Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionCI Private Wealth, LLC
Latest Disclosed Ownership20,348 shares
Latest Disclosed Value $ 3,201,411
CI Private Wealth, LLC reports 2.46% increase in ownership of IT / Gartner, Inc.

On May 15, 2026 - CI Private Wealth, LLC filed a 13F-HR form disclosing ownership of 20,348 shares of Gartner, Inc. (US:IT) valued at $3,221,902 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 9, 2026 disclosing 19,860 shares of Gartner, Inc.. This represents a change in shares of 2.46% during the quarter. The current value of the position is $3,352,333 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)
2026-05-15 2026-03-31 13F GARTNER COM 366651107 20,348 488 2.46 3,201 -36.24 0.0046
2026-03-09 2025-12-31 13F/A-1 GARTNER COM 366651107 19,860 -1,408 -6.62 5,020 -10.20 0.0068
2026-02-19 2025-12-31 13F GARTNER COM 366651107 23,680 2,412 4,932 0.0019
2025-11-14 2025-09-30 13F GARTNER COM 366651107 21,268 -42,133 -66.45 5,591 -78.19 0.0088
2025-09-26 2025-06-30 13F/A-1 GARTNER COM 366651107 63,401 1,282 2.06 25,628 -1.71 0.0341
2025-08-15 2025-06-30 13F GARTNER COM 366651107 63,627 1,508 25,719 0.0213
2025-05-14 2025-03-31 13F GARTNER COM 366651107 62,119 -59,617 -48.97 26,074 -55.79 0.0426
2025-02-10 2024-12-31 13F GARTNER COM 366651107 121,736 1,559 1.30 58,978 -3.16 0.0979
2024-11-12 2024-09-30 13F GARTNER COM 366651107 120,177 62,580 108.65 60,901 135.46 0.0951
2024-08-13 2024-06-30 13F GARTNER COM 366651107 57,597 14,243 32.85 25,865 25.16 0.0451
2024-05-09 2024-03-31 13F GARTNER COM 366651107 43,354 2,784 6.86 20,666 12.92 0.0368
2024-02-09 2023-12-31 13F GARTNER COM 366651107 40,570 -1,652 -3.91 18,301 26.14 0.0337
2023-11-03 2023-09-30 13F GARTNER COM 366651107 42,222 6,488 18.16 14,509 15.93 0.0333
2023-08-10 2023-06-30 13F GARTNER COM 366651107 35,734 9,977 38.74 12,515 49.13 0.0289
2023-05-15 2023-03-31 13F GARTNER COM 366651107 25,757 18,995 280.91 8,393 266.94 0.0225
2023-02-15 2022-12-31 13F GARTNER COM 366651107 6,762 6,762 2,287 0.0083
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.