NAAA
GTM

New Age Alpha Advisors’s ZoomInfo Technologies GTM Stock Holding History

New Age Alpha Advisors’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
Q2 		– Sell
-16,518
Closed -$98.8K – 1006
2026
Q1 		$98.8K Sell
16,518
-405
-2% -$2.98K ﹤0.01% 690
2025
Q4 		$172K Sell
16,923
-19,349
-53% -$199K 0.01% 625
2025
Q3 		$396K Sell
36,272
-606
-2% -$6.5K 0.02% 523
2025
Q2 		$373K Sell
36,878
-2,297
-6% -$21.3K 0.02% 516
2025
Q1 		$392K Buy
39,175
+12,665
+48% +$133K 0.02% 539
2024
Q4 		$279K Buy
+26,510
New +$283K 0.01% 602

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

New Age Alpha Advisors's GTM Position: Q2 2026 in Review

New Age Alpha Advisors sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 16,518 shares — an estimated $98.8K sold.

New Age Alpha Advisors first reported a position in GTM in Q4 2024 and held it in 6 quarters. The position peaked at $396K in Q3 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • New Age Alpha Advisors reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • New Age Alpha Advisors sold 16,518 ZoomInfo Technologies shares in Q2 2026, an estimated $98.8K.
  • New Age Alpha Advisors first reported a position in ZoomInfo Technologies in Q4 2024 and held it in 6 quarters.
  • New Age Alpha Advisors's ZoomInfo Technologies position peaked at $396K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.