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
Q2 		– Sell
-17,340
Closed -$104K – 861
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 $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Transcend Capital Advisors's GTM Position: Q2 2026 in Review

Transcend Capital Advisors sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 17,340 shares — an estimated $104K sold.

Transcend Capital Advisors first reported a position in GTM in Q2 2025 and held it in 4 quarters. The position peaked at $200K in Q3 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Transcend Capital Advisors reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Transcend Capital Advisors sold 17,340 ZoomInfo Technologies shares in Q2 2026, an estimated $104K.
  • Transcend Capital Advisors first reported a position in ZoomInfo Technologies in Q2 2025 and held it in 4 quarters.
  • Transcend Capital Advisors's ZoomInfo Technologies position peaked at $200K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.