Tocqueville Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Tocqueville 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	$1.38M	Buy	230,000 +25,000	+12%	+$184K	0.02%	325
2025 Q4	$2.08M	Buy	205,000 +65,000	+46%	+$669K	0.03%	300
2025 Q3	$1.53M	Buy	+140,000	New	+$1.5M	0.02%	325
2021 Q2	–	Sell	-7,000	Closed	-$342K	–	755
2021 Q1	$342K	Sell	7,000 -30,300	-81%	-$1.52M	0.01%	618
2020 Q4	$1.8M	Sell	37,300 -1,000	-3%	-$43.1K	0.03%	358
2020 Q3	$1.65M	Buy	38,300 +32,300	+538%	+$1.27M	0.03%	330
2020 Q2	$306K	Buy	+6,000	New	+$287K	0.01%	560

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

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

Tocqueville Asset Management increased its ZoomInfo Technologies (GTM) stake by 12% in Q1 2026, buying an estimated $184K and bringing the position to 230,000 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #325.

Tocqueville Asset Management first reported a position in GTM in Q2 2020 and has held it in 7 quarters since. The position peaked at $2.08M in Q4 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

Tocqueville Asset Management held 230,000 shares of ZoomInfo Technologies worth $1.38M as of Q1 2026.
Tocqueville Asset Management bought 25,000 ZoomInfo Technologies shares in Q1 2026, an estimated $184K.
ZoomInfo Technologies made up 0.02% of Tocqueville Asset Management's portfolio in Q1 2026, its #325 holding.
Tocqueville Asset Management first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 7 quarters since.
Tocqueville Asset Management's ZoomInfo Technologies position peaked at $2.08M in Q4 2025.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Tocqueville Asset Management's 13F filing for Q1 2026, filed 12 May 2026.