LPL Financial
GTM

LPL Financial’s ZoomInfo Technologies GTM Stock Holding History

LPL 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
2025
Q4 		– Sell
-21,617
Closed -$236K – 6091
2025
Q3 		$236K Buy
21,617
+5,836
+37% +$62.6K ﹤0.01% 5229
2025
Q2 		$160K Sell
15,781
-3,486
-18% -$32.3K ﹤0.01% 5156
2025
Q1 		$193K Buy
+19,267
New +$202K ﹤0.01% 4882
2024
Q4 		– Sell
-14,651
Closed -$151K – 5455
2024
Q3 		$151K Buy
14,651
+1,085
+8% +$11.4K ﹤0.01% 4806
2024
Q2 		$173K Buy
13,566
+719
+6% +$10.1K ﹤0.01% 4614
2024
Q1 		$206K Sell
12,847
-57,196
-82% -$931K ﹤0.01% 4488
2023
Q4 		$1.3M Sell
70,043
-37,602
-35% -$590K ﹤0.01% 2822
2023
Q3 		$1.77M Buy
107,645
+31,008
+40% +$634K ﹤0.01% 2402
2023
Q2 		$1.95M Buy
76,637
+11,923
+18% +$282K ﹤0.01% 2274
2023
Q1 		$1.6M Buy
64,714
+8,421
+15% +$216K ﹤0.01% 2335
2022
Q4 		$1.69M Buy
56,293
+17,601
+45% +$608K ﹤0.01% 2195
2022
Q3 		$1.61M Buy
38,692
+619
+2% +$26.3K ﹤0.01% 2151
2022
Q2 		$1.27M Sell
38,073
-623
-2% -$27.5K ﹤0.01% 2389
2022
Q1 		$2.31M Buy
38,696
+1,291
+3% +$69.3K ﹤0.01% 1947
2021
Q4 		$2.4M Buy
37,405
+1,364
+4% +$91.3K ﹤0.01% 1952
2021
Q3 		$2.21M Buy
36,041
+7,122
+25% +$426K ﹤0.01% 1966
2021
Q2 		$1.51M Sell
28,919
-1,125
-4% -$52.9K ﹤0.01% 2205
2021
Q1 		$1.47M Buy
30,044
+1,984
+7% +$99.7K ﹤0.01% 2073
2020
Q4 		$1.35M Buy
+28,060
New +$1.21M ﹤0.01% 1952

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
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial's GTM Position: Q4 2025 in Review

LPL Financial sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 21,617 shares — an estimated $236K sold.

LPL Financial first reported a position in GTM in Q4 2020 and held it in 19 quarters. The position peaked at $2.4M in Q4 2021. 359 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

  • LPL Financial reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 21,617 ZoomInfo Technologies shares in Q4 2025, an estimated $236K.
  • LPL Financial first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 19 quarters.
  • LPL Financial's ZoomInfo Technologies position peaked at $2.4M in Q4 2021.
  • 359 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.