SCHEDULE 13G/A: Baron Capital Group Amends SEC Filing, Disclosing 4.91% Stake in Gartner, Inc.

Baron Capital Group and its affiliated entities have filed an Amendment No. 21 to Schedule 13G, reporting a beneficial ownership of 4.91% of Gartner, Inc.'s common stock as of March 31, 2025.

Summary

• Baron Capital Group, Inc. (BCG), along with its subsidiaries BAMCO, Inc. (BAMCO) and Baron Capital Management, Inc. (BCM), and individual Ronald Baron, collectively reported beneficial ownership of 3,771,609 shares of Gartner, Inc. common stock.
• This aggregate ownership represents 4.91% of Gartner, Inc.'s outstanding common stock.
• Ronald Baron and Baron Capital Group, Inc. each reported shared voting power over 3,690,259 shares and shared dispositive power over 3,771,609 shares.
• BAMCO, Inc. reported shared voting power over 3,470,451 shares and shared dispositive power over 3,551,801 shares, representing 4.62% of the class.
• Baron Capital Management, Inc. reported shared voting power and shared dispositive power over 219,808 shares, representing 0.29% of the class.
• The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Gartner, Inc.

Sentiment

Score: 5

Explanation: The document is a factual, regulatory disclosure of beneficial ownership and does not contain information that would indicate a positive or negative sentiment regarding the issuer's performance or outlook.

Positives

• The continued disclosure of a significant stake by a reputable institutional investor like Baron Capital Group may signal ongoing confidence in Gartner, Inc.'s long-term prospects.

Future Outlook

NA

Industry Context

This filing is a routine disclosure required by the SEC when an institutional investor's beneficial ownership of a company's stock reaches or changes certain thresholds. It indicates that Baron Capital Group continues to hold a significant, though non-controlling, stake in Gartner, Inc., a leading research and advisory company.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional investor's stake in the company, which can influence market perception and investor confidence.

Key Dates

Keywords

Gartner, Baron Capital Group, SEC filing, Schedule 13G, beneficial ownership, institutional investor, common stock, GART