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
Q2 		– Sell
-180
Closed -$1.08K – 3255
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 $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

Root Financial Partners's GTM Position: Q2 2026 in Review

Root Financial Partners sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 180 shares — an estimated $1.08K sold.

Root Financial Partners first reported a position in GTM in Q3 2025 and held it in 3 quarters. The position peaked at $7.03K in Q4 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Root Financial Partners reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 180 ZoomInfo Technologies shares in Q2 2026, an estimated $1.08K.
  • Root Financial Partners first reported a position in ZoomInfo Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ZoomInfo Technologies position peaked at $7.03K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.