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 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 $5.72T AUM 30.48% 1-Year Est. Return

RFM

RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Baird Financial Group's GTM Position: Q1 2026 in Review

Baird Financial Group increased its ZoomInfo Technologies (GTM) stake by 44% in Q1 2026, buying an estimated $81.3K and bringing the position to 36,343 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Baird Financial Group first reported a position in GTM in Q3 2021 and has held it in 9 quarters since. The position peaked at $41.4M in Q2 2023. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

Baird Financial Group held 36,343 shares of ZoomInfo Technologies worth $217K as of Q1 2026.
Baird Financial Group bought 11,057 ZoomInfo Technologies shares in Q1 2026, an estimated $81.3K.
ZoomInfo Technologies made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1746 holding.
Baird Financial Group first reported a position in ZoomInfo Technologies in Q3 2021 and has held it in 9 quarters since.
Baird Financial Group's ZoomInfo Technologies position peaked at $41.4M in Q2 2023.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.