Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Wealthspire Advisors, LLC closes position in IT / Gartner, Inc.

On May 1, 2026 - Wealthspire Advisors, 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 12, 2026 disclosing 1,150 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)
2026-05-01 2026-03-31 13F GARTNER COM 366651107 0 -100.00 0
2026-02-12 2025-12-31 13F GARTNER COM 366651107 1,150 588 104.63 290 97.28 0.0023
2025-11-14 2025-09-30 13F GARTNER COM 366651107 562 -679 -54.71 148 -70.66 0.0008
2025-08-11 2025-06-30 13F GARTNER COM 366651107 1,241 353 39.75 502 34.68 0.0028
2025-05-09 2025-03-31 13F GARTNER COM 366651107 888 94 11.84 373 -3.12 0.0022
2025-02-04 2024-12-31 13F GARTNER COM 366651107 794 14 1.79 385 -2.78 0.0038
2024-11-13 2024-09-30 13F GARTNER COM 366651107 780 140 21.88 395 37.63 0.0040
2024-08-08 2024-06-30 13F GARTNER COM 366651107 640 157 32.51 287 24.78 0.0037
2024-05-06 2024-03-31 13F GARTNER COM 366651107 483 483 230 0.0031
2023-05-09 2023-03-31 13F GARTNER COM 366651107 0 -707 -100.00 0 -100.00
2023-02-14 2022-12-31 13F GARTNER COM 366651107 707 707 238 0.0043
2022-05-09 2022-03-31 13F GARTNER COM 366651107 0 -770 -100.00 0 -100.00
2022-02-14 2021-12-31 13F GARTNER COM 366651107 770 770 257 0.0057
2021-08-13 2021-06-30 13F GARTNER COM 366651107 0 -10,278 -100.00 0 -100.00
2021-05-17 2021-03-31 13F GARTNER COM 366651107 10,278 985 10.60 1,876 25.99 0.0445
2021-02-16 2020-12-31 13F GARTNER COM 366651107 9,293 1,486 19.03 1,489 52.72 0.0443
2020-11-16 2020-09-30 13F GARTNER COM 366651107 7,807 1,478 23.35 975 26.95 0.0580
2020-08-14 2020-06-30 13F GARTNER COM 366651107 6,329 1,625 34.55 768 64.10 0.0535
2020-05-12 2020-03-31 13F GARTNER COM 366651107 4,704 2,335 98.56 468 28.22 0.0196
2020-02-14 2019-12-31 13F GARTNER COM 366651107 2,369 -197 -7.68 365 -0.54 0.0266
2019-11-12 2019-09-30 13F GARTNER COM 366651107 2,566 1,081 72.79 367 53.56 0.0301
2019-08-13 2019-06-30 13F GARTNER COM 366651107 1,485 1,485 239 0.0208
2019-05-07 2019-03-31 13F GARTNER COM 366651107 0 -365 -100.00 0 -100.00
2019-02-14 2018-12-31 13F GARTNER COM 366651107 365 365 47 0.0045
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.