Edgestream Partners’s ZoomInfo Technologies GTM Stock Holding History

Edgestream Partners’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	–	Sell	-243,150	Closed	-$2.47M	–	1155
2025 Q4	$2.47M	Buy	+243,150	New	+$2.5M	0.07%	473
2025 Q1	–	Sell	-17,432	Closed	-$183K	–	1122
2024 Q4	$183K	Sell	17,432 -111,441	-86%	-$1.19M	0.01%	824
2024 Q3	$1.33M	Buy	128,873 +22,593	+21%	+$237K	0.06%	511
2024 Q2	$1.36M	Buy	+106,280	New	+$1.49M	0.07%	444
2024 Q1	–	Sell	-49,314	Closed	-$912K	–	1054
2023 Q4	$912K	Buy	49,314 +13,596	+38%	+$213K	0.07%	469
2023 Q3	$586K	Buy	+35,718	New	+$730K	0.05%	550

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

Edgestream Partners's GTM Position: Q1 2026 in Review

Edgestream Partners sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 243,150 shares — an estimated $2.47M sold.

Edgestream Partners first reported a position in GTM in Q3 2023 and held it in 6 quarters. The position peaked at $2.47M in Q4 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

Edgestream Partners reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 243,150 ZoomInfo Technologies shares in Q1 2026, an estimated $2.47M.
Edgestream Partners first reported a position in ZoomInfo Technologies in Q3 2023 and held it in 6 quarters.
Edgestream Partners's ZoomInfo Technologies position peaked at $2.47M in Q4 2025.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.