Envestnet Asset Management
GTM

Envestnet Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Envestnet 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
2025
Q4 		– Sell
-15,806
Closed -$172K – 4693
2025
Q3 		$172K Sell
15,806
-543
-3% -$5.82K ﹤0.01% 4352
2025
Q2 		$165K Sell
16,349
-150
-0.9% -$1.39K ﹤0.01% 4277
2025
Q1 		$165K Sell
16,499
-11,120
-40% -$117K ﹤0.01% 4177
2024
Q4 		$290K Sell
27,619
-27,007
-49% -$289K ﹤0.01% 3909
2024
Q3 		$564K Sell
54,626
-220,879
-80% -$2.31M ﹤0.01% 3482
2024
Q2 		$3.52M Buy
275,505
+3,023
+1% +$42.3K ﹤0.01% 2259
2024
Q1 		$4.37M Sell
272,482
-22,427
-8% -$365K ﹤0.01% 2077
2023
Q4 		$5.45M Sell
294,909
-3,181
-1% -$49.9K ﹤0.01% 1835
2023
Q3 		$4.89M Sell
298,090
-535,859
-64% -$11M ﹤0.01% 1813
2023
Q2 		$21.2M Buy
833,949
+307,316
+58% +$7.28M 0.01% 901
2023
Q1 		$13M Buy
526,633
+274,343
+109% +$7.04M 0.01% 1106
2022
Q4 		$7.6M Sell
252,290
-11,601
-4% -$400K ﹤0.01% 1351
2022
Q3 		$11M Buy
263,891
+183,002
+226% +$7.77M 0.01% 1083
2022
Q2 		$2.69M Buy
80,889
+58,420
+260% +$2.58M ﹤0.01% 1909
2022
Q1 		$1.34M Sell
22,469
-709
-3% -$38K ﹤0.01% 2447
2021
Q4 		$1.49M Buy
23,178
+15,846
+216% +$1.06M ﹤0.01% 2359
2021
Q3 		$449K Buy
+7,332
New +$439K ﹤0.01% 3031

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management's GTM Position: Q4 2025 in Review

Envestnet Asset Management sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 15,806 shares — an estimated $172K sold.

Envestnet Asset Management first reported a position in GTM in Q3 2021 and held it in 17 quarters. The position peaked at $21.2M in Q2 2023. 359 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

  • Envestnet Asset Management reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 15,806 ZoomInfo Technologies shares in Q4 2025, an estimated $172K.
  • Envestnet Asset Management first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 17 quarters.
  • Envestnet Asset Management's ZoomInfo Technologies position peaked at $21.2M in Q2 2023.
  • 359 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.