Crestline Management’s ZoomInfo Technologies GTM Stock Holding History

Crestline 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
2025 Q1	–	Sell	-116,979	Closed	-$1.23M	–	680
2024 Q4	$1.23M	Buy	+116,979	New	+$1.25M	0.04%	378
2024 Q2	–	Sell	-62,913	Closed	-$1.01M	–	202
2024 Q1	$1.01M	Buy	+62,913	New	+$1.02M	0.09%	147
2023 Q2	–	Sell	-60,301	Closed	-$1.49M	–	197
2023 Q1	$1.49M	Buy	+60,301	New	+$1.55M	0.18%	112
2022 Q4	–	Sell	-56,495	Closed	-$2.35M	–	222
2022 Q3	$2.35M	Sell	56,495 -23,703	-30%	-$1.01M	0.32%	78
2022 Q2	$2.67M	Buy	+80,198	New	+$3.54M	0.35%	69
2020 Q3	–	Sell	-10,000	Closed	-$510K	–	208
2020 Q2	$510K	Buy	+10,000	New	+$478K	0.09%	93

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Crestline Management's GTM Position: Q1 2025 in Review

Crestline Management sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 116,979 shares — an estimated $1.23M sold.

Crestline Management first reported a position in GTM in Q2 2020 and held it in 6 quarters. The position peaked at $2.67M in Q2 2022. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

Crestline Management reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
Crestline Management sold 116,979 ZoomInfo Technologies shares in Q1 2025, an estimated $1.23M.
Crestline Management first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 6 quarters.
Crestline Management's ZoomInfo Technologies position peaked at $2.67M in Q2 2022.
360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.