Baron group discloses 11.29% stake in Gartner
Gartner, Inc. Schedule 13G/A reports that Baron Capital Group and affiliated filers collectively beneficially own 7,558,310 shares of Gartner common stock, representing 11.29% of the class.
Rhea-AI Filing Summary
Gartner, Inc. Schedule 13G/A reports that Baron Capital Group and affiliated filers collectively beneficially own 7,558,310 shares of Gartner common stock, representing 11.29% of the class. The filing shows shared voting power of 7,497,299 shares and shared dispositive power of 7,558,310.
The filing lists BAMCO, Baron Capital Management, Baron Partners Fund and Ronald Baron as related filing persons and describes advisory-client relationships and parent/subsidiary links among the entities.
Positive
- None.
Negative
- None.
Insights
Large passive stake disclosed by Baron-affiliated entities.
The filing documents a 11.29% beneficial stake (7,558,310 shares) held with shared voting and dispositive powers. This identifies the Baron group as a significant institutional holder whose holdings are aggregated across affiliated entities.
Cash-flow treatment and intentions for voting or disposition are not stated; subsequent filings would show any changes in stake or voting plans.
Structure and control relationships are explicitly disclosed.
The schedule clarifies that BAMCO and BCM are subsidiaries of BCG and that Ronald Baron controls BCG. It also notes BPF is an advisory client of BAMCO, explaining the basis for shared powers reported.
These disclosures align with beneficial-ownership reporting norms and help interpret who may direct votes; no voting agreements or activist intent are stated.
Key Figures
Key Terms
Beneficial ownership financial
Advisory client financial
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Baron Capital report in Gartner (IT)?
Which entities are included in the Baron filing for Gartner?
Does the Schedule 13G/A disclose voting control or disposition rights?
AI-generated analysis. How Rhea-AI works. Not financial advice.