高德納公司
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership3,885 shares
Latest Disclosed Value $ 615,150
Perigon Wealth Management, LLC reports 12.99% decrease in ownership of IT / Gartner, Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,885 shares of Gartner, Inc. (MX:IT) valued at $615,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 4,465 shares of Gartner, Inc.. This represents a change in shares of -12.99% 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)
2026-04-10 2026-03-31 13F GARTNER COM 366651107 3,885 -580 -12.99 615 -45.38 0.0112
2026-01-16 2025-12-31 13F GARTNER COM 366651107 4,465 948 26.95 1,126 21.86 0.0202
2025-10-17 2025-09-30 13F GARTNER COM 366651107 3,517 522 17.43 925 -23.64 0.0189
2025-07-16 2025-06-30 13F GARTNER COM 366651107 2,995 18 0.60 1,210 -3.12 0.0283
2025-04-23 2025-03-31 13F GARTNER COM 366651107 2,977 -117 -3.78 1,250 -21.15 0.0321
2025-01-22 2024-12-31 13F GARTNER COM 366651107 3,094 -80 -2.52 1,584 -1.49 0.0389
2024-10-16 2024-09-30 13F GARTNER COM 366651107 3,174 163 5.41 1,608 18.93 0.0425
2024-08-02 2024-06-30 13F GARTNER COM 366651107 3,011 -1 -0.03 1,352 -5.78 0.0392
2024-04-29 2024-03-31 13F GARTNER COM 366651107 3,012 98 3.36 1,436 9.21 0.0435
2024-01-29 2023-12-31 13F GARTNER COM 366651107 2,914 97 3.44 1,315 35.88 0.0430
2023-10-30 2023-09-30 13F GARTNER COM 366651107 2,817 19 0.68 968 -1.33 0.0392
2023-08-02 2023-06-30 13F/A-1 GARTNER COM 366651107 2,798 -13 -0.46 980 7.10 0.0385
2023-08-02 2023-06-30 13F GARTNER COM 366651107 2,798 -13 980 0.0385
2023-05-03 2023-03-31 13F GARTNER COM 366651107 2,811 -38 -1.33 916 -4.39 0.0521
2023-05-01 2022-12-31 13F/A-1 GARTNER COM 366651107 2,849 24 0.85 958 22.38 0.0593
2023-02-14 2022-12-31 13F GARTNER COM 366651107 2,849 958
2022-12-13 2022-09-30 13F GARTNER COM 366651107 2,825 4 0.14 782 14.66 0.0676
2022-08-11 2022-06-30 13F GARTNER COM 366651107 2,821 83 3.03 682 -16.22 0.0570
2022-05-16 2022-03-31 13F GARTNER COM 366651107 2,738 -43 -1.55 814 -12.47 0.0575
2022-02-11 2021-12-31 13F GARTNER COM 366651107 2,781 16 0.58 930 10.71 0.0665
2021-11-01 2021-09-30 13F/A-1 GARTNER COM 366651107 2,765 102 3.83 840 30.23 0.0729
2021-07-19 2021-06-30 13F GARTNER COM 366651107 2,663 8 0.30 645 32.99 0.0574
2021-05-17 2021-03-31 13F GARTNER COM 366651107 2,655 61 2.35 485 16.59 0.0495
2021-01-28 2020-12-31 13F GARTNER COM 366651107 2,594 17 0.66 416 29.19 0.0483
2020-11-03 2020-09-30 13F GARTNER COM 366651107 2,577 10 0.39 322 3.54 0.0450
2020-07-29 2020-06-30 13F GARTNER COM 366651107 2,567 0 0.00 311 13.50 0.0493
2020-04-17 2020-03-31 13F GARTNER COM 366651107 2,567 41 1.62 274 -31.67 0.0510
2020-01-13 2019-12-31 13F GARTNER COM 366651107 2,526 26 1.04 401 10.16 0.0818
2019-10-25 2019-09-30 13F GARTNER COM 366651107 2,500 0 0.00 364 -9.45 0.0855
2019-08-05 2019-06-30 13F GARTNER COM 366651107 2,500 0 0.00 402 1.77 0.0941
2019-05-15 2019-03-31 13F Gartner 'a' COM 366651107 2,500 0 0.00 395 19.70 0.0919
2019-02-11 2018-12-31 13F Gartner 'a' COM 366651107 2,500 0 0.00 330 -16.67 0.0842
2018-11-13 2018-09-30 13F Gartner a COM 366651107 2,500 0 0.00 396 19.28 0.0976
2018-08-09 2018-06-30 13F/A-2 Gartner a COM 366651107 2,500 0 0.00 332 12.93 0.0998
2018-08-08 2018-06-30 13F/A-1 Gartner a COM 366651107 2,500 0 294 0.1185
2018-08-07 2018-06-30 13F Gartner a COM 366651107 2,500 0 294 0.1185
2018-05-14 2018-03-31 13F Gartner 'a' COM 366651107 2,500 0 0.00 294 -4.55 0.1083
2018-02-14 2017-12-31 13F Gartner 'a' COM 366651107 2,500 0 0.00 308 -0.96 0.1149
2017-12-05 2017-09-30 13F Gartner 'a' COM 366651107 2,500 0 0.00 311 0.65 0.1009
2017-09-12 2017-06-30 13F Gartner 'a' COM 366651107 2,500 0 0.00 309 14.44 0.0672
2017-06-05 2017-03-31 13F Gartner 'a' COM 366651107 2,500 0 0.00 270 4.25 0.0573
2017-03-07 2016-12-31 13F Gartner 'a' COM 366651107 2,500 0 0.00 259 17.19 0.0566
2016-11-16 2016-09-30 13F Gartner 'a' COM 366651107 2,500 0 0.00 221 -9.43 0.0568
2016-08-19 2016-06-30 13F Gartner 'a' COM 366651107 2,500 0 0.00 244 9.42 0.0649
2016-06-03 2016-03-31 13F Gartner 'a' COM 366651107 2,500 0 0.00 223 -1.76 0.0696
2016-03-04 2015-12-31 13F Gartner 'a' COM 366651107 2,500 0 0.00 227 8.10 0.0627
2015-12-02 2015-09-30 13F Gartner 'a' COM 366651107 2,500 0 0.00 210 -1.87 0.0623
2015-08-31 2015-06-30 13F Gartner 'a' COM 366651107 2,500 0 0.00 214 1.90 0.0563
2015-05-11 2015-03-31 13F Gartner 'a' COM 366651107 2,500 0 0.00 210 -0.47 0.0576
2015-02-18 2014-12-31 13F Gartner 'a' COM 366651107 2,500 2,500 211 0.0634
2014-02-18 2013-12-31 13F GARTNER COM 366651107 0 -2,825 -100.00 0 -100.00
2022-11-14 2011-09-30 13F GARTNER COM 366651107 2,825 2,825 782 0.0676
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.