Hel Ved Capital Management’s ZoomInfo Technologies GTM Stock Holding History

Hel Ved 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
2025 Q3	–	Sell	-149,900	Closed	-$1.52M	–	112
2025 Q2	$1.52M	Sell	149,900 -181,350	-55%	-$1.68M	0.4%	49
2025 Q1	$3.31M	Sell	331,250 -238,550	-42%	-$2.5M	1.2%	19
2024 Q4	$5.99M	Buy	569,800 +526,600	+1,219%	+$5.63M	1.75%	17
2024 Q3	$446K	Buy	+43,200	New	+$452K	0.2%	51
2023 Q4	–	Sell	-30,460	Closed	-$500K	–	72
2023 Q3	$500K	Buy	+30,460	New	+$623K	0.17%	38

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hel Ved Capital Management's GTM Position: Q3 2025 in Review

Hel Ved Capital Management sold out of ZoomInfo Technologies (GTM) in Q3 2025, closing a stake of 149,900 shares — an estimated $1.52M sold.

Hel Ved Capital Management first reported a position in GTM in Q3 2023 and held it in 5 quarters. The position peaked at $5.99M in Q4 2024. 351 funds tracked by Wall St. Rank hold GTM as of Q3 2025.

Hel Ved Capital Management reported no remaining ZoomInfo Technologies position as of Q3 2025 after selling out during the quarter.
Hel Ved Capital Management sold 149,900 ZoomInfo Technologies shares in Q3 2025, an estimated $1.52M.
Hel Ved Capital Management first reported a position in ZoomInfo Technologies in Q3 2023 and held it in 5 quarters.
Hel Ved Capital Management's ZoomInfo Technologies position peaked at $5.99M in Q4 2024.
351 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2025.

Based on Hel Ved Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.