CM
GTM

Caption Management’s ZoomInfo Technologies GTM Stock Holding History

Caption 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
2026
Q1 		$538K Buy
+90,000
New +$662K ﹤0.01% 1192
2023
Q4 		– Sell
-332,900
Closed -$5.46M – 1739
2023
Q3 		$5.46M Buy
+332,900
New +$6.8M 0.08% 293
2021
Q3 		– Sell
-111,500
Closed -$5.82M – 1849
2021
Q2 		$5.82M Buy
+111,500
New +$5.24M 0.08% 337

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

Caption Management's GTM Position: Q1 2026 in Review

Caption Management reduced its ZoomInfo Technologies (GTM) stake by 91% in Q1 2026, selling an estimated $386K and leaving 5,000 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Caption Management first reported a position in GTM in Q3 2024 and has held it in 6 quarters since. The position peaked at $829K in Q3 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Caption Management held 5,000 shares of ZoomInfo Technologies worth $29.9K as of Q1 2026.
  • Caption Management sold 52,484 ZoomInfo Technologies shares in Q1 2026, an estimated $386K.
  • ZoomInfo Technologies made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1444 holding.
  • Caption Management first reported a position in ZoomInfo Technologies in Q3 2024 and has held it in 6 quarters since.
  • Caption Management's ZoomInfo Technologies position peaked at $829K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.