LSV ASSET MANAGEMENT GTM — ZoomInfo Technologies Inc

Ownership history in LSV ASSET MANAGEMENT  ·  7 quarters on record

AI Ownership Summary

LSV ASSET MANAGEMENT reported ZoomInfo Technologies Inc (GTM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.23% in 2025 Q4. The latest visible filing shows GTM at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LSV ASSET MANAGEMENT's position in ZoomInfo Technologies Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GTM was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GTM stock page LSV ASSET MANAGEMENT fund profile LSV ASSET MANAGEMENT full holdings
How LSV ASSET MANAGEMENT held GTM — position size vs. price
% of Fund (quarterly)    GTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 12,246,562 +2,065,180 +20.3% 0.16% $73K 2026-05-11 $6.04
2025 Q4 ADDED — — — 10,181,382 +2,674,753 +35.6% 0.23% $103.5M 2026-02-06 $7.31
2025 Q3 ADDED — — — 7,506,629 +2,936,229 +64.2% 0.18% $81.9M 2025-11-06 $10.70
2025 Q2 ADDED — — — 4,570,400 +1,411,353 +44.7% 0.11% $46.3M 2025-08-11 $9.54
2025 Q1 ADDED — — — 3,159,047 +3,038,847 +2528.2% 0.08% $31.6M 2025-05-09 $9.35
2024 Q4 UNCHANGED — — — 120,200 — 0% 0.00% $1.3M 2025-02-13 $10.17
2024 Q3 INITIATED — — — 120,200 — — 0.00% $1.2M 2024-11-12 $13.08

🏢 Other funds also holding GTM

As of 2026 Q1 — sorted by position size

KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 1.95% Villanova Investment Management Co LLC 1.42% Watershed Asset Management, L.L.C. 3Y 7Y 0.48% Bayforest Capital Ltd 0.13% EASTERLY INVESTMENT PARTNERS LLC 3Y 7Y 0.12% Hillsdale Investment Management Inc. 3Y 7Y 0.12% Pacer Advisors, Inc. 3Y 7Y 0.06% MQS Management LLC 3Y 0.05% AMICA MUTUAL INSURANCE CO 3Y 7Y 0.04% CM WEALTH ADVISORS LLC 3Y 0.04%

FAQ About LSV ASSET MANAGEMENT and GTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has LSV ASSET MANAGEMENT reported owning GTM?

LSV ASSET MANAGEMENT reported GTM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported GTM position in LSV ASSET MANAGEMENT's portfolio?

The largest reported portfolio weight for GTM was 0.23% in 2025 Q4.

What is the latest reported GTM position on this page?

The most recent filing on this page is 2026 Q1, when LSV ASSET MANAGEMENT reported 12,246,562 shares, equal to 0.16% of portfolio, with an estimated market value of $73K.

What does the chart on this GTM ownership page compare?

The chart compares LSV ASSET MANAGEMENT's quarterly GTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LSV ASSET MANAGEMENT time their GTM position?

Based on 13F filing dates vs. subsequent GTM price moves, LSV ASSET MANAGEMENT correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on GTM relative to SPY over the holding period was -48.9%.

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