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, Q4 2021
Institutional positions in ZoomInfo Technologies Inc. as of Dec 31, 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
- 336
- +55 vs. Q3 2021
- Shares held
- 334.5M
- +11.1M (+3.4%) vs. Q3 2021
- Total value
- $21.5B
- +$1.59B (+8.0%) vs. Q3 2021
- New holders
- 109
- 112 more added
- Sold out
- 54
- 80 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aviva PLC | 21,438 | $1.38M | 0.01% | +21,438 | New |
| SlateStone Wealth, LLC | 20,900 | $1.34M | 0.29% | +12,900+161.3% | Added |
| Harbor Capital Advisors, Inc. | 19,399 | $1.25M | 0.45% | +19,399 | New |
| Sigma Planning Corp | 17,593 | $1.13M | 0.03% | +8,866+101.6% | Added |
| Engineers Gate Manager LP | 17,301 | $1.11M | 0.05% | −65,196−79.0% | Reduced |
| Elo Mutual Pension Insurance Co | 16,957 | $1.09M | 0.03% | +16,957 | New |
| Mackenzie Financial Corp | 16,677 | $1.07M | 0.00% | +2,697+19.3% | Added |
| Baird Financial Group, Inc. | 16,563 | $1.06M | 0.00% | +148+0.9% | Added |
| APG Asset Management N.V. | 18,828 | $1.06M | 0.00% | +18,828 | New |
| Bailard, Inc. | 16,490 | $1.06M | 0.03% | +16,490 | New |
| CIBC Asset Management Inc | 16,291 | $1.05M | 0.00% | +654+4.2% | Added |
| Harbor Advisors LLC | 15,500 | $995.0K | 0.19% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 15,438 | $991.0K | 0.00% | −270,299−94.6% | Reduced |
| Nordea Investment Management AB | 14,878 | $970.0K | 0.00% | +14,878 | New |
| Oxler Private Wealth LLC | 14,825 | $951.0K | 0.39% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 13,917 | $893.0K | 0.63% | +13,917 | New |
| CIBC World Markets Inc. | 13,888 | $892.0K | 0.00% | +13,888 | New |
| Qube Research & Technologies Ltd | 13,811 | $887.0K | 0.01% | −94,349−87.2% | Reduced |
| American Century Companies Inc | 13,573 | $871.0K | 0.00% | +13,573 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,307 | $854.0K | 0.02% | +13,307 | New |
| Guggenheim Capital LLC | 13,005 | $835.0K | 0.00% | +8,901+216.9% | Added |
| HSBC Holdings PLC | 12,297 | $789.0K | 0.00% | +6,384+108.0% | Added |
| US Bancorp | 11,618 | $746.0K | 0.00% | +2,009+20.9% | Added |
| E. Ohman J:or Asset Management AB | 11,600 | $744.7K | 0.02% | +11,600 | New |
| Tiger Management L.L.C. | 10,637 | $683.0K | 0.14% | +10,637 | New |
| Gotham Asset Management, LLC | 10,485 | $673.0K | 0.02% | +738+7.6% | Added |
| Sciencast Management LP | 11,997 | $668.0K | 0.12% | +11,997 | New |
| Optimus Prime Fund Management Co., Ltd. | 10,000 | $642.0K | 0.04% | +10,000 | New |
| Gyon Technologies Capital Management, LP | 9,980 | $641.0K | 0.12% | +2,312+30.2% | Added |
| Truist Financial Corp | 9,956 | $638.0K | 0.00% | +3,587+56.3% | Added |
| National Bank of Canada | 10,474 | $622.0K | 0.00% | +10,474 | New |
| IFP Advisors, Inc | 9,695 | $621.0K | 0.01% | −168−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 9,570 | $614.0K | 0.00% | −54,249−85.0% | Reduced |
| Comerica Bank | 12,861 | $609.0K | 0.00% | +12,861 | New |
| Oak Ridge Investments LLC | 8,376 | $538.0K | 0.05% | −489−5.5% | Reduced |
| JustInvest LLC | 8,238 | $529.0K | 0.03% | +8,238 | New |
| Tower Research Capital LLC (TRC) | 8,086 | $519.0K | 0.01% | +4,601+132.0% | Added |
| Graham Capital Management, L.P. | 8,057 | $517.0K | 0.03% | +8,057 | New |
| State Board of Administration of Florida Retirement System | 7,895 | $507.0K | 0.00% | +7,895 | New |
| Seaport Global Advisors, LLC | 7,782 | $500.0K | 0.69% | +7,782 | New |
| Stanley-Laman Group, Ltd. | 7,661 | $492.0K | 0.06% | +7,661 | New |
| Jupiter Asset Management Ltd | 7,562 | $489.0K | 0.01% | 00.0% | Unchanged |
| Springs Capital (Hong Kong) Ltd | 2,600 | $478.0K | 1.33% | +2,600 | New |
| Prelude Capital Management, LLC | 7,092 | $455.0K | 0.02% | −10,454−59.6% | Reduced |
| Verition Fund Management LLC | 6,977 | $448.0K | 0.01% | +6,977 | New |
| SG Americas Securities, LLC | 6,465 | $415.0K | 0.00% | −42,024−86.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,358 | $408.0K | 0.00% | +2,355+58.8% | Added |
| Panagora Asset Management Inc | 6,322 | $406.0K | 0.00% | +6,322 | New |
| Paloma Partners Management Co | 6,098 | $391.0K | 0.01% | −72,551−92.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,972 | $383.0K | 0.00% | +5,972 | New |
| Assetmark, Inc | 5,855 | $376.0K | 0.00% | +5,531+1,707.1% | Added |
| Values First Advisors, Inc. | 5,841 | $375.0K | 0.22% | −130−2.2% | Reduced |
| Bayesian Capital Management, LP | 5,700 | $366.0K | 0.12% | −3,600−38.7% | Reduced |
| Mission Wealth Management, LP | 5,630 | $361.0K | 0.02% | +175+3.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,575 | $358.0K | 0.22% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,534 | $355.0K | 0.00% | +110+2.0% | Added |
| Commonwealth Equity Services, LLC | 5,507 | $353.0K | 0.00% | −2,834−34.0% | Reduced |
| State of Wyoming | 5,493 | $353.0K | 0.16% | −239−4.2% | Reduced |
| Sheets Smith Wealth Management | 5,349 | $343.0K | 0.04% | +5,349 | New |
| Winton Group Ltd | 4,840 | $311.0K | 0.02% | −25,964−84.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,535 | $291.0K | 0.00% | −212−4.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,475 | $287.0K | 0.00% | +4,475 | New |
| B. Metzler seel. Sohn & Co. AG | 4,304 | $279.0K | 0.00% | +4,304 | New |
| Jasper Ridge Partners, L.P. | 4,276 | $275.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,183 | $269.0K | 0.01% | +4,183 | New |
| Cresset Asset Management, LLC | 3,900 | $251.0K | 0.00% | +600+18.2% | Added |
| Standard Life Aberdeen plc | 3,796 | $244.0K | 0.00% | +3,796 | New |
| VERITY Wealth Advisors | 3,774 | $242.0K | 0.20% | +3,774 | New |
| Edmond de Rothschild Holding S.A. | 3,730 | $239.0K | 0.01% | +118+3.3% | Added |
| Treasurer of the State of North Carolina | 3,604 | $231.0K | 0.00% | +3,604 | New |
| Paradigm Financial Advisors, LLC | 3,550 | $228.0K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,404 | $218.5K | 0.00% | +2,090+159.1% | Added |
| Wealthfront Advisers LLC | 3,347 | $215.0K | 0.00% | −915−21.5% | Reduced |
| Natixis | 3,291 | $211.0K | 0.00% | +3,291 | New |
| NN Investment Partners Holdings N.V. | 3,200 | $205.0K | 0.00% | +3,200 | New |
| Eaton Vance Management | 3,170 | $203.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,169 | $203.0K | 0.00% | +3,169 | New |
| Dark Forest Capital Management LP | 2,863 | $184.0K | 0.07% | −395−12.1% | Reduced |
| Vestcor Inc | 2,774 | $178.0K | 0.01% | +2,774 | New |
| Leonteq Securities AG | 2,662 | $170.9K | 0.01% | +2,291+617.5% | Added |
| Public Employees Retirement System of Ohio | 2,288 | $147.0K | 0.00% | +2,288 | New |
| GraniteShares Advisors LLC | 1,936 | $124.0K | 0.06% | +1,936 | New |
| Cutler Group LP | 1,854 | $119.0K | 0.01% | −4,858−72.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 1,850 | $119.0K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,837 | $118.0K | 0.00% | +40+2.2% | Added |
| NEXT Financial Group, Inc | 1,813 | $116.0K | 0.01% | +1,393+331.7% | Added |
| The PNC Financial Services Group, Inc. | 1,308 | $84.0K | 0.00% | +1,143+692.7% | Added |
| Focused Wealth Management, Inc | 1,300 | $83.0K | 0.01% | +1,300 | New |
| Arcadia Investment Management Corp | 1,270 | $82.0K | 0.01% | +220+21.0% | Added |
| Penserra Capital Management LLC | 1,032 | $66.0K | 0.00% | −20,284−95.2% | Reduced |
| Pacer Advisors, Inc. | 999 | $64.0K | 0.00% | −987−49.7% | Reduced |
| Ancora Advisors, LLC | 1,000 | $64.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,000 | $64.0K | 0.01% | +1,000 | New |
| Truvestments Capital LLC | 900 | $58.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 677 | $43.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 660 | $42.0K | 0.03% | −80−10.8% | Reduced |
| Harvest Fund Management Co., Ltd | 547 | $35.0K | 0.01% | +547 | New |
| TD Waterhouse Canada Inc. | 500 | $29.4K | 0.00% | +500 | New |
| American Portfolios Advisors | 425 | $27.3K | 0.00% | −35−7.6% | Reduced |
| Storebrand Asset Management AS | 336 | $21.6K | 0.00% | +336 | New |