Vestmark Advisory Solutions’s ZoomInfo Technologies GTM Stock Holding History

Vestmark Advisory Solutions’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	–	Sell	-63,569	Closed	-$646K	–	1431
2025 Q4	$646K	Buy	63,569 +1,958	+3%	+$20.2K	0.01%	922
2025 Q3	$672K	Sell	61,611 -36,764	-37%	-$394K	0.01%	625
2025 Q2	$996K	Buy	98,375 +74,377	+310%	+$688K	0.01%	497
2025 Q1	$240K	Buy	23,998 +8,351	+53%	+$87.6K	0.01%	601
2024 Q4	$164K	Buy	+15,647	New	+$167K	0.01%	563
2023 Q3	–	Sell	-17,002	Closed	-$432K	–	898
2023 Q2	$432K	Buy	17,002 +2,002	+13%	+$47.4K	0.02%	616
2023 Q1	$371K	Buy	15,000 +4,506	+43%	+$116K	0.02%	641
2022 Q4	$316K	Sell	10,494 -1,199	-10%	-$41.4K	0.02%	666
2022 Q3	$487K	Buy	+11,693	New	+$497K	0.03%	544

Other funds holding GTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RFM

RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vestmark Advisory Solutions's GTM Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 63,569 shares — an estimated $646K sold.

Vestmark Advisory Solutions first reported a position in GTM in Q3 2022 and held it in 9 quarters. The position peaked at $996K in Q2 2025. 364 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

Vestmark Advisory Solutions reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
Vestmark Advisory Solutions sold 63,569 ZoomInfo Technologies shares in Q1 2026, an estimated $646K.
Vestmark Advisory Solutions first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 9 quarters.
Vestmark Advisory Solutions's ZoomInfo Technologies position peaked at $996K in Q2 2025.
364 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.