Rockefeller Capital Management’s ZoomInfo Technologies GTM Stock Holding History

Rockefeller Capital 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	$317	Sell	108 -924	-90%	-$4.15K	﹤0.01%	4633
2026 Q1	$6.17K	Buy	1,032 +545	+112%	+$4.01K	﹤0.01%	4184
2025 Q4	$4.95K	Sell	487 -674	-58%	-$6.94K	﹤0.01%	4076
2025 Q3	$12.7K	Buy	+1,161	New	+$12.4K	﹤0.01%	3556
2023 Q1	–	Sell	-760	Closed	-$21K	–	3934
2022 Q4	$21K	Buy	760 +407	+115%	+$14.1K	﹤0.01%	2789
2022 Q3	$14K	Sell	353 -134	-28%	-$5.69K	﹤0.01%	2945
2022 Q2	$16K	Buy	487 +246	+102%	+$10.9K	﹤0.01%	2877
2022 Q1	$14K	Buy	241 +164	+213%	+$8.8K	﹤0.01%	2900
2021 Q4	$4K	Sell	77 -32	-29%	-$2.14K	﹤0.01%	3383
2021 Q3	$6K	Buy	109 +33	+43%	+$1.97K	﹤0.01%	3130
2021 Q2	$3K	Sell	76 -311	-80%	-$14.6K	﹤0.01%	3204
2021 Q1	$18K	Buy	387 +94	+32%	+$4.72K	﹤0.01%	2336
2020 Q4	$14K	Buy	+293	New	+$12.6K	﹤0.01%	2145

Other funds holding GTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rockefeller Capital Management's GTM Position: Q2 2026 in Review

Rockefeller Capital Management reduced its ZoomInfo Technologies (GTM) stake by 90% in Q2 2026, selling an estimated $4.15K and leaving 108 shares worth $317. The position accounts for ﹤0.01% of the portfolio, ranked #4633.

Rockefeller Capital Management first reported a position in GTM in Q4 2020 and has held it in 13 quarters since. The position peaked at $21K in Q4 2022. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Rockefeller Capital Management held 108 shares of ZoomInfo Technologies worth $317 as of Q2 2026.
Rockefeller Capital Management sold 924 ZoomInfo Technologies shares in Q2 2026, an estimated $4.15K.
ZoomInfo Technologies made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4633 holding.
Rockefeller Capital Management first reported a position in ZoomInfo Technologies in Q4 2020 and has held it in 13 quarters since.
Rockefeller Capital Management's ZoomInfo Technologies position peaked at $21K in Q4 2022.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.