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
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 $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

CAPTRUST Financial Advisors's GTM Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its ZoomInfo Technologies (GTM) stake by 19% in Q1 2026, buying an estimated $66K and bringing the position to 56,862 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

CAPTRUST Financial Advisors first reported a position in GTM in Q3 2021 and has held it in 17 quarters since. The position peaked at $714K in Q2 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • CAPTRUST Financial Advisors held 56,862 shares of ZoomInfo Technologies worth $340K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 8,977 ZoomInfo Technologies shares in Q1 2026, an estimated $66K.
  • ZoomInfo Technologies made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2306 holding.
  • CAPTRUST Financial Advisors first reported a position in ZoomInfo Technologies in Q3 2021 and has held it in 17 quarters since.
  • CAPTRUST Financial Advisors's ZoomInfo Technologies position peaked at $714K in Q2 2025.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

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