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 2025
Institutional positions in ZoomInfo Technologies Inc. as of Mar 31, 2025. 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
- 360
- +29 vs. Q4 2024
- Shares held
- 290.7M
- −9.54M (−3.2%) vs. Q4 2024
- Total value
- $2.91B
- −$248.2M (−7.9%) vs. Q4 2024
- New holders
- 77
- 127 more added
- Sold out
- 48
- 118 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 557 | $5.57K | 0.00% | −4−0.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 542 | $5.42K | 0.00% | +542 | New |
| Performa Ltd (US), LLC | 535 | $5.35K | 0.00% | +33+6.6% | Added |
| True Wealth Design, LLC | 530 | $5.30K | 0.00% | +530 | New |
| Washington Trust Advisors, Inc. | 477 | $4.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 460 | $4.60K | 0.00% | +97+26.7% | Added |
| IFP Advisors, Inc | 273 | $3.81K | 0.00% | −1,773−86.7% | Reduced |
| Fortitude Family Office, LLC | 358 | $3.58K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 258 | $3.01K | 0.00% | −48,629−99.5% | Reduced |
| Sunbelt Securities, Inc. | 297 | $2.97K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 273 | $2.73K | 0.00% | +273 | New |
| Allworth Financial LP | 308 | $2.69K | 0.00% | −1,817−85.5% | Reduced |
| Plato Investment Management Ltd | 252 | $2.55K | 0.00% | −568−69.3% | Reduced |
| Principal Securities, Inc. | 237 | $2.49K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 217 | $2.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 203 | $2.03K | 0.00% | +93+84.5% | Added |
| Walleye Capital LLC | 196 | $1.96K | 0.00% | −240,773−99.9% | Reduced |
| Chesapeake Asset Management LLC | 189 | $1.89K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $1.88K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 186 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 180 | $1.80K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $1.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 139 | $1.39K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 131 | $1.31K | 0.00% | +131 | New |
| Activest Wealth Management | 127 | $1.27K | 0.00% | +127 | New |
| Larson Financial Group LLC | 106 | $1.06K | 0.00% | +106 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 100 | $1.00K | 0.00% | +100 | New |
| UMA Financial Services, Inc. | 92 | $920 | 0.00% | +92 | New |
| Sierra Ocean, LLC | 87 | $870 | 0.00% | +87 | New |
| Golden State Wealth Management, LLC | 72 | $720 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 65 | $650 | 0.00% | −52−44.4% | Reduced |
| Bruce G. Allen Investments, LLC | 64 | $640 | 0.00% | +34+113.3% | Added |
| Private Wealth Management Group, LLC | 60 | $600 | 0.00% | −4−6.3% | Reduced |
| Quent Capital, LLC | 58 | $580 | 0.00% | −46−44.2% | Reduced |
| Assetmark, Inc | 55 | $550 | 0.00% | +55 | New |
| Cherry Tree Wealth Management, LLC | 52 | $520 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $450 | 0.00% | +45 | New |
| Riggs Asset Managment Co. Inc. | 39 | $390 | 0.00% | −5−11.4% | Reduced |
| Bare Financial Services, Inc | 38 | $380 | 0.00% | +38 | New |
| South State Corp. | 35 | $350 | 0.00% | +35 | New |
| MV Capital Management, Inc. | 30 | $300 | 0.00% | +14+87.5% | Added |
| First Horizon Advisors, Inc. | 28 | $280 | 0.00% | −28−50.0% | Reduced |
| Rothschild Investment LLC | 28 | $280 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $240 | 0.00% | −73−75.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 20 | $200 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $200 | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 18 | $180 | 0.00% | −239−93.0% | Reduced |
| Highline Wealth Partners LLC | 11 | $110 | 0.00% | +11 | New |
| WealthTrak Capital Management LLC | 10 | $100 | 0.00% | +10 | New |
| Winnow Wealth LLC | 8 | $79 | 0.00% | +2+33.3% | Added |
| Global Financial Private Client, LLC | 6 | $60 | 0.00% | +4+200.0% | Added |
| Grove Bank & Trust | 2 | $20 | 0.00% | −1−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $10 | 0.00% | +1 | New |
| Hemington Wealth Management | 10 | $0 | 0.00% | +4+66.7% | Added |
| Hantz Financial Services, Inc. | 23 | $0 | 0.00% | +23 | New |
| Avion Wealth | 57 | $0 | 0.00% | +57 | New |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −9,640,845−100.0% | Sold out |
| HMI Capital Management, L.P. | 0 | $0 | 0.00% | −6,308,147−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −1,761,926−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −1,037,659−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −893,156−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −578,100−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −522,752−100.0% | Sold out |
| Horrell Capital Management, Inc. | 0 | $0 | 0.00% | −435,000−100.0% | Sold out |
| BWCP, LP | 0 | $0 | 0.00% | −403,349−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −283,485−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −278,496−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −262,503−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −220,720−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −136,129−100.0% | Sold out |
| S Squared Technology, LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −116,979−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −81,216−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −67,644−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −49,633−100.0% | Sold out |
| Texas Treasury Safekeeping Trust Co | 0 | $0 | 0.00% | −48,956−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −37,447−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −35,995−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −30,704−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −29,301−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −26,394−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −26,039−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −22,038−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −17,432−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −17,430−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −16,599−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −13,958−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −13,350−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,214−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −7,522−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −2,312−100.0% | Sold out |