Citigroup
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Citigroup’s ZoomInfo Technologies GTM Stock Holding History

Citigroup’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
Q3 		$3.85M Buy
1,016,454
+748,106
+279% +$2.72M ﹤0.01% 2313
2026
Q2 		$786K Sell
268,348
-583,703
-69% -$2.62M ﹤0.01% 3628
2026
Q1 		$5.1M Buy
852,051
+771,779
+961% +$5.68M ﹤0.01% 1955
2025
Q4 		$816K Buy
80,272
+2,559
+3% +$26.3K ﹤0.01% 3264
2025
Q3 		$848K Buy
77,713
+1,482
+2% +$15.9K ﹤0.01% 3262
2025
Q2 		$771K Sell
76,231
-9,504
-11% -$88K ﹤0.01% 3342
2025
Q1 		$857K Buy
85,735
+7,822
+10% +$82K ﹤0.01% 3357
2024
Q4 		$819K Buy
77,913
+17,659
+29% +$189K ﹤0.01% 3513
2024
Q3 		$622K Sell
60,254
-44,148
-42% -$462K ﹤0.01% 3590
2024
Q2 		$1.33M Sell
104,402
-30,238
-22% -$423K ﹤0.01% 2681
2024
Q1 		$2.16M Buy
134,640
+49,867
+59% +$812K ﹤0.01% 2377
2023
Q4 		$1.57M Sell
84,773
-108,371
-56% -$1.7M ﹤0.01% 2445
2023
Q3 		$3.17M Buy
193,144
+46,794
+32% +$956K ﹤0.01% 1685
2023
Q2 		$3.72M Buy
146,350
+3,848
+3% +$91.1K ﹤0.01% 1696
2023
Q1 		$3.52M Buy
142,502
+29,842
+26% +$766K ﹤0.01% 1677
2022
Q4 		$3.39M Sell
112,660
-25,244
-18% -$871K ﹤0.01% 1699
2022
Q3 		$5.74M Sell
137,904
-17,790
-11% -$755K ﹤0.01% 1473
2022
Q2 		$5.18M Buy
155,694
+3,658
+2% +$161K ﹤0.01% 1519
2022
Q1 		$9.08M Buy
152,036
+65,309
+75% +$3.5M 0.01% 1348
2021
Q4 		$5.57M Buy
86,727
+70,935
+449% +$4.75M ﹤0.01% 1747
2021
Q3 		$966K Sell
15,792
-26,867
-63% -$1.61M ﹤0.01% 3112
2021
Q2 		$2.23M Buy
42,659
+14,645
+52% +$688K ﹤0.01% 2587
2021
Q1 		$1.37M Buy
28,014
+3,104
+12% +$156K ﹤0.01% 2743
2020
Q4 		$1.2M Buy
24,910
+5,178
+26% +$223K ﹤0.01% 3355
2020
Q3 		$848K Buy
19,732
+19,157
+3,332% +$751K ﹤0.01% 3423
2020
Q2 		$29K Buy
+575
New +$27.5K ﹤0.01% 6349

Other funds holding GTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Villanova Investment Management
Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Citigroup's GTM Position: Q3 2026 in Review

Citigroup increased its ZoomInfo Technologies (GTM) stake by 279% in Q3 2026, buying an estimated $2.72M and bringing the position to 1,016,454 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Citigroup first reported a position in GTM in Q2 2020 and has held it in 26 quarters since. The position peaked at $9.08M in Q1 2022. 91 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

  • Citigroup held 1,016,454 shares of ZoomInfo Technologies worth $3.85M as of Q3 2026.
  • Citigroup bought 748,106 ZoomInfo Technologies shares in Q3 2026, an estimated $2.72M.
  • ZoomInfo Technologies made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2313 holding.
  • Citigroup first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 26 quarters since.
  • Citigroup's ZoomInfo Technologies position peaked at $9.08M in Q1 2022.
  • 91 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.