Capstone Investment Advisors’s ZoomInfo Technologies GTM Stock Holding History

Capstone Investment Advisors’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	$150K	Buy	+25,144	New	+$185K	﹤0.01%	1538
2025 Q4	–	Sell	-33,231	Closed	-$363K	–	2130
2025 Q3	$363K	Sell	33,231 -28,293	-46%	-$303K	﹤0.01%	1557
2025 Q2	$623K	Buy	+61,524	New	+$569K	﹤0.01%	1047
2024 Q4	–	Sell	-14,409	Closed	-$149K	–	2048
2024 Q3	$149K	Buy	+14,409	New	+$151K	﹤0.01%	1645
2021 Q1	–	Sell	-15,251	Closed	-$736K	–	1975
2020 Q4	$736K	Buy	+15,251	New	+$657K	﹤0.01%	1165

Other funds holding GTM

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capstone Investment Advisors's GTM Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in ZoomInfo Technologies (GTM) in Q1 2026: 25,144 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in GTM as recently as Q3 2025.

Capstone Investment Advisors first reported a position in GTM in Q4 2020 and has held it in 5 quarters since. The position peaked at $736K in Q4 2020. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

Capstone Investment Advisors held 25,144 shares of ZoomInfo Technologies worth $150K as of Q1 2026.
ZoomInfo Technologies was a new Capstone Investment Advisors position in Q1 2026.
ZoomInfo Technologies made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1538 holding.
Capstone Investment Advisors first reported a position in ZoomInfo Technologies in Q4 2020 and has held it in 5 quarters since.
Capstone Investment Advisors's ZoomInfo Technologies position peaked at $736K in Q4 2020.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.