RFP
GTM

Root Financial Partners’s ZoomInfo Technologies GTM Stock Holding History

Root Financial Partners’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
Q1 		$1.08K Sell
180
-511
-74% -$3.76K ﹤0.01% 2586
2025
Q4 		$7.03K Buy
691
+232
+51% +$2.39K ﹤0.01% 1646
2025
Q3 		$5.01K Buy
+459
New +$4.92K ﹤0.01% 1725

Other funds holding GTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Root Financial Partners's GTM Position: Q1 2026 in Review

Root Financial Partners reduced its ZoomInfo Technologies (GTM) stake by 74% in Q1 2026, selling an estimated $3.76K and leaving 180 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Root Financial Partners first reported a position in GTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.03K in Q4 2025. 362 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Root Financial Partners held 180 shares of ZoomInfo Technologies worth $1.08K as of Q1 2026.
  • Root Financial Partners sold 511 ZoomInfo Technologies shares in Q1 2026, an estimated $3.76K.
  • ZoomInfo Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2586 holding.
  • Root Financial Partners first reported a position in ZoomInfo Technologies in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's ZoomInfo Technologies position peaked at $7.03K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.