Neo Ivy Capital Management’s ZoomInfo Technologies GTM Stock Holding History

Neo Ivy Capital 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
2025 Q4	–	Sell	-29,214	Closed	-$319K	–	548
2025 Q3	$319K	Buy	29,214 +10,030	+52%	+$108K	0.08%	268
2025 Q2	$194K	Buy	+19,184	New	+$178K	0.06%	274
2024 Q4	–	Sell	-69,768	Closed	-$720K	–	420
2024 Q3	$720K	Buy	+69,768	New	+$731K	0.23%	166
2022 Q4	–	Sell	-12	Closed	–	–	562
2022 Q3	$0	Buy	+12	New	+$510	﹤0.01%	584

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

RFM

RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neo Ivy Capital Management's GTM Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 29,214 shares — an estimated $319K sold.

Neo Ivy Capital Management first reported a position in GTM in Q3 2022 and held it in 4 quarters. The position peaked at $720K in Q3 2024. 360 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

Neo Ivy Capital Management reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 29,214 ZoomInfo Technologies shares in Q4 2025, an estimated $319K.
Neo Ivy Capital Management first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 4 quarters.
Neo Ivy Capital Management's ZoomInfo Technologies position peaked at $720K in Q3 2024.
360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.