RA
GTM

Rise Advisors’s ZoomInfo Technologies GTM Stock Holding History

Rise Advisors’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
-844
Closed -$9.21K – 1471
2025
Q3 		$9.21K Hold
844
– – ﹤0.01% 1030
2025
Q2 		$8.54K Hold
844
– – ﹤0.01% 1062
2025
Q1 		$8.44K Sell
844
-226
-21% -$2.37K ﹤0.01% 1089
2024
Q4 		$11.2K Hold
1,070
– – 0.01% 948
2024
Q3 		$11K Hold
1,070
– – 0.01% 988
2024
Q2 		$13.7K Hold
1,070
– – 0.01% 878
2024
Q1 		$17.2K Buy
+1,070
New +$17.4K 0.01% 756

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

Rise Advisors's GTM Position: Q4 2025 in Review

Rise Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 844 shares — an estimated $9.21K sold.

Rise Advisors first reported a position in GTM in Q1 2024 and held it in 7 quarters. The position peaked at $17.2K in Q1 2024. 358 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

  • Rise Advisors reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 844 ZoomInfo Technologies shares in Q4 2025, an estimated $9.21K.
  • Rise Advisors first reported a position in ZoomInfo Technologies in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's ZoomInfo Technologies position peaked at $17.2K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.