TCA
GTM

Transcend Capital Advisors’s ZoomInfo Technologies GTM Stock Holding History

Transcend Capital 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 		$104K Buy
17,340
+4,231
+32% +$31.1K 0.01% 708
2025
Q4 		$133K Sell
13,109
-5,206
-28% -$53.6K 0.01% 666
2025
Q3 		$200K Sell
18,315
-927
-5% -$9.94K 0.01% 669
2025
Q2 		$195K Buy
+19,242
New +$178K 0.02% 590

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

Transcend Capital Advisors's GTM Position: Q1 2026 in Review

Transcend Capital Advisors increased its ZoomInfo Technologies (GTM) stake by 32% in Q1 2026, buying an estimated $31.1K and bringing the position to 17,340 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #708.

Transcend Capital Advisors first reported a position in GTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $200K in Q3 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Transcend Capital Advisors held 17,340 shares of ZoomInfo Technologies worth $104K as of Q1 2026.
  • Transcend Capital Advisors bought 4,231 ZoomInfo Technologies shares in Q1 2026, an estimated $31.1K.
  • ZoomInfo Technologies made up 0.01% of Transcend Capital Advisors's portfolio in Q1 2026, its #708 holding.
  • Transcend Capital Advisors first reported a position in ZoomInfo Technologies in Q2 2025 and has held it in 4 quarters since.
  • Transcend Capital Advisors's ZoomInfo Technologies position peaked at $200K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.