KA
GTM

Kerrisdale Advisers’s ZoomInfo Technologies GTM Stock Holding History

Kerrisdale Advisers’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 		– Sell
-348,428
Closed -$3.54M – 123
2025
Q4 		$3.54M Hold
348,428
– – 1.67% 17
2025
Q3 		$3.8M Buy
348,428
+6,130
+2% +$65.7K 1.97% 18
2025
Q2 		$3.46M Buy
342,298
+51,750
+18% +$479K 1.81% 15
2025
Q1 		$2.91M Sell
290,548
-20,795
-7% -$218K 1.22% 20
2024
Q4 		$3.27M Sell
311,343
-51,952
-14% -$555K 1.11% 24
2024
Q3 		$3.75M Buy
363,295
+201,465
+124% +$2.11M 1.27% 25
2024
Q2 		$2.07M Buy
161,830
+134,440
+491% +$1.88M 0.65% 40
2024
Q1 		$439K Hold
27,390
– – 0.14% 72
2023
Q4 		$506K Hold
27,390
– – 0.15% 71
2023
Q3 		$449K Buy
+27,390
New +$560K 0.14% 77
2023
Q2 		– Sell
-26,355
Closed -$651K – 101
2023
Q1 		$651K Buy
+26,355
New +$676K 0.19% 71

Other funds holding GTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $303M 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 $3.69B 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 $2.11B 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