Baird Financial Group’s ZoomInfo Technologies GTM Stock Holding History

Baird Financial Group’s Portfolio GTM Stock Details GTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-36,343	Closed	-$217K	–	1992
2026 Q1	$217K	Buy	36,343 +11,057	+44%	+$81.3K	﹤0.01%	1746
2025 Q4	$257K	Sell	25,286 -3	-0%	-$31	﹤0.01%	1678
2025 Q3	$276K	Buy	25,289 +3	+0%	+$32	﹤0.01%	1655
2025 Q2	$256K	Hold	25,286	–	–	﹤0.01%	1633
2025 Q1	$253K	Buy	25,286 +6,235	+33%	+$65.4K	﹤0.01%	1624
2024 Q4	$200K	Buy	+19,051	New	+$204K	﹤0.01%	1687
2023 Q3	–	Sell	-1,630,672	Closed	-$41.4M	–	1769
2023 Q2	$41.4M	Buy	+1,630,672	New	+$38.6M	0.11%	191
2022 Q1	–	Sell	-16,563	Closed	-$1.06M	–	1944
2021 Q4	$1.06M	Buy	16,563 +148	+0.9%	+$9.91K	﹤0.01%	1176
2021 Q3	$1M	Buy	+16,415	New	+$982K	﹤0.01%	1200

Other funds holding GTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baird Financial Group's GTM Position: Q2 2026 in Review

Baird Financial Group sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 36,343 shares — an estimated $217K sold.

Baird Financial Group first reported a position in GTM in Q3 2021 and held it in 9 quarters. The position peaked at $41.4M in Q2 2023. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Baird Financial Group reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
Baird Financial Group sold 36,343 ZoomInfo Technologies shares in Q2 2026, an estimated $217K.
Baird Financial Group first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 9 quarters.
Baird Financial Group's ZoomInfo Technologies position peaked at $41.4M in Q2 2023.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.