Optas LLC’s ZoomInfo Technologies GTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$36K Sell
12,283
-6,080
-33% -$27.3K 0.01% 493
2026
Q1
$110K Buy
18,363
+631
+4% +$4.64K 0.02% 469
2025
Q4
$180K Buy
+17,732
New +$183K 0.03% 442

Other funds holding GTM

Optas LLC's GTM Position: Q2 2026 in Review

Optas LLC reduced its ZoomInfo Technologies (GTM) stake by 33% in Q2 2026, selling an estimated $27.3K and leaving 12,283 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #493.

Optas LLC first reported a position in GTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $180K in Q4 2025. 50 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Optas LLC held 12,283 shares of ZoomInfo Technologies worth $36K as of Q2 2026.
  • Optas LLC sold 6,080 ZoomInfo Technologies shares in Q2 2026, an estimated $27.3K.
  • ZoomInfo Technologies made up 0.01% of Optas LLC's portfolio in Q2 2026, its #493 holding.
  • Optas LLC first reported a position in ZoomInfo Technologies in Q4 2025 and has held it in 3 quarters since.
  • Optas LLC's ZoomInfo Technologies position peaked at $180K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.