GTM β€” ZOOMINFO TECHNOLOGIES

Ownership history in Integrated Wealth Concepts LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ZOOMINFO TECHNOLOGIES (GTM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    GTM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 19,489 -7,765 -28.5% 0.00% $213K $10.91
2025 Q2 INITIATED 27,254 β€” β€” 0.00% $276K $10.12

🏒 Other funds also holding GTM

As of 2025 Q4 β€” sorted by position size

RPD Fund Management LLC 3Y 42.45% Circumference Group LLC 4.99% GLENVIEW CAPITAL MANAGEMENT, LLC 3Y 7Y 4.14% Greenhouse Funds LLLP 3Y 7Y 3.91% HARBER ASSET MANAGEMENT LLC 3Y 7Y 3.64% Crescent Park Management, L.P. 3Y 7Y 3.53% Sachem Head Capital Management LP 3Y 7Y 3.53% CYPRESS POINT INVESTMENT MANAGEMENT LP 3.27% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 3.18% Park West Asset Management LLC 3Y 7Y 2.96%
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