CSP
GTM

Cary Street Partners’s ZoomInfo Technologies GTM Stock Holding History

Cary Street Partners’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 		$180K Buy
+61,578
New +$277K ﹤0.01% 942

Other funds holding GTM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Cary Street Partners's GTM Position: Q2 2026 in Review

Cary Street Partners opened a new position in ZoomInfo Technologies (GTM) in Q2 2026: 61,578 shares worth $180K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings.

23 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Cary Street Partners held 61,578 shares of ZoomInfo Technologies worth $180K as of Q2 2026.
  • ZoomInfo Technologies was a new Cary Street Partners position in Q2 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #942 holding.
  • 23 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.