NAM
GTM

NorthCrest Asset Manangement’s ZoomInfo Technologies GTM Stock Holding History

NorthCrest Asset Manangement’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 		$41.7K Sell
14,181
-2,766
-16% -$12.4K ﹤0.01% 909
2026
Q1 		$98.5K Buy
+16,947
New +$125K ﹤0.01% 751
2025
Q2 		– Sell
-18,619
Closed -$186K – 666
2025
Q1 		$186K Buy
+18,619
New +$195K 0.01% 569

Other funds holding GTM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

NorthCrest Asset Manangement's GTM Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its ZoomInfo Technologies (GTM) stake by 16% in Q2 2026, selling an estimated $12.4K and leaving 14,181 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

NorthCrest Asset Manangement first reported a position in GTM in Q1 2025 and has held it in 3 quarters since. The position peaked at $186K in Q1 2025. 22 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • NorthCrest Asset Manangement held 14,181 shares of ZoomInfo Technologies worth $41.7K as of Q2 2026.
  • NorthCrest Asset Manangement sold 2,766 ZoomInfo Technologies shares in Q2 2026, an estimated $12.4K.
  • ZoomInfo Technologies made up ﹤0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #909 holding.
  • NorthCrest Asset Manangement first reported a position in ZoomInfo Technologies in Q1 2025 and has held it in 3 quarters since.
  • NorthCrest Asset Manangement's ZoomInfo Technologies position peaked at $186K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.