EP
GTM

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Essential Partners's GTM Position: Q2 2026 in Review

Essential Partners reduced its ZoomInfo Technologies (GTM) stake by 88% in Q2 2026, selling an estimated $174K and leaving 5,070 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #1021.

Essential Partners first reported a position in GTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $787K in Q3 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Essential Partners held 5,070 shares of ZoomInfo Technologies worth $14.9K as of Q2 2026.
  • Essential Partners sold 38,770 ZoomInfo Technologies shares in Q2 2026, an estimated $174K.
  • ZoomInfo Technologies made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1021 holding.
  • Essential Partners first reported a position in ZoomInfo Technologies in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's ZoomInfo Technologies position peaked at $787K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.