Morgan Stanley
GTM

Morgan Stanley’s ZoomInfo Technologies GTM Stock Holding History

Morgan Stanley’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 		$26.2M Buy
4,375,366
+2,951,105
+207% +$21.7M ﹤0.01% 2686
2025
Q4 		$14.5M Sell
1,424,261
-1,090,010
-43% -$11.2M ﹤0.01% 3239
2025
Q3 		$27.4M Buy
2,514,271
+260,656
+12% +$2.79M ﹤0.01% 2575
2025
Q2 		$22.8M Buy
2,253,615
+147,056
+7% +$1.36M ﹤0.01% 2669
2025
Q1 		$21.1M Sell
2,106,559
-22,575,382
-91% -$237M ﹤0.01% 2652
2024
Q4 		$259M Buy
24,681,941
+17,616,611
+249% +$188M 0.02% 719
2024
Q3 		$72.9M Sell
7,065,330
-290,799
-4% -$3.04M 0.01% 1497
2024
Q2 		$93.9M Sell
7,356,129
-3,445,612
-32% -$48.2M 0.01% 1225
2024
Q1 		$173M Sell
10,801,741
-18,524,839
-63% -$301M 0.01% 870
2023
Q4 		$542M Buy
29,326,580
+16,994,405
+138% +$266M 0.02% 641
2023
Q3 		$202M Buy
12,332,175
+3,129,403
+34% +$64M 0.02% 692
2023
Q2 		$234M Sell
9,202,772
-13,444,892
-59% -$318M 0.02% 652
2023
Q1 		$560M Sell
22,647,664
-3,737,893
-14% -$95.9M 0.06% 311
2022
Q4 		$794M Buy
26,385,557
+1,879,587
+8% +$64.9M 0.09% 220
2022
Q3 		$1.02B Buy
24,505,970
+1,718,671
+8% +$73M 0.14% 147
2022
Q2 		$757M Sell
22,787,299
-2,654,467
-10% -$117M 0.1% 194
2022
Q1 		$1.52B Buy
25,441,766
+6,471,414
+34% +$347M 0.21% 109
2021
Q4 		$1.22B Buy
18,970,352
+1,042,136
+6% +$69.8M 0.15% 148
2021
Q3 		$1.1B Buy
17,928,216
+6,718,367
+60% +$402M 0.15% 157
2021
Q2 		$585M Sell
11,209,849
-209,615
-2% -$9.85M 0.08% 231
2021
Q1 		$558M Buy
11,419,464
+6,506,257
+132% +$327M 0.08% 224
2020
Q4 		$237M Buy
4,913,207
+2,159,914
+78% +$93M 0.04% 416
2020
Q3 		$118M Buy
2,753,293
+2,615,021
+1,891% +$103M 0.02% 537
2020
Q2 		$7.06M Buy
+138,272
New +$6.61M ﹤0.01% 2312

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

Morgan Stanley's GTM Position: Q1 2026 in Review

Morgan Stanley increased its ZoomInfo Technologies (GTM) stake by 207% in Q1 2026, buying an estimated $21.7M and bringing the position to 4,375,366 shares worth $26.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Morgan Stanley first reported a position in GTM in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.52B in Q1 2022. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Morgan Stanley held 4,375,366 shares of ZoomInfo Technologies worth $26.2M as of Q1 2026.
  • Morgan Stanley bought 2,951,105 ZoomInfo Technologies shares in Q1 2026, an estimated $21.7M.
  • ZoomInfo Technologies made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2686 holding.
  • Morgan Stanley first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 24 quarters since.
  • Morgan Stanley's ZoomInfo Technologies position peaked at $1.52B in Q1 2022.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.