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 2023
Institutional positions in ZoomInfo Technologies Inc. as of Dec 31, 2023. 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
- 339
- −47 vs. Q3 2023
- Shares held
- 336.4M
- −7.04M (−2.0%) vs. Q3 2023
- Total value
- $6.22B
- +$569.5M (+10.1%) vs. Q3 2023
- New holders
- 59
- 107 more added
- Sold out
- 106
- 135 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 11,926 | $221.0K | 0.00% | −16,196−57.6% | Reduced |
| 49 Wealth Management, LLC | 11,985 | $221.6K | 0.06% | +11,985 | New |
| Natixis Advisors, L.P. | 12,298 | $227.0K | 0.00% | +12,298 | New |
| M&T Bank Corp | 12,367 | $229.1K | 0.00% | −1,428−10.4% | Reduced |
| Verition Fund Management LLC | 12,411 | $229.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 12,963 | $239.7K | 0.03% | −20,242−61.0% | Reduced |
| Shelton Capital Management | 12,976 | $239.9K | 0.01% | +12,976 | New |
| Triumph Capital Management | 13,145 | $243.1K | 0.10% | −1,113−7.8% | Reduced |
| IMC-Chicago, LLC | 13,244 | $244.9K | 0.01% | −2,249−14.5% | Reduced |
| Captrust Financial Advisors | 14,849 | $274.6K | 0.00% | −847−5.4% | Reduced |
| Harbor Capital Advisors, Inc. | 14,895 | $275.4K | 0.05% | +3,491+30.6% | Added |
| Handelsinvest Investeringsforvaltning | 14,971 | $277.0K | 0.11% | −205,029−93.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,172 | $280.5K | 0.00% | −149−1.0% | Reduced |
| Rakuten Securities, Inc. | 15,340 | $283.6K | 0.22% | +15,340 | New |
| Cresset Asset Management, LLC | 15,581 | $288.1K | 0.00% | +15,581 | New |
| ProShare Advisors LLC | 15,582 | $288.1K | 0.00% | −896−5.4% | Reduced |
| Bell Bank | 15,610 | $288.6K | 0.03% | −1,435−8.4% | Reduced |
| Institute for Wealth Management, LLC. | 16,039 | $296.6K | 0.05% | +16,039 | New |
| Teacher Retirement System of Texas | 16,044 | $297.0K | 0.00% | −4,283−21.1% | Reduced |
| Swiss Life Asset Management Ltd | 16,467 | $305.0K | 0.00% | −142,916−89.7% | Reduced |
| Washington Capital Management Inc | 16,900 | $312.5K | 0.27% | +16,900 | New |
| Intech Investment Management LLC | 17,137 | $316.9K | 0.00% | −6,850−28.6% | Reduced |
| Ophir Asset Management Pty Ltd | 17,830 | $329.7K | 0.07% | 00.0% | Unchanged |
| American Century Companies Inc | 18,098 | $334.6K | 0.00% | +131+0.7% | Added |
| Advisor Group Holdings, Inc. | 18,227 | $336.8K | 0.00% | −8,026−30.6% | Reduced |
| The PNC Financial Services Group, Inc. | 18,456 | $341.3K | 0.00% | +9,060+96.4% | Added |
| Systematic Portfolios LLC | 18,811 | $347.8K | 1.05% | +18,811 | New |
| Raymond James Financial Services Advisors, Inc. | 20,370 | $376.6K | 0.00% | −36,689−64.3% | Reduced |
| Crossmark Global Holdings, Inc. | 20,466 | $379.0K | 0.01% | +542+2.7% | Added |
| Hamilton Lane Advisors LLC | 22,370 | $413.6K | 0.17% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 22,977 | $424.8K | 0.01% | +3,696+19.2% | Added |
| United Services Automobile Association | 23,177 | $428.5K | 0.01% | +3,609+18.4% | Added |
| Prudential Financial Inc | 23,533 | $435.1K | 0.00% | +2,062+9.6% | Added |
| Nomura Holdings Inc | 23,853 | $441.0K | 0.00% | −15,526−39.4% | Reduced |
| Jasper Ridge Partners, L.P. | 23,858 | $441.1K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 24,653 | $455.8K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 24,648 | $456.0K | 0.00% | −1,635−6.2% | Reduced |
| Cornerstone Investment Partners, LLC | 24,918 | $460.7K | 0.03% | +5,135+26.0% | Added |
| Securian Asset Management, Inc | 24,999 | $462.2K | 0.01% | −844−3.3% | Reduced |
| Oak Thistle LLC | 26,180 | $484.1K | 0.14% | +26,180 | New |
| Kerrisdale Advisers, LLC | 27,390 | $506.4K | 0.15% | 00.0% | Unchanged |
| Ossiam | 28,201 | $521.4K | 0.01% | +2,700+10.6% | Added |
| Brevan Howard Capital Management LP | 28,584 | $528.5K | 0.05% | −972−3.3% | Reduced |
| US Bancorp | 28,617 | $529.1K | 0.00% | +9,083+46.5% | Added |
| Collaborative Holdings Management LP | 30,000 | $554.7K | 1.69% | +30,000 | New |
| Korea Investment CORP | 31,203 | $576.9K | 0.00% | −43,387−58.2% | Reduced |
| PEAK6 Investments LLC | 31,312 | $579.0K | 0.02% | −65,104−67.5% | Reduced |
| Gotham Asset Management, LLC | 31,409 | $580.8K | 0.01% | −74,574−70.4% | Reduced |
| State of Alaska, Department of Revenue | 31,990 | $591.0K | 0.01% | −4,265−11.8% | Reduced |
| New York Life Investment Management LLC | 32,296 | $597.2K | 0.01% | +2,033+6.7% | Added |
| Public Employees Retirement Association of Colorado | 32,452 | $600.0K | 0.00% | −3,502−9.7% | Reduced |
| Sowell Financial Services LLC | 32,691 | $604.0K | 0.03% | +19,797+153.5% | Added |
| Cetera Advisor Networks LLC | 33,167 | $613.3K | 0.00% | +710+2.2% | Added |
| Boothbay Fund Management, LLC | 33,710 | $623.3K | 0.02% | +18,197+117.3% | Added |
| Pictet Asset Management Holding SA | 34,006 | $628.8K | 0.00% | −80,057−70.2% | Reduced |
| Alberta Investment Management Corp | 34,675 | $641.1K | 0.01% | +34,675 | New |
| Bank of Montreal | 35,830 | $683.3K | 0.00% | −17,311−32.6% | Reduced |
| Quantbot Technologies LP | 37,033 | $684.7K | 0.04% | −39,580−51.7% | Reduced |
| Kinneret Advisory, LLC | 38,209 | $706.5K | 0.08% | +38,209 | New |
| HarbourVest Partners LLC | 38,693 | $715.4K | 0.24% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $737.7K | 0.03% | −4,945−100.0% | Reduced |
| Two Sigma Securities, LLC | 41,222 | $762.2K | 0.03% | +23,533+133.0% | Added |
| Walleye Trading LLC | 41,694 | $770.9K | 0.01% | +16,453+65.2% | Added |
| JustInvest LLC | 41,814 | $773.1K | 0.02% | +22,436+115.8% | Added |
| Cubist Systematic Strategies, LLC | 45,640 | $843.9K | 0.01% | −232,483−83.6% | Reduced |
| Point72 Europe (London) LLP | 46,681 | $863.1K | 0.11% | +46,681 | New |
| Accretive Wealth Partners, LLC | 47,299 | $874.6K | 0.42% | +349+0.7% | Added |
| Entropy Technologies, LP | 47,539 | $879.0K | 0.16% | +47,539 | New |
| Tower Research Capital LLC (TRC) | 47,947 | $886.5K | 0.01% | +36,536+320.2% | Added |
| Storebrand Asset Management AS | 48,508 | $896.9K | 0.00% | +30,699+172.4% | Added |
| Texas Treasury Safekeeping Trust Co | 48,956 | $905.0K | 0.08% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 49,314 | $911.8K | 0.07% | +13,596+38.1% | Added |
| Eisler Capital (UK) Ltd. | 49,565 | $916.5K | 0.08% | +49,565 | New |
| Scge Management, L.P. | 50,000 | $924.5K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 50,233 | $928.8K | 0.01% | +18,238+57.0% | Added |
| Handelsbanken Fonder AB | 50,300 | $930.0K | 0.00% | +6,300+14.3% | Added |
| Xponance, Inc. | 51,220 | $947.1K | 0.01% | −2,914−5.4% | Reduced |
| Profund Advisors LLC | 56,461 | $1.04M | 0.04% | +2,329+4.3% | Added |
| Pacer Advisors, Inc. | 56,974 | $1.05M | 0.00% | +22,214+63.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 60,071 | $1.11M | 0.00% | −169,915−73.9% | Reduced |
| Deutsche Bank AG | 61,518 | $1.14M | 0.00% | −448,273−87.9% | Reduced |
| New Mexico Educational Retirement Board | 62,400 | $1.15M | 0.04% | +8,500+15.8% | Added |
| State of Wisconsin Investment Board | 62,558 | $1.16M | 0.00% | −76,589−55.0% | Reduced |
| KBC Group NV | 63,767 | $1.18M | 0.00% | −936,107−93.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,367 | $1.21M | 0.01% | +3,580+5.8% | Added |
| Ameritas Investment Partners, Inc. | 65,408 | $1.21M | 0.04% | −3,022−4.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 65,903 | $1.22M | 0.03% | −1,766−2.6% | Reduced |
| LPL Financial LLC | 70,043 | $1.30M | 0.00% | −37,602−34.9% | Reduced |
| State of Michigan Retirement System | 71,100 | $1.31M | 0.01% | −1,800−2.5% | Reduced |
| Thrivent Financial for Lutherans | 74,523 | $1.38M | 0.00% | −2,359−3.1% | Reduced |
| Quantinno Capital Management LP | 75,402 | $1.39M | 0.05% | +42,443+128.8% | Added |
| Rafferty Asset Management, LLC | 75,514 | $1.40M | 0.01% | +10,100+15.4% | Added |
| Arizona State Retirement System | 78,560 | $1.45M | 0.01% | +7,213+10.1% | Added |
| SG Americas Securities, LLC | 80,873 | $1.50M | 0.02% | +68,493+553.3% | Added |
| AXA S.A. | 81,285 | $1.50M | 0.00% | +81,285 | New |
| Louisiana State Employees Retirement System | 83,200 | $1.54M | 0.03% | −3,200−3.7% | Reduced |
| Oregon Public Employees Retirement Fund | 83,400 | $1.54M | 0.03% | −2,200−2.6% | Reduced |
| Citigroup Inc | 84,773 | $1.57M | 0.00% | −108,371−56.1% | Reduced |
| Numerai GP LLC | 91,513 | $1.69M | 0.60% | +91,513 | New |
| State of Tennessee, Treasury Department | 95,000 | $1.76M | 0.01% | +45,000+90.0% | Added |