WA
GTM

Waverly Advisors’s ZoomInfo Technologies GTM Stock Holding History

Waverly 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 		$37.6K Buy
+12,834
New +$57.7K ﹤0.01% 1712

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

Waverly Advisors's GTM Position: Q2 2026 in Review

Waverly Advisors opened a new position in ZoomInfo Technologies (GTM) in Q2 2026: 12,834 shares worth $37.6K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings.

331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Waverly Advisors held 12,834 shares of ZoomInfo Technologies worth $37.6K as of Q2 2026.
  • ZoomInfo Technologies was a new Waverly Advisors position in Q2 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1712 holding.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.