GTMNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
ZoomInfo Technologies Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$3.93+0.13 (+3.42%)
Close on Oct 19, 2026
- Market cap
- $1.16B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.8%
264M of 291M shares
Institutional holders
332
85 new, 112 sold out
Net institutional buying
-21M
In Q2 2026
Insider trades, 12 months
1 buys · 20 sales
Net sold $725.84K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 38,673,337 | 13.10% | 13G (passive) amendment | Jun 30, 2026 |
| Schuck Henry | 28,844,952 | 8.40% | 13G (passive) amendment | Dec 31, 2024 |
| FMR LLC | 23,473,263 | 7.50% | 13G (passive) amendment | Dec 31, 2025 |
| Jennifer Stier | 20,410,148 | 6.90% | 13D (active) amendment | Jun 12, 2026 |
| RPD Fund Management LLC | 17,199,109 | 5.60% | 13G (passive) | Mar 31, 2026 |
| Stier Jennifer | 16,910,148 | 5.30% | 13D (active) | Aug 14, 2025 |
| AQR Capital Management Holdings, LLC | 16,341,468 | 5.54% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GTM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 41,915,944 | 14.40% | $122.81M | +9,072,391 | 0.00% |
| Aqr Capital Management LLC | 16,341,468 | 5.61% | $47.23M | +6,878,262 | 0.02% |
| Dimensional Fund Advisors LP | 13,540,534 | 4.65% | $39.67M | −1,560,141 | 0.01% |
| Vanguard Portfolio Management LLC | 12,886,295 | 4.43% | $37.76M | −75,867 | 0.00% |
| Lsv Asset Management | 12,827,919 | 4.41% | $37.59K | +581,357 | 0.07% |
| State Street Corp | 11,248,736 | 3.86% | $32.96M | +2,100,170 | 0.00% |
| Vanguard Capital Management LLC | 10,420,138 | 3.58% | $30.53M | −335,061 | 0.00% |
| Jupiter Asset Management Ltd | 8,106,774 | 2.78% | $23.75M | +943,449 | 0.12% |
| Geode Capital Management, LLC | 7,437,900 | 2.56% | $21.80M | +2,011,496 | 0.00% |
| FMR LLC | 6,882,728 | 2.36% | $20.17M | −9,061,469 | 0.00% |
| RPD Fund Management LLC | 6,131,391 | 2.11% | $17.96M | −11,067,718 | 8.26% |
| Two Sigma Investments, LP | 5,876,526 | 2.02% | $17.22M | +5,141,209 | 0.01% |
| Morgan Stanley | 5,572,615 | 1.91% | $16.33M | +1,197,249 | 0.00% |
| Goldman Sachs Group Inc | 5,384,638 | 1.85% | $15.78M | +2,747,295 | 0.00% |
| First Trust Advisors LP | 4,996,717 | 1.72% | $14.64M | +4,182,385 | 0.01% |
| Gotham Asset Management, LLC | 4,844,725 | 1.66% | $14.20M | +3,339,833 | 0.03% |
| Millennium Management LLC | 4,324,554 | 1.49% | $12.67M | +3,103,513 | 0.00% |
| Adage Capital Partners Gp, L.L.C. | 4,000,000 | 1.37% | $11.72M | −750,000 | 0.02% |
| Cerity Partners LLC | 3,934,850 | 1.35% | $11.53M | +3,120,796 | 0.01% |
| Victory Capital Management Inc | 3,296,959 | 1.13% | $9.66M | +1,902,440 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 332 | 264M | 90.8% | 85 / 109 | 104 / 112 | 75M | 96M |
| Q1 2026 | 364 | 286M | 98.1% | 90 / 145 | 93 / 79 | 103M | 66M |
| Q4 2025 | 360 | 274M | 94.1% | 69 / 107 | 138 / 54 | 37M | 55M |
| Q3 2025 | 352 | 292M | 100.0% | 51 / 130 | 116 / 50 | 48M | 30M |
| Q2 2025 | 353 | 274M | 94.2% | 59 / 128 | 126 / 64 | 33M | 49M |
| Q1 2025 | 360 | 291M | 99.9% | 77 / 128 | 117 / 48 | 75M | 84M |
| Q4 2024 | 333 | 301M | 100.0% | 67 / 104 | 120 / 54 | 91M | 93M |
| Q3 2024 | 323 | 304M | 100.0% | 61 / 98 | 117 / 77 | 77M | 79M |
| Q2 2024 | 342 | 331M | 100.0% | 57 / 95 | 146 / 52 | 59M | 77M |
| Q1 2024 | 341 | 349M | 100.0% | 68 / 134 | 94 / 64 | 58M | 64M |
| Q4 2023 | 337 | 355M | 100.0% | 59 / 107 | 134 / 107 | 67M | 55M |
| Q3 2023 | 388 | 344M | 100.0% | 74 / 157 | 112 / 77 | 55M | 77M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GTM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 15,628,664 | 5.37% | $45.79M | 0.04% | Jun 30, 2026 |
| Select Software and IT Services Portfolio | 9,273,069 | 3.19% | $30.88M | 0.41% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 6,993,025 | 2.40% | $20.49M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 6,321,428 | 2.17% | $18.52M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 5,064,557 | 1.74% | $14.84M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 3,508,308 | 1.21% | $11.58M | 0.06% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,211,172 | 1.10% | $9.41M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,980,379 | 1.02% | $8.73M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,695,120 | 0.93% | $8.89M | 0.03% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 2,373,273 | 0.82% | $6.95M | 0.04% | Jun 30, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 2,301,984 | 0.79% | $7.60M | 0.21% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 2,292,052 | 0.79% | $6.72M | 0.05% | Jun 30, 2026 |
| VictoryShares Small Cap Free Cash Flow ETF | 2,232,193 | 0.77% | $6.54M | 1.08% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 1,635,782 | 0.56% | $5.40M | 0.07% | Jul 31, 2026 |
| First Trust Small Cap Core AlphaDEX Fund | 1,488,626 | 0.51% | $4.91M | 0.36% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Henry Schuck | Chief Executive Officer, Director | 40,275,374 | 13.84% | Jul 6, 2026 |
| Ashley McGrane | General Counsel and Corp Sec | 107,037 | 0.04% | Sep 3, 2026 |
| James M. Roth | Chief Revenue Officer | 205,299 | 0.07% | Sep 3, 2026 |
| Michael Graham O'Brien | CFO | 300,489 | 0.10% | Sep 3, 2026 |
| Ali Dasdan | Chief Technology Officer | 145,050 | 0.05% | Mar 4, 2025 |
| Domenic Maida | Director | 66,342 | 0.02% | May 28, 2026 |
| Katie J. Rooney | Director | 25,090 | 0.01% | May 18, 2026 |
| Owen Wurzbacher | Director | 53,242 | 0.02% | May 18, 2026 |
| Robert Keith Giglio | Director | 23,076 | 0.01% | May 18, 2026 |
| Alison Gleeson | Director | 49,147 | 0.02% | May 18, 2026 |
| Keith Enright | Director | 78,970 | 0.03% | May 18, 2026 |
| David Randall Winn | Director | 1,469,108 | 0.50% | May 18, 2026 |
| Mark Patrick Mader | Director | 58,460 | 0.02% | May 18, 2026 |
| Ashley Evans | Director | 48,130 | 0.02% | May 18, 2026 |
| HSKB Funds II, LLC | 10% owner | 1,504,139 | 0.52% | Sep 3, 2026 |
| Kirk Norman Brown | 10% owner | 30,109,422 | 10.34% | Mar 4, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ashley McGrane General Counsel and Corp Sec | Sep 2, 2026 | Sale(10b5-1 plan) | −34 | $4.17 | $142 | 107,037 |
| James M. Roth Chief Revenue Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −94 | $4.17 | $392 | 205,299 |
| Ashley McGrane General Counsel and Corp Sec | Sep 1, 2026 | Option exercise | +207 | – | – | 107,141 |
| Ashley McGrane General Counsel and Corp Sec | Sep 1, 2026 | Tax withholding | −70 | $4.24 | $297 | 107,071 |
| HSKB Funds II, LLC 10% owner | Sep 1, 2026 | Other | −4,575 | – | – | 209,574 |
| James M. Roth Chief Revenue Officer | Sep 1, 2026 | Tax withholding | −156 | $4.24 | $661 | 205,393 |
| James M. Roth Chief Revenue Officer | Sep 1, 2026 | Option exercise | +345 | – | – | 205,549 |
| Michael Graham O'Brien CFO | Sep 1, 2026 | Option exercise | +214 | – | – | 300,489 |
| Michael Graham O'Brien CFO | Sep 1, 2026 | Option exercise | +328 | – | – | 300,275 |
| Michael Graham O'Brien CFO | Sep 1, 2026 | Tax withholding | −268 | $4.24 | $1.14K | 300,221 |
| Ashley McGrane General Counsel and Corp Sec | Aug 7, 2026 | Sale | −16,400 | $4.16 | $68.22K | 106,934 |
| Michael Graham O'Brien CFO | Aug 6, 2026 | Sale(10b5-1 plan) | −5,000 | $4.00 | $20.00K | 299,947 |
| Ashley McGrane General Counsel and Corp Sec | Aug 4, 2026 | Sale(10b5-1 plan) | −997 | $3.56 | $3.55K | 123,334 |
| Ashley McGrane General Counsel and Corp Sec | Aug 1, 2026 | Option exercise | +5,987 | – | – | 126,328 |
| Ashley McGrane General Counsel and Corp Sec | Aug 1, 2026 | Tax withholding | −1,997 | $3.30 | $6.59K | 124,331 |
| Michael Graham O'Brien CFO | Aug 1, 2026 | Option exercise | +29,400 | – | – | 275,394 |
| Michael Graham O'Brien CFO | Aug 1, 2026 | Option exercise | +3,469 | – | – | 245,994 |
| Michael Graham O'Brien CFO | Aug 1, 2026 | Tax withholding | −61,073 | $3.30 | $201.54K | 304,947 |
| Michael Graham O'Brien CFO | Aug 1, 2026 | Tax withholding | −758 | $3.30 | $2.50K | 366,020 |
| Michael Graham O'Brien CFO | Aug 1, 2026 | Option exercise | +91,384 | – | – | 366,778 |
| Michael Graham O'Brien CFO | Aug 1, 2026 | Option exercise | +1,541 | – | – | 242,525 |
| HSKB Funds II, LLC 10% owner | Aug 1, 2026 | Other | −27,278 | – | – | 214,149 |
| Ashley McGrane General Counsel and Corp Sec | Jul 2, 2026 | Sale(10b5-1 plan) | −2,461 | $2.98 | $7.33K | 120,341 |
| James M. Roth Chief Revenue Officer | Jul 2, 2026 | Sale(10b5-1 plan) | −20,774 | $2.98 | $61.91K | 205,204 |
| HSKB Funds II, LLC 10% owner | Jul 1, 2026 | Other | −9,451 | – | – | 241,427 |
| Ashley McGrane General Counsel and Corp Sec | Jul 1, 2026 | Option exercise | +49,218 | – | – | 144,151 |
| Ashley McGrane General Counsel and Corp Sec | Jul 1, 2026 | Tax withholding | −21,349 | $2.93 | $62.55K | 122,802 |
| Ashley McGrane General Counsel and Corp Sec | Jul 1, 2026 | Option exercise | +4,467 | – | – | 86,558 |
| Ashley McGrane General Counsel and Corp Sec | Jul 1, 2026 | Option exercise | +551 | – | – | 82,091 |
| Ashley McGrane General Counsel and Corp Sec | Jul 1, 2026 | Option exercise | +612 | – | – | 81,540 |
| Ashley McGrane General Counsel and Corp Sec | Jul 1, 2026 | Option exercise | +781 | – | – | 80,928 |
| Ashley McGrane General Counsel and Corp Sec | Jul 1, 2026 | Option exercise | +8,375 | – | – | 94,933 |
| Michael Graham O'Brien CFO | Jul 1, 2026 | Option exercise | +1,555 | – | – | 208,630 |
| Michael Graham O'Brien CFO | Jul 1, 2026 | Option exercise | +223 | – | – | 208,853 |
| Michael Graham O'Brien CFO | Jul 1, 2026 | Option exercise | +764 | – | – | 209,617 |
| Michael Graham O'Brien CFO | Jul 1, 2026 | Option exercise | +7,812 | – | – | 217,429 |
| Michael Graham O'Brien CFO | Jul 1, 2026 | Option exercise | +7,118 | – | – | 224,547 |
| Michael Graham O'Brien CFO | Jul 1, 2026 | Option exercise | +49,218 | – | – | 273,765 |
| Michael Graham O'Brien CFO | Jul 1, 2026 | Tax withholding | −32,781 | $2.93 | $96.05K | 240,984 |
| James M. Roth Chief Revenue Officer | Jul 1, 2026 | Option exercise | +4,465 | – | – | 144,460 |
| James M. Roth Chief Revenue Officer | Jul 1, 2026 | Option exercise | +30,638 | – | – | 175,098 |
| James M. Roth Chief Revenue Officer | Jul 1, 2026 | Option exercise | +22,059 | – | – | 197,157 |
| James M. Roth Chief Revenue Officer | Jul 1, 2026 | Option exercise | +18,522 | – | – | 215,679 |
| James M. Roth Chief Revenue Officer | Jul 1, 2026 | Option exercise | +80,937 | – | – | 296,616 |
| James M. Roth Chief Revenue Officer | Jul 1, 2026 | Tax withholding | −70,638 | $2.93 | $206.97K | 225,978 |
| Henry Schuck Chief Executive Officer, Director | Jul 1, 2026 | Tax withholding | −4,598 | $2.93 | $13.47K | 11,389,450 |
| Henry Schuck Chief Executive Officer, Director | Jul 1, 2026 | Option exercise | +13,787 | – | – | 11,394,048 |
| James M. Roth Chief Revenue Officer | Jun 2, 2026 | Sale(10b5-1 plan) | −200 | $3.55 | $710 | 139,995 |
| Ashley McGrane General Counsel and Corp Sec | Jun 2, 2026 | Sale(10b5-1 plan) | −34 | $3.55 | $121 | 80,147 |
| Michael Graham O'Brien CFO | Jun 1, 2026 | Option exercise | +214 | – | – | 207,015 |
| Michael Graham O'Brien CFO | Jun 1, 2026 | Tax withholding | −268 | $3.33 | $892 | 207,075 |
| Michael Graham O'Brien CFO | Jun 1, 2026 | Option exercise | +328 | – | – | 207,343 |
| James M. Roth Chief Revenue Officer | Jun 1, 2026 | Tax withholding | −331 | $3.33 | $1.10K | 140,195 |
| James M. Roth Chief Revenue Officer | Jun 1, 2026 | Option exercise | +387 | – | – | 140,182 |
| James M. Roth Chief Revenue Officer | Jun 1, 2026 | Option exercise | +344 | – | – | 140,526 |
| HSKB Funds II, LLC 10% owner | Jun 1, 2026 | Other | −4,885 | – | – | 250,878 |
| Ashley McGrane General Counsel and Corp Sec | Jun 1, 2026 | Option exercise | +206 | – | – | 80,250 |
| Ashley McGrane General Counsel and Corp Sec | Jun 1, 2026 | Tax withholding | −69 | $3.33 | $230 | 80,181 |
| Domenic Maida Director | May 26, 2026 | Buy | +27,500 | $3.60 | $99.00K | 66,342 |
| Katie J. Rooney Director | May 14, 2026 | Option exercise | +19,551 | – | – | 25,090 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| O'Brien Michael Officer | Oct 9, 2026 | 5,000 | $20.00K | Oct 9, 2026 | Equity Award |
| Roth James Officer | Oct 2, 2026 | 20,773 | $79.98K | Oct 2, 2026 | Restricted Stock Units |
| McGrane Ashley Officer | Oct 2, 2026 | 2,461 | $9.47K | Oct 2, 2026 | Restricted Stock Units |
| Roth James Officer | Sep 2, 2026 | 94 | $387 | Sep 2, 2026 | Restricted Stock Units |
| McGrane Ashley Officer | Sep 2, 2026 | 34 | $140 | Sep 2, 2026 | Restricted Stock Units |
| McGrane Ashley Officer | Aug 7, 2026 | 16,400 | $68.23K | Aug 7, 2026 | Restricted Stock Vesting Under a Registered Plan |
| O'Brien Michael Officer | Aug 6, 2026 | 5,000 | $20.00K | Aug 6, 2026 | Equity Award |
| McGrane Ashley Officer | Aug 4, 2026 | 997 | $3.56K | Aug 4, 2026 | Restricted Stock Units |
| McGrane Ashley Officer | Jul 2, 2026 | 2,461 | $6.99K | Jul 2, 2026 | Restricted Stock Units |
| Roth James Officer | Jul 2, 2026 | 20,774 | $59.00K | Jul 2, 2026 | Restricted Stock Units |
| McGrane Ashley Officer | Jun 2, 2026 | 34 | $130 | Jun 2, 2026 | Restricted Stock Units |
| M. Roth James Officer | Jun 2, 2026 | 200 | $764 | Jun 2, 2026 | Restricted Stock Units |
| McGrane Ashley Officer | May 4, 2026 | 1,057 | $7.03K | May 4, 2026 | Restricted Stock Units |
| McGrane Ashley Officer | Apr 2, 2026 | 6,959 | $40.71K | Apr 2, 2026 | Restricted Stock Units |
| M. Roth James Officer | Apr 2, 2026 | 35,723 | $208.98K | Apr 2, 2026 | Restricted Stock Units |