IEQ Capital
GTM icon

IEQ Capital’s ZoomInfo Technologies GTM Stock Holding History

IEQ 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
2026
Q3 		– Sell
-125,223
Closed -$367K – 2274
2026
Q2 		$367K Buy
125,223
+81,005
+183% +$364K ﹤0.01% 1542
2026
Q1 		$264K Sell
44,218
-77,371
-64% -$569K ﹤0.01% 1577
2025
Q4 		$1.24M Sell
121,589
-558,991
-82% -$5.76M ﹤0.01% 955
2025
Q3 		$7.43M Sell
680,580
-79,947
-11% -$857K 0.02% 396
2025
Q2 		$7.7M Buy
760,527
+392,786
+107% +$3.64M 0.05% 303
2025
Q1 		$3.68M Buy
+367,741
New +$3.86M 0.03% 417
2024
Q1 		– Sell
-10,341
Closed -$191K – 1009
2023
Q4 		$191K Buy
+10,341
New +$162K ﹤0.01% 844
2022
Q4 		– Sell
-5,451
Closed -$227K – 902
2022
Q3 		$227K Buy
+5,451
New +$231K 0.01% 735

Other funds holding GTM

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

IEQ Capital's GTM Position: Q3 2026 in Review

IEQ Capital sold out of ZoomInfo Technologies (GTM) in Q3 2026, closing a stake of 125,223 shares — an estimated $367K sold.

IEQ Capital first reported a position in GTM in Q3 2022 and held it in 8 quarters. The position peaked at $7.7M in Q2 2025. 195 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

  • IEQ Capital reported no remaining ZoomInfo Technologies position as of Q3 2026 after selling out during the quarter.
  • IEQ Capital sold 125,223 ZoomInfo Technologies shares in Q3 2026, an estimated $367K.
  • IEQ Capital first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 8 quarters.
  • IEQ Capital's ZoomInfo Technologies position peaked at $7.7M in Q2 2025.
  • 195 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.