Baron Group reports 8.40% stake in Gartner
Gartner, Inc. ownership update: Baron Capital Group and affiliated entities report beneficial ownership of 5,917,616 shares, representing 8.40% of common stock as of 03/31/2026.
Rhea-AI Filing Summary
Gartner, Inc. ownership update: Baron Capital Group and affiliated entities report beneficial ownership of 5,917,616 shares, representing 8.40% of common stock as of 03/31/2026. The filing shows shared voting power of 5,855,105 shares and shared dispositive power of 5,917,616. The disclosure notes that BAMCO and BCM are subsidiaries of Baron Capital Group and that advisory clients hold accounts subject to Item 6 description. The schedule is signed by Ronald Baron on 05/15/2026.
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Insights
Baron-related entities hold an 8.40% position in Gartner as of 03/31/2026.
The filing lists 5,917,616 shares beneficially owned with 5,855,105 shares of shared voting power. This indicates a substantial block position reported under Schedule 13G/A.
Ownership is held collectively by Baron Capital Group, BAMCO and BCM; timing and any future dispositions are not described in the excerpt.
Shared voting and dispositive powers are disclosed, with subsidiary relationships identified.
The filing clarifies that BAMCO and BCM are subsidiaries of Baron Capital Group and that Ronald Baron controls BCG. Item 6 notes advisory clients may have rights to dividends/proceeds, but no single client exceeds 5% per the filing.
Subsequent filings would be needed to see any changes to voting alignment or planned transfers.
Key Figures
Key Terms
beneficially owned regulatory
Schedule 13G/A regulatory
Item 6 regulatory
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Baron Capital report in Gartner (IT)?
Who specifically holds voting power for the Baron position?
Do any advisory clients hold more than 5% of Gartner according to this filing?
What is the filing date and who signed the Schedule 13G/A?
Are BAMCO and BCM independent holders or subsidiaries?
AI-generated analysis. How Rhea-AI works. Not financial advice.