BAM
GTM icon

Bellevue Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Bellevue 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
2025
Q4 		– Sell
-133
Closed -$1.45K – 511
2025
Q3 		$1.45K Sell
133
-47
-26% -$504 ﹤0.01% 468
2025
Q2 		$1.82K Hold
180
– – ﹤0.01% 443
2025
Q1 		$1.8K Hold
180
– – ﹤0.01% 434
2024
Q4 		$1.89K Hold
180
– – ﹤0.01% 444
2024
Q3 		$1.86K Hold
180
– – ﹤0.01% 421
2024
Q2 		$2.3K Hold
180
– – ﹤0.01% 392
2024
Q1 		$2.88K Buy
180
+26
+17% +$423 ﹤0.01% 372
2023
Q4 		$2.85K Buy
+154
New +$2.42K ﹤0.01% 365

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bellevue Asset Management's GTM Position: Q4 2025 in Review

Bellevue Asset Management sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 133 shares — an estimated $1.45K sold.

Bellevue Asset Management first reported a position in GTM in Q4 2023 and held it in 8 quarters. The position peaked at $2.88K in Q1 2024. 360 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

  • Bellevue Asset Management reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
  • Bellevue Asset Management sold 133 ZoomInfo Technologies shares in Q4 2025, an estimated $1.45K.
  • Bellevue Asset Management first reported a position in ZoomInfo Technologies in Q4 2023 and held it in 8 quarters.
  • Bellevue Asset Management's ZoomInfo Technologies position peaked at $2.88K in Q1 2024.
  • 360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on Bellevue Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.