Pathstone Holdings
GTM

Pathstone Holdings’s ZoomInfo Technologies GTM Stock Holding History

Pathstone Holdings’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 		$992K Buy
338,537
+303,896
+877% +$1.37M ﹤0.01% 1512
2026
Q1 		$207K Buy
+34,641
New +$255K ﹤0.01% 2098
2025
Q4 		– Sell
-10,972
Closed -$120K – 2414
2025
Q3 		$120K Buy
+10,972
New +$118K ﹤0.01% 2258
2025
Q2 		– Sell
-24,051
Closed -$241K – 2350
2025
Q1 		$241K Buy
24,051
+8,499
+55% +$89.1K ﹤0.01% 2004
2024
Q4 		$163K Buy
15,552
+756
+5% +$8.08K ﹤0.01% 2200
2024
Q3 		$153K Buy
14,796
+2,558
+21% +$26.8K ﹤0.01% 2215
2024
Q2 		$156K Buy
+12,238
New +$171K ﹤0.01% 2192
2024
Q1 		– Sell
-10,604
Closed -$196K – 2358
2023
Q4 		$196K Buy
+10,604
New +$166K ﹤0.01% 2064

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

Pathstone Holdings's GTM Position: Q2 2026 in Review

Pathstone Holdings increased its ZoomInfo Technologies (GTM) stake by 877% in Q2 2026, buying an estimated $1.37M and bringing the position to 338,537 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Pathstone Holdings first reported a position in GTM in Q4 2023 and has held it in 8 quarters since. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Pathstone Holdings held 338,537 shares of ZoomInfo Technologies worth $992K as of Q2 2026.
  • Pathstone Holdings bought 303,896 ZoomInfo Technologies shares in Q2 2026, an estimated $1.37M.
  • ZoomInfo Technologies made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1512 holding.
  • Pathstone Holdings first reported a position in ZoomInfo Technologies in Q4 2023 and has held it in 8 quarters since.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.