LC
GTM

Lindbrook Capital’s ZoomInfo Technologies GTM Stock Holding History

Lindbrook Capital’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
Q1 		$20.2K Buy
2,018
+133
+7% +$1.4K ﹤0.01% 1350
2024
Q4 		$19.8K Sell
1,885
-82
-4% -$877 ﹤0.01% 1295
2024
Q3 		$20.3K Buy
1,967
+1,027
+109% +$10.8K ﹤0.01% 1292
2024
Q2 		$12K Buy
940
+592
+170% +$8.28K ﹤0.01% 1523
2024
Q1 		$5.58K Sell
348
-475
-58% -$7.73K ﹤0.01% 1850
2023
Q4 		$15.2K Buy
823
+815
+10,188% +$12.8K ﹤0.01% 1327
2023
Q3 		$131 Sell
8
-352
-98% -$7.19K ﹤0.01% 2647
2023
Q2 		$9.14K Buy
360
+18
+5% +$426 ﹤0.01% 1517
2023
Q1 		$8.45K Buy
342
+263
+333% +$6.75K ﹤0.01% 1557
2022
Q4 		$2.38K Buy
79
+71
+888% +$2.45K ﹤0.01% 2165
2022
Q3 		$0 Buy
+8
New +$340 ﹤0.01% 2947
2021
Q3 		– Sell
-150
Closed -$8K – 2027
2021
Q2 		$8K Sell
150
-50
-25% -$2.35K ﹤0.01% 1160
2021
Q1 		$10K Buy
200
+70
+54% +$3.52K ﹤0.01% 1037
2020
Q4 		$6K Buy
130
+80
+160% +$3.45K ﹤0.01% 1144
2020
Q3 		$2K Buy
+50
New +$1.96K ﹤0.01% 1460

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lindbrook Capital's GTM Position: Q1 2025 in Review

Lindbrook Capital increased its ZoomInfo Technologies (GTM) stake by 7.1% in Q1 2025, buying an estimated $1.4K and bringing the position to 2,018 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Lindbrook Capital first reported a position in GTM in Q3 2020 and has held it in 15 quarters since. The position peaked at $20.3K in Q3 2024. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

  • Lindbrook Capital held 2,018 shares of ZoomInfo Technologies worth $20.2K as of Q1 2025.
  • Lindbrook Capital bought 133 ZoomInfo Technologies shares in Q1 2025, an estimated $1.4K.
  • ZoomInfo Technologies made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1350 holding.
  • Lindbrook Capital first reported a position in ZoomInfo Technologies in Q3 2020 and has held it in 15 quarters since.
  • Lindbrook Capital's ZoomInfo Technologies position peaked at $20.3K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.