What happened According to a Securities and Exchange Commission (SEC) filing dated Feb. 17, 2026, RPD Fund Management LLC increased its holdings in ZoomInfo Technologies (GTM +4.65%) by 1,564,102 shares during the fourth quarter of 2025. The estimated transaction value, based on the quarter’s mean unadjusted closing price, was $16.10 million. The fund's GTM position ended the quarter at 9,628,318 ...
What happened According to a Securities and Exchange Commission (SEC) filing dated Feb. 17, 2026, RPD Fund Management LLC increased its holdings in ZoomInfo Technologies (GTM +4.65%) by 1,564,102 shares during the fourth quarter of 2025. The estimated transaction value, based on the quarter’s mean unadjusted closing price, was $16.10 million. The fund's GTM position ended the quarter at 9,628,318 shares, valued at $97.92 million. The net change in position value for the quarter was $9.94 million, reflecting both trading and stock price movements. What else to know RPD Fund Management increased its stake in GTM, which now makes up 42.45% of the fund’s 13F reportable assets. Top holdings after the filing: Nice : $100.15 million (43.5% of AUM) Appian : $98.06 million (42.5% of AUM) ZoomInfo Technologies: $97.92 million (42.5% of AUM) Domo : $30.55 million (13.3% of AUM) Abercrombie & Fitch : $1.11 million (0.35%) As of March 19, 2026, shares of GTM were priced at $5.94, down 43.3% over the past year and underperforming the S&P 500 by 61 percentage points. Company overview Metric Value Price (as of market close March 19, 2026) $5.94 Market capitalization $1.81 billion Revenue (TTM) $1.25 billion Net income (TTM) $124.20 million Company snapshot ZoomInfo: Offers a suite of cloud-based go-to-market intelligence and engagement products, including ZoomInfo Copilot, Sales, Marketing, Operations, Talent, and Lite, designed to support sales, marketing, operations, and recruiting professionals. Delivers a proprietary platform providing organizational and professional data, predictive analytics, and workflow automation tools. Serves a diversified client base spanning enterprises, mid-market, and small businesses across industries such as software, business services, manufacturing, telecommunications, finance, media, transportation, education, hospitality, and real estate. ZoomInfo Technologies operates at scale as a leading provider of go-to-market intelligence solutions, levera...