Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership2,600 shares
Latest Disclosed Value $ 411,684
Welch & Forbes Llc ownership in IT / Gartner, Inc.

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 2,600 shares of Gartner, Inc. (MX:IT) valued at $411,684 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,600 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)
2026-05-01 2026-03-31 13F GARTNER COM 366651107 2,600 0 0.00 412 -37.25 0.0053
2026-02-10 2025-12-31 13F GARTNER COM 366651107 2,600 0 0.00 656 -4.10 0.0079
2025-11-04 2025-09-30 13F GARTNER COM 366651107 2,600 -1,112 -29.96 683 -54.47 0.0082
2025-08-05 2025-06-30 13F GARTNER COM 366651107 3,712 -3 -0.08 1,500 -3.78 0.0187
2025-05-02 2025-03-31 13F GARTNER COM 366651107 3,715 0 0.00 1,559 -13.34 0.0204
2025-02-07 2024-12-31 13F GARTNER COM 366651107 3,715 3 0.08 1,800 -4.36 0.0231
2024-11-04 2024-09-30 13F GARTNER COM 366651107 3,712 0 0.00 1,881 13.11 0.0239
2024-08-02 2024-06-30 13F GARTNER COM 366651107 3,712 -1,823 -32.94 1,663 -36.96 0.0222
2024-05-03 2024-03-31 13F GARTNER COM 366651107 5,535 -849 -13.30 2,638 -8.37 0.0362
2024-02-06 2023-12-31 13F GARTNER COM 366651107 6,384 -180 -2.74 2,880 27.67 0.0435
2023-11-03 2023-09-30 13F GARTNER COM 366651107 6,564 -100 -1.50 2,255 -3.38 0.0373
2023-07-28 2023-06-30 13F GARTNER COM 366651107 6,664 12 0.18 2,334 7.71 0.0368
2023-04-14 2023-03-31 13F GARTNER COM 366651107 6,652 0 0.00 2,167 -3.09 0.0367
2023-02-02 2022-12-31 13F GARTNER COM 366651107 6,652 -115 -1.70 2,236 19.44 0.0401
2022-10-31 2022-09-30 13F GARTNER COM 366651107 6,767 -2 -0.03 1,872 14.36 0.0366
2022-07-22 2022-06-30 13F GARTNER COM 366651107 6,769 -183 -2.63 1,637 -20.84 0.0300
2022-04-25 2022-03-31 13F GARTNER COM 366651107 6,952 0 0.00 2,068 -11.02 0.0326
2022-01-19 2021-12-31 13F GARTNER COM 366651107 6,952 0 0.00 2,324 9.99 0.0348
2021-10-13 2021-09-30 13F GARTNER COM 366651107 6,952 -170 -2.39 2,113 22.49 0.0351
2021-07-22 2021-06-30 13F GARTNER COM 366651107 7,122 0 0.00 1,725 32.69 0.0291
2021-04-14 2021-03-31 13F GARTNER COM 366651107 7,122 0 0.00 1,300 13.94 0.0240
2021-01-20 2020-12-31 13F GARTNER COM 366651107 7,122 0 0.00 1,141 28.20 0.0223
2020-10-23 2020-09-30 13F GARTNER COM 366651107 7,122 0 0.00 890 3.01 0.0192
2020-07-15 2020-06-30 13F GARTNER COM 366651107 7,122 0 0.00 864 21.86 0.0202
2020-04-17 2020-03-31 13F GARTNER COM 366651107 7,122 -100 -1.38 709 -36.30 0.0198
2020-01-17 2019-12-31 13F GARTNER COM 366651107 7,222 0 0.00 1,113 7.74 0.0248
2019-10-11 2019-09-30 13F GARTNER COM 366651107 7,222 0 0.00 1,033 -11.10 0.0247
2019-07-12 2019-06-30 13F GARTNER COM 366651107 7,222 0 0.00 1,162 6.12 0.0283
2019-04-29 2019-03-31 13F GARTNER COM 366651107 7,222 0 0.00 1,095 18.63 0.0275
2019-02-05 2018-12-31 13F GARTNER COM 366651107 7,222 0 0.00 923 -19.39 0.0260
2018-10-17 2018-09-30 13F GARTNER COM 366651107 7,222 0 0.00 1,145 19.27 0.0273
2018-07-16 2018-06-30 13F GARTNER COM 366651107 7,222 0 0.00 960 13.07 0.0248
2018-04-12 2018-03-31 13F GARTNER COM 366651107 7,222 0 0.00 849 -4.50 0.0219
2018-01-26 2017-12-31 13F GARTNER COM 366651107 7,222 0 0.00 889 -1.00 0.0237
2017-11-13 2017-09-30 13F GARTNER COM 366651107 7,222 -321 -4.26 898 -3.65 0.0236
2017-07-31 2017-06-30 13F GARTNER COM 366651107 7,543 317 4.39 932 19.49 0.0260
2017-07-31 2017-03-31 13F/A-1 GARTNER COM 366651107 7,226 -874 -10.79 780 -4.76 0.0223
2017-04-27 2017-03-31 13F GARTNER COM 366651107 7,226 780
2017-02-07 2016-12-31 13F GARTNER COM 366651107 8,100 0 0.00 819 14.39 0.0245
2016-11-02 2016-09-30 13F GARTNER COM 366651107 8,100 0 0.00 716 -9.25 0.0248
2016-08-02 2016-06-30 13F GARTNER COM 366651107 8,100 0 0.00 789 8.98 0.0240
2016-05-05 2016-03-31 13F GARTNER COM 366651107 8,100 0 0.00 724 -1.50 0.0225
2016-01-27 2015-12-31 13F GARTNER COM 366651107 8,100 0 0.00 735 8.09 0.0236
2015-11-05 2015-09-30 13F GARTNER COM 366651107 8,100 0 0.00 680 -2.16 0.0227
2015-08-11 2015-06-30 13F GARTNER COM 366651107 8,100 0 0.00 695 2.36 0.0216
2015-04-30 2015-03-31 13F GARTNER COM 366651107 8,100 8,100 0.00 679 0.0204
2015-01-27 2014-12-31 13F GARTNER COM 366651107 0 -8,100 -100.00 0 -100.00
2014-10-27 2014-09-30 13F GARTNER COM 366651107 8,100 -1,000 -10.99 595 -7.32 0.0182
2014-07-31 2014-06-30 13F GARTNER COM 366651107 9,100 0 0.00 642 1.58 0.0203
2014-05-01 2014-03-31 13F GARTNER COM 366651107 9,100 -2,900 -24.17 632 -25.91 0.0200
2014-01-17 2013-12-31 13F GARTNER COM 366651107 12,000 0 0.00 853 18.47 0.0270
2013-10-31 2013-09-30 13F GARTNER COM 366651107 12,000 0 0.00 720 5.26 0.0242
2013-08-08 2013-06-30 13F GARTNER COM 366651107 12,000 12,000 684 0.0245
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.