Carlyle Group’s ZoomInfo Technologies GTM Stock Holding History

Carlyle Group’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
2024 Q4	–	Sell	-11,665,307	Closed	-$120M	–	30
2024 Q3	$120M	Sell	11,665,307 -5,579,440	-32%	-$58.4M	12.62%	3
2024 Q2	$220M	Sell	17,244,747 -8,999,727	-34%	-$126M	20.91%	2
2024 Q1	$421M	Sell	26,244,474 -9,000,000	-26%	-$146M	26.52%	2
2023 Q4	$652M	Sell	35,244,474 -1,132,819	-3%	-$17.8M	31.34%	2
2023 Q3	$597M	Sell	36,377,293 -285,176	-0.8%	-$5.83M	25.88%	2
2023 Q2	$931M	Hold	36,662,469	–	–	33.16%	2
2023 Q1	$906M	Hold	36,662,469	–	–	27.02%	2
2022 Q4	$1.1B	Sell	36,662,469 -1,358,946	-4%	-$46.9M	32.12%	1
2022 Q3	$1.58B	Sell	38,021,415 -3,649,730	-9%	-$155M	50.3%	1
2022 Q2	$1.39B	Sell	41,671,145 -574,292	-1%	-$25.3M	23.89%	2
2022 Q1	$2.52B	Sell	42,245,437 -2,032,600	-5%	-$109M	30.19%	2
2021 Q4	$2.84B	Sell	44,278,037 -16,477,436	-27%	-$1.1B	29.54%	2
2021 Q3	$3.72B	Sell	60,755,473 -27,539,994	-31%	-$1.65B	29.42%	1
2021 Q2	$4.61B	Sell	88,295,467 -990,868	-1%	-$46.6M	31.17%	1
2021 Q1	$4.37B	Sell	89,286,335 -3,930,984	-4%	-$197M	33.04%	1
2020 Q4	$4.5B	Sell	93,217,319 -5,908,798	-6%	-$255M	60.21%	1
2020 Q3	$4.26B	Sell	99,126,117 -7,061,428	-7%	-$277M	58.02%	1
2020 Q2	$5.42B	Buy	+106,187,545	New	+$5.08B	61.39%	1

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Carlyle Group's GTM Position: Q4 2024 in Review

Carlyle Group sold out of ZoomInfo Technologies (GTM) in Q4 2024, closing a stake of 11,665,307 shares — an estimated $120M sold.

Carlyle Group first reported a position in GTM in Q2 2020 and held it in 18 quarters. The position peaked at $5.42B in Q2 2020. 332 funds tracked by Wall St. Rank hold GTM as of Q4 2024.

Carlyle Group reported no remaining ZoomInfo Technologies position as of Q4 2024 after selling out during the quarter.
Carlyle Group sold 11,665,307 ZoomInfo Technologies shares in Q4 2024, an estimated $120M.
Carlyle Group first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 18 quarters.
Carlyle Group's ZoomInfo Technologies position peaked at $5.42B in Q2 2020.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2024.

Based on Carlyle Group's 13F filing for Q4 2024, filed 13 Feb 2025.