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ZoomInfo Technologies

361 hedge funds and large institutions have $1.71B invested in ZoomInfo Technologies in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 144 increasing their positions, 91 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $4.4M

58% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 91

16% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 77

7.97% more ownership

Funds ownership: 87.83%95.8% (+8%)

1% more funds holding

Funds holding: 358361 (+3)

39% less capital invested

Capital invested by funds: $2.78B → $1.71B (-$1.07B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
361
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
89
Increased
144
Reduced
91
Closed
77
Calls
$17.1M
Puts
$4.4M
Net Calls
+$12.7M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Smartleaf Asset Management
Massachusetts
$2.26K +$1.29K +176 +87%
Osaic Holdings
327
Osaic Holdings
Arizona
$1.83K -$4.26K -580 -65%
TWC
328
TD Waterhouse Canada
Ontario, Canada
$1.75K +$2.21K +300 New
TPWA
329
Twin Peaks Wealth Advisors
California
$1.64K +$2.02K +274 New
PIM
330
Plato Investment Management
Australia
$1.63K
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$1.44K
Nisa Investment Advisors
332
Nisa Investment Advisors
Missouri
$1.42K +$1.36K +185 +356%
OA
333
Operose Advisors
Wisconsin
$1.3K
Mitsubishi UFJ Asset Management
334
Mitsubishi UFJ Asset Management
Japan
$1.12K
CFO
335
CVA Family Office
Colorado
$1.1K +$1.35K +184 New
RFP
336
Root Financial Partners
California
$1.08K -$3.76K -511 -74%
NA
337
NewEdge Advisors
Louisiana
$1.08K +$1.32K +180 New
BFS
338
Bare Financial Services
Pennsylvania
$933 +$243 +33 +27%
CMA
339
Cedar Mountain Advisors
Oregon
$879
SWM
340
SHP Wealth Management
Massachusetts
$867 +$1.07K +145 New
GFA
341
Godfrey Financial Associates
New York
$855
TFA
342
Transamerica Financial Advisors
Florida
$627 +$493 +67 +176%
AF
343
Abound Financial
California
$598
SC
344
Swan Capital
Florida
$598
GSEP
345
Golden State Equity Partners
California
$406 +$500 +68 New
GWM
346
Gilpin Wealth Management
Colorado
$389 +$478 +65 New
AW
347
Ankerstar Wealth
Texas
$383 +$471 +64 New
SPIA
348
Steward Partners Investment Advisory
New York
$335
CH
349
Cromwell Holdings
Wyoming
$287
TPCW
350
TD Private Client Wealth
New York
$263 +$324 +44 New

GTM Hedge Fund Activity: Q1 2026 in Review

361 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2026, worth a combined $1.71B — down 39% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new GTM positions and 77 closed out — a net gain of 12 holders — while 144 added to existing stakes and 91 trimmed.

The largest buyer was BlackRock, adding an estimated $59.7M. The largest seller was Sachem Head Capital Management, exiting entirely with an estimated $150M sold.

  • 361 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2026, up from 358 in Q4 2025.
  • Funds reported $1.71B of ZoomInfo Technologies stock for Q1 2026, down 39% quarter-over-quarter.
  • 89 funds opened new ZoomInfo Technologies positions in Q1 2026 and 77 closed out, a net change of +12 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2026 was BlackRock, an estimated $59.7M added.
  • The largest ZoomInfo Technologies seller in Q1 2026 was Sachem Head Capital Management, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2026.