CAM
GTM

Cresset Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Cresset 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 		$52.6K Buy
17,961
+126
+0.7% +$566 ﹤0.01% 1704
2026
Q1 		$107K Buy
17,835
+2,200
+14% +$16.2K ﹤0.01% 1534
2025
Q4 		$159K Sell
15,635
-1,109
-7% -$11.4K ﹤0.01% 1528
2025
Q3 		$183K Sell
16,744
-1,802
-10% -$19.3K ﹤0.01% 1441
2025
Q2 		$188K Buy
18,546
+6,813
+58% +$63.1K ﹤0.01% 1314
2025
Q1 		$117K Sell
11,733
-3,907
-25% -$41K ﹤0.01% 1603
2024
Q4 		$164K Sell
15,640
-28,199
-64% -$301K ﹤0.01% 1591
2024
Q3 		$452K Buy
+43,839
New +$459K ﹤0.01% 1581
2024
Q2 		– Sell
-19,465
Closed -$312K – 2178
2024
Q1 		$312K Buy
19,465
+3,884
+25% +$63.2K ﹤0.01% 1560
2023
Q4 		$288K Buy
+15,581
New +$244K ﹤0.01% 1506
2023
Q3 		– Sell
-16,200
Closed -$411K – 1998
2023
Q2 		$411K Buy
+16,200
New +$384K ﹤0.01% 1374
2023
Q1 		– Sell
-52,679
Closed -$1.59M – 875
2022
Q4 		$1.59M Buy
52,679
+23,715
+82% +$819K 0.02% 233
2022
Q3 		$1.21M Buy
28,964
+1,504
+5% +$63.9K 0.02% 310
2022
Q2 		$913K Sell
27,460
-1,250
-4% -$55.2K 0.01% 400
2022
Q1 		$1.72M Buy
28,710
+24,810
+636% +$1.33M 0.02% 273
2021
Q4 		$251K Buy
3,900
+600
+18% +$40.2K ﹤0.01% 954
2021
Q3 		$202K Buy
+3,300
New +$197K ﹤0.01% 1031

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

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

Cresset Asset Management increased its ZoomInfo Technologies (GTM) stake by 0.71% in Q2 2026, buying an estimated $566 and bringing the position to 17,961 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Cresset Asset Management first reported a position in GTM in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.72M in Q1 2022. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Cresset Asset Management held 17,961 shares of ZoomInfo Technologies worth $52.6K as of Q2 2026.
  • Cresset Asset Management bought 126 ZoomInfo Technologies shares in Q2 2026, an estimated $566.
  • ZoomInfo Technologies made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1704 holding.
  • Cresset Asset Management first reported a position in ZoomInfo Technologies in Q3 2021 and has held it in 17 quarters since.
  • Cresset Asset Management's ZoomInfo Technologies position peaked at $1.72M in Q1 2022.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.