SEI Investments
GTM

SEI Investments’s ZoomInfo Technologies GTM Stock Holding History

SEI Investments’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 		$1.29M Buy
439,351
+246,917
+128% +$1.11M ﹤0.01% 2172
2026
Q1 		$1.15M Sell
192,434
-9,441
-5% -$69.4K ﹤0.01% 2293
2025
Q4 		$2.05M Buy
201,875
+163,793
+430% +$1.69M ﹤0.01% 1843
2025
Q3 		$416K Sell
38,082
-17,274
-31% -$185K ﹤0.01% 2321
2025
Q2 		$560K Sell
55,356
-223,896
-80% -$2.07M ﹤0.01% 2133
2025
Q1 		$2.79M Buy
279,252
+97,560
+54% +$1.02M ﹤0.01% 1500
2024
Q4 		$1.91M Buy
181,692
+146,681
+419% +$1.57M ﹤0.01% 1692
2024
Q3 		$361K Sell
35,011
-113,391
-76% -$1.19M ﹤0.01% 2286
2024
Q2 		$1.9M Buy
148,402
+3,984
+3% +$55.7K ﹤0.01% 1652
2024
Q1 		$2.32M Sell
144,418
-3,095
-2% -$50.4K ﹤0.01% 1568
2023
Q4 		$2.73M Sell
147,513
-230,963
-61% -$3.62M ﹤0.01% 1463
2023
Q3 		$6.21M Sell
378,476
-122,166
-24% -$2.5M 0.01% 1064
2023
Q2 		$12.7M Buy
500,642
+40,276
+9% +$954K 0.02% 750
2023
Q1 		$11.4M Sell
460,366
-4,388
-0.9% -$113K 0.02% 770
2022
Q4 		$14M Sell
464,754
-319,239
-41% -$11M 0.03% 598
2022
Q3 		$32.7M Buy
783,993
+57,153
+8% +$2.43M 0.07% 291
2022
Q2 		$24.2M Buy
726,840
+382,151
+111% +$16.9M 0.05% 400
2022
Q1 		$20.6M Buy
344,689
+59,886
+21% +$3.21M 0.04% 470
2021
Q4 		$18.3M Buy
284,803
+23,302
+9% +$1.56M 0.03% 511
2021
Q3 		$16M Buy
261,501
+61,096
+30% +$3.65M 0.03% 536
2021
Q2 		$10.5M Buy
200,405
+57,267
+40% +$2.69M 0.02% 713
2021
Q1 		$7M Buy
143,138
+110,138
+334% +$5.53M 0.02% 851
2020
Q4 		$1.59M Hold
33,000
– – ﹤0.01% 1490
2020
Q3 		$1.42M Buy
33,000
+18,098
+121% +$710K ﹤0.01% 1447
2020
Q2 		$760K Buy
+14,902
New +$712K ﹤0.01% 1675

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

SEI Investments's GTM Position: Q2 2026 in Review

SEI Investments increased its ZoomInfo Technologies (GTM) stake by 128% in Q2 2026, buying an estimated $1.11M and bringing the position to 439,351 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

SEI Investments first reported a position in GTM in Q2 2020 and has held it in 25 quarters since. The position peaked at $32.7M in Q3 2022. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • SEI Investments held 439,351 shares of ZoomInfo Technologies worth $1.29M as of Q2 2026.
  • SEI Investments bought 246,917 ZoomInfo Technologies shares in Q2 2026, an estimated $1.11M.
  • ZoomInfo Technologies made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2172 holding.
  • SEI Investments first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 25 quarters since.
  • SEI Investments's ZoomInfo Technologies position peaked at $32.7M in Q3 2022.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.