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Zoominfo Technologies Inc (GTM)

CUSIP: 98980F104 | NYSE | Technology · Software - Application | Small Cap | 1219 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GVanguard Portfolio Management LLC15,697,8055.4%New 5%+ stakeSep 30, 202692d ahead of 13F (12,886,295 sh) · +2,811,510
13G/AAhmet H. Okumus
with RPD Fund Management LLC
7,006,5022.3%Newly reportedJun 30, 2026No 13F filer matched
13G/AGlenview Capital Management, LLC00.0%No shares heldJun 30, 2026No 13F filer matched
13D/AJennifer Stier
with HighSage Ventures LLC
20,410,1486.9%New 5%+ stakeJun 12, 2026No 13F filer matched
13D/AJennifer Stier20,410,1486.7%New 5%+ stakeFeb 13, 2026No 13F filer matched
13GVanguard Portfolio Management LLC15,697,805
5.4% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (12,886,295 sh) · +2,811,510
13G/AAhmet H. Okumus7,006,502
2.3% of class · Jun 30, 2026Newly reported
with RPD Fund Management LLC
No 13F filer matched
13G/AGlenview Capital Management, LLC0
0.0% of class · Jun 30, 2026No shares held
No 13F filer matched
13D/AJennifer Stier20,410,148
6.9% of class · Jun 12, 2026New 5%+ stake
with HighSage Ventures LLC
No 13F filer matched
13D/AJennifer Stier20,410,148
6.7% of class · Feb 13, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP5,618,779
0.0% of portfolio›$21.3M
Principal Financial Group Inc1,925,752
0.0% of portfolio›$7.3M
Creative Planning1,392,321
0.0% of portfolio›$5.3M
Robeco Institutional Asset Management B.V.1,390,451
0.0% of portfolio›$5.3M
Retirement Systems of Alabama1,088,013
0.0% of portfolio›$4.1M
Citigroup Inc1,016,454
0.0% of portfolio›$3.9M
Kestrel Investment Management Corp505,600
1.1% of portfolio›$1.9M
Villanova Investment Management Co432,670
1.6% of portfolio›$1.6M
Wolverine Asset Management LLC363,477
0.0% of portfolio›$1.4M
Fulcrum Asset Management LLP296,494
0.1% of portfolio›$1.1M
MacKenzie Financial Corp262,361
0.0% of portfolio›$994.3K
Strs Ohio221,900
0.0% of portfolio›$841.0K
New York State Teachers Retirement System220,700
0.0% of portfolio›$836
Lavelle Capital LP172,260
0.3% of portfolio›$652.9K
Inspire Investing, LLC167,953
0.0% of portfolio›$636.5K
Y-Intercept (Hong Kong) Ltd157,125
0.0% of portfolio›$595.5K
Assenagon Asset Management S.A.136,853
0.0% of portfolio›$518.7K
Imc-Chicago, LLC99,692
0.0% of portfolio›$377.8K
Louisiana State Employees Retirement System99,200
0.0% of portfolio›$376.0K
Range Financial Group LLC92,580
0.1% of portfolio›$350.9K
Mirae Asset Global Investments Co., Ltd.65,162
0.0% of portfolio›$247.0K
Arizona State Retirement System64,338
0.0% of portfolio›$243.8K
Yousif Capital Management, LLC61,125
0.0% of portfolio›$231.7K
Amalgamated Bank60,734
0.0% of portfolio›$230
Wealth Enhancement Advisory Services, LLC56,558
0.0% of portfolio›$216.6K
Achmea Investment Management B.V.55,600
0.0% of portfolio›$210.9K
Virginia Retirement Systems ET Al55,191
0.0% of portfolio›$209.2K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS54,871
0.0% of portfolio›$208.0K
Oregon Public Employees Retirement Fund52,200
0.0% of portfolio›$197.8K
State of Alaska, Department of Revenue50,990
0.0% of portfolio›$192
HB Wealth Management, LLC49,487
0.0% of portfolio›$68.2K
Pictet Asset Management Holding SA44,184
0.0% of portfolio›$167.5K
Signaturefd, LLC43,059
0.0% of portfolio›$163.2K
ProShare Advisors LLC33,268
0.0% of portfolio›$126.1K
McAdam, LLC27,916
0.0% of portfolio›$105.8K
Xponance LLC27,394
0.0% of portfolio›$103.8K
Mutual of America Capital Management LLC26,574
0.0% of portfolio›$100.7K
Abel Hall, LLC26,064
0.0% of portfolio›$98.8K
Wedmont Private Capital21,988
0.0% of portfolio›$84.2K
SBI Securities Co., Ltd.19,567
0.0% of portfolio›$74.2K
Swiss Life Asset Management Ltd18,789
0.0% of portfolio›$71.2K
Crossmark Global Holdings, Inc.18,502
0.0% of portfolio›$70.1K
Ullmann Wealth Partners Group, LLC16,346
0.0% of portfolio›$62.0K
Chicago Partners Investment Group LLC16,001
0.0% of portfolio›$69.6K
Caitong International Asset Management Co., Ltd15,984
0.0% of portfolio›$60.6K
CIBC Asset Management Inc15,048
0.0% of portfolio›$57.0K
Perigon Wealth Management, LLC14,336
0.0% of portfolio›$54.3K
Crestwood Advisors Group, LLC13,969
0.0% of portfolio›$52.9K
Everhart Financial Group, Inc.13,612
0.0% of portfolio›$51.6K
Sage Rhino Capital LLC12,807
0.0% of portfolio›$48.5K
Nisa Investment Advisors, LLC12,784
0.0% of portfolio›$48.5K
PDS Planning, Inc12,650
0.0% of portfolio›$47.9K
Frank, Rimerman Advisors LLC12,235
0.0% of portfolio›$46.4K
Oppenheimer & Co Inc11,925
0.0% of portfolio›$45.2K
TSA Wealth Managment LLC11,913
0.0% of portfolio›$45.2K
Abacus Wealth Partners, LLC11,386
0.0% of portfolio›$43.2K
May Hill Capital, LLC10,917
0.0% of portfolio›$41.4K
Profund Advisors LLC10,880
0.0% of portfolio›$41.2K
Simplicity Wealth,LLC10,523
0.0% of portfolio›$39.9K
KBC Group NV9,973
0.0% of portfolio›$38
Pinnacle Wealth Planning Services, Inc.8,565
0.0% of portfolio›$32.5K
Gamma Investing LLC8,055
0.0% of portfolio›$30.5K
Parallel Advisors, LLC5,930
0.0% of portfolio›$22.5K
Sterling Capital Management LLC4,741
0.0% of portfolio›$18.0K
MassMutual Private Wealth & Trust, FSB3,946
0.0% of portfolio›$15.0K
Owl Creek Wealth Partners LLC3,895
0.0% of portfolio›$14.8K
EverSource Wealth Advisors, LLC3,320
0.0% of portfolio›$12.6K
Salomon & Ludwin, LLC2,205
0.0% of portfolio›$8.4K
IFP Advisors, Inc1,966
0.0% of portfolio›$7.5K
Farther Finance Advisors, LLC1,547
0.0% of portfolio›$5.9K
Parkside Financial Bank & Trust1,282
0.0% of portfolio›$4.9K
Covestor Ltd1,259
0.0% of portfolio›$5
Financial Consulate, Inc1,257
0.0% of portfolio›$4.8K
Marquette Asset Management, LLC890
0.0% of portfolio›$3.4K
Versant Capital Management, Inc603
0.0% of portfolio›$2.3K
Leonteq Securities AG483
0.0% of portfolio›$1.8K
CoreCap Advisors, LLC386
0.0% of portfolio›$1.5K
Root Financial Partners, LLC382
0.0% of portfolio›$1.4K
TD Waterhouse Canada Inc.300
0.0% of portfolio›$1.2K
Farmers & Merchants Investments Inc208
0.0% of portfolio›$788
Physician Wealth Advisors, Inc.173
0.0% of portfolio›$656
Bare Financial Services, Inc154
0.0% of portfolio›$584
Cedar Mountain Advisors, LLC147
0.0% of portfolio›$557
UMB Private Wealth Management, LLC119
0.0% of portfolio›$451
Balance Wealth Partners LLC117
0.0% of portfolio›$445
Essential Partners LLC80
0.0% of portfolio›$303
Ascentis Independent Advisors68
0.0% of portfolio›$257
Assetmark, Inc68
0.0% of portfolio›$258
Valley National Advisers Inc54
0.0% of portfolio›$205
Gilpin Wealth Management, LLC45
0.0% of portfolio›$171
Creative Capital Management Investments LLC40
0.0% of portfolio›$152
MV Capital Management, Inc.33
0.0% of portfolio›$126
Silver Grove Financial Group, Inc.31
0.0% of portfolio›$117
Davis Capital Management16
0.0% of portfolio›$61
James T. Borello RIA15
0.0% of portfolio›$57
RMG Wealth Management LLC11
0.0% of portfolio›$48
Blue Trust, Inc.7
0.0% of portfolio›$25
Rakuten Securities, Inc.6
0.0% of portfolio›$23
Larson Financial Group LLC3
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
5,618,779$21.3M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
1,925,752$7.3M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
1,392,321$5.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Robeco Institutional Asset Management B.V.
1,390,451$5.3M0.0%CoreMediumRotterdam, Philippines2026-10-20
Retirement Systems of Alabama
1,088,013$4.1M0.0%IndexLowMontgomery, AL2026-11-04
Citigroup Inc
1,016,454$3.9M0.0%CoreMediumNew York, NY2026-11-04
Kestrel Investment Management Corp
505,600$1.9M1.1%Deep ValueMediumSan Mateo, CA2026-11-02
Villanova Investment Management Co
432,670$1.6M1.6%Deep ValueMediumWayne, PA2026-11-02
Wolverine Asset Management LLC
363,477$1.4M0.0%Deep ValueVery HighChicago, IL2026-11-02
Fulcrum Asset Management LLP
296,494$1.1M0.1%CoreMediumLondon, United Kingdom2026-11-04
MacKenzie Financial Corp
262,361$994.3K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Strs Ohio
221,900$841.0K0.0%CoreMediumColumbus, OH2026-10-30
New York State Teachers Retirement System
220,700$8360.0%CoreVery LowAlbany, NY2026-10-22
Lavelle Capital LP
172,260$652.9K0.3%GrowthHighSan Francisco, CA2026-11-03
Inspire Investing, LLC
167,953$636.5K0.0%GARPHighMeridian, ID2026-10-22
Y-Intercept (Hong Kong) Ltd
157,125$595.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Assenagon Asset Management S.A.
136,853$518.7K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Imc-Chicago, LLC
99,692$377.8K0.0%GARPVery HighChicago, IL2026-11-05
Louisiana State Employees Retirement System
99,200$376.0K0.0%IndexLowBaton Rouge, LA2026-10-20
Range Financial Group LLC
92,580$350.9K0.1%GARPMediumTigard, OR2026-10-21
Mirae Asset Global Investments Co., Ltd.
65,162$247.0K0.0%GrowthLowSeoul, Malaysia2026-11-03
Arizona State Retirement System
64,338$243.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
61,125$231.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
60,734$2300.0%CoreVery LowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
56,558$216.6K0.0%CoreLowPlymouth, MN2026-10-13
Achmea Investment Management B.V.
55,600$210.9K0.0%CoreMediumZeist, Philippines2026-10-30
Virginia Retirement Systems ET Al
55,191$209.2K0.0%CoreMediumRichmond, VA2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
54,871$208.0K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
52,200$197.8K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
50,990$1920.0%CoreVery LowJuneau, AK2026-10-15
HB Wealth Management, LLC
49,487$68.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Pictet Asset Management Holding SA
44,184$167.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Signaturefd, LLC
43,059$163.2K0.0%IndexLowAtlanta, GA2026-10-23
ProShare Advisors LLC
33,268$126.1K0.0%GrowthLowBethesda, MD2026-10-29
McAdam, LLC
27,916$105.8K0.0%ETFLowPhiladelphia, PA2026-10-21
Xponance LLC
27,394$103.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Mutual of America Capital Management LLC
26,574$100.7K0.0%IndexLowNew York, NY2026-10-23
Abel Hall, LLC
26,064$98.8K0.0%CoreMediumBaton Rouge, LA2026-10-19
Wedmont Private Capital
21,988$84.2K0.0%IndexVery LowWest Chester, PA2026-10-09
SBI Securities Co., Ltd.
19,567$74.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Swiss Life Asset Management Ltd
18,789$71.2K0.0%CoreLowZurich, Switzerland2026-11-03
Crossmark Global Holdings, Inc.
18,502$70.1K0.0%GARPMediumHouston, TX2026-10-21
Ullmann Wealth Partners Group, LLC
16,346$62.0K0.0%ETFLowJacksonville Beach, FL2026-11-02
Chicago Partners Investment Group LLC
16,001$69.6K0.0%GARPLowChicago, IL2026-10-27
Caitong International Asset Management Co., Ltd
15,984$60.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
CIBC Asset Management Inc
15,048$57.0K0.0%GARPLowToronto, South Africa2026-11-05
Perigon Wealth Management, LLC
14,336$54.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Crestwood Advisors Group, LLC
13,969$52.9K0.0%GrowthLowBoston, MA2026-10-27
Everhart Financial Group, Inc.
13,612$51.6K0.0%ETFLowDublin, OH2026-10-08
Sage Rhino Capital LLC
12,807$48.5K0.0%ETFLowMenlo Park, CA2026-10-28
Nisa Investment Advisors, LLC
12,784$48.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
PDS Planning, Inc
12,650$47.9K0.0%IndexVery LowDublin, OH2026-11-03
Frank, Rimerman Advisors LLC
12,235$46.4K0.0%GrowthLowPalo Alto, CA2026-10-16
Oppenheimer & Co Inc
11,925$45.2K0.0%CoreLowNew York, NY2026-10-26
TSA Wealth Managment LLC
11,913$45.2K0.0%ETFMediumHouston, TX2026-10-22
Abacus Wealth Partners, LLC
11,386$43.2K0.0%ETFLowSanta Monica, CA2026-11-03
May Hill Capital, LLC
10,917$41.4K0.0%ETFLowCohasset, MA2026-11-03
Profund Advisors LLC
10,880$41.2K0.0%GrowthLowBethesda, MD2026-10-29
Simplicity Wealth,LLC
10,523$39.9K0.0%ETFLowSummit, NJ2026-10-23
KBC Group NV
9,973$380.0%CoreMediumBrussels, Czech Republic2026-10-22
Pinnacle Wealth Planning Services, Inc.
8,565$32.5K0.0%GARPLowMansfield, OH2026-10-27
Gamma Investing LLC
8,055$30.5K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
5,930$22.5K0.0%IndexLowSan Francisco, CA2026-11-03
Sterling Capital Management LLC
4,741$18.0K0.0%GARPMediumCharlotte, NC2026-10-22
MassMutual Private Wealth & Trust, FSB
3,946$15.0K0.0%CoreLowSpringfield, MA2026-10-05
Owl Creek Wealth Partners LLC
3,895$14.8K0.0%IndexLowGreenwood Village, CO2026-10-20
EverSource Wealth Advisors, LLC
3,320$12.6K0.0%CoreMediumBirmingham, AL2026-11-04
Salomon & Ludwin, LLC
2,205$8.4K0.0%ETFVery LowRichmond, VA2026-10-29
IFP Advisors, Inc
1,966$7.5K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
1,547$5.9K0.0%IndexLowSan Francisco, CA2026-10-08
Parkside Financial Bank & Trust
1,282$4.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Covestor Ltd
1,259$50.0%ValueHighLondon, United Kingdom2026-10-30
Financial Consulate, Inc
1,257$4.8K0.0%ETFLowHunt Valley, MD2026-10-23
Marquette Asset Management, LLC
890$3.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
Versant Capital Management, Inc
603$2.3K0.0%GARPLowPhoenix, AZ2026-10-02
Leonteq Securities AG
483$1.8K0.0%CoreHighZurich, Switzerland2026-10-29
CoreCap Advisors, LLC
386$1.5K0.0%ETFMediumSouthfield, MI2026-10-08
Root Financial Partners, LLC
382$1.4K0.0%ETFMediumEncinitas, CA2026-10-21
TD Waterhouse Canada Inc.
300$1.2K0.0%CoreLowToronto, Australia2026-10-16
Farmers & Merchants Investments Inc
208$7880.0%CoreVery LowLincoln, NE2026-10-22
Physician Wealth Advisors, Inc.
173$6560.0%ETFMediumMidvale, UT2026-10-20
Bare Financial Services, Inc
154$5840.0%ETFVery LowGap, PA2026-11-04
Cedar Mountain Advisors, LLC
147$5570.0%ETFVery LowLake Oswego, OR2026-10-15
UMB Private Wealth Management, LLC
119$4510.0%GrowthN/AKansas City, MO2026-10-19
Balance Wealth Partners LLC
117$4450.0%ETFMediumWorthington, OH2026-10-27
Essential Partners LLC
80$3030.0%ValueMediumRancho Santa Fe, CA2026-10-14
Ascentis Independent Advisors
68$2570.0%ETFLowDallas, TX2026-11-03
Assetmark, Inc
68$2580.0%ETFLowConcord, CA2026-10-21
Valley National Advisers Inc
54$2050.0%ETFLowBethlehem, PA2026-10-23
Gilpin Wealth Management, LLC
45$1710.0%GrowthLowDenver, CO2026-10-09
Creative Capital Management Investments LLC
40$1520.0%ETFLowSan Diego, CA2026-10-28
MV Capital Management, Inc.
33$1260.0%ETFLowBethesda, MD2026-10-29
Silver Grove Financial Group, Inc.
31$1170.0%CoreMediumOrchard Park, NY2026-11-05
Davis Capital Management
16$610.0%CoreLowJacksonville, FL2026-10-08
James T. Borello RIA
15$570.0%ETFVery LowEast Dundee, IL2026-10-16
RMG Wealth Management LLC
11$480.0%ETFVery HighPlatteville, WI2026-10-26
Blue Trust, Inc.
7$250.0%ETFLowBrentwood, TN2026-10-15
Rakuten Securities, Inc.
6$230.0%Agg GrowthHighTokyo, Mexico2026-11-02
Larson Financial Group LLC
3$110.0%GrowthLowSt Louis, MO2026-11-05