Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionTriad Investment Management
Latest Disclosed Ownership23,602 shares
Latest Disclosed Value $ 3,737,190
Triad Investment Management reports 116.41% increase in ownership of IT / Gartner, Inc.

On May 7, 2026 - Triad Investment Management filed a 13F-HR/A form disclosing ownership of 23,602 shares of Gartner, Inc. (MX:IT) valued at $3,737,190 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 10,906 shares of Gartner, Inc.. This represents a change in shares of 116.41% 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)
2026-05-07 2026-03-31 13F/A-1 GARTNER COM 366651107 23,602 12,696 116.41 3,737 35.84 4.4129
2026-04-23 2026-03-31 13F GARTNER COM 366651107 61,691 50,785 10,501 3.8706
2026-01-16 2025-12-31 13F GARTNER COM 366651107 10,906 891 8.90 2,751 -42.36 2.7868
2024-04-12 2024-03-31 13F GARTNER COM 366651107 10,015 -1,699 -14.50 4,774 -9.67 5.7922
2024-01-10 2023-12-31 13F GARTNER COM 366651107 11,714 102 0.88 5,284 32.46 6.9362
2023-10-13 2023-09-30 13F GARTNER COM 366651107 11,612 226 1.98 3,990 0.03 5.8266
2023-07-11 2023-06-30 13F GARTNER COM 366651107 11,386 2 0.02 3,989 7.55 5.5489
2023-07-11 2023-03-31 13F GARTNER COM 366651107 11,384 243 2.18 3,709 -0.96 5.3905
2023-01-27 2022-12-31 13F GARTNER COM 366651107 11,141 74 0.67 3,745 22.27 5.8581
2022-10-18 2022-09-30 13F GARTNER COM 366651107 11,067 -372 -3.25 3,062 10.70 5.3161
2022-07-18 2022-06-30 13F GARTNER COM 366651107 11,439 -2,981 -20.67 2,766 -35.51 4.0969
2022-04-27 2022-03-31 13F GARTNER COM 366651107 14,420 320 2.27 4,289 -9.02 4.0576
2022-04-27 2021-12-31 13F GARTNER COM 366651107 14,100 1,017 7.77 4,714 124.90 4.2806
2021-01-20 2020-12-31 13F GARTNER COM 366651107 13,083 13,083 2,096 2.3265
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.