,981 13.18 0.2572
2022-11-14 2022-09-30 13F GARTNER COM 366651107 51,028 1,643 3.33 14,120 18.22 0.2491
2022-08-08 2022-06-30 13F GARTNER COM 366651107 49,385 -13,217 -21.11 11,944 -35.86 0.2001
2022-05-12 2022-03-31 13F GARTNER COM 366651107 62,602 -6,021 -8.77 18,622 -18.83 0.2643
2022-02-02 2021-12-31 13F GARTNER COM 366651107 68,623 719 1.06 22,942 11.19 0.3042
2021-11-12 2021-09-30 13F GARTNER COM 366651107 67,904 -3,084 -4.34 20,634 20.01 0.2934
2021-08-03 2021-06-30 13F GARTNER COM 366651107 70,988 -19,099 -21.20 17,194 4.55 0.2449
2021-05-17 2021-03-31 13F GARTNER COM 366651107 90,087 983 1.10 16,446 15.22 0.2549
2021-02-11 2020-12-31 13F GARTNER COM 366651107 89,104 5,859 7.04 14,273 37.23 0.2383
2020-11-13 2020-09-30 13F GARTNER COM 366651107 83,245 2,221 2.74 10,401 5.81 0.2019
2020-08-11 2020-06-30 13F GARTNER COM 366651107 81,024 6,046 8.06 9,830 31.66 0.2028
2020-05-08 2020-03-31 13F GARTNER COM 366651107 74,978 64,740 632.35 7,466 373.43 0.1834
2020-02-07 2019-12-31 13F GARTNER COM 366651107 10,238 -965 -8.61 1,577 -1.56 0.0333
2019-10-31 2019-09-30 13F GARTNER COM 366651107 11,203 48 0.43 1,602 -10.75 0.0356
2019-08-09 2019-06-30 13F GARTNER COM 366651107 11,155 -208 -1.83 1,795 4.18 0.0397
2019-04-24 2019-03-31 13F GARTNER COM 366651107 11,363 -74 -0.65 1,723 17.77 0.0387
2019-01-30 2018-12-31 13F GARTNER COM 366651107 11,437 415 3.77 1,463 -16.26 0.0362
2018-10-26 2018-09-30 13F GARTNER COM 366651107 11,022 -705 -6.01 1,747 12.06 0.0387
2018-08-10 2018-06-30 13F GARTNER COM 366651107 11,727 -17 -0.14 1,559 12.89 0.0381
2018-05-09 2018-03-31 13F GARTNER COM 366651107 11,744 -3,610 -23.51 1,381 -27.70 0.0346
2018-02-07 2017-12-31 13F GARTNER COM 366651107 15,354 0 0.00 1,910 0.00 0.0507
2017-11-14 2017-09-30 13F GARTNER COM 366651107 15,354 152 1.00 1,910 1.70 0.0496
2017-08-09 2017-06-30 13F GARTNER COM 366651107 15,202 537 3.66 1,878 18.64 0.0519
2017-05-15 2017-03-31 13F GARTNER COM 366651107 14,665 14,665 1,583 0.0451
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.