West Branch Capital’s ZoomInfo Technologies GTM Stock Holding History

West Branch Capital’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	-150	Closed	-$1.58K	–	585
2024 Q4	$1.58K	Hold	150	–	–	﹤0.01%	394
2024 Q3	$1.55K	Hold	150	–	–	﹤0.01%	382
2024 Q2	$1.92K	Hold	150	–	–	﹤0.01%	385
2024 Q1	$2.4K	Hold	150	–	–	﹤0.01%	373
2023 Q4	$2.77K	Hold	150	–	–	﹤0.01%	383
2023 Q3	$2.46K	Hold	150	–	–	﹤0.01%	379
2023 Q2	$3.81K	Hold	150	–	–	﹤0.01%	367
2023 Q1	$3.71K	Hold	150	–	–	﹤0.01%	377
2022 Q4	$4.52K	Hold	150	–	–	﹤0.01%	357
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	337
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	345
2022 Q1	$9K	Hold	150	–	–	﹤0.01%	309
2021 Q4	$10K	Buy	+150	New	+$10K	﹤0.01%	331

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

West Branch Capital's GTM Position: Q1 2025 in Review

West Branch Capital sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 150 shares — an estimated $1.58K sold.

West Branch Capital first reported a position in GTM in Q4 2021 and held it in 13 quarters. The position peaked at $10K in Q4 2021. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

West Branch Capital reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 150 ZoomInfo Technologies shares in Q1 2025, an estimated $1.58K.
West Branch Capital first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 13 quarters.
West Branch Capital's ZoomInfo Technologies position peaked at $10K in Q4 2021.
360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.