BGAI
GTM

Bruce G. Allen Investments’s ZoomInfo Technologies GTM Stock Holding History

Bruce G. Allen Investments’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 		$3.43K Buy
574
+480
+511% +$3.53K ﹤0.01% 627
2025
Q4 		$956 Hold
94
– – ﹤0.01% 834
2025
Q3 		$1.03K Hold
94
– – ﹤0.01% 821
2025
Q2 		$951 Buy
94
+30
+47% +$278 ﹤0.01% 837
2025
Q1 		$640 Buy
64
+34
+113% +$357 ﹤0.01% 889
2024
Q4 		$315 Hold
30
– – ﹤0.01% 1025
2024
Q3 		$310 Sell
30
-27
-47% -$283 ﹤0.01% 1048
2024
Q2 		$728 Sell
57
-16
-22% -$224 ﹤0.01% 815
2024
Q1 		$1.17K Buy
73
+19
+35% +$309 ﹤0.01% 761
2023
Q4 		$998 Buy
+54
New +$847 ﹤0.01% 828

Other funds holding GTM

BlackRock
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
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
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bruce G. Allen Investments's GTM Position: Q1 2026 in Review

Bruce G. Allen Investments increased its ZoomInfo Technologies (GTM) stake by 511% in Q1 2026, buying an estimated $3.53K and bringing the position to 574 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Bruce G. Allen Investments first reported a position in GTM in Q4 2023 and has held it in 10 quarters since. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Bruce G. Allen Investments held 574 shares of ZoomInfo Technologies worth $3.43K as of Q1 2026.
  • Bruce G. Allen Investments bought 480 ZoomInfo Technologies shares in Q1 2026, an estimated $3.53K.
  • ZoomInfo Technologies made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #627 holding.
  • Bruce G. Allen Investments first reported a position in ZoomInfo Technologies in Q4 2023 and has held it in 10 quarters since.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.