Stifel Financial
GTM

Stifel Financial’s ZoomInfo Technologies GTM Stock Holding History

Stifel Financial’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 		$93.6K Buy
15,650
+2,943
+23% +$21.6K ﹤0.01% 3539
2025
Q4 		$129K Sell
12,707
-13,973
-52% -$144K ﹤0.01% 3457
2025
Q3 		$291K Buy
26,680
+2,909
+12% +$31.2K ﹤0.01% 3128
2025
Q2 		$241K Buy
23,771
+4,126
+21% +$38.2K ﹤0.01% 3167
2025
Q1 		$196K Sell
19,645
-3,440
-15% -$36.1K ﹤0.01% 3194
2024
Q4 		$243K Sell
23,085
-6,341
-22% -$67.8K ﹤0.01% 3068
2024
Q3 		$304K Sell
29,426
-75,323
-72% -$789K ﹤0.01% 2955
2024
Q2 		$1.34M Sell
104,749
-166,200
-61% -$2.32M ﹤0.01% 1983
2024
Q1 		$4.34M Buy
270,949
+63,312
+30% +$1.03M ﹤0.01% 1228
2023
Q4 		$3.84M Sell
207,637
-17,399
-8% -$273K ﹤0.01% 1253
2023
Q3 		$3.69M Buy
225,036
+1,143
+0.5% +$23.4K 0.01% 1204
2023
Q2 		$5.68M Buy
223,893
+39,747
+22% +$941K 0.01% 966
2023
Q1 		$4.55M Buy
184,146
+72,332
+65% +$1.86M 0.01% 1080
2022
Q4 		$3.37M Sell
111,814
-39,548
-26% -$1.37M 0.01% 1200
2022
Q3 		$6.31M Buy
151,362
+64,798
+75% +$2.75M 0.01% 832
2022
Q2 		$2.88M Buy
86,564
+1,211
+1% +$53.4K ﹤0.01% 1259
2022
Q1 		$5.1M Sell
85,353
-145
-0.2% -$7.78K 0.01% 1049
2021
Q4 		$5.49M Sell
85,498
-7,488
-8% -$501K 0.01% 1028
2021
Q3 		$5.69M Buy
92,986
+22,075
+31% +$1.32M 0.01% 948
2021
Q2 		$3.7M Sell
70,911
-3,159
-4% -$148K 0.01% 1186
2021
Q1 		$3.62M Buy
74,070
+29,876
+68% +$1.5M 0.01% 1142
2020
Q4 		$2.13M Sell
44,194
-40,439
-48% -$1.74M ﹤0.01% 1347
2020
Q3 		$3.64M Buy
+84,633
New +$3.32M 0.01% 918

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

Stifel Financial's GTM Position: Q1 2026 in Review

Stifel Financial increased its ZoomInfo Technologies (GTM) stake by 23% in Q1 2026, buying an estimated $21.6K and bringing the position to 15,650 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

Stifel Financial first reported a position in GTM in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.31M in Q3 2022. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Stifel Financial held 15,650 shares of ZoomInfo Technologies worth $93.6K as of Q1 2026.
  • Stifel Financial bought 2,943 ZoomInfo Technologies shares in Q1 2026, an estimated $21.6K.
  • ZoomInfo Technologies made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3539 holding.
  • Stifel Financial first reported a position in ZoomInfo Technologies in Q3 2020 and has held it in 23 quarters since.
  • Stifel Financial's ZoomInfo Technologies position peaked at $6.31M in Q3 2022.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.