ECM
GTM

Evergreen Capital Management’s ZoomInfo Technologies GTM Stock Holding History

Evergreen Capital 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
2026
Q2 		– Sell
-16,174
Closed -$96.7K – 1684
2026
Q1 		$96.7K Sell
16,174
-4,977
-24% -$36.6K ﹤0.01% 1465
2025
Q4 		$215K Buy
21,151
+1,790
+9% +$18.4K ﹤0.01% 1264
2025
Q3 		$211K Buy
19,361
+6,481
+50% +$69.5K 0.01% 1205
2025
Q2 		$130K Sell
12,880
-63
-0.5% -$583 ﹤0.01% 1077
2025
Q1 		$129K Buy
+12,943
New +$136K ﹤0.01% 1047
2024
Q4 		– Sell
-12,271
Closed -$127K – 1127
2024
Q3 		$127K Buy
+12,271
New +$128K ﹤0.01% 977

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

Evergreen Capital Management's GTM Position: Q2 2026 in Review

Evergreen Capital Management sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 16,174 shares — an estimated $96.7K sold.

Evergreen Capital Management first reported a position in GTM in Q3 2024 and held it in 6 quarters. The position peaked at $215K in Q4 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Evergreen Capital Management reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 16,174 ZoomInfo Technologies shares in Q2 2026, an estimated $96.7K.
  • Evergreen Capital Management first reported a position in ZoomInfo Technologies in Q3 2024 and held it in 6 quarters.
  • Evergreen Capital Management's ZoomInfo Technologies position peaked at $215K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.