Cerity Partners
GTM

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
Q2 		$11.5M Buy
3,934,850
+3,120,796
+383% +$14M 0.01% 695
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
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

Cerity Partners's GTM Position: Q2 2026 in Review

Cerity Partners increased its ZoomInfo Technologies (GTM) stake by 383% in Q2 2026, buying an estimated $14M and bringing the position to 3,934,850 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #695.

Cerity Partners first reported a position in GTM in Q4 2020 and has held it in 13 quarters since. The position peaked at $16.1M in Q4 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Cerity Partners held 3,934,850 shares of ZoomInfo Technologies worth $11.5M as of Q2 2026.
  • Cerity Partners bought 3,120,796 ZoomInfo Technologies shares in Q2 2026, an estimated $14M.
  • ZoomInfo Technologies made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #695 holding.
  • Cerity Partners first reported a position in ZoomInfo Technologies in Q4 2020 and has held it in 13 quarters since.
  • Cerity Partners's ZoomInfo Technologies position peaked at $16.1M in Q4 2025.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.