STOCK TITAN

Baron-affiliated holders report 7.56M shares of Gartner (IT) — 11.29% stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

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.

Beneficial ownership 7,558,310 shares Amount beneficially owned reported in Item 4(a)
Percent of class 11.29% Percent of class reported in Item 4(b)
Shared voting power 7,497,299 shares Shared power to vote reported in Item 4(c)(ii)
Shared dispositive power 7,558,310 shares Shared power to dispose reported in Item 4(c)(iv)
Beneficial ownership financial
"Item 4. | Ownership (a) | Amount beneficially owned: 7,558,310"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Shared dispositive power regulatory
"Item 4. | (iv) Shared power to dispose or to direct the disposition of: 7,558,310"
Advisory client financial
"The advisory clients of BAMCO and BCM have the right to receive or the power to direct the receipt of dividends"
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366651107

(CUSIP Number)
05/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



BAMCO INC /NY/
Signature:/s/ Ronald Baron
Name/Title:Chairman and CEO
Date:06/03/2026
Baron Capital Group, Inc.
Signature:/s/ Ronald Baron
Name/Title:Chairman and CEO
Date:06/03/2026
Baron Capital Management, Inc.
Signature:/s/ Ronald Baron
Name/Title:Chairman and CEO
Date:06/03/2026
Ronald Baron
Signature:/s/ Ronald Baron
Name/Title:Individually
Date:06/03/2026
Baron Partners Fund
Signature:/s/ Ronald Baron
Name/Title:CEO
Date:06/03/2026

Comments accompanying signature: Attention: Intentional misstatements or omissions of fact constitute Federal criminal violations (See 18 U.S.C. 1001)

FAQ

What stake does Baron Capital report in Gartner (IT)?

Baron-affiliated filers report beneficial ownership of 7,558,310 shares, equal to 11.29% of Gartner's common stock. The filing shows shared voting power of 7,497,299 and shared dispositive power of 7,558,310, reflecting aggregated holdings across affiliated entities.

Which entities are included in the Baron filing for Gartner?

The filing names Baron Capital Group, BAMCO, Baron Capital Management, Ronald Baron, and Baron Partners Fund. It states BAMCO and BCM are subsidiaries of BCG and that BPF is an advisory client of BAMCO, explaining the reported shared powers and aggregation.

Does the Schedule 13G/A disclose voting control or disposition rights?

Yes. The filing reports 0 sole voting or dispositive power and 7,497,299 shared voting and 7,558,310 shared dispositive power. These figures indicate decisions are reported as shared among the filing persons rather than held solely by one entity or person.

Are any third parties identified as having dividend or sale proceeds rights over the shares?

The filing states advisory clients of BAMCO and BCM have the right to receive dividends or proceeds in their accounts, and the filers say that, to their knowledge, no other person holds such rights exceeding 5% of the class.