BFS
GTM

Bare Financial Services’s ZoomInfo Technologies GTM Stock Holding History

Bare Financial Services’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
-156
Closed -$933 – 1934
2026
Q1 		$933 Buy
156
+33
+27% +$243 ﹤0.01% 1284
2025
Q4 		$1.25K Buy
123
+18
+17% +$185 ﹤0.01% 1037
2025
Q3 		$1.15K Buy
105
+49
+88% +$525 ﹤0.01% 981
2025
Q2 		$567 Buy
56
+18
+47% +$167 ﹤0.01% 1087
2025
Q1 		$380 Buy
+38
New +$398 ﹤0.01% 905

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bare Financial Services's GTM Position: Q2 2026 in Review

Bare Financial Services sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 156 shares — an estimated $933 sold.

Bare Financial Services first reported a position in GTM in Q1 2025 and held it in 5 quarters. The position peaked at $1.25K in Q4 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Bare Financial Services reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Bare Financial Services sold 156 ZoomInfo Technologies shares in Q2 2026, an estimated $933.
  • Bare Financial Services first reported a position in ZoomInfo Technologies in Q1 2025 and held it in 5 quarters.
  • Bare Financial Services's ZoomInfo Technologies position peaked at $1.25K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.