KIM
GTM

Kestrel Investment Management’s ZoomInfo Technologies GTM Stock Holding History

Kestrel Investment Management’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
Q2 		$1.6M Hold
547,100
– – 0.87% 37
2026
Q1 		$3.27M Sell
547,100
-4,500
-0.8% -$33.1K 1.95% 24
2025
Q4 		$5.61M Sell
551,600
-19,400
-3% -$200K 3.18% 12
2025
Q3 		$6.23M Hold
571,000
– – 3.51% 10
2025
Q2 		$5.78M Buy
+571,000
New +$5.28M 3.46% 9

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 $3.37T AUM 44.26% 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

Kestrel Investment Management's GTM Position: Q2 2026 in Review

Kestrel Investment Management held its ZoomInfo Technologies (GTM) position steady in Q2 2026 at 547,100 shares worth $1.6M. The position accounts for 0.87% of the portfolio, ranked #37.

Kestrel Investment Management first reported a position in GTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.23M in Q3 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Kestrel Investment Management held 547,100 shares of ZoomInfo Technologies worth $1.6M as of Q2 2026.
  • Kestrel Investment Management left its ZoomInfo Technologies share count unchanged in Q2 2026.
  • ZoomInfo Technologies made up 0.87% of Kestrel Investment Management's portfolio in Q2 2026, its #37 holding.
  • Kestrel Investment Management first reported a position in ZoomInfo Technologies in Q2 2025 and has held it in 5 quarters since.
  • Kestrel Investment Management's ZoomInfo Technologies position peaked at $6.23M in Q3 2025.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Kestrel Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.