Smartleaf Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Smartleaf 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
2026 Q1	$2.26K	Buy	378 +176	+87%	+$1.29K	﹤0.01%	2926
2025 Q4	$2.03K	Sell	202 -36	-15%	-$371	﹤0.01%	2981
2025 Q3	$2.76K	Sell	238 -118	-33%	-$1.26K	﹤0.01%	2525
2025 Q2	$3.59K	Sell	356 -540	-60%	-$5K	﹤0.01%	2151
2025 Q1	$9K	Sell	896 -39	-4%	-$409	﹤0.01%	1968
2024 Q4	$9.72K	Sell	935 -581	-38%	-$6.21K	﹤0.01%	2000
2024 Q3	$15.9K	Buy	1,516 +71	+5%	+$743	﹤0.01%	1484
2024 Q2	$18.1K	Sell	1,445 -187	-11%	-$2.62K	﹤0.01%	1083
2024 Q1	$25.9K	Buy	1,632 +182	+13%	+$2.96K	0.01%	812
2023 Q4	$27.2K	Buy	+1,450	New	+$22.7K	0.01%	627

Other funds holding GTM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Smartleaf Asset Management's GTM Position: Q1 2026 in Review

Smartleaf Asset Management increased its ZoomInfo Technologies (GTM) stake by 87% in Q1 2026, buying an estimated $1.29K and bringing the position to 378 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2926.

Smartleaf Asset Management first reported a position in GTM in Q4 2023 and has held it in 10 quarters since. The position peaked at $27.2K in Q4 2023. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

Smartleaf Asset Management held 378 shares of ZoomInfo Technologies worth $2.26K as of Q1 2026.
Smartleaf Asset Management bought 176 ZoomInfo Technologies shares in Q1 2026, an estimated $1.29K.
ZoomInfo Technologies made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2926 holding.
Smartleaf Asset Management first reported a position in ZoomInfo Technologies in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's ZoomInfo Technologies position peaked at $27.2K in Q4 2023.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.