Cerity Partners’s ZoomInfo Technologies GTM Stock Holding History

Cerity 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 Q1	$4.87M	Sell	814,054 -772,997	-49%	-$5.68M	0.01%	1025
2025 Q4	$16.1M	Buy	1,587,051 +1,257,353	+381%	+$12.9M	0.02%	473
2025 Q3	$3.6M	Sell	329,698 -52,214	-14%	-$560K	0.01%	1020
2025 Q2	$3.86M	Buy	381,912 +148,102	+63%	+$1.37M	0.01%	928
2025 Q1	$2.34M	Buy	233,810 +114,823	+97%	+$1.2M	﹤0.01%	1042
2024 Q4	$1.25M	Sell	118,987 -3,919	-3%	-$41.9K	﹤0.01%	1317
2024 Q3	$1.27M	Sell	122,906 -16,189	-12%	-$170K	﹤0.01%	1298
2024 Q2	$1.78M	Buy	139,095 +14,551	+12%	+$204K	﹤0.01%	960
2024 Q1	$2M	Buy	124,544 +9,614	+8%	+$156K	0.01%	971
2023 Q4	$2.13M	Sell	114,930 -312,116	-73%	-$4.89M	0.01%	754
2023 Q3	$7M	Buy	+427,046	New	+$8.73M	0.03%	357
2021 Q1	–	Sell	-4,229	Closed	-$204K	–	748
2020 Q4	$204K	Buy	+4,229	New	+$182K	0.01%	597

Other funds holding GTM

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cerity Partners's GTM Position: Q1 2026 in Review

Cerity Partners reduced its ZoomInfo Technologies (GTM) stake by 49% in Q1 2026, selling an estimated $5.68M and leaving 814,054 shares worth $4.87M. The position accounts for 0.01% of the portfolio, ranked #1025.

Cerity Partners first reported a position in GTM in Q4 2020 and has held it in 12 quarters since. The position peaked at $16.1M in Q4 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

Cerity Partners held 814,054 shares of ZoomInfo Technologies worth $4.87M as of Q1 2026.
Cerity Partners sold 772,997 ZoomInfo Technologies shares in Q1 2026, an estimated $5.68M.
ZoomInfo Technologies made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1025 holding.
Cerity Partners first reported a position in ZoomInfo Technologies in Q4 2020 and has held it in 12 quarters since.
Cerity Partners's ZoomInfo Technologies position peaked at $16.1M in Q4 2025.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.