FFA
GTM

Farther Finance Advisors’s ZoomInfo Technologies GTM Stock Holding History

Farther Finance Advisors’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 		$5.18K Buy
1,770
+1,052
+147% +$4.73K ﹤0.01% 4779
2026
Q1 		$4.2K Buy
718
+228
+47% +$1.68K ﹤0.01% 4579
2025
Q4 		$4.98K Buy
490
+187
+62% +$1.93K ﹤0.01% 4311
2025
Q3 		$3.31K Buy
303
+11
+4% +$118 ﹤0.01% 3932
2025
Q2 		$2.96K Sell
292
-660
-69% -$6.11K ﹤0.01% 3564
2025
Q1 		$9.37K Buy
952
+699
+276% +$7.33K ﹤0.01% 2767
2024
Q4 		$2.66K Sell
253
-2,102
-89% -$22.5K ﹤0.01% 2900
2024
Q3 		$24.3K Buy
2,355
+1,185
+101% +$12.4K ﹤0.01% 1993
2024
Q2 		$14.8K Sell
1,170
-165
-12% -$2.31K ﹤0.01% 1899
2024
Q1 		$21.4K Buy
+1,335
New +$21.7K ﹤0.01% 1466
2023
Q4 		– Sell
-42
Closed -$689 – 3620
2023
Q3 		$689 Sell
42
-29
-41% -$593 ﹤0.01% 2181
2023
Q2 		$1.8K Sell
71
-163
-70% -$3.86K ﹤0.01% 1786
2023
Q1 		$5.78K Buy
234
+117
+100% +$3K ﹤0.01% 1292
2022
Q4 		$3.52K Buy
+117
New +$4.04K ﹤0.01% 1284

Other funds holding GTM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Farther Finance Advisors's GTM Position: Q2 2026 in Review

Farther Finance Advisors increased its ZoomInfo Technologies (GTM) stake by 147% in Q2 2026, buying an estimated $4.73K and bringing the position to 1,770 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4779.

Farther Finance Advisors first reported a position in GTM in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.3K in Q3 2024. 42 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Farther Finance Advisors held 1,770 shares of ZoomInfo Technologies worth $5.18K as of Q2 2026.
  • Farther Finance Advisors bought 1,052 ZoomInfo Technologies shares in Q2 2026, an estimated $4.73K.
  • ZoomInfo Technologies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4779 holding.
  • Farther Finance Advisors first reported a position in ZoomInfo Technologies in Q4 2022 and has held it in 14 quarters since.
  • Farther Finance Advisors's ZoomInfo Technologies position peaked at $24.3K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.