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 $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
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.