UOC
GTM

UBS O'Connor’s ZoomInfo Technologies GTM Stock Holding History

UBS O'Connor’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
2025
Q1 		– Sell
-10,000
Closed -$105K – 480
2024
Q4 		$105K Hold
10,000
– – ﹤0.01% 347
2024
Q3 		$103K Sell
10,000
-55,000
-85% -$576K ﹤0.01% 411
2024
Q2 		$830K Buy
+65,000
New +$909K 0.02% 319
2023
Q2 		– Sell
-62,500
Closed -$1.54M – 648
2023
Q1 		$1.54M Buy
+62,500
New +$1.6M 0.04% 366
2020
Q4 		– Sell
-60,179
Closed -$2.59M – 647
2020
Q3 		$2.59M Buy
60,179
+31,629
+111% +$1.24M 0.07% 163
2020
Q2 		$1.46M Buy
+28,550
New +$1.36M 0.03% 249

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS O'Connor's GTM Position: Q1 2025 in Review

UBS O'Connor sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 10,000 shares — an estimated $105K sold.

UBS O'Connor first reported a position in GTM in Q2 2020 and held it in 6 quarters. The position peaked at $2.59M in Q3 2020. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

  • UBS O'Connor reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
  • UBS O'Connor sold 10,000 ZoomInfo Technologies shares in Q1 2025, an estimated $105K.
  • UBS O'Connor first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 6 quarters.
  • UBS O'Connor's ZoomInfo Technologies position peaked at $2.59M in Q3 2020.
  • 360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.