Baker Avenue Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Baker Avenue Asset Management’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	$172K	Buy	+28,821	New	+$212K	﹤0.01%	735
2023 Q4	–	Sell	-111	Closed	-$1.82K	–	1543
2023 Q3	$1.82K	Buy	111 +101	+1,010%	+$2.06K	﹤0.01%	1152
2023 Q2	$254	Buy	+10	New	+$237	﹤0.01%	1541
2023 Q1	–	Sell	-48	Closed	-$1.45K	–	1761
2022 Q4	$1.45K	Buy	+48	New	+$1.66K	﹤0.01%	1003

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

Baker Avenue Asset Management's GTM Position: Q1 2026 in Review

Baker Avenue Asset Management opened a new position in ZoomInfo Technologies (GTM) in Q1 2026: 28,821 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in GTM as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in GTM in Q4 2022 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

Baker Avenue Asset Management held 28,821 shares of ZoomInfo Technologies worth $172K as of Q1 2026.
ZoomInfo Technologies was a new Baker Avenue Asset Management position in Q1 2026.
ZoomInfo Technologies made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #735 holding.
Baker Avenue Asset Management first reported a position in ZoomInfo Technologies in Q4 2022 and has held it in 4 quarters since.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.