KF
GTM

Krilogy Financial’s ZoomInfo Technologies GTM Stock Holding History

Krilogy Financial’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 		$66.9K Sell
10,836
-9,761
-47% -$71.8K ﹤0.01% 941
2025
Q4 		$184K Sell
20,597
-4,083
-17% -$42K 0.01% 885
2025
Q3 		$277K Buy
+24,680
New +$265K 0.01% 716

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

Krilogy Financial's GTM Position: Q1 2026 in Review

Krilogy Financial reduced its ZoomInfo Technologies (GTM) stake by 47% in Q1 2026, selling an estimated $71.8K and leaving 10,836 shares worth $66.9K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Krilogy Financial first reported a position in GTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $277K in Q3 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Krilogy Financial held 10,836 shares of ZoomInfo Technologies worth $66.9K as of Q1 2026.
  • Krilogy Financial sold 9,761 ZoomInfo Technologies shares in Q1 2026, an estimated $71.8K.
  • ZoomInfo Technologies made up ﹤0.01% of Krilogy Financial's portfolio in Q1 2026, its #941 holding.
  • Krilogy Financial first reported a position in ZoomInfo Technologies in Q3 2025 and has held it in 3 quarters since.
  • Krilogy Financial's ZoomInfo Technologies position peaked at $277K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.