OSAM
GTM

O'Shaughnessy Asset Management’s ZoomInfo Technologies GTM Stock Holding History

O'Shaughnessy Asset 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
2026
Q2 		$157K Buy
53,603
+40,573
+311% +$182K ﹤0.01% 2081
2026
Q1 		$77.9K Buy
+13,030
New +$95.8K ﹤0.01% 2167

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

O'Shaughnessy Asset Management's GTM Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its ZoomInfo Technologies (GTM) stake by 311% in Q2 2026, buying an estimated $182K and bringing the position to 53,603 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

O'Shaughnessy Asset Management first reported a position in GTM in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • O'Shaughnessy Asset Management held 53,603 shares of ZoomInfo Technologies worth $157K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 40,573 ZoomInfo Technologies shares in Q2 2026, an estimated $182K.
  • ZoomInfo Technologies made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2081 holding.
  • O'Shaughnessy Asset Management first reported a position in ZoomInfo Technologies in Q1 2026 and has held it in 2 quarters since.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.