Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionNewEdge Wealth, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
NewEdge Wealth, LLC closes position in IT / Gartner, Inc.

On May 13, 2026 - NewEdge Wealth, LLC filed a 13F-HR form disclosing ownership of 0 shares of Gartner, Inc. (US:IT) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,301 shares of Gartner, Inc.. The current value of the position is $0 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)
2026-05-13 2026-03-31 13F GARTNER COM 366651107 0 -100.00 0
2026-02-03 2025-12-31 13F GARTNER COM 366651107 1,301 1,301 328 0.0037
2025-08-11 2025-06-30 13F GARTNER COM 366651107 0 -1,559 -100.00 0 -100.00
2025-05-09 2025-03-31 13F GARTNER COM 366651107 1,559 -888 -36.29 654 -44.81 0.0119
2025-02-05 2024-12-31 13F GARTNER COM 366651107 2,447 -446 -15.42 1,185 -19.17 0.0206
2024-11-12 2024-09-30 13F GARTNER COM 366651107 2,893 191 7.07 1,466 20.86 0.0265
2024-08-02 2024-06-30 13F GARTNER COM 366651107 2,702 -403 -12.98 1,213 -6.76 0.0263
2024-05-06 2024-03-31 13F GARTNER COM 366651107 3,105 307 10.97 1,301 3.09 0.0292
2024-01-29 2023-12-31 13F GARTNER COM 366651107 2,798 -28 -0.99 1,262 29.97 0.0323
2023-11-08 2023-09-30 13F GARTNER COM 366651107 2,826 481 20.51 971 18.27 0.0308
2023-08-09 2023-06-30 13F GARTNER COM 366651107 2,345 192 8.92 821 17.12 0.0274
2023-05-08 2023-03-31 13F GARTNER COM 366651107 2,153 312 16.95 701 13.43 0.0266
2023-02-14 2022-12-31 13F GARTNER COM 366651107 1,841 -392 -17.55 619 0.00 0.0266
2022-11-14 2022-09-30 13F GARTNER COM 366651107 2,233 -3,819 -63.10 618 -57.79 0.0292
2022-08-09 2022-06-30 13F GARTNER COM 366651107 6,052 4,051 202.45 1,464 146.05 0.0665
2022-05-10 2022-03-31 13F GARTNER COM 366651107 2,001 2,001 595 0.0264
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.