Jefferies Financial Group’s ZoomInfo Technologies GTM Stock Holding History

Jefferies Financial Group’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	–	Sell	-67,880	Closed	-$406K	–	2099
2026 Q1	$406K	Buy	+67,880	New	+$499K	﹤0.01%	1294
2025 Q4	–	Sell	-30,657	Closed	-$334K	–	2106
2025 Q3	$334K	Buy	30,657 +657	+2%	+$7.04K	﹤0.01%	1181
2025 Q2	$304K	Sell	30,000 -50,700	-63%	-$469K	﹤0.01%	1027
2025 Q1	$807K	Buy	80,700 +66,414	+465%	+$696K	0.01%	882
2024 Q4	$150K	Buy	+14,286	New	+$153K	﹤0.01%	1417
2024 Q3	–	Sell	-25,000	Closed	-$319K	–	1821
2024 Q2	$319K	Sell	25,000 -175,481	-88%	-$2.45M	﹤0.01%	1104
2024 Q1	$3.21M	Buy	+200,481	New	+$3.26M	0.03%	430
2023 Q4	–	Sell	-15,874	Closed	-$260K	–	2042
2023 Q3	$260K	Buy	+15,874	New	+$324K	﹤0.01%	1271
2023 Q2	–	Sell	-102,810	Closed	-$2.54M	–	2061
2023 Q1	$2.54M	Buy	+102,810	New	+$2.64M	0.02%	577

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's GTM Position: Q2 2026 in Review

Jefferies Financial Group sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 67,880 shares — an estimated $406K sold.

Jefferies Financial Group first reported a position in GTM in Q1 2023 and held it in 9 quarters. The position peaked at $3.21M in Q1 2024. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Jefferies Financial Group reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
Jefferies Financial Group sold 67,880 ZoomInfo Technologies shares in Q2 2026, an estimated $406K.
Jefferies Financial Group first reported a position in ZoomInfo Technologies in Q1 2023 and held it in 9 quarters.
Jefferies Financial Group's ZoomInfo Technologies position peaked at $3.21M in Q1 2024.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.