SC
GTM

Swan Capital’s ZoomInfo Technologies GTM Stock Holding History

Swan Capital’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 		$598 Hold
100
– – ﹤0.01% 482
2025
Q4 		$1.02K Hold
100
– – ﹤0.01% 400
2025
Q3 		$1.09K Hold
100
– – ﹤0.01% 376
2025
Q2 		$1.01K Hold
100
– – ﹤0.01% 378
2025
Q1 		$1K Hold
100
– – ﹤0.01% 289
2024
Q4 		$1.05K Hold
100
– – ﹤0.01% 279
2024
Q3 		$1.03K Hold
100
– – ﹤0.01% 262
2024
Q2 		$1.28K Buy
+100
New +$1.4K ﹤0.01% 214

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

Swan Capital's GTM Position: Q1 2026 in Review

Swan Capital held its ZoomInfo Technologies (GTM) position steady in Q1 2026 at 100 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Swan Capital first reported a position in GTM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.28K in Q2 2024. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Swan Capital held 100 shares of ZoomInfo Technologies worth $598 as of Q1 2026.
  • Swan Capital left its ZoomInfo Technologies share count unchanged in Q1 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #482 holding.
  • Swan Capital first reported a position in ZoomInfo Technologies in Q2 2024 and has held it in 8 quarters since.
  • Swan Capital's ZoomInfo Technologies position peaked at $1.28K in Q2 2024.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.