Wellington Management Group
GTM

Wellington Management Group’s ZoomInfo Technologies GTM Stock Holding History

Wellington Management Group’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 		$591K Buy
+98,798
New +$727K ﹤0.01% 1758
2024
Q4 		– Sell
-1,730,961
Closed -$17.9M – 2048
2024
Q3 		$17.9M Sell
1,730,961
-1,626,724
-48% -$17M ﹤0.01% 988
2024
Q2 		$42.9M Sell
3,357,685
-3,927,138
-54% -$54.9M 0.01% 740
2024
Q1 		$117M Sell
7,284,823
-17,812,713
-71% -$290M 0.02% 515
2023
Q4 		$464M Sell
25,097,536
-4,473,368
-15% -$70.1M 0.09% 225
2023
Q3 		$485M Buy
29,570,904
+586,623
+2% +$12M 0.1% 211
2023
Q2 		$736M Buy
28,984,281
+10,532,281
+57% +$249M 0.14% 157
2023
Q1 		$456M Sell
18,452,000
-6,593,153
-26% -$169M 0.09% 218
2022
Q4 		$754M Buy
25,045,153
+9,356,679
+60% +$323M 0.15% 149
2022
Q3 		$654M Buy
15,688,474
+2,498,567
+19% +$106M 0.14% 154
2022
Q2 		$438M Sell
13,189,907
-358,580
-3% -$15.8M 0.09% 213
2022
Q1 		$809M Sell
13,548,487
-49,899
-0.4% -$2.68M 0.14% 158
2021
Q4 		$873M Buy
13,598,386
+3,017,142
+29% +$202M 0.14% 154
2021
Q3 		$647M Buy
10,581,244
+998,883
+10% +$59.7M 0.11% 188
2021
Q2 		$500M Buy
9,582,361
+2,946,296
+44% +$138M 0.08% 235
2021
Q1 		$325M Buy
6,636,065
+1,641,690
+33% +$82.5M 0.06% 314
2020
Q4 		$241M Buy
4,994,375
+1,436,178
+40% +$61.9M 0.04% 369
2020
Q3 		$153M Buy
3,558,197
+3,481,619
+4,547% +$137M 0.03% 433
2020
Q2 		$3.91M Buy
+76,578
New +$3.66M ﹤0.01% 1257

Other funds holding GTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wellington Management Group's GTM Position: Q1 2026 in Review

Wellington Management Group opened a new position in ZoomInfo Technologies (GTM) in Q1 2026: 98,798 shares worth $591K. The stake represents ﹤0.01% of the portfolio and ranks #1758 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in GTM as recently as Q3 2024.

Wellington Management Group first reported a position in GTM in Q2 2020 and has held it in 19 quarters since. The position peaked at $873M in Q4 2021. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Wellington Management Group held 98,798 shares of ZoomInfo Technologies worth $591K as of Q1 2026.
  • ZoomInfo Technologies was a new Wellington Management Group position in Q1 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1758 holding.
  • Wellington Management Group first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 19 quarters since.
  • Wellington Management Group's ZoomInfo Technologies position peaked at $873M in Q4 2021.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.