Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionLindbrook Capital, Llc
Latest Disclosed Ownership295 shares
Latest Disclosed Value $ 123,823
Lindbrook Capital, Llc reports 32.88% increase in ownership of IT / Gartner, Inc.

On May 5, 2025 - Lindbrook Capital, Llc filed a 13F-HR form disclosing ownership of 295 shares of Gartner, Inc. (US:IT) valued at $123,823 USD as of March 31, 2025. The entity filed a previous 13F-HR on February 6, 2025 disclosing 222 shares of Gartner, Inc.. This represents a change in shares of 32.88% during the quarter. The current value of the position is $48,386 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)
2025-05-05 2025-03-31 13F GARTNER INC COM Stock 366651107 295 73 32.88 124 14.95 0.0114
2025-02-06 2024-12-31 13F GARTNER INC COM Stock 366651107 222 8 3.74 108 -0.93 0.0097
2024-11-01 2024-09-30 13F GARTNER INC COM Stock 366651107 214 26 13.83 108 28.57 0.0096
2024-07-31 2024-06-30 13F GARTNER INC COM Stock 366651107 188 5 2.73 84 -3.45 0.0079
2024-04-25 2024-03-31 13F GARTNER INC COM Stock 366651107 183 6 3.39 87 10.13 0.0082
2024-02-01 2023-12-31 13F GARTNER INC COM Stock 366651107 177 54 43.90 80 88.10 0.0080
2023-10-25 2023-09-30 13F GARTNER INC COM Stock 366651107 123 3 2.50 42 0.00 0.0047
2023-07-31 2023-06-30 13F GARTNER INC COM Stock 366651107 120 6 5.26 42 13.51 0.0045
2023-04-26 2023-03-31 13F GARTNER INC COM Stock 366651107 114 -58 -33.72 37 -35.09 0.0044
2023-01-25 2022-12-31 13F GARTNER INC COM Stock 366651107 172 77 81.05 58 119.23 0.0071
2022-11-10 2022-09-30 13F GARTNER INC COM Stock 366651107 95 -7 -6.86 26 4.00 0.0044
2022-08-01 2022-06-30 13F GARTNER INC COM Stock 366651107 102 64 168.42 25 127.27 0.0041
2022-04-21 2022-03-31 13F GARTNER INC COM Stock 366651107 38 2 5.56 11 -8.33 0.0017
2022-01-18 2021-12-31 13F GARTNER INC COM Stock 366651107 36 0 0.00 12 9.09 0.0018
2021-11-05 2021-09-30 13F GARTNER INC COM Stock 366651107 36 0 0.00 11 22.22 0.0029
2021-07-27 2021-06-30 13F GARTNER INC COM Stock 366651107 36 0 0.00 9 28.57 0.0020
2021-04-28 2021-03-31 13F GARTNER INC COM Stock 366651107 36 21 140.00 7 250.00 0.0016
2021-01-27 2020-12-31 13F GARTNER INC COM Stock 366651107 15 -5 -25.00 2 0.00 0.0005
2020-11-03 2020-09-30 13F GARTNER INC COM Stock 366651107 20 5 33.33 2 0.00 0.0006
2020-07-27 2020-06-30 13F GARTNER INC COM Stock 366651107 15 -16 -51.61 2 -33.33 0.0006
2020-04-22 2020-03-31 13F GARTNER INC COM Stock 366651107 31 -77 -71.30 3 -82.35 0.0011
2020-01-27 2019-12-31 13F GARTNER INC COM Stock 366651107 108 0 0.00 17 13.33 0.0059
2019-10-30 2019-09-30 13F GARTNER INC COM Stock 366651107 108 36 50.00 15 36.36 0.0057
2019-07-24 2019-06-30 13F GARTNER INC COM Stock 366651107 72 0 0.00 11 10.00 0.0042
2019-04-23 2019-03-31 13F GARTNER INC COM Stock 366651107 72 0 0.00 10 11.11 0.0040
2019-02-07 2018-12-31 13F GARTNER INC COM Stock 366651107 72 72 9 0.0044
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.