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GTM

Summit Trail Advisors’s ZoomInfo Technologies GTM Stock Holding History

Summit Trail Advisors’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 		$1.82M Buy
303,936
+175,932
+137% +$1.29M 0.03% 600
2025
Q4 		$1.3M Sell
128,004
-33,263
-21% -$342K 0.02% 662
2025
Q3 		$1.76M Buy
161,267
+128,312
+389% +$1.38M 0.02% 517
2025
Q2 		$334K Buy
+32,955
New +$305K 0.01% 881
2025
Q1 		– Sell
-26,394
Closed -$277K – 468
2024
Q4 		$277K Buy
26,394
+6,177
+31% +$66K 0.01% 309
2024
Q3 		$209K Buy
+20,217
New +$212K 0.01% 665

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

Summit Trail Advisors's GTM Position: Q1 2026 in Review

Summit Trail Advisors increased its ZoomInfo Technologies (GTM) stake by 137% in Q1 2026, buying an estimated $1.29M and bringing the position to 303,936 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #600.

Summit Trail Advisors first reported a position in GTM in Q3 2024 and has held it in 6 quarters since. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Summit Trail Advisors held 303,936 shares of ZoomInfo Technologies worth $1.82M as of Q1 2026.
  • Summit Trail Advisors bought 175,932 ZoomInfo Technologies shares in Q1 2026, an estimated $1.29M.
  • ZoomInfo Technologies made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #600 holding.
  • Summit Trail Advisors first reported a position in ZoomInfo Technologies in Q3 2024 and has held it in 6 quarters since.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.