Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionAllworth Financial LP
Latest Disclosed Ownership3,785 shares
Latest Disclosed Value $ 599,251
Allworth Financial LP reports 108.89% increase in ownership of IT / Gartner, Inc.

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 3,785 shares of Gartner, Inc. (US:IT) valued at $599,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,812 shares of Gartner, Inc.. This represents a change in shares of 108.89% during the quarter. The current value of the position is $623,579 USD.

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)
2026-05-14 2026-03-31 13F GARTNER COM 366651107 3,785 1,973 108.89 599 31.07 0.0024
2026-02-05 2025-12-31 13F GARTNER COM 366651107 1,812 760 72.24 457 65.58 0.0019
2025-12-02 2025-09-30 13F GARTNER COM 366651107 1,052 -4,033 -79.31 277 -86.57 0.0012
2025-08-07 2025-06-30 13F GARTNER COM 366651107 5,085 4,523 804.80 2,056 778.21 0.0098
2025-04-30 2025-03-31 13F GARTNER COM 366651107 562 30 5.64 235 -15.83 0.0013
2025-01-30 2024-12-31 13F GARTNER COM 366651107 532 -61 -10.29 279 -7.33 0.0015
2024-10-23 2024-09-30 13F GARTNER COM 366651107 593 -91 -13.30 301 -4.15 0.0018
2024-07-24 2024-06-30 13F GARTNER COM 366651107 684 -160 -18.96 314 -22.14 0.0020
2024-04-25 2024-03-31 13F GARTNER COM 366651107 844 37 4.58 402 10.44 0.0028
2024-01-24 2023-12-31 13F GARTNER COM 366651107 807 22 2.80 364 35.32 0.0028
2023-10-31 2023-09-30 13F GARTNER COM 366651107 785 180 29.75 270 27.49 0.0023
2023-07-18 2023-06-30 13F GARTNER COM 366651107 605 364 151.04 212 170.51 0.0018
2023-04-18 2023-03-31 13F GARTNER COM 366651107 241 8 3.43 79 0.00 0.0008
2023-01-13 2022-12-31 13F GARTNER COM 366651107 233 2 0.87 78 21.88 0.0009
2022-11-14 2022-09-30 13F/A-1 GARTNER COM 366651107 231 105 83.33 64 113.33 0.0008
2022-10-18 2022-09-30 13F GARTNER COM 366651107 231 105 64 0.0008
2022-07-13 2022-06-30 13F GARTNER COM 366651107 126 2 1.61 30 -18.92 0.0004
2022-04-22 2022-03-31 13F GARTNER COM 366651107 124 35 39.33 37 23.33 0.0005
2022-01-21 2021-12-31 13F GARTNER COM 366651107 89 27 43.55 30 57.89 0.0004
2021-11-02 2021-09-30 13F GARTNER COM 366651107 62 39 169.57 19 216.67 0.0003
2021-08-02 2021-06-30 13F GARTNER COM 366651107 23 0 0.00 6 50.00 0.0001
2021-04-29 2021-03-31 13F GARTNER COM 366651107 23 0 0.00 4 0.00 0.0001
2021-01-26 2020-12-31 13F GARTNER COM 366651107 23 0 0.00 4 33.33 0.0001
2020-11-03 2020-09-30 13F GARTNER COM 366651107 23 0 0.00 3 0.00 0.0001
2020-07-24 2020-06-30 13F GARTNER COM 366651107 23 0 0.00 3 50.00 0.0001
2020-04-17 2020-03-31 13F GARTNER COM 366651107 23 0 0.00 2 -50.00 0.0001
2020-01-16 2019-12-31 13F GARTNER COM 366651107 23 0 0.00 4 33.33 0.0001
2019-10-09 2019-09-30 13F GARTNER COM 366651107 23 0 0.00 3 -25.00 0.0001
2019-07-25 2019-06-30 13F GARTNER COM 366651107 23 0 0.00 4 33.33 0.0002
2019-05-07 2019-03-31 13F GARTNER COM 366651107 23 23 3 0.0001
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.