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 2024
Institutional positions in ZoomInfo Technologies Inc. as of Dec 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
- 333
- +13 vs. Q3 2024
- Shares held
- 301.2M
- +2.63M (+0.9%) vs. Q3 2024
- Total value
- $3.16B
- +$81.5M (+2.6%) vs. Q3 2024
- New holders
- 67
- 105 more added
- Sold out
- 54
- 119 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Operose Advisors LLC | 217 | $2.28K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 156 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $2.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 189 | $1.99K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 186 | $1.96K | 0.00% | −120−39.2% | Reduced |
| Bellevue Asset Management, LLC | 180 | $1.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 179 | $1.88K | 0.00% | +77+75.5% | Added |
| West Branch Capital LLC | 150 | $1.58K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $1.54K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 139 | $1.46K | 0.00% | +139 | New |
| Sachetta, LLC | 117 | $1.23K | 0.00% | +117 | New |
| Farmers & Merchants Investments Inc | 110 | $1.16K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 104 | $1.09K | 0.00% | −130−55.6% | Reduced |
| SJS Investment Consulting Inc. | 100 | $1.05K | 0.00% | −1−1.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.05K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $1.05K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 97 | $1.02K | 0.00% | +97 | New |
| Golden State Wealth Management, LLC | 72 | $757 | 0.00% | +72 | New |
| Private Wealth Management Group, LLC | 64 | $673 | 0.00% | −1−1.5% | Reduced |
| First Horizon Advisors, Inc. | 56 | $588 | 0.00% | −266−82.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 52 | $547 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 44 | $458 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 42 | $441 | 0.00% | −36−46.2% | Reduced |
| Bruce G. Allen Investments, LLC | 30 | $315 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 28 | $294 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 20 | $210 | 0.00% | +20 | New |
| MV Capital Management, Inc. | 16 | $169 | 0.00% | −30−65.2% | Reduced |
| Transce3nd, LLC | 16 | $168 | 0.00% | +16 | New |
| Winnow Wealth LLC | 6 | $59 | 0.00% | +6 | New |
| Grove Bank & Trust | 3 | $32 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 2 | $21 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $11 | 0.00% | −1−50.0% | Reduced |
| Hemington Wealth Management | 6 | $0 | 0.00% | +1+20.0% | Added |
| Carlyle Group Inc. | 0 | $0 | 0.00% | −11,665,307−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −9,359,311−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −3,107,522−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,730,961−100.0% | Sold out |
| Findell Capital Management LLC | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Crosslink Capital Inc | 0 | $0 | 0.00% | −560,902−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −317,794−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −84,570−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −69,768−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −65,696−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −62,685−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −50,950−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −43,722−100.0% | Sold out |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −38,693−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −37,425−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −31,755−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −29,515−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −28,466−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −26,456−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −25,948−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −22,782−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −21,482−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −19,197−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −18,282−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −17,271−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −16,039−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −14,651−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −14,409−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,747−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −12,271−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −12,073−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −11,997−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −11,521−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −11,204−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −10,030−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −8,888−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −4,639−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Guinness Atkinson Asset Management Inc | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Aquila Investment Management LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |