ZoomInfo Technologies Inc.
GTM- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001794515
In the last 90 days, ZoomInfo Technologies Inc. insiders filed 0 open-market purchases and 7 sales; 332 institutions reported holding it in 13F filings for Q2 2026, worth $774.1M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in ZoomInfo Technologies Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 282
- +84 vs. Q2 2021
- Shares held
- 323.5M
- +117.8M (+57.2%) vs. Q2 2021
- Total value
- $19.9B
- +$9.16B (+85.3%) vs. Q2 2021
- New holders
- 110
- 109 more added
- Sold out
- 26
- 35 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GTM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 332 | $774.1M |
| Q1 2026 | 364 | $1.71B |
| Q4 2025 | 360 | $2.78B |
| Q3 2025 | 353 | $3.10B |
| Q2 2025 | 353 | $2.77B |
| Q1 2025 | 360 | $2.91B |
| Q4 2024 | 333 | $3.16B |
| Q3 2024 | 323 | $3.09B |
| Q2 2024 | 342 | $4.16B |
| Q1 2024 | 342 | $5.14B |
| Q4 2023 | 339 | $6.22B |
| Q3 2023 | 389 | $5.65B |
| Q2 2023 | 395 | $9.27B |
| Q1 2023 | 393 | $8.64B |
| Q4 2022 | 387 | $10.9B |
| Q3 2022 | 421 | $14.4B |
| Q2 2022 | 364 | $11.8B |
| Q1 2022 | 347 | $20.4B |
| Q4 2021 | 336 | $21.5B |
| Q3 2021 | 282 | $19.9B |
| Q2 2021 | 200 | $10.7B |
| Q1 2021 | 180 | $9.28B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 13 | $0 | 0.00% | +13 | New |
| Cahill Financial Advisors Inc | 5 | $0 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 8 | $0 | 0.00% | +8 | New |
| Koshinski Asset Management, Inc. | 10 | $612 | 0.00% | +10 | New |
| Ci Investments Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Liberty Wealth Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| First Horizon Advisors, Inc. | 37 | $2.00K | 0.00% | +34+1,133.3% | Added |
| Meeder Asset Management Inc | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $3.00K | 0.00% | +50 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 109 | $6.00K | 0.00% | +33+43.4% | Added |
| Stephens Inc | 96 | $6.00K | 0.00% | +96 | New |
| Cedar Mountain Advisors, LLC | 147 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 150 | $9.00K | 0.00% | +150 | New |
| Northwestern Mutual Wealth Management Co | 160 | $10.0K | 0.00% | +60+60.0% | Added |
| The PNC Financial Services Group, Inc. | 165 | $10.0K | 0.00% | +105+175.0% | Added |
| Corbenic Partners LLC | 188 | $12.0K | 0.00% | −77−29.1% | Reduced |
| Hudock, Inc. | 200 | $12.0K | 0.00% | +200 | New |
| Benjamin F. Edwards & Company, Inc. | 215 | $13.0K | 0.00% | −1,022−82.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 300 | $18.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 324 | $20.0K | 0.00% | +324 | New |
| Leonteq Securities AG | 371 | $22.7K | 0.00% | +371 | New |
| NEXT Financial Group, Inc | 420 | $26.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 533 | $27.0K | 0.00% | +533 | New |
| American Portfolios Advisors | 460 | $28.1K | 0.00% | −1,465−76.1% | Reduced |
| Evolution Wealth Advisors, LLC | 479 | $29.0K | 0.01% | −3,761−88.7% | Reduced |
| Signaturefd, LLC | 677 | $41.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 740 | $45.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 900 | $55.0K | 0.03% | +900 | New |
| Ancora Advisors, LLC | 1,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,050 | $64.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,228 | $75.0K | 0.03% | +1,228 | New |
| Advisors Asset Management, Inc. | 1,314 | $80.0K | 0.00% | +1,314 | New |
| Asset Management One Co.,Ltd. | 1,800 | $110.0K | 0.00% | +1,800 | New |
| Captrust Financial Advisors | 1,797 | $110.0K | 0.00% | +1,797 | New |
| Guinness Atkinson Asset Management Inc | 1,850 | $113.0K | 0.05% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,986 | $122.0K | 0.00% | +1,986 | New |
| Eaton Vance Management | 3,170 | $163.0K | 0.00% | +870+37.8% | Added |
| Exane Derivatives | 3,024 | $185.0K | 0.05% | +1,669+123.2% | Added |
| Dark Forest Capital Management LP | 3,258 | $199.0K | 0.07% | +3,258 | New |
| Cresset Asset Management, LLC | 3,300 | $202.0K | 0.00% | +3,300 | New |
| Two Sigma Securities, LLC | 3,478 | $213.0K | 0.04% | +3,478 | New |
| Tower Research Capital LLC (TRC) | 3,485 | $213.0K | 0.01% | +3,485 | New |
| Paradigm Financial Advisors, LLC | 3,550 | $217.0K | 0.05% | +3,550 | New |
| Edmond de Rothschild Holding S.A. | 3,612 | $221.0K | 0.01% | +365+11.2% | Added |
| Bridgewater Associates, LP | 3,661 | $224.0K | 0.00% | −6,083−62.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,003 | $245.0K | 0.00% | +43+1.1% | Added |
| Guggenheim Capital LLC | 4,104 | $251.0K | 0.00% | −1,421−25.7% | Reduced |
| FORA Capital, LLC | 4,215 | $258.0K | 0.07% | +598+16.5% | Added |
| Wealthfront Advisers LLC | 4,262 | $261.0K | 0.00% | +4,262 | New |
| Jasper Ridge Partners, L.P. | 4,276 | $262.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,747 | $290.0K | 0.00% | −146−3.0% | Reduced |
| Janney Montgomery Scott LLC | 4,864 | $298.0K | 0.00% | +912+23.1% | Added |
| Syquant Capital SAS | 5,000 | $306.0K | 0.19% | +5,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 5,313 | $325.0K | 0.00% | −5,313−50.0% | Reduced |
| Alps Advisors Inc | 5,424 | $332.0K | 0.00% | +5,424 | New |
| Mission Wealth Management, LP | 5,455 | $334.0K | 0.02% | +5,455 | New |
| Samson Rock Capital LLP | 5,485 | $336.0K | 0.21% | +5,485 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,575 | $341.0K | 0.22% | 00.0% | Unchanged |
| Advisory Resource Group | 5,707 | $349.0K | 0.13% | −603−9.6% | Reduced |
| State of Wyoming | 5,732 | $351.0K | 0.23% | +1,697+42.1% | Added |
| HSBC Holdings PLC | 5,913 | $364.0K | 0.00% | +5,913 | New |
| Values First Advisors, Inc. | 5,971 | $365.0K | 0.24% | +5,971 | New |
| Magnetar Financial LLC | 6,300 | $385.0K | 0.00% | +6,300 | New |
| Truist Financial Corp | 6,369 | $390.0K | 0.00% | +6,369 | New |
| PVG Asset Management Corp | 6,392 | $391.1K | 1.17% | +6,392 | New |
| Cutler Group LP | 6,712 | $410.0K | 0.03% | +4,616+220.2% | Added |
| Los Angeles Capital Management LLC | 7,269 | $445.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 7,332 | $449.0K | 0.00% | +7,332 | New |
| Blueshift Asset Management, LLC | 7,346 | $450.0K | 0.03% | +2,982+68.3% | Added |
| Centiva Capital, LP | 7,488 | $459.0K | 0.04% | +7,488 | New |
| Jupiter Asset Management Ltd | 7,562 | $463.0K | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 7,564 | $463.0K | 0.00% | +7,564 | New |
| Gyon Technologies Capital Management, LP | 7,668 | $469.0K | 0.13% | +7,668 | New |
| SlateStone Wealth, LLC | 8,000 | $490.0K | 0.11% | +8,000 | New |
| Commonwealth Equity Services, LLC | 8,341 | $510.0K | 0.00% | +130+1.6% | Added |
| Susquehanna Fundamental Investments, LLC | 8,700 | $532.0K | 0.01% | +8,700 | New |
| Sigma Planning Corp | 8,727 | $534.0K | 0.02% | +8,727 | New |
| Oak Ridge Investments LLC | 8,865 | $542.0K | 0.05% | +8,865 | New |
| Dynamic Technology Lab Private Ltd | 9,218 | $564.0K | 0.07% | +3,728+67.9% | Added |
| Bayesian Capital Management, LP | 9,300 | $569.0K | 0.16% | −3,183−25.5% | Reduced |
| US Bancorp | 9,609 | $588.0K | 0.00% | +9,609 | New |
| Gotham Asset Management, LLC | 9,747 | $596.0K | 0.02% | +30.0% | Added |
| IFP Advisors, Inc | 9,863 | $605.0K | 0.01% | +2,554+34.9% | Added |
| Great West Life Assurance Co | 9,970 | $614.0K | 0.00% | +4,625+86.5% | Added |
| Maven Securities LTD | 10,283 | $629.0K | 0.07% | +10,283 | New |
| National Asset Management, Inc. | 11,342 | $692.0K | 0.02% | +11,342 | New |
| Pictet Asset Management SA | 11,888 | $727.0K | 0.00% | +11,888 | New |
| Algert Global LLC | 11,921 | $729.0K | 0.10% | +11,921 | New |
| Rafferty Asset Management, LLC | 12,433 | $761.0K | 0.01% | +12,433 | New |
| Levin Capital Strategies, L.P. | 13,000 | $795.0K | 0.08% | +13,000 | New |
| Ensign Peak Advisors, Inc | 13,209 | $808.0K | 0.00% | +380+3.0% | Added |
| Mackenzie Financial Corp | 13,980 | $855.0K | 0.00% | +13,980 | New |
| Oxler Private Wealth LLC | 14,825 | $907.0K | 0.40% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 15,000 | $918.0K | 0.01% | +15,000 | New |
| Harbor Advisors LLC | 15,500 | $948.0K | 0.19% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15,637 | $957.0K | 0.00% | +1,283+8.9% | Added |
| Capital CS Group, LLC | 15,557 | $957.0K | 0.89% | +15,557 | New |