JFG
GTM

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
2025
Q2 		– Sell
-27,600
Closed -$276K – 1885
2025
Q1 		$276K Buy
+27,600
New +$289K ﹤0.01% 1271
2024
Q3 		– Sell
-20,000
Closed -$255K – 1822
2024
Q2 		$255K Buy
+20,000
New +$280K ﹤0.01% 1161
2023
Q2 		– Sell
-91,600
Closed -$2.26M – 2062
2023
Q1 		$2.26M Buy
+91,600
New +$2.35M 0.02% 618

Other funds holding GTM

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