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
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 $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

Kestrel Investment Management's GTM Position: Q1 2026 in Review

Kestrel Investment Management reduced its ZoomInfo Technologies (GTM) stake by 0.82% in Q1 2026, selling an estimated $33.1K and leaving 547,100 shares worth $3.27M. The position accounts for 1.95% of the portfolio, ranked #24.

Kestrel Investment Management first reported a position in GTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.23M in Q3 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Kestrel Investment Management held 547,100 shares of ZoomInfo Technologies worth $3.27M as of Q1 2026.
  • Kestrel Investment Management sold 4,500 ZoomInfo Technologies shares in Q1 2026, an estimated $33.1K.
  • ZoomInfo Technologies made up 1.95% of Kestrel Investment Management's portfolio in Q1 2026, its #24 holding.
  • Kestrel Investment Management first reported a position in ZoomInfo Technologies in Q2 2025 and has held it in 4 quarters since.
  • Kestrel Investment Management's ZoomInfo Technologies position peaked at $6.23M in Q3 2025.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Kestrel Investment Management's 13F filing for Q1 2026, filed 5 May 2026.