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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital's GTM Position: Q2 2026 in Review

IEQ Capital increased its ZoomInfo Technologies (GTM) stake by 183% in Q2 2026, buying an estimated $364K and bringing the position to 125,223 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

IEQ Capital first reported a position in GTM in Q3 2022 and has held it in 8 quarters since. The position peaked at $7.7M in Q2 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

IEQ Capital held 125,223 shares of ZoomInfo Technologies worth $367K as of Q2 2026.
IEQ Capital bought 81,005 ZoomInfo Technologies shares in Q2 2026, an estimated $364K.
ZoomInfo Technologies made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1542 holding.
IEQ Capital first reported a position in ZoomInfo Technologies in Q3 2022 and has held it in 8 quarters since.
IEQ Capital's ZoomInfo Technologies position peaked at $7.7M in Q2 2025.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.