C
GTM

Covestor’s ZoomInfo Technologies GTM Stock Holding History

Covestor’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 		$29K Buy
10,011
+8,272
+476% +$37.2K 0.02% 1048
2026
Q1 		$10K Sell
1,739
-1,602
-48% -$11.8K 0.01% 1434
2025
Q4 		$34K Buy
3,341
+1,632
+95% +$16.8K 0.02% 1055
2025
Q3 		$19K Buy
1,709
+991
+138% +$10.6K 0.01% 1301
2025
Q2 		$7K Sell
718
-20
-3% -$185 ﹤0.01% 1722
2025
Q1 		$7K Buy
738
+4
+0.5% +$42 ﹤0.01% 1688
2024
Q4 		$8K Buy
734
+3
+0.4% +$32 0.01% 1656
2024
Q3 		$8K Sell
731
-2,031
-74% -$21.3K 0.01% 1679
2024
Q2 		$35K Sell
2,762
-577
-17% -$8.07K 0.02% 1003
2024
Q1 		$54K Buy
3,339
+2,861
+599% +$46.6K 0.03% 856
2023
Q4 		$9K Buy
478
+16
+3% +$251 0.01% 1669
2023
Q3 		$8K Buy
462
+17
+4% +$347 0.01% 1590
2023
Q2 		$11K Buy
445
+17
+4% +$403 0.01% 1410
2023
Q1 		$11K Buy
428
+122
+40% +$3.13K 0.01% 1287
2022
Q4 		$9K Buy
306
+1
+0.3% +$35 0.01% 1391
2022
Q3 		$13K Buy
+305
New +$13K 0.01% 1169

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Covestor's GTM Position: Q2 2026 in Review

Covestor increased its ZoomInfo Technologies (GTM) stake by 476% in Q2 2026, buying an estimated $37.2K and bringing the position to 10,011 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #1048.

Covestor first reported a position in GTM in Q3 2022 and has held it in 16 quarters since. The position peaked at $54K in Q1 2024. 167 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Covestor held 10,011 shares of ZoomInfo Technologies worth $29K as of Q2 2026.
  • Covestor bought 8,272 ZoomInfo Technologies shares in Q2 2026, an estimated $37.2K.
  • ZoomInfo Technologies made up 0.02% of Covestor's portfolio in Q2 2026, its #1048 holding.
  • Covestor first reported a position in ZoomInfo Technologies in Q3 2022 and has held it in 16 quarters since.
  • Covestor's ZoomInfo Technologies position peaked at $54K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.