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 Q2	–	Sell	-25,144	Closed	-$150K	–	1942
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 $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capstone Investment Advisors's GTM Position: Q2 2026 in Review

Capstone Investment Advisors sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 25,144 shares — an estimated $150K sold.

Capstone Investment Advisors first reported a position in GTM in Q4 2020 and held it in 5 quarters. The position peaked at $736K in Q4 2020. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Capstone Investment Advisors reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
Capstone Investment Advisors sold 25,144 ZoomInfo Technologies shares in Q2 2026, an estimated $150K.
Capstone Investment Advisors first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 5 quarters.
Capstone Investment Advisors's ZoomInfo Technologies position peaked at $736K in Q4 2020.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.