BCM
GTM

Barrier Capital Management’s ZoomInfo Technologies GTM Stock Holding History

Barrier Capital 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
2023
Q4 		– Sell
-296,699
Closed -$4.87M – 17
2023
Q3 		$4.87M Buy
296,699
+70,799
+31% +$1.45M 5.91% 11
2023
Q2 		$5.74M Buy
225,900
+50,418
+29% +$1.19M 6% 9
2023
Q1 		$4.34M Buy
+175,482
New +$4.5M 5.11% 10

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Barrier Capital Management's GTM Position: Q4 2023 in Review

Barrier Capital Management sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 296,699 shares — an estimated $4.87M sold.

Barrier Capital Management first reported a position in GTM in Q1 2023 and held it in 3 quarters. The position peaked at $5.74M in Q2 2023. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • Barrier Capital Management reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • Barrier Capital Management sold 296,699 ZoomInfo Technologies shares in Q4 2023, an estimated $4.87M.
  • Barrier Capital Management first reported a position in ZoomInfo Technologies in Q1 2023 and held it in 3 quarters.
  • Barrier Capital Management's ZoomInfo Technologies position peaked at $5.74M in Q2 2023.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Barrier Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.