Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionEvergreen Private Wealth LLC
Latest Disclosed Ownership779 shares
Latest Disclosed Value $ 123,347
Evergreen Private Wealth LLC reports 45.88% increase in ownership of IT / Gartner, Inc.

On April 28, 2026 - Evergreen Private Wealth LLC filed a 13F-HR form disclosing ownership of 779 shares of Gartner, Inc. (MX:IT) valued at $123,347 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 534 shares of Gartner, Inc.. This represents a change in shares of 45.88% 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)
2026-04-28 2026-03-31 13F GARTNER INC COM USD0.0005 COM 366651107 779 245 45.88 123 -8.21 0.0499
2026-01-28 2025-12-31 13F GARTNER INC COM USD0.0005 COM 366651107 534 237 79.80 135 71.79 0.0531
2025-10-24 2025-09-30 13F GARTNER COM 366651107 297 13 4.58 78 -31.58 0.0316
2025-07-16 2025-06-30 13F GARTNER COM 366651107 284 -46 -13.94 115 -17.39 0.0481
2025-05-02 2025-03-31 13F GARTNER COM 366651107 330 1 0.30 139 -13.21 0.0647
2025-02-07 2024-12-31 13F GARTNER COM 366651107 329 2 0.61 159 -3.64 0.0747
2024-11-01 2024-09-30 13F GARTNER COM 366651107 327 3 0.93 166 13.79 0.0768
2024-08-13 2024-06-30 13F GARTNER COM 366651107 324 0 0.00 145 -5.84 0.0717
2024-04-17 2024-03-31 13F GARTNER COM 366651107 324 -17 -4.99 154 0.65 0.0774
2024-02-08 2023-12-31 13F GARTNER COM 366651107 341 341 154 0.0829
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.