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, Q1 2024
Institutional positions in ZoomInfo Technologies Inc. as of Mar 31, 2024. 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
- 342
- +3 vs. Q4 2023
- Shares held
- 320.8M
- −15.6M (−4.6%) vs. Q4 2023
- Total value
- $5.14B
- −$1.07B (−17.3%) vs. Q4 2023
- New holders
- 67
- 133 more added
- Sold out
- 64
- 95 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 29,622 | $474.8K | 0.00% | +17,211+138.7% | Added |
| Washington Capital Management Inc | 29,000 | $464.9K | 0.38% | +12,100+71.6% | Added |
| Mission Wealth Management, LP | 27,940 | $447.9K | 0.01% | +4,963+21.6% | Added |
| Kerrisdale Advisers, LLC | 27,390 | $439.1K | 0.14% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 27,356 | $438.5K | 0.19% | +12,016+78.3% | Added |
| Occudo Quantitative Strategies LP | 25,636 | $410.9K | 0.07% | +25,636 | New |
| Cornerstone Investment Partners, LLC | 25,229 | $404.4K | 0.02% | +311+1.2% | Added |
| Algert Global LLC | 24,390 | $391.0K | 0.02% | +24,390 | New |
| Securian Asset Management, Inc | 24,361 | $390.5K | 0.01% | −638−2.6% | Reduced |
| Jasper Ridge Partners, L.P. | 23,858 | $382.4K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 23,853 | $382.4K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 24,653 | $376.9K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 23,177 | $371.5K | 0.01% | 00.0% | Unchanged |
| Hamilton Lane Advisors LLC | 22,370 | $358.6K | 0.24% | 00.0% | Unchanged |
| Prudential Financial Inc | 21,291 | $341.3K | 0.00% | −2,242−9.5% | Reduced |
| Yorktown Management & Research Co Inc | 21,200 | $339.8K | 0.32% | +21,200 | New |
| Parallax Volatility Advisers, L.P. | 21,174 | $339.4K | 0.01% | +21,174 | New |
| Crossmark Global Holdings, Inc. | 20,277 | $325.0K | 0.01% | −189−0.9% | Reduced |
| American Century Companies Inc | 19,776 | $317.0K | 0.00% | +1,678+9.3% | Added |
| Cresset Asset Management, LLC | 19,465 | $312.0K | 0.00% | +3,884+24.9% | Added |
| Blueshift Asset Management, LLC | 19,242 | $308.4K | 0.16% | +19,242 | New |
| Petrus Trust Company, LTA | 18,313 | $293.6K | 0.03% | +18,313 | New |
| Point72 Hong Kong Ltd | 17,940 | $287.6K | 0.01% | +17,940 | New |
| Ophir Asset Management Pty Ltd | 17,830 | $285.8K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 17,031 | $273.0K | 0.00% | +987+6.2% | Added |
| Qsemble Capital Management, LP | 16,978 | $272.2K | 0.06% | +16,978 | New |
| Boothbay Fund Management, LLC | 16,440 | $263.5K | 0.01% | −17,270−51.2% | Reduced |
| US Bancorp | 16,333 | $261.8K | 0.00% | −12,284−42.9% | Reduced |
| The PNC Financial Services Group, Inc. | 16,186 | $259.5K | 0.00% | −2,270−12.3% | Reduced |
| Institute for Wealth Management, LLC. | 16,039 | $257.1K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 14,723 | $236.0K | 0.21% | −11,457−43.8% | Reduced |
| ProShare Advisors LLC | 14,453 | $231.7K | 0.00% | −1,129−7.2% | Reduced |
| Pinebridge Investments, L.P. | 14,282 | $228.9K | 0.00% | +14,282 | New |
| Natixis Advisors, L.P. | 14,021 | $225.0K | 0.00% | +1,723+14.0% | Added |
| Bell Bank | 13,981 | $224.1K | 0.02% | −1,629−10.4% | Reduced |
| Captrust Financial Advisors | 13,624 | $218.4K | 0.00% | −1,225−8.2% | Reduced |
| Ethic Inc. | 13,554 | $217.3K | 0.01% | +13,554 | New |
| 49 Wealth Management, LLC | 13,345 | $214.3K | 0.05% | +1,360+11.3% | Added |
| Tower Research Capital LLC (TRC) | 13,342 | $213.9K | 0.01% | −34,605−72.2% | Reduced |
| M&T Bank Corp | 13,205 | $212.0K | 0.00% | +838+6.8% | Added |
| Raymond James & Associates | 13,192 | $211.5K | 0.00% | −162,805−92.5% | Reduced |
| Leonteq Securities AG | 13,034 | $208.9K | 0.03% | +71+0.5% | Added |
| Shelton Capital Management | 12,976 | $208.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 12,847 | $205.9K | 0.00% | −57,196−81.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 11,865 | $190.2K | 0.13% | +7,350+162.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,725 | $188.0K | 0.00% | −3,447−22.7% | Reduced |
| American Trust | 11,575 | $185.5K | 0.02% | +249+2.2% | Added |
| Quest Partners LLC | 11,557 | $185.3K | 0.03% | +8,229+247.3% | Added |
| Sciencast Management LP | 11,436 | $183.3K | 0.11% | +11,436 | New |
| Rathbone Brothers plc | 11,430 | $183.2K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 11,204 | $179.6K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 10,921 | $175.1K | 0.00% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 9,854 | $158.0K | 0.08% | −5,117−34.2% | Reduced |
| Shell Asset Management Co | 11,789 | $151.0K | 0.01% | +11,789 | New |
| Russell Investments Group, Ltd. | 7,900 | $125.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 7,141 | $114.0K | 0.00% | −56,626−88.8% | Reduced |
| Icon Wealth Advisors, LLC | 6,310 | $101.1K | 0.01% | −302−4.6% | Reduced |
| IFP Advisors, Inc | 5,405 | $86.6K | 0.00% | +5,405 | Added |
| DekaBank Deutsche Girozentrale | 5,493 | $85.0K | 0.00% | +5,493 | New |
| Advisor Group Holdings, Inc. | 5,103 | $81.8K | 0.00% | −13,124−72.0% | Reduced |
| Advisors Asset Management, Inc. | 4,964 | $79.6K | 0.00% | +1,547+45.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,055 | $65.0K | 0.00% | +109+2.8% | Added |
| Quarry LP | 3,786 | $60.7K | 0.02% | +2,259+147.9% | Added |
| Cutler Group LP | 3,803 | $60.0K | 0.03% | +3,803 | New |
| Covestor Ltd | 3,339 | $54.0K | 0.03% | +2,861+598.5% | Added |
| Parkside Financial Bank & Trust | 3,014 | $48.3K | 0.01% | +271+9.9% | Added |
| SRS Capital Advisors, Inc. | 2,641 | $42.3K | 0.00% | +2,629+21,908.3% | Added |
| CWM, LLC | 2,644 | $42.0K | 0.00% | +865+48.6% | Added |
| Fifth Third Bancorp | 2,381 | $38.2K | 0.00% | +728+44.0% | Added |
| GAMMA Investing LLC | 2,149 | $34.4K | 0.01% | −169−7.3% | Reduced |
| Quadrant Capital Group LLC | 2,005 | $32.1K | 0.00% | −1,880−48.4% | Reduced |
| Bessemer Group Inc | 1,925 | $31.0K | 0.00% | −5,255−73.2% | Reduced |
| Benjamin Edwards Inc | 1,874 | $30.0K | 0.01% | +69+3.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,722 | $27.6K | 0.00% | +262+17.9% | Added |
| Nisa Investment Advisors, LLC | 1,650 | $26.4K | 0.00% | +1,430+650.0% | Added |
| Smartleaf Asset Management LLC | 1,632 | $25.9K | 0.01% | +182+12.6% | Added |
| Guinness Atkinson Asset Management Inc | 1,542 | $24.7K | 0.01% | +198+14.7% | Added |
| Montag A & Associates Inc | 1,500 | $24.0K | 0.00% | +1,500 | New |
| Farther Finance Advisors, LLC | 1,335 | $21.4K | 0.00% | +1,335 | New |
| Venturi Wealth Management, LLC | 1,161 | $18.6K | 0.00% | +912+366.3% | Added |
| Rise Advisors, LLC | 1,070 | $17.2K | 0.01% | +1,070 | New |
| Ancora Advisors, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 950 | $15.2K | 0.01% | +500+111.1% | Added |
| Truvestments Capital LLC | 910 | $14.6K | 0.01% | −4,056−81.7% | Reduced |
| Aquatic Capital Management LLC | 900 | $14.4K | 0.00% | +900 | New |
| Signaturefd, LLC | 899 | $14.4K | 0.00% | −322−26.4% | Reduced |
| Plato Investment Management Ltd | 820 | $13.1K | 0.00% | +820 | New |
| Stephens Inc | 796 | $12.8K | 0.00% | −3−0.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 730 | $11.7K | 0.00% | +730 | New |
| Skandinaviska Enskilda Banken AB (publ) | 729 | $11.7K | 0.00% | −1,025−58.4% | Reduced |
| SYSTM Wealth Solutions LLC | 703 | $11.3K | 0.00% | +185+35.7% | Added |
| Parallel Advisors, LLC | 653 | $10.5K | 0.00% | +256+64.5% | Added |
| EverSource Wealth Advisors, LLC | 609 | $9.66K | 0.00% | −338−35.7% | Reduced |
| Ci Investments Inc. | 538 | $9.00K | 0.00% | +103+23.7% | Added |
| Huntington National Bank | 548 | $8.78K | 0.00% | +24+4.6% | Added |
| Allworth Financial LP | 530 | $8.50K | 0.00% | −1,442−73.1% | Reduced |
| Park Place Capital Corp | 519 | $8.32K | 0.00% | +26+5.3% | Added |
| nVerses Capital, LLC | 500 | $8.02K | 0.02% | +500 | New |
| Capital Advisors, Ltd. LLC | 471 | $8.00K | 0.00% | +414+726.3% | Added |
| Washington Trust Advisors, Inc. | 477 | $7.65K | 0.00% | −690−59.1% | Reduced |