CVA Family Office’s ZoomInfo Technologies GTM Stock Holding History

CVA Family Office’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 Q1	$1.1K	Buy	+184	New	+$1.35K	﹤0.01%	1636
2025 Q2	–	Sell	-45	Closed	-$450	–	1475
2025 Q1	$450	Buy	+45	New	+$472	﹤0.01%	1337
2024 Q3	–	Sell	-39	Closed	-$498	–	1357
2024 Q2	$498	Buy	+39	New	+$546	﹤0.01%	1208
2023 Q3	–	Sell	-100	Closed	-$2.54K	–	989
2023 Q2	$2.54K	Hold	100	–	–	﹤0.01%	871
2023 Q1	$2.47K	Sell	100 -15	-13%	-$385	﹤0.01%	842
2022 Q4	$3.46K	Sell	115 -665	-85%	-$23K	﹤0.01%	774
2022 Q3	$32K	Buy	780 +155	+25%	+$6.58K	0.01%	458
2022 Q2	$21K	Buy	625 +565	+942%	+$24.9K	0.01%	536
2022 Q1	$4K	Buy	+60	New	+$3.22K	﹤0.01%	816

Other funds holding GTM

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

RFM

RPD Fund Management New York $306M AUM 36.7% 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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CVA Family Office's GTM Position: Q1 2026 in Review

CVA Family Office opened a new position in ZoomInfo Technologies (GTM) in Q1 2026: 184 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #1636 among its holdings. This is a return to the name: CVA Family Office previously reported a position in GTM as recently as Q1 2025.

CVA Family Office first reported a position in GTM in Q1 2022 and has held it in 9 quarters since. The position peaked at $32K in Q3 2022. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

CVA Family Office held 184 shares of ZoomInfo Technologies worth $1.1K as of Q1 2026.
ZoomInfo Technologies was a new CVA Family Office position in Q1 2026.
ZoomInfo Technologies made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1636 holding.
CVA Family Office first reported a position in ZoomInfo Technologies in Q1 2022 and has held it in 9 quarters since.
CVA Family Office's ZoomInfo Technologies position peaked at $32K in Q3 2022.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.