CAM
GTM

Claret Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Claret Asset Management’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 		– Sell
-22,688
Closed -$136K – 515
2026
Q1 		$136K Buy
22,688
+3
+0% +$22 0.02% 346
2025
Q4 		$231K Sell
22,685
-53
-0.2% -$546 0.03% 303
2025
Q3 		$248K Sell
22,738
-317
-1% -$3.4K 0.03% 261
2025
Q2 		$233K Buy
23,055
+6,737
+41% +$62.3K 0.03% 329
2025
Q1 		$163K Buy
16,318
+12
+0.1% +$126 0.02% 293
2024
Q4 		$171K Buy
16,306
+114
+0.7% +$1.22K 0.03% 299
2024
Q3 		$167K Buy
16,192
+84
+0.5% +$880 0.03% 327
2024
Q2 		$205K Buy
+16,108
New +$225K 0.04% 193

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

Claret Asset Management's GTM Position: Q2 2026 in Review

Claret Asset Management sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 22,688 shares — an estimated $136K sold.

Claret Asset Management first reported a position in GTM in Q2 2024 and held it in 8 quarters. The position peaked at $248K in Q3 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Claret Asset Management reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Claret Asset Management sold 22,688 ZoomInfo Technologies shares in Q2 2026, an estimated $136K.
  • Claret Asset Management first reported a position in ZoomInfo Technologies in Q2 2024 and held it in 8 quarters.
  • Claret Asset Management's ZoomInfo Technologies position peaked at $248K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.