None · None

ZOOMINFO TECHNOLOGIES INC GTM

ZoomInfo Technologies Inc., together with its subsidiaries, provides go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals in the United States and internationally. The company’s cloud-based platform provides workflow tools and information on organizations and professionals to help users identify target customers and decision makers, obtain continually updated predictive lead and company scoring, monitor buying signals and other attributes of target companies, craft messages, engage through automated sales tools, and track progress through the deal cycle.

Company profile

Business mix

  • The company’s cloud-based platform provides workflow tools and information on organizations and professionals to help users identify target customers and decision makers, obtain continually updated predictive lead and company scoring.
  • Its paid products include ZoomInfo Copilot, ZoomInfo Sales, ZoomInfo Marketing, ZoomInfo Operations, and ZoomInfo Talent, as well as ZoomInfo Lite.
  • The company serves global enterprises, mid-market companies, and down to small businesses that operate in various industry.
  • ZoomInfo Technologies Inc. was founded in 2007 and is headquartered in Vancouver, Washington.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Glenview Capital Management Larry Robbins 2.4% $95.1M 2026-03-31
Dragoneer Investment Group Marc Stad 0.1% $4.0M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $170.8M Estimated from net reduced shares
Net share change / base shares -48.4% -15,576,157 / 32,151,399
Dragoneer Investment Group Marc Stad 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 670,000 Last 3 periods +0 (0.0%) Total shares 670,000 Value $4.0M
Glenview Capital Management Larry Robbins 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 13.0% 13F value change +$36.1M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 8.1% 13F value change +$1.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -20.5% 13F value change -$108.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 16,381,399 Last 3 periods -476,157 (-2.9%) Total shares 15,905,242 Value $95.1M
Sachem Head Capital Management Scott Ferguson 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 2.0% 13F value change +$15.1M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -3.9% 13F value change -$17.5M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$150.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 15,100,000 Last 3 periods -15,100,000 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.