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 Q2	$30K	Sell	10,229 -18,592	-65%	-$83.6K	﹤0.01%	816
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 $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 $3.38T AUM 44.17% 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

Baker Avenue Asset Management's GTM Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its ZoomInfo Technologies (GTM) stake by 65% in Q2 2026, selling an estimated $83.6K and leaving 10,229 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Baker Avenue Asset Management first reported a position in GTM in Q4 2022 and has held it in 5 quarters since. The position peaked at $172K in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Baker Avenue Asset Management held 10,229 shares of ZoomInfo Technologies worth $30K as of Q2 2026.
Baker Avenue Asset Management sold 18,592 ZoomInfo Technologies shares in Q2 2026, an estimated $83.6K.
ZoomInfo Technologies made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #816 holding.
Baker Avenue Asset Management first reported a position in ZoomInfo Technologies in Q4 2022 and has held it in 5 quarters since.
Baker Avenue Asset Management's ZoomInfo Technologies position peaked at $172K in Q1 2026.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.