ZoomInfo Technologies Inc.
ZoomInfo Technologies Inc. (GTM) has a dated narrative snapshot, but its priced-in model claim is temporarily suppressed because the model-solve record is unavailable or has changed.
• ZoomInfo sells access to a proprietary database of business contacts and intelligence to sales, marketing, and recruiting teams, and unlike most software at this price it is solidly profitable, earning an operating margin near 19%. • The price tells the whole story: at roughly 10 times operating income the stock sits below what even a steady decline in profits would justify, so the market is pricing the business to shrink. • The near-term swing factor is the revenue trajectory and the restruct
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347 institutional managers reported holding GTM in 13F filings for the quarter ended 2026-03-31. Together they hold about 91% of the company; the top 10 hold 55%. 77 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 39.4M shares were sold short as of the 2026-06-15 count, about 13% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at GTM over the trailing three years: 2024: 2 buys totaling $17.78M; 2026: 1 buy totaling $99k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GTM's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-01 | -27.3% | -12.9% |
| 2023-10-31 | -15.6% | +37.1% |
| 2024-02-16 | +19.1% | -11.2% |
| 2024-05-08 | -26.9% | -5.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GTM's latest 8-K filings: 2026-06-10 (items 5.02); 2026-05-15 (items 5.07); 2026-05-11 (items 2.05, 7.01, 9.01); 2026-05-11 (items 1.01, 2.02, 2.03, 9.01); 2026-02-09 (items 2.02, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.