Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership5,064 shares
Latest Disclosed Value $ 801,834
Baird Financial Group, Inc. reports 6.34% increase in ownership of IT / Gartner, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 5,064 shares of Gartner, Inc. (US:IT) valued at $801,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,762 shares of Gartner, Inc.. This represents a change in shares of 6.34% during the quarter. The current value of the position is $834,294 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 5,064 302 6.34 802 -33.31 0.0013
2026-02-13 2025-12-31 13F GARTNER INC COM COMMON 366651107 4,762 -7,886 -62.35 1,201 -63.87 0.0019
2025-11-13 2025-09-30 13F GARTNER COMMON 366651107 12,648 -77,263 -85.93 3,325 -90.85 0.0053
2025-08-13 2025-06-30 13F GARTNER INC COM COMMON 366651107 89,911 19,300 27.33 36,344 22.62 0.0637
2025-05-15 2025-03-31 13F GARTNER INC COM COMMON 366651107 70,611 54,330 333.70 29,638 275.78 0.0571
2025-02-14 2024-12-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 16,281 326 2.04 7,888 -2.45 0.0151
2024-11-14 2024-09-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 15,955 -470 -2.86 8,085 9.63 0.0157
2024-08-14 2024-06-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 16,425 636 4.03 7,376 -2.01 0.0153
2024-05-14 2024-03-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 15,789 1,547 10.86 7,526 17.15 0.0158
2024-02-14 2023-12-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 14,242 949 7.14 6,425 40.66 0.0146
2023-11-13 2023-09-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 13,293 2,673 25.17 4,568 22.77 0.0125
2023-08-11 2023-06-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 10,620 5,118 93.02 3,720 107.59 0.0098
2023-05-15 2023-03-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 5,502 4 0.07 1,792 179,100.00 0.0044
2023-02-13 2022-12-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 5,498 56 1.03 2 -99.93 0.0049
2022-11-15 2022-09-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 5,442 -1,826 -25.12 1,506 -14.33 0.0044
2022-08-08 2022-06-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 7,268 -1,126 -13.41 1,758 -29.60 0.0049
2022-05-13 2022-03-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 8,394 1,280 17.99 2,497 5.00 0.0062
2022-02-09 2021-12-31 13F GARTNER COMMON 366651107 7,114 7,114 2,378 0.0056
2020-11-12 2020-09-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 0 -218,628 -100.00 0 -100.00
2020-08-14 2020-06-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 218,628 218,628 33,691 0.1241
2020-05-14 2020-03-31 13F GARTNER INC COM COMMON 366651107 0 -219,726 -100.00 0 -100.00
2020-02-14 2019-12-31 13F GARTNER INC COM COMMON 366651107 219,726 -143,177 -39.45 33,860 -34.75 0.1215
2019-11-14 2019-09-30 13F GARTNER INC Common 366651107 362,903 -1,150 -0.32 51,891 -11.44 0.2044
2019-08-14 2019-06-30 13F GARTNER INC COMMON 366651107 364,053 46,905 14.79 58,591 21.80 0.2278
2019-05-14 2019-03-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 317,148 11,440 3.74 48,105 23.09 0.2813
2019-02-14 2018-12-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 305,708 8,152 2.74 39,082 -17.01 0.2653
2018-11-13 2018-09-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 297,556 1,917 0.65 47,094 19.86 0.2951
2018-08-13 2018-06-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 295,639 -3,710 -1.24 39,290 11.59 0.2667
2018-05-14 2018-03-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 299,349 -7,718 -2.51 35,209 -6.89 0.2479
2018-02-09 2017-12-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 307,067 -115,224 -27.29 37,815 -28.02 0.2678
2017-11-14 2017-09-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 422,291 21,806 5.44 52,537 6.21 0.3963
2017-08-14 2017-06-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 400,485 -12,107 -2.93 49,464 11.02 0.3875
2017-06-19 2017-03-31 13F/A-1 GARTNER GROUP INC NEW CL A COMMON 366651107 412,592 -6,845 -1.63 44,556 5.10 0.3603
2017-05-09 2017-03-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 412,592 44,556
2017-02-10 2016-12-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 419,437 -25,957 -5.83 42,392 7.61 0.3681
2016-11-10 2016-09-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 445,394 68,525 18.18 39,395 7.31 0.3529
2016-08-11 2016-06-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 376,869 -84,773 -18.36 36,711 -11.00 0.3367
2016-05-12 2016-03-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 461,642 -134,638 -22.58 41,248 -23.73 0.3947
2016-02-11 2015-12-31 13F GARTNER GROUP INC NEW CL A COMMON 366651107 596,280 -15,269 -2.50 54,083 5.37 0.5409
2015-11-12 2015-09-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 611,549 -7,595 -1.23 51,327 -3.36 0.5457
2015-08-14 2015-06-30 13F GARTNER GROUP INC NEW CL A COMMON 366651107 619,144 619,144 53,110 0.5226
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.