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 		– Sell
-205,000
Closed -$2.08M – 2141
2025
Q4 		$2.08M Buy
+205,000
New +$2.11M 0.01% 816
2025
Q2 		– Sell
-100,000
Closed -$1M – 1983
2025
Q1 		$1M Buy
+100,000
New +$1.05M 0.01% 914

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Caption Management's GTM Position: Q2 2026 in Review

Caption Management held its ZoomInfo Technologies (GTM) position steady in Q2 2026 at 5,000 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Caption Management first reported a position in GTM in Q3 2024 and has held it in 7 quarters since. The position peaked at $829K in Q3 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Caption Management held 5,000 shares of ZoomInfo Technologies worth $14.7K as of Q2 2026.
  • Caption Management left its ZoomInfo Technologies share count unchanged in Q2 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Caption Management's portfolio in Q2 2026, its #1579 holding.
  • Caption Management first reported a position in ZoomInfo Technologies in Q3 2024 and has held it in 7 quarters since.
  • Caption Management's ZoomInfo Technologies position peaked at $829K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.