FFM
GTM

Forum Financial Management’s ZoomInfo Technologies GTM Stock Holding History

Forum Financial 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
Q1 		– Sell
-13,743
Closed -$140K – 1007
2025
Q4 		$140K Buy
13,743
+8
+0.1% +$82 ﹤0.01% 986
2025
Q3 		$150K Buy
13,735
+3,259
+31% +$34.9K ﹤0.01% 986
2025
Q2 		$106K Buy
+10,476
New +$97K ﹤0.01% 932

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Forum Financial Management's GTM Position: Q1 2026 in Review

Forum Financial Management sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 13,743 shares — an estimated $140K sold.

Forum Financial Management first reported a position in GTM in Q2 2025 and held it in 3 quarters. The position peaked at $150K in Q3 2025. 364 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Forum Financial Management reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 13,743 ZoomInfo Technologies shares in Q1 2026, an estimated $140K.
  • Forum Financial Management first reported a position in ZoomInfo Technologies in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's ZoomInfo Technologies position peaked at $150K in Q3 2025.
  • 364 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.