Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionShelton Capital Management
Latest Disclosed Ownership8,321 shares
Latest Disclosed Value $ 1,317,547
Shelton Capital Management ownership in IT / Gartner, Inc.

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 8,321 shares of Gartner, Inc. (MX:IT) valued at $1,317,547 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 8,321 shares of Gartner, Inc.. This represents a change in shares of 0.00% 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 8,321 0 0.00 1,318 -37.26 0.0288
2026-02-17 2025-12-31 13F GARTNER COM 366651107 8,321 0 0.00 2,099 -4.02 0.0414
2025-11-14 2025-09-30 13F GARTNER COM 366651107 8,321 0 0.00 2,187 -34.97 0.0468
2025-08-13 2025-06-30 13F GARTNER COM 366651107 8,321 -14 -0.17 3,364 -3.86 0.0774
2025-05-15 2025-03-31 13F GARTNER COM 366651107 8,335 0 0.00 3,499 -13.37 0.0833
2025-02-13 2024-12-31 13F GARTNER COM 366651107 8,335 -1,026 -10.96 4,038 -14.86 0.1005
2024-11-14 2024-09-30 13F GARTNER COM 366651107 9,361 3,600 62.49 4,744 83.34 0.1218
2024-08-13 2024-06-30 13F GARTNER COM 366651107 5,761 -2,000 -25.77 2,587 -30.06 0.0702
2024-05-15 2024-03-31 13F GARTNER COM 366651107 7,761 2,000 34.72 3,699 42.38 0.1050
2024-02-14 2023-12-31 13F GARTNER COM 366651107 5,761 2,253 64.22 2,599 115.60 0.0823
2023-11-14 2023-09-30 13F GARTNER COM 366651107 3,508 -3,300 -48.47 1,205 -49.45 0.0442
2023-08-10 2023-06-30 13F GARTNER COM 366651107 6,808 6,808 2,385 0.0856
2017-08-14 2017-06-30 13F GARTNER COM 366651107 0 -6,196 -100.00 0 -100.00
2017-11-28 2017-03-31 13F/A-1 GARTNER COM 366651107 6,196 1,629 35.67 669 44.81 0.0463
2017-11-28 2016-12-31 13F/A-2 GARTNER COM 366651107 4,567 0 0.00 462 14.36 0.0352
2017-12-06 2016-09-30 13F/A-2 GARTNER COM 366651107 4,567 -4,152 -47.62 404 -52.41 0.0337
2017-12-04 2016-09-30 13F/A-1 GARTNER COM 366651107 4,567 0 462 0.0294
2016-08-01 2016-06-30 13F GARTNER COM 366651107 8,719 0 0.00 849 8.99 0.0748
2016-05-13 2016-03-31 13F GARTNER COM 366651107 8,719 0 0.00 779 -1.52 0.0705
2016-02-01 2015-12-31 13F GARTNER COM 366651107 8,719 0 0.00 791 8.06 0.0765
2015-11-02 2015-09-30 13F GARTNER COM 366651107 8,719 0 0.00 732 -2.14 0.0806
2015-08-11 2015-06-30 13F GARTNER COM 366651107 8,719 0 0.00 748 2.33 0.0774
2015-05-12 2015-03-31 13F GARTNER COM 366651107 8,719 -445 -4.86 731 -5.31 0.0790
2015-02-10 2014-12-31 13F GARTNER COM 366651107 9,164 -1,097 -10.69 772 2.39 0.0899
2014-10-15 2014-09-30 13F GARTNER COM 366651107 10,261 0 0.00 754 4.14 0.1013
2014-07-25 2014-06-30 13F GARTNER COM 366651107 10,261 0 0.00 724 1.54 0.1011
2014-04-14 2014-03-31 13F GARTNER COM 366651107 10,261 0 0.00 713 -2.19 0.1045
2014-01-22 2013-12-31 13F GARTNER COM 366651107 10,261 0 0.00 729 18.34 0.1102
2013-10-16 2013-09-30 13F GARTNER COM 366651107 10,261 0 0.00 616 5.30 0.1031
2013-07-10 2013-06-30 13F GARTNER COM 366651107 10,261 10,261 585 0.1067
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.