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 Q3	$10.9K	Buy	+2,868	New	+$10.4K	﹤0.01%	1260
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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jefferies Financial Group's GTM Position: Q3 2026 in Review

Jefferies Financial Group opened a new position in ZoomInfo Technologies (GTM) in Q3 2026: 2,868 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in GTM as recently as Q1 2026.

Jefferies Financial Group first reported a position in GTM in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.21M in Q1 2024. 158 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

Jefferies Financial Group held 2,868 shares of ZoomInfo Technologies worth $10.9K as of Q3 2026.
ZoomInfo Technologies was a new Jefferies Financial Group position in Q3 2026.
ZoomInfo Technologies made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #1260 holding.
Jefferies Financial Group first reported a position in ZoomInfo Technologies in Q1 2023 and has held it in 10 quarters since.
Jefferies Financial Group's ZoomInfo Technologies position peaked at $3.21M in Q1 2024.
158 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.