Waddell & Associates’s ZoomInfo Technologies GTM Stock Holding History

Waddell & Associates’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	-10,932	Closed	-$65.4K	–	588
2026 Q1	$65.4K	Sell	10,932 -1,540	-12%	-$11.3K	﹤0.01%	441
2025 Q4	$127K	Sell	12,472 -1,204	-9%	-$12.4K	0.01%	371
2025 Q3	$149K	Sell	13,676 -1,622	-11%	-$17.4K	0.01%	315
2025 Q2	$155K	Buy	+15,298	New	+$142K	0.02%	233

Other funds holding GTM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Waddell & Associates's GTM Position: Q2 2026 in Review

Waddell & Associates sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 10,932 shares — an estimated $65.4K sold.

Waddell & Associates first reported a position in GTM in Q2 2025 and held it in 4 quarters. The position peaked at $155K in Q2 2025. 62 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Waddell & Associates reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
Waddell & Associates sold 10,932 ZoomInfo Technologies shares in Q2 2026, an estimated $65.4K.
Waddell & Associates first reported a position in ZoomInfo Technologies in Q2 2025 and held it in 4 quarters.
Waddell & Associates's ZoomInfo Technologies position peaked at $155K in Q2 2025.
62 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.