Simplex Trading
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Simplex Trading’s ZoomInfo Technologies GTM Stock Holding History

Simplex Trading’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
Q3 		– Sell
-161,972
Closed -$589K – 10429
2026
Q2 		$475K Buy
161,972
+157,705
+3,696% +$709K ﹤0.01% 3661
2026
Q1 		$25.5K Buy
+4,267
New +$31.4K ﹤0.01% 6556
2025
Q4 		– Sell
-194,080
Closed -$2M – 10319
2025
Q3 		$2.12M Buy
194,080
+63,087
+48% +$676K ﹤0.01% 2267
2025
Q2 		$1.32M Sell
130,993
-73,629
-36% -$681K ﹤0.01% 2495
2025
Q1 		$2.05M Buy
204,622
+81,124
+66% +$851K ﹤0.01% 2013
2024
Q4 		$1.3M Sell
123,498
-50,383
-29% -$539K ﹤0.01% 2592
2024
Q3 		$1.79M Sell
173,881
-238,580
-58% -$2.5M ﹤0.01% 2378
2024
Q2 		$5.27M Buy
412,461
+248,078
+151% +$3.47M ﹤0.01% 1409
2024
Q1 		$2.64M Buy
164,383
+61,135
+59% +$995K ﹤0.01% 2137
2023
Q4 		$1.91M Buy
103,248
+70,552
+216% +$1.11M ﹤0.01% 2394
2023
Q3 		$536K Buy
+32,696
New +$668K ﹤0.01% 3320
2022
Q4 		– Sell
-1,640
Closed -$56.6K – 10643
2022
Q3 		$68K Sell
1,640
-2,393
-59% -$102K ﹤0.01% 6031
2022
Q2 		$134K Buy
4,033
+4,030
+134,333% +$178K ﹤0.01% 5165
2022
Q1 		$0 Buy
+3
New +$161 ﹤0.01% 11553
2021
Q4 		– Sell
-533
Closed -$35.7K – 11620
2021
Q3 		$27K Buy
+533
New +$31.9K ﹤0.01% 8176
2021
Q2 		– Sell
-2,638
Closed -$124K – 10825
2021
Q1 		$128K Sell
2,638
-2,229
-46% -$112K ﹤0.01% 5404
2020
Q4 		$234K Sell
4,867
-12,416
-72% -$535K ﹤0.01% 4398
2020
Q3 		$742K Buy
17,283
+17,083
+8,542% +$670K ﹤0.01% 2583
2020
Q2 		$10K Buy
+200
New +$9.6K ﹤0.01% 6672

Other funds holding GTM

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Simplex Trading's GTM Position: Q3 2026 in Review

Simplex Trading sold out of ZoomInfo Technologies (GTM) in Q3 2026, closing a stake of 161,972 shares — an estimated $589K sold.

Simplex Trading first reported a position in GTM in Q2 2020 and held it in 19 quarters. The position peaked at $5.27M in Q2 2024. 158 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

  • Simplex Trading reported no remaining ZoomInfo Technologies position as of Q3 2026 after selling out during the quarter.
  • Simplex Trading sold 161,972 ZoomInfo Technologies shares in Q3 2026, an estimated $589K.
  • Simplex Trading first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 19 quarters.
  • Simplex Trading's ZoomInfo Technologies position peaked at $5.27M in Q2 2024.
  • 158 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.