Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionUbs Asset Management Americas Inc
Latest Disclosed Ownership772,054 shares
Latest Disclosed Value $ 122,247,030
Ubs Asset Management Americas Inc reports 23.18% increase in ownership of IT / Gartner, Inc.

On May 13, 2026 - Ubs Asset Management Americas Inc filed a 13F-HR form disclosing ownership of 772,054 shares of Gartner, Inc. (MX:IT) valued at $122,247,030 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 626,767 shares of Gartner, Inc.. This represents a change in shares of 23.18% 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)
2026-05-13 2026-03-31 13F GARTNER COM 366651107 772,054 145,287 23.18 122,247 -22.69 0.0038
2026-02-13 2025-12-31 13F GARTNER COM 366651107 626,767 -32,528 -4.93 158,121 -8.76 0.0334
2025-11-14 2025-09-30 13F GARTNER COM 366651107 659,295 -183,698 -21.79 173,309 -49.14 0.0376
2025-08-14 2025-06-30 13F GARTNER COM 366651107 842,993 172,481 25.72 340,755 21.08 0.0690
2025-05-19 2025-03-31 13F GARTNER COM 366651107 670,512 20,945 3.22 281,441 -10.57 0.0721
2025-02-14 2024-12-31 13F GARTNER COM 366651107 649,567 74,422 12.94 314,696 7.97 0.0734
2024-11-14 2024-09-30 13F GARTNER COM 366651107 575,145 -13,691 -2.33 291,460 10.23 0.0749
2024-08-14 2024-06-30 13F GARTNER GROUP COM 366651107 588,836 127,323 27.59 264,423 20.20 0.0759
2024-05-15 2024-03-31 13F GARTNER GROUP EQUITY US CM 366651107 461,513 -2,933 -0.63 219,989 5.00 0.0782
2024-02-14 2023-12-31 13F GARTNER GROUP EQUITY US CM 366651107 464,446 -55,599 -10.69 209,516 17.25 0.0824
2023-11-13 2023-09-30 13F GARTNER GROUP EQUITY US CM 366651107 520,045 189,022 57.10 178,693 65.71 0.0801
2023-08-11 2023-06-30 13F GARTNER GROUP EQUITY US CM 366651107 331,023 0 0.00 107,837 0.00 0.0522
2023-05-15 2023-03-31 13F GARTNER GROUP EQUITY US CM 366651107 331,023 25,475 8.34 107,837 5.00 0.0522
2023-02-14 2022-12-31 13F GARTNER GROUP EQUITY US CM 366651107 305,548 -2,680 -0.87 102,707 20.43 0.0538
2022-11-14 2022-09-30 13F GARTNER GROUP EQUITY US CM 366651107 308,228 -7,697 -2.44 85,284 11.63 0.0478
2022-08-12 2022-06-30 13F GARTNER GROUP EQUITY US CM 366651107 315,925 -41,950 -11.72 76,400 -28.23 0.0400
2022-05-16 2022-03-31 13F GARTNER GROUP EQUITY US CM 366651107 357,875 2,531 0.71 106,453 -10.39 0.0456
2022-02-14 2021-12-31 13F GARTNER GROUP EQUITY US CM 366651107 355,344 -5,683 -1.57 118,799 8.29 0.0455
2021-11-15 2021-09-30 13F GARTNER GROUP EQUITY US CM 366651107 361,027 16,481 4.78 109,709 31.47 0.0455
2021-08-16 2021-06-30 13F GARTNER GROUP EQUITY US CM 366651107 344,546 27,920 8.82 83,449 44.38 0.0357
2021-05-14 2021-03-31 13F GARTNER GROUP EQUITY US CM 366651107 316,626 7,298 2.36 57,800 16.65 0.0256
2021-03-01 2020-12-31 13F/A-1 GARTNER GROUP EQUITY US CM 366651107 309,328 15,908 5.42 49,551 35.16 0.0232
2021-02-17 2020-12-31 13F GARTNER GROUP EQUITY US CM 366651107 293,420 0 36,663 3.4579
2020-11-13 2020-09-30 13F GARTNER GROUP EQUITY US CM 366651107 293,420 -8,822 -2.92 36,663 -0.02 0.0197
2020-08-14 2020-06-30 13F GARTNER GROUP EQUITY US CM 366651107 302,242 -52,542 -14.81 36,671 3.81 0.0224
2020-05-15 2020-03-31 13F GARTNER GROUP EQUITY US CM 366651107 354,784 12,397 3.62 35,326 -33.05 0.0254
2020-02-14 2019-12-31 13F GARTNER GROUP EQUITY US CM 366651107 342,387 -216 -0.06 52,762 7.70 0.0323
2019-11-14 2019-09-30 13F GARTNER GROUP EQUITY US CM 366651107 342,603 23,716 7.44 48,989 -4.55 0.0330
2019-08-15 2019-06-30 13F GARTNER GROUP EQUITY US CM 366651107 318,887 11,466 3.73 51,322 10.06 0.0366
2019-05-14 2019-03-31 13F GARTNER GROUP EQUITY US CM 366651107 307,421 3,873 1.28 46,630 20.16 0.0346
2019-02-13 2018-12-31 13F GARTNER GROUP EQUITY US CM 366651107 303,548 251 0.08 38,806 -19.28 0.0334
2018-11-13 2018-09-30 13F GARTNER GROUP EQUITY US CM 366651107 303,297 -1,571 -0.52 48,073 18.65 0.0357
2018-08-14 2018-06-30 13F GARTNER GROUP EQUITY US CM 366651107 304,868 -69,180 -18.49 40,517 -7.91 0.0311
2018-05-14 2018-03-31 13F GARTNER GROUP EQUITY US CM 366651107 374,048 50,992 15.78 43,996 10.58 0.0347
2018-02-09 2017-12-31 13F GARTNER GROUP EQUITY US CM 366651107 323,056 10,018 3.20 39,784 2.15 0.0337
2017-11-13 2017-09-30 13F GARTNER GROUP EQUITY US CM 366651107 313,038 16,965 5.73 38,945 6.50 0.0355
2017-08-11 2017-06-30 13F GARTNER GROUP EQUITY US CM 366651107 296,073 -19,913 -6.30 36,568 7.16 0.0354
2017-05-04 2017-03-31 13F GARTNER GROUP EQUITY US CM 366651107 315,986 23,069 7.88 34,123 15.26 0.0348
2017-03-09 2016-12-31 13F/A-1 GARTNER COM 366651107 292,917 -1,611 -0.55 29,605 13.65 0.0332
2017-02-14 2016-12-31 13F GARTNER COM 366651107 292,917 29,605
2016-11-04 2016-09-30 13F GARTNER GROUP EQUITY US CM 366651107 294,528 6,176 2.14 26,050 -7.26 0.0280
2016-11-29 2016-06-30 13F/A-1 GARTNER GROUP EQUITY US CM 366651107 288,352 6,719 2.39 28,089 11.62 0.0318
2016-08-09 2016-06-30 13F GARTNER GROUP EQUITY US CM 366651107 288,352 28,089
2016-05-12 2016-03-31 13F GARTNER GROUP EQUITY US CM 366651107 281,633 -12,511 -4.25 25,165 -5.68 0.0292
2016-02-12 2015-12-31 13F GARTNER GROUP EQUITY US CM 366651107 294,144 41,278 16.32 26,680 25.72 0.0304
2015-10-29 2015-09-30 13F GARTNER GROUP EQUITY US CM 366651107 252,866 33,173 15.10 21,222 12.61 0.0234
2015-08-12 2015-06-30 13F GARTNER GROUP EQUITY US CM 366651107 219,693 162,320 282.92 18,846 291.73 0.0180
2015-05-04 2015-03-31 13F GARTNER GROUP EQUITY US CM 366651107 57,373 57,373 0.00 4,811 0.0046
2015-02-02 2014-12-31 13F GARTNER GROUP EQUITY US CM 366651107 0 -55,159 -100.00 0 -100.00
2014-10-28 2014-09-30 13F GARTNER GROUP EQUITY US CM 366651107 55,159 0 0.00 4,053 4.19 0.0040
2014-08-13 2014-06-30 13F GARTNER GROUP EQUITY US CM 366651107 55,159 500 0.91 3,890 2.48 0.0039
2014-05-23 2014-03-31 13F GARTNER GROUP EQUITY US CM 366651107 54,659 8,500 18.41 3,796 15.73 0.0041
2014-01-31 2013-12-31 13F GARTNER GROUP EQUITY US CM 366651107 46,159 -1,900 -3.95 3,280 13.73 0.0038
2013-11-08 2013-09-30 13F GARTNER GROUP EQUITY US CM 366651107 48,059 0 0.00 2,884 5.29 0.0036
2013-08-15 2013-06-30 13F/A-1 GARTNER GROUP EQUITY US CM 366651107 48,059 48,059 2,739 0.0035
2013-08-13 2013-06-30 13F GARTNER GROUP EQUITY US CM 366651107 48,059 2,739 0.0036
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.