GC
GTM

Guggenheim Capital’s ZoomInfo Technologies GTM Stock Holding History

Guggenheim Capital’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
2025
Q4 		– Sell
-57,181
Closed -$624K – 1850
2025
Q3 		$624K Buy
57,181
+2,120
+4% +$22.7K ﹤0.01% 1093
2025
Q2 		$557K Buy
55,061
+3,437
+7% +$31.8K ﹤0.01% 1124
2025
Q1 		$516K Sell
51,624
-3,812
-7% -$40K ﹤0.01% 1187
2024
Q4 		$583K Sell
55,436
-2,004
-3% -$21.4K ﹤0.01% 1201
2024
Q3 		$593K Sell
57,440
-42
-0.1% -$440 ﹤0.01% 1337
2024
Q2 		$734K Sell
57,482
-1,488
-3% -$20.8K 0.01% 1264
2024
Q1 		$945K Buy
58,970
+8,737
+17% +$142K 0.01% 1211
2023
Q4 		$929K Buy
50,233
+18,238
+57% +$286K 0.01% 1195
2023
Q3 		$525K Buy
31,995
+15,987
+100% +$327K ﹤0.01% 1397
2023
Q2 		$406K Sell
16,008
-809
-5% -$19.2K ﹤0.01% 1559
2023
Q1 		$416K Buy
16,817
+6,945
+70% +$178K ﹤0.01% 1560
2022
Q4 		$297K Buy
9,872
+599
+6% +$20.7K ﹤0.01% 1673
2022
Q3 		$386K Buy
9,273
+73
+0.8% +$3.1K ﹤0.01% 1582
2022
Q2 		$306K Buy
9,200
+633
+7% +$27.9K ﹤0.01% 1772
2022
Q1 		$512K Sell
8,567
-4,438
-34% -$238K ﹤0.01% 1681
2021
Q4 		$835K Buy
13,005
+8,901
+217% +$596K ﹤0.01% 1450
2021
Q3 		$251K Sell
4,104
-1,421
-26% -$85K ﹤0.01% 1983
2021
Q2 		$288K Buy
+5,525
New +$260K ﹤0.01% 2036

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guggenheim Capital's GTM Position: Q4 2025 in Review

Guggenheim Capital sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 57,181 shares — an estimated $624K sold.

Guggenheim Capital first reported a position in GTM in Q2 2021 and held it in 18 quarters. The position peaked at $945K in Q1 2024. 358 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

  • Guggenheim Capital reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
  • Guggenheim Capital sold 57,181 ZoomInfo Technologies shares in Q4 2025, an estimated $624K.
  • Guggenheim Capital first reported a position in ZoomInfo Technologies in Q2 2021 and held it in 18 quarters.
  • Guggenheim Capital's ZoomInfo Technologies position peaked at $945K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on Guggenheim Capital's 13F filing for Q4 2025, filed 17 Feb 2026.