Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership91,884 shares
Latest Disclosed Value $ 14,548,968
Cwm, Llc reports 59.29% increase in ownership of IT / Gartner, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 91,884 shares of Gartner, Inc. (US:IT) valued at $14,548,913 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 57,684 shares of Gartner, Inc.. This represents a change in shares of 59.29% during the quarter. The current value of the position is $15,137,889 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 91,884 34,200 59.29 14,549 103,814.29 0.0382
2026-01-26 2025-12-31 13F GARTNER COM 366651107 57,684 26,734 86.38 15 75.00 0.0394
2025-10-15 2025-09-30 13F GARTNER COM 366651107 30,950 21,489 227.13 8 166.67 0.0245
2025-07-25 2025-06-30 13F GARTNER COM 366651107 9,461 3,261 52.60 4 50.00 0.0135
2025-05-01 2025-03-31 13F GARTNER COM 366651107 6,200 -400 -6.06 3 -33.33 0.0104
2025-02-04 2024-12-31 13F GARTNER COM 366651107 6,600 -394 -5.63 3 0.00 0.0133
2024-10-08 2024-09-30 13F GARTNER COM 366651107 6,994 1,040 17.47 4 50.00 0.0152
2024-07-10 2024-06-30 13F GARTNER COM 366651107 5,954 -188 -3.06 3 0.00 0.0126
2024-04-05 2024-03-31 13F GARTNER COM 366651107 6,142 931 17.87 3 0.00 0.0142
2024-02-01 2023-12-31 13F GARTNER COM 366651107 5,211 15 0.29 2 100.00 0.0126
2023-10-11 2023-09-30 13F GARTNER COM 366651107 5,196 269 5.46 2 0.00 0.0109
2023-08-03 2023-06-30 13F GARTNER COM 366651107 4,927 2,731 124.36 2 0.0107
2023-05-01 2023-03-31 13F GARTNER COM 366651107 2,196 68 3.20 1 0.0048
2023-02-01 2022-12-31 13F GARTNER COM 366651107 2,128 36 1.72 1 -100.00 0.0053
2022-10-27 2022-09-30 13F GARTNER COM 366651107 2,092 226 12.11 579 28.38 0.0046
2022-07-28 2022-06-30 13F GARTNER COM 366651107 1,866 217 13.16 451 -8.15 0.0035
2022-04-21 2022-03-31 13F GARTNER COM 366651107 1,649 624 60.88 491 43.15 0.0035
2022-01-31 2021-12-31 13F GARTNER COM 366651107 1,025 732 249.83 343 383.10 0.0024
2021-09-15 2021-06-30 13F/A-1 GARTNER COM 366651107 293 0 0.00 71 0.00 0.0006
2021-07-29 2021-06-30 13F GARTNER COM 366651107 293 0 71 0.0006
2021-09-15 2021-03-31 13F/A-1 GARTNER COM 366651107 293 0 0.00 71 0.00 0.0006
2021-04-27 2021-03-31 13F GARTNER COM 366651107 277 -16 51 0.0004
2021-09-15 2020-12-31 13F/A-1 GARTNER COM 366651107 293 0 0.00 71 0.00 0.0006
2021-01-27 2020-12-31 13F GARTNER COM 366651107 130 -163 21 0.0002
2021-09-15 2020-09-30 13F/A-1 GARTNER COM 366651107 293 0 0.00 71 0.00 0.0006
2020-10-19 2020-09-30 13F GARTNER COM 366651107 222 -71 28 0.0003
2021-09-15 2020-06-30 13F/A-1 GARTNER COM 366651107 293 0 0.00 71 0.00 0.0006
2020-07-22 2020-06-30 13F GARTNER COM 366651107 94 -199 11 0.0001
2021-09-15 2020-03-31 13F/A-1 GARTNER COM 366651107 293 0 0.00 71 0.00 0.0006
2020-04-28 2020-03-31 13F GARTNER COM 366651107 94 -199 9 0.0001
2021-09-14 2019-12-31 13F/A-1 GARTNER COM 366651107 293 0 0.00 71 0.00 0.0006
2020-01-27 2019-12-31 13F GARTNER COM 366651107 94 -199 14 0.0002
2021-09-14 2019-09-30 13F/A-1 GARTNER COM 366651107 293 0 0.00 71 0.00 0.0006
2019-10-22 2019-09-30 13F GARTNER COM 366651107 125 -168 18 0.0003
2021-09-14 2019-06-30 13F/A-1 GARTNER COM 366651107 293 0 0.00 71 0.00 0.0006
2019-07-31 2019-06-30 13F GARTNER COM 366651107 162 -131 26 0.0004
2021-09-02 2019-03-31 13F/A-1 GARTNER COM 366651107 293 128 77.58 71 238.10 0.0006
2019-04-22 2019-03-31 13F GARTNER COM 366651107 162 -3 25 0.0005
2019-01-25 2018-12-31 13F GARTNER COM 366651107 165 2 1.23 21 -19.23 0.0005
2018-10-29 2018-09-30 13F GARTNER COM 366651107 163 3 1.88 26 23.81 0.0007
2018-07-31 2018-06-30 13F GARTNER COM 366651107 160 141 742.11 21 950.00 0.0007
2018-04-26 2018-03-31 13F GARTNER COM 366651107 19 19 2 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.