Calydon Capital Reduces Stake in ZoomInfo Technologies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 19 2026
0mins
Should l Buy GTM?
Source: NASDAQ.COM
- Significant Reduction: Calydon Capital sold 892,298 shares of ZoomInfo Technologies in Q4 2025, with an estimated trade value of $9.19 million, indicating a waning confidence in the stock that may affect future investment strategies.
- Declining Asset Value: The fund's quarter-end position value decreased by $9.80 million, reflecting the dual impact of trading activity and stock price fluctuations, resulting in its stake in ZoomInfo dropping from 1.7% to 0.14%, which could affect liquidity and portfolio stability.
- Increased Competitive Pressure: While ZoomInfo remains a leader in its market niche, its sales growth has nearly flatlined, and the stock has plummeted 92% since 2021, indicating significant challenges the company faces in a highly competitive environment that may impact future market performance.
- Strong Cash Flow Performance: ZoomInfo generated $455 million in free cash flow this year and is guiding for a similar amount next year, suggesting that despite market skepticism regarding its growth prospects, robust cash flow could provide some financial flexibility.
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Analyst Views on GTM
Wall Street analysts forecast GTM stock price to rise
14 Analyst Rating
3 Buy
7 Hold
4 Sell
Hold
Current: 5.930
Low
8.00
Averages
12.13
High
15.00
Current: 5.930
Low
8.00
Averages
12.13
High
15.00
About GTM
ZoomInfo Technologies Inc. provides a go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals. Its cloud-based platform provides workflow tools with integrated and comprehensive information on organizations and professionals to help users identify target customers and decision makers. Its cloud-based operating system for revenue professionals delivers comprehensive intelligence and analytics to provide sales, marketing, operations, and recruiting professionals accurate information and insights on the organizations and professionals they target. It delivers intelligence at scale by leveraging an AI and ML-powered engine that gathers data from millions of sources and standardizes, matches to entities, verifies, cleans, and applies the processed data to companies and people at scale. The Company aggregates and extracts distinct types of data, such as revenue, locations, technologies, keywords, contact information, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
RPD Fund Management Increases Stake in ZoomInfo Technologies
- Stake Increase: According to an SEC filing dated February 17, 2026, RPD Fund Management increased its holdings in ZoomInfo Technologies by 1,564,102 shares during Q4 2025, with an estimated transaction value of $16.10 million, indicating confidence in the company's potential.
- Ownership Proportion: Following the increase, ZoomInfo now constitutes 42.45% of RPD's 13F reportable assets, highlighting its significance in the fund's portfolio and potentially influencing future investment strategies.
- Market Performance: As of March 19, 2026, ZoomInfo shares were priced at $5.94, down 43.3% over the past year, reflecting the challenges the company faces in the market and a cautious sentiment among investors.
- Customer Growth: Despite a slowdown in overall revenue growth, ZoomInfo reported a 53% increase in its customer count among large clients (with over $100,000 in annual contract value) in Q4 2025, demonstrating ongoing appeal in specific market segments.
See More
RPD Increases ZoomInfo Stake to 42.45% of AUM
- Increased Holdings: RPD Fund Management increased its stake in ZoomInfo Technologies (NASDAQ:GTM) by 1,564,102 shares during Q4 2025, with an estimated transaction value of $16.10 million, reflecting the company's contrarian deep-value investment strategy.
- Position Value Growth: This transaction brought RPD's total GTM holdings to 9,628,318 shares, valued at $97.92 million, marking a $9.94 million increase from the previous quarter, indicating market recognition of the stock's volatility and potential value.
- Asset Allocation Shift: GTM now accounts for 42.45% of RPD's reported assets under management, making it the fund's third-largest position, highlighting its significance in the investment portfolio and expectations for future growth.
- Poor Market Performance: Despite a 53% increase in customer count among large clients, ZoomInfo's stock price has dropped 43.3% over the past year, illustrating the macroeconomic challenges and negative market sentiment the company faces.
See More
SpendHound Reaches 1,000 Customers, Signaling Strong Market Adoption
- Customer Growth Milestone: SpendHound has successfully attracted 1,000 customers in just two years, marking rapid growth in the enterprise spend management sector, particularly with ZoomInfo joining as the 1,000th customer, which further validates the platform's market value.
- Software Spend Management: Since its inception, finance and procurement teams using SpendHound have managed over $3.2 billion in software spend and achieved total savings of $35.8 million, demonstrating significant effectiveness in helping enterprises optimize spending and enhance procurement decisions.
- Industry Leadership: SpendHound has established the industry's most comprehensive database of actual SaaS pricing patterns, powered by benchmarking intelligence across over 10,000 AI and SaaS vendors, which strengthens its competitive advantage in the market.
- Future Development Plans: The company plans to continue investing in product innovation and market expansion in 2026, including the launch of a significant AI-powered product designed to support enterprise customer acquisition and scaling, further solidifying its market leadership position.
See More
Calydon Capital Reduces Stake in ZoomInfo Technologies
- Share Reduction Details: Calydon Capital sold 892,298 shares of ZoomInfo Technologies in Q4 2025, with an estimated value of $9.19 million, indicating concerns over the company's future growth potential.
- Remaining Stake Analysis: By the end of 2025, Calydon Capital held 84,210 shares valued at approximately $856,416, which represents only 0.14% of its assets under management, reflecting a significant decline in confidence towards ZoomInfo.
- Market Performance Overview: As of March 19, 2026, ZoomInfo's stock price stood at $5.93, down 43.47% year-over-year, with sales growth nearly flatlining over the past two years, highlighting the pressure from fierce competition.
- Customer Growth and Cash Flow: Despite challenges, ZoomInfo's large customer count, those with over $100,000 in annual contract value, grew by 54% year-over-year, and its free cash flow reached $455 million, demonstrating its leadership position and ongoing financial health in the market.
See More
Calydon Capital Reduces Stake in ZoomInfo Technologies
- Significant Reduction: Calydon Capital sold 892,298 shares of ZoomInfo Technologies in Q4 2025, with an estimated trade value of $9.19 million, indicating a waning confidence in the stock that may affect future investment strategies.
- Declining Asset Value: The fund's quarter-end position value decreased by $9.80 million, reflecting the dual impact of trading activity and stock price fluctuations, resulting in its stake in ZoomInfo dropping from 1.7% to 0.14%, which could affect liquidity and portfolio stability.
- Increased Competitive Pressure: While ZoomInfo remains a leader in its market niche, its sales growth has nearly flatlined, and the stock has plummeted 92% since 2021, indicating significant challenges the company faces in a highly competitive environment that may impact future market performance.
- Strong Cash Flow Performance: ZoomInfo generated $455 million in free cash flow this year and is guiding for a similar amount next year, suggesting that despite market skepticism regarding its growth prospects, robust cash flow could provide some financial flexibility.
See More
ZoomInfo Achieves Highest Scores in Forrester's B2B Data Providers Evaluation
- Industry Leadership: ZoomInfo has been named a Leader in Forrester Wave™: Marketing and Sales Data Providers for B2B, showcasing its ability to set technology standards for data collection and identity resolution, further solidifying its position as the default data provider for B2B sales.
- Outstanding Scoring Performance: Achieving the highest current offering category score among all evaluated vendors, ZoomInfo received top scores in 20 out of 27 criteria, including data foundation, platform, and ecosystem, indicating its competitive edge and technological strength in the market.
- Innovation and Investment: With the highest score in the strategy category, ZoomInfo's ongoing investment in its GTM knowledge graph supports data discovery and agentic AI applications, with CEO Henry Schuck highlighting nearly $200 million spent annually on innovation to maintain its industry leadership.
- Comprehensive Data Ecosystem: ZoomInfo provides data on over 100 million companies and 500 million contacts, combined with billions of signals, enabling sales, marketing, and customer success teams to confidently execute their go-to-market strategies, thereby enhancing the company's core role in modern revenue teams.
See More
RPD Fund Management Increases Stake in ZoomInfo Technologies
- Stake Increase: According to an SEC filing dated February 17, 2026, RPD Fund Management increased its holdings in ZoomInfo Technologies by 1,564,102 shares during Q4 2025, with an estimated transaction value of $16.10 million, indicating confidence in the company's potential.
- Ownership Proportion: Following the increase, ZoomInfo now constitutes 42.45% of RPD's 13F reportable assets, highlighting its significance in the fund's portfolio and potentially influencing future investment strategies.
- Market Performance: As of March 19, 2026, ZoomInfo shares were priced at $5.94, down 43.3% over the past year, reflecting the challenges the company faces in the market and a cautious sentiment among investors.
- Customer Growth: Despite a slowdown in overall revenue growth, ZoomInfo reported a 53% increase in its customer count among large clients (with over $100,000 in annual contract value) in Q4 2025, demonstrating ongoing appeal in specific market segments.
See More
RPD Increases ZoomInfo Stake to 42.45% of AUM
- Increased Holdings: RPD Fund Management increased its stake in ZoomInfo Technologies (NASDAQ:GTM) by 1,564,102 shares during Q4 2025, with an estimated transaction value of $16.10 million, reflecting the company's contrarian deep-value investment strategy.
- Position Value Growth: This transaction brought RPD's total GTM holdings to 9,628,318 shares, valued at $97.92 million, marking a $9.94 million increase from the previous quarter, indicating market recognition of the stock's volatility and potential value.
- Asset Allocation Shift: GTM now accounts for 42.45% of RPD's reported assets under management, making it the fund's third-largest position, highlighting its significance in the investment portfolio and expectations for future growth.
- Poor Market Performance: Despite a 53% increase in customer count among large clients, ZoomInfo's stock price has dropped 43.3% over the past year, illustrating the macroeconomic challenges and negative market sentiment the company faces.
See More
SpendHound Reaches 1,000 Customers, Signaling Strong Market Adoption
- Customer Growth Milestone: SpendHound has successfully attracted 1,000 customers in just two years, marking rapid growth in the enterprise spend management sector, particularly with ZoomInfo joining as the 1,000th customer, which further validates the platform's market value.
- Software Spend Management: Since its inception, finance and procurement teams using SpendHound have managed over $3.2 billion in software spend and achieved total savings of $35.8 million, demonstrating significant effectiveness in helping enterprises optimize spending and enhance procurement decisions.
- Industry Leadership: SpendHound has established the industry's most comprehensive database of actual SaaS pricing patterns, powered by benchmarking intelligence across over 10,000 AI and SaaS vendors, which strengthens its competitive advantage in the market.
- Future Development Plans: The company plans to continue investing in product innovation and market expansion in 2026, including the launch of a significant AI-powered product designed to support enterprise customer acquisition and scaling, further solidifying its market leadership position.
See More
Calydon Capital Reduces Stake in ZoomInfo Technologies
- Share Reduction Details: Calydon Capital sold 892,298 shares of ZoomInfo Technologies in Q4 2025, with an estimated value of $9.19 million, indicating concerns over the company's future growth potential.
- Remaining Stake Analysis: By the end of 2025, Calydon Capital held 84,210 shares valued at approximately $856,416, which represents only 0.14% of its assets under management, reflecting a significant decline in confidence towards ZoomInfo.
- Market Performance Overview: As of March 19, 2026, ZoomInfo's stock price stood at $5.93, down 43.47% year-over-year, with sales growth nearly flatlining over the past two years, highlighting the pressure from fierce competition.
- Customer Growth and Cash Flow: Despite challenges, ZoomInfo's large customer count, those with over $100,000 in annual contract value, grew by 54% year-over-year, and its free cash flow reached $455 million, demonstrating its leadership position and ongoing financial health in the market.
See More
Calydon Capital Reduces Stake in ZoomInfo Technologies
- Significant Reduction: Calydon Capital sold 892,298 shares of ZoomInfo Technologies in Q4 2025, with an estimated trade value of $9.19 million, indicating a waning confidence in the stock that may affect future investment strategies.
- Declining Asset Value: The fund's quarter-end position value decreased by $9.80 million, reflecting the dual impact of trading activity and stock price fluctuations, resulting in its stake in ZoomInfo dropping from 1.7% to 0.14%, which could affect liquidity and portfolio stability.
- Increased Competitive Pressure: While ZoomInfo remains a leader in its market niche, its sales growth has nearly flatlined, and the stock has plummeted 92% since 2021, indicating significant challenges the company faces in a highly competitive environment that may impact future market performance.
- Strong Cash Flow Performance: ZoomInfo generated $455 million in free cash flow this year and is guiding for a similar amount next year, suggesting that despite market skepticism regarding its growth prospects, robust cash flow could provide some financial flexibility.
See More
ZoomInfo Achieves Highest Scores in Forrester's B2B Data Providers Evaluation
- Industry Leadership: ZoomInfo has been named a Leader in Forrester Wave™: Marketing and Sales Data Providers for B2B, showcasing its ability to set technology standards for data collection and identity resolution, further solidifying its position as the default data provider for B2B sales.
- Outstanding Scoring Performance: Achieving the highest current offering category score among all evaluated vendors, ZoomInfo received top scores in 20 out of 27 criteria, including data foundation, platform, and ecosystem, indicating its competitive edge and technological strength in the market.
- Innovation and Investment: With the highest score in the strategy category, ZoomInfo's ongoing investment in its GTM knowledge graph supports data discovery and agentic AI applications, with CEO Henry Schuck highlighting nearly $200 million spent annually on innovation to maintain its industry leadership.
- Comprehensive Data Ecosystem: ZoomInfo provides data on over 100 million companies and 500 million contacts, combined with billions of signals, enabling sales, marketing, and customer success teams to confidently execute their go-to-market strategies, thereby enhancing the company's core role in modern revenue teams.
See More
