PS
GTM

Principal Securities’s ZoomInfo Technologies GTM Stock Holding History

Principal Securities’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
Q4 		– Sell
-182
Closed -$1.99K – 3565
2025
Q3 		$1.99K Sell
182
-3
-2% -$32 ﹤0.01% 3237
2025
Q2 		$1.87K Sell
185
-52
-22% -$481 ﹤0.01% 3161
2025
Q1 		$2.49K Hold
237
– – ﹤0.01% 2988
2024
Q4 		$2.49K Hold
237
– – ﹤0.01% 2983
2024
Q3 		$2.45K Sell
237
-35
-13% -$366 ﹤0.01% 2895
2024
Q2 		$3.47K Hold
272
– – ﹤0.01% 2752
2024
Q1 		$4.36K Buy
272
+14
+5% +$228 ﹤0.01% 2653
2023
Q4 		$4.77K Buy
+258
New +$4.04K ﹤0.01% 2549

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Securities's GTM Position: Q4 2025 in Review

Principal Securities sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 182 shares — an estimated $1.99K sold.

Principal Securities first reported a position in GTM in Q4 2023 and held it in 8 quarters. The position peaked at $4.77K in Q4 2023. 358 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

  • Principal Securities reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 182 ZoomInfo Technologies shares in Q4 2025, an estimated $1.99K.
  • Principal Securities first reported a position in ZoomInfo Technologies in Q4 2023 and held it in 8 quarters.
  • Principal Securities's ZoomInfo Technologies position peaked at $4.77K in Q4 2023.
  • 358 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.