Shell Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Shell Asset 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
2025 Q3	$44K	Sell	3,989 -6,002	-60%	-$64.3K	﹤0.01%	904
2025 Q2	$101K	Sell	9,991 -1,057	-10%	-$9.78K	﹤0.01%	1008
2025 Q1	$110K	Sell	11,048 -462	-4%	-$4.84K	0.01%	988
2024 Q4	$121K	Hold	11,510	–	–	0.01%	1001
2024 Q3	$119K	Buy	+11,510	New	+$121K	0.01%	1005
2024 Q1	$151K	Buy	+11,789	New	+$192K	0.01%	911
2023 Q4	–	Sell	-34,486	Closed	-$566K	–	1282
2023 Q3	$566K	Sell	34,486 -1,541	-4%	-$31.5K	0.02%	511
2023 Q2	$915K	Sell	36,027 -4,664	-11%	-$110K	0.04%	392
2023 Q1	$1M	Sell	40,691 -265	-0.6%	-$6.8K	0.04%	364
2022 Q4	$1.23M	Buy	40,956 +17,439	+74%	+$602K	0.05%	329
2022 Q3	$980K	Sell	23,517 -7,219	-23%	-$307K	0.04%	371
2022 Q2	$1.02M	Buy	30,736 +26,549	+634%	+$1.17M	0.03%	418
2022 Q1	$250K	Buy	4,187 +4	+0.1%	+$215	0.01%	1109
2021 Q4	$269K	Buy	+4,183	New	+$280K	0.01%	1132

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Shell Asset Management's GTM Position: Q3 2025 in Review

Shell Asset Management reduced its ZoomInfo Technologies (GTM) stake by 60% in Q3 2025, selling an estimated $64.3K and leaving 3,989 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Shell Asset Management first reported a position in GTM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2022. 352 funds tracked by Wall St. Rank hold GTM as of Q3 2025.

Shell Asset Management held 3,989 shares of ZoomInfo Technologies worth $44K as of Q3 2025.
Shell Asset Management sold 6,002 ZoomInfo Technologies shares in Q3 2025, an estimated $64.3K.
ZoomInfo Technologies made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #904 holding.
Shell Asset Management first reported a position in ZoomInfo Technologies in Q4 2021 and has held it in 14 quarters since.
Shell Asset Management's ZoomInfo Technologies position peaked at $1.23M in Q4 2022.
352 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.