ZoomInfo Technologies Inc.
GTM- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001794515
近 90 天,ZoomInfo Technologies Inc. 內部人申報 0 筆公開市場買進、7 筆賣出;2026 年第 2 季末有 332 家機構在 13F 申報持有,市值合計 $7.74 億;沒有大師持有。
2023 年第 3 季 13F 持有人
ZoomInfo Technologies Inc. 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 389
- 較 2023 年第 2 季 −2 家
- 持有股數
- 3.43 億
- 較 2023 年第 2 季 −2,081 萬 (−5.7%)
- 總市值
- $56.5 億
- 較 2023 年第 2 季 −$36.0 億 (−38.9%)
- 新進機構
- 74
- 另有 157 家加碼
- 清倉機構
- 76
- 另有 112 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 GTM 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 332 | $7.74 億 |
| 2026 年第 1 季 | 364 | $17.1 億 |
| 2025 年第 4 季 | 360 | $27.8 億 |
| 2025 年第 3 季 | 353 | $31.0 億 |
| 2025 年第 2 季 | 353 | $27.7 億 |
| 2025 年第 1 季 | 360 | $29.1 億 |
| 2024 年第 4 季 | 333 | $31.6 億 |
| 2024 年第 3 季 | 323 | $30.9 億 |
| 2024 年第 2 季 | 342 | $41.6 億 |
| 2024 年第 1 季 | 342 | $51.4 億 |
| 2023 年第 4 季 | 339 | $62.2 億 |
| 2023 年第 3 季 | 389 | $56.5 億 |
| 2023 年第 2 季 | 395 | $92.7 億 |
| 2023 年第 1 季 | 393 | $86.4 億 |
| 2022 年第 4 季 | 387 | $108.8 億 |
| 2022 年第 3 季 | 421 | $144.0 億 |
| 2022 年第 2 季 | 364 | $118.4 億 |
| 2022 年第 1 季 | 347 | $204.2 億 |
| 2021 年第 4 季 | 336 | $214.7 億 |
| 2021 年第 3 季 | 282 | $198.9 億 |
| 2021 年第 2 季 | 200 | $107.3 億 |
| 2021 年第 1 季 | 180 | $92.8 億 |
2023 年第 3 季持有機構
每家機構持有 ZoomInfo Technologies Inc. 的股數、市值與佔組合比重;股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Avion Wealth | 31 | $0 | 0.00% | +7+29.2% | 加碼 |
| True Wealth Design, LLC | 2 | $33 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 4 | $66 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 8 | $131 | 0.00% | −352−97.8% | 減碼 |
| Berkshire Capital Holdings Inc | 10 | $164 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 38 | $623 | 0.00% | +34+850.0% | 加碼 |
| Farther Finance Advisors, LLC | 42 | $689 | 0.00% | −29−40.8% | 減碼 |
| Larson Financial Group LLC | 43 | $705 | 0.00% | +43 | 新進 |
| Umb Bank N A | 46 | $754 | 0.00% | −10,235−99.6% | 減碼 |
| TFC Financial Management | 50 | $820 | 0.00% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 52 | $853 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 65 | $1,066 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 77 | $1,263 | 0.00% | +77 | 新進 |
| Grove Bank & Trust | 85 | $1,394 | 0.00% | +85 | 新進 |
| Global Retirement Partners, LLC | 87 | $1,457 | 0.00% | +21+31.8% | 加碼 |
| Quent Capital, LLC | 99 | $1,624 | 0.00% | +45+83.3% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1,640 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 100 | $1,640 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 100 | $1,640 | 0.00% | +20+25.0% | 加碼 |
| Provenance Wealth Advisors, LLC | 100 | $1,640 | 0.00% | +100 | 新進 |
| Spire Wealth Management | 106 | $1,738 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 111 | $1,820 | 0.00% | +101+1,010.0% | 加碼 |
| TSFG, LLC | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Chilton Capital Management LLC | 127 | $2,083 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 147 | $2,411 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 150 | $2,460 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 153 | $2,507 | 0.00% | +153 | 新進 |
| Manchester Capital Management LLC | 158 | $2,592 | 0.00% | −139−46.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 172 | $2,821 | 0.00% | +151+719.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 200 | $3,000 | 0.00% | 00.0% | 不變 |
| Operose Advisors LLC | 217 | $3,559 | 0.00% | +17+8.5% | 加碼 |
| Proequities, Inc. | 218 | $3,575 | 0.00% | −65−23.0% | 減碼 |
| Sunbelt Securities, Inc. | 222 | $3,641 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 229 | $3,756 | 0.00% | +72+45.9% | 加碼 |
| Nisa Investment Advisors, LLC | 230 | $3,772 | 0.00% | +230 | 新進 |
| First Horizon Advisors, Inc. | 235 | $3,853 | 0.00% | +8+3.5% | 加碼 |
| Cornerstone Planning Group LLC | 290 | $4,756 | 0.00% | −183−38.7% | 減碼 |
| Massmutual Trust Co FSB | 290 | $4,756 | 0.00% | +253+683.8% | 加碼 |
| Glassman Wealth Services | 293 | $4,805 | 0.00% | +57+24.2% | 加碼 |
| West Oak Capital, LLC | 300 | $5,000 | 0.00% | +250+500.0% | 加碼 |
| Colonial Trust Co | 298 | $5,310 | 0.00% | +98+49.0% | 加碼 |
| Group One Trading, L.P. | 343 | $5,625 | 0.00% | +343 | 新進 |
| Capital Advisors, Ltd. LLC | 367 | $6,000 | 0.00% | +367 | 新進 |
| TD Private Client Wealth LLC | 374 | $6,134 | 0.00% | +34+10.0% | 加碼 |
| Bell Investment Advisors, Inc | 377 | $6,183 | 0.00% | +160+73.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 400 | $6,560 | 0.00% | +400 | 新進 |
| Venturi Wealth Management, LLC | 418 | $6,856 | 0.00% | +418 | 新進 |
| Ci Investments Inc. | 435 | $7,000 | 0.00% | −356−45.0% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 466 | $7,642 | 0.00% | +256+121.9% | 加碼 |
| Huntington National Bank | 468 | $7,675 | 0.00% | +154+49.0% | 加碼 |
| Covestor Ltd | 462 | $8,000 | 0.01% | +17+3.8% | 加碼 |
| SJS Investment Consulting Inc. | 493 | $8,086 | 0.00% | −2−0.4% | 減碼 |
| Park Place Capital Corp | 551 | $9,036 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 586 | $9,610 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 604 | $9,906 | 0.00% | +228+60.6% | 加碼 |
| West Tower Group, LLC | 644 | $1.06 萬 | 0.01% | +644 | 新進 |
| Tanglewood Legacy Advisors, LLC | 670 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 750 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Stephens Inc | 795 | $1.30 萬 | 0.00% | +109+15.9% | 加碼 |
| Performa Ltd (US), LLC | 900 | $1.48 萬 | 0.01% | +400+80.0% | 加碼 |
| Acadian Asset Management LLC | 1,049 | $1.60 萬 | 0.00% | −916−46.6% | 減碼 |
| Ancora Advisors, LLC | 1,000 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,001 | $1.64 萬 | 0.00% | +631+170.5% | 加碼 |
| Fifth Third Bancorp | 1,007 | $1.65 萬 | 0.00% | +135+15.5% | 加碼 |
| National Bank of Canada | 1,094 | $1.77 萬 | 0.00% | +121+12.4% | 加碼 |
| Parallel Advisors, LLC | 1,094 | $1.79 萬 | 0.00% | +694+173.5% | 加碼 |
| Guinness Atkinson Asset Management Inc | 1,344 | $2.20 萬 | 0.01% | +456+51.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,460 | $2.39 萬 | 0.00% | +850+139.3% | 加碼 |
| Allworth Financial LP | 1,491 | $2.45 萬 | 0.00% | +730+95.9% | 加碼 |
| Benjamin Edwards Inc | 1,798 | $2.90 萬 | 0.01% | +1+0.1% | 加碼 |
| V-Square Quantitative Management LLC | 1,780 | $2.92 萬 | 0.01% | +313+21.3% | 加碼 |
| UniSuper Management Pty Ltd | 1,800 | $2.95 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 1,910 | $3.13 萬 | 0.00% | +876+84.7% | 加碼 |
| Private Trust Co NA | 1,986 | $3.26 萬 | 0.00% | −65−3.2% | 減碼 |
| Quadrant Capital Group LLC | 2,099 | $3.44 萬 | 0.00% | +1,775+547.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 2,217 | $3.64 萬 | 0.00% | +52+2.4% | 加碼 |
| CWM, LLC | 2,226 | $3.70 萬 | 0.00% | −196−8.1% | 減碼 |
| Parkside Financial Bank & Trust | 2,886 | $4.73 萬 | 0.01% | −1,053−26.7% | 減碼 |
| Natixis | 3,267 | $5.36 萬 | 0.00% | +2,516+335.0% | 加碼 |
| Desjardins Global Asset Management Inc. | 3,433 | $5.63 萬 | 0.01% | +3,433 | 新進 |
| Ostrum Asset Management | 3,477 | $5.70 萬 | 0.01% | −23−0.7% | 減碼 |
| Wahed Invest LLC | 4,896 | $8.03 萬 | 0.03% | +633+14.8% | 加碼 |
| IFP Advisors, Inc | 4,945 | $8.11 萬 | 0.00% | −12,900−72.3% | 減碼 |
| Canada Pension Plan Investment Board | 5,400 | $8.86 萬 | 0.00% | −48,761−90.0% | 減碼 |
| Truvestments Capital LLC | 5,468 | $8.97 萬 | 0.05% | −609−10.0% | 減碼 |
| Cutler Group LP | 6,213 | $10.1 萬 | 0.02% | +2,352+60.9% | 加碼 |
| Vestcor Inc | 6,220 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Van Eck Associates Corp | 6,515 | $10.7 萬 | 0.00% | −228−3.4% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 6,762 | $11.1 萬 | 0.08% | +3,113+85.3% | 加碼 |
| Creative Planning | 7,374 | $12.1 萬 | 0.00% | +1,626+28.3% | 加碼 |
| Seaport Global Advisors, LLC | 7,447 | $12.2 萬 | 0.37% | −446−5.7% | 減碼 |
| Banque Cantonale Vaudoise | 7,515 | $12.3 萬 | 0.01% | +2,415+47.4% | 加碼 |
| Counterpoint Mutual Funds LLC | 8,126 | $13.3 萬 | 0.11% | +8,126 | 新進 |
| The PNC Financial Services Group, Inc. | 9,396 | $15.4 萬 | 0.00% | −37,684−80.0% | 減碼 |
| CIBC Asset Management Inc | 10,078 | $16.5 萬 | 0.00% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 10,107 | $16.6 萬 | 0.02% | −296−2.8% | 減碼 |
| MML Investors Services, LLC | 10,626 | $17.4 萬 | 0.00% | −2,376−18.3% | 減碼 |
| American Trust | 10,698 | $17.5 萬 | 0.01% | +10,698 | 新進 |
| Aviva PLC | 10,891 | $17.9 萬 | 0.00% | −320,802−96.7% | 減碼 |
| Sherbrooke Park Advisers LLC | 10,988 | $18.0 萬 | 0.06% | +10,988 | 新進 |