CAPTRUST Financial Advisors
GTM

CAPTRUST Financial Advisors’s ZoomInfo Technologies GTM Stock Holding History

CAPTRUST Financial 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 		$187K Buy
63,856
+6,994
+12% +$31.4K ﹤0.01% 2902
2026
Q1 		$340K Buy
56,862
+8,977
+19% +$66K ﹤0.01% 2306
2025
Q4 		$487K Sell
47,885
-15,300
-24% -$158K ﹤0.01% 1915
2025
Q3 		$689K Sell
63,185
-7,372
-10% -$79K ﹤0.01% 1629
2025
Q2 		$714K Buy
70,557
+27,899
+65% +$258K ﹤0.01% 1518
2025
Q1 		$427K Buy
+42,658
New +$447K ﹤0.01% 1735
2024
Q3 		– Sell
-14,378
Closed -$184K – 2363
2024
Q2 		$184K Buy
14,378
+754
+6% +$10.5K ﹤0.01% 2060
2024
Q1 		$218K Sell
13,624
-1,225
-8% -$19.9K ﹤0.01% 1956
2023
Q4 		$275K Sell
14,849
-847
-5% -$13.3K ﹤0.01% 2173
2023
Q3 		$257K Buy
15,696
+238
+2% +$4.86K ﹤0.01% 2105
2023
Q2 		$392K Buy
15,458
+3,655
+31% +$86.5K ﹤0.01% 1778
2023
Q1 		$292K Sell
11,803
-449
-4% -$11.5K ﹤0.01% 1766
2022
Q4 		$369K Buy
12,252
+4,649
+61% +$160K ﹤0.01% 1506
2022
Q3 		$317K Sell
7,603
-1,824
-19% -$77.5K ﹤0.01% 1499
2022
Q2 		$313K Buy
9,427
+4,195
+80% +$185K ﹤0.01% 1402
2022
Q1 		$313K Buy
5,232
+3,395
+185% +$182K ﹤0.01% 1416
2021
Q4 		$118K Buy
1,837
+40
+2% +$2.68K ﹤0.01% 2032
2021
Q3 		$110K Buy
+1,797
New +$107K ﹤0.01% 2000

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

CAPTRUST Financial Advisors's GTM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its ZoomInfo Technologies (GTM) stake by 12% in Q2 2026, buying an estimated $31.4K and bringing the position to 63,856 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

CAPTRUST Financial Advisors first reported a position in GTM in Q3 2021 and has held it in 18 quarters since. The position peaked at $714K in Q2 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • CAPTRUST Financial Advisors held 63,856 shares of ZoomInfo Technologies worth $187K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 6,994 ZoomInfo Technologies shares in Q2 2026, an estimated $31.4K.
  • ZoomInfo Technologies made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2902 holding.
  • CAPTRUST Financial Advisors first reported a position in ZoomInfo Technologies in Q3 2021 and has held it in 18 quarters since.
  • CAPTRUST Financial Advisors's ZoomInfo Technologies position peaked at $714K in Q2 2025.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.