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
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 $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

SEI Investments's GTM Position: Q1 2026 in Review

SEI Investments reduced its ZoomInfo Technologies (GTM) stake by 4.7% in Q1 2026, selling an estimated $69.4K and leaving 192,434 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

SEI Investments first reported a position in GTM in Q2 2020 and has held it in 24 quarters since. The position peaked at $32.7M in Q3 2022. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • SEI Investments held 192,434 shares of ZoomInfo Technologies worth $1.15M as of Q1 2026.
  • SEI Investments sold 9,441 ZoomInfo Technologies shares in Q1 2026, an estimated $69.4K.
  • ZoomInfo Technologies made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2293 holding.
  • SEI Investments first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 24 quarters since.
  • SEI Investments's ZoomInfo Technologies position peaked at $32.7M in Q3 2022.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.