Essential Partners’s ZoomInfo Technologies GTM Stock Holding History

Essential 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 Q3	$303	Sell	80 -4,990	-98%	-$18.1K	﹤0.01%	2519
2026 Q2	$14.9K	Sell	5,070 -38,770	-88%	-$174K	0.01%	1021
2026 Q1	$262K	Sell	43,840 -25,617	-37%	-$188K	0.09%	245
2025 Q4	$706K	Sell	69,457 -2,678	-4%	-$27.6K	0.22%	129
2025 Q3	$787K	Sell	72,135 -2,693	-4%	-$28.9K	0.26%	103
2025 Q2	$757K	Buy	+74,828	New	+$693K	0.3%	93

Other funds holding GTM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Essential Partners's GTM Position: Q3 2026 in Review

Essential Partners reduced its ZoomInfo Technologies (GTM) stake by 98% in Q3 2026, selling an estimated $18.1K and leaving 80 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

Essential Partners first reported a position in GTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $787K in Q3 2025. 33 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

Essential Partners held 80 shares of ZoomInfo Technologies worth $303 as of Q3 2026.
Essential Partners sold 4,990 ZoomInfo Technologies shares in Q3 2026, an estimated $18.1K.
ZoomInfo Technologies made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2519 holding.
Essential Partners first reported a position in ZoomInfo Technologies in Q2 2025 and has held it in 6 quarters since.
Essential Partners's ZoomInfo Technologies position peaked at $787K in Q3 2025.
33 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.