NewSquare Capital’s ZoomInfo Technologies GTM Stock Holding History

NewSquare 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 Q2	–	Sell	-20	Closed	-$200	–	1387
2025 Q1	$200	Buy	+20	New	+$210	﹤0.01%	1116
2023 Q3	–	Sell	-9	Closed	-$229	–	915
2023 Q2	$229	Hold	9	–	–	﹤0.01%	750
2023 Q1	$222	Hold	9	–	–	﹤0.01%	785
2022 Q4	$271	Buy	+9	New	+$311	﹤0.01%	710
2020 Q4	–	Sell	-650	Closed	-$28K	–	394
2020 Q3	$28K	Buy	+650	New	+$25.5K	﹤0.01%	189

Other funds holding GTM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

NewSquare Capital's GTM Position: Q2 2025 in Review

NewSquare Capital sold out of ZoomInfo Technologies (GTM) in Q2 2025, closing a stake of 20 shares — an estimated $200 sold.

NewSquare Capital first reported a position in GTM in Q3 2020 and held it in 5 quarters. The position peaked at $28K in Q3 2020. 353 funds tracked by Wall St. Rank hold GTM as of Q2 2025.

NewSquare Capital reported no remaining ZoomInfo Technologies position as of Q2 2025 after selling out during the quarter.
NewSquare Capital sold 20 ZoomInfo Technologies shares in Q2 2025, an estimated $200.
NewSquare Capital first reported a position in ZoomInfo Technologies in Q3 2020 and held it in 5 quarters.
NewSquare Capital's ZoomInfo Technologies position peaked at $28K in Q3 2020.
353 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.