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

RFM

RPD Fund Management New York $306M AUM 36.7% 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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jefferies Financial Group's GTM Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in ZoomInfo Technologies (GTM) in Q1 2026: 67,880 shares worth $406K. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in GTM as recently as Q3 2025.

Jefferies Financial Group first reported a position in GTM in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.21M in Q1 2024. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

Jefferies Financial Group held 67,880 shares of ZoomInfo Technologies worth $406K as of Q1 2026.
ZoomInfo Technologies was a new Jefferies Financial Group position in Q1 2026.
ZoomInfo Technologies made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1294 holding.
Jefferies Financial Group first reported a position in ZoomInfo Technologies in Q1 2023 and has held it in 9 quarters since.
Jefferies Financial Group's ZoomInfo Technologies position peaked at $3.21M in Q1 2024.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.