-
New York City-based RPD Fund Management added 725,616 ZoomInfo shares in the third quarter.
-
The overall value of the position increased by $13.7 million quarter over quarter.
-
As of September 30, RPD reported that it owned nearly 6.9 million GTM shares valued at $75.3 million.
-
These 10 stocks could generate the next wave of millionaires ›
On November 14, New York City-based RPD Fund Management revealed a significant purchase of ZoomInfo (NASDAQ:GTM)increasing its position by 725,616 shares in the third quarter, contributing to an estimated position change of $13.7 million.
According to a filing with the Securities and Exchange Commission on Nov. 14, RPD Fund Management purchased an additional 725,616 shares of ZoomInfo during the third quarter. The stake increase brought the fund’s total holdings in the company to nearly 6.9 million shares with a reported market value of $75.3 million as of September 30.
The purchase increased the fund’s GTM position to 29.6% of the RPD 13F Fund’s assets under management.
Main participations after the presentation:
-
NASDAQ:GTM: $163.2 million (97.9% of assets under management)
-
NYSE:HOUS: $2.3 million (1.4% of assets under management)
-
New York Stock Exchange:ANF: $752,840 (0.5% of assets under management)
-
NASDAQ:DOMO: $503,712 (0.3% of assets under management)
As of Friday, GTM shares were priced at $9.94, down 9% from last year and significantly underperforming the S&P 500, which was up 13% in the same period.
|
Metric
|
Worth
|
|
Price (at market close on Friday)
|
$9.94
|
|
Market capitalization
|
3.2 billion dollars
|
|
Revenue (TTM)
|
1.2 billion dollars
|
|
Net Income (TTM)
|
$104.1 million
|
-
ZoomInfo products include ZoomInfo Copilot, Sales, Marketing, Operations, Talent and Lite, which offer cloud-based marketing intelligence and engagement solutions.
-
The company generates revenue primarily through subscription access to its data-driven platform, which offers workflow tools, predictive analytics, and automated engagement capabilities for sales and marketing professionals.
-
ZoomInfo serves a diverse customer base ranging from large enterprises to small businesses in industries such as software, business services, manufacturing, telecommunications, and financial services.
ZoomInfo operates at scale with thousands of employees, positioning itself as a leading provider of B2B intelligence solutions. The company’s platform leverages proprietary data and advanced analytics to enable customers to more effectively identify, engage and convert target accounts. This data-centric approach provides a competitive advantage in the rapidly evolving marketing and sales technology landscape.
Even after a long decline from pandemic-era highs, ZoomInfo’s improving fundamentals may be more important to fundamental research-driven investors than its recent share price volatility. RPD Fund Management’s decision to significantly increase exposure underscores renewed confidence in the company’s ability to stabilize growth and expand margins, something its latest earnings report begins to validate.
ZoomInfo posted record third-quarter revenue of $318 million, up 5% year-over-year, while GAAP operating income rose 55% to $67.5 million, and adjusted operating margin posted a solid 37%. The company also generated $93.8 million in operating cash flow, a marked improvement from the previous year. For a fund whose portfolio is now almost entirely concentrated in GTM, the expanded stake underscores the conviction that ZoomInfo’s AI-powered trading platform remains competitively durable despite its deep, multi-year decline. And fundamentals suggest a company is regaining its operating leverage even as sentiment remains weak. If execution continues to improve, the stock’s compressed valuation may offer an asymmetric advantage.
13F: A quarterly SEC filing by institutional investment managers that discloses their capital holdings.
Assets under management (AUM): The total market value of investments managed on behalf of clients by a fund or company.
Position: The amount of a particular security or asset held by an investor or fund.
Last twelve months (TTM): The 12-month period ending with the most recent quarterly report.
Commercial value: The current total value of a holding, calculated as the shares owned multiplied by the current stock price.
Marketing Intelligence: Data and insights used to inform sales and marketing strategies to reach potential customers.
Proprietary data: Information collected and owned by a company, not publicly available, that often provides a competitive advantage.
Predictive analysis: Techniques that use data, statistical algorithms, and machine learning to forecast future outcomes.
Automated participation: Technology-driven processes that interact with customers or prospects without manual intervention.
Reportable assets: Investments that must be disclosed in regulatory filings, such as those required in a 13F report.
Holding of funds: A specific security or asset held within the portfolio of an investment fund.
B2B Intelligence: Business-to-business data and analytics that helps businesses identify and understand other businesses as potential customers.
Have you ever felt like you missed the boat when buying the hottest stocks? Then you’ll want to hear this.
On rare occasions, our expert team of analysts issues a “Double bet” actions recommendation for companies that believe they are about to explode. If you’re worried you’ve missed an opportunity to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:
-
NVIDIA: If you invested $1,000 when we doubled down in 2009, you would have $473,121!*
-
Apple: If you invested $1,000 when we doubled down in 2008, you would have $53,035!*
-
netflix: If you invested $1,000 when we doubled down in 2004, you would have $540,587!*
Right now, we are issuing “Double Down” alerts for three incredible companies.available when you join Stock Advisorand there may not be another opportunity like this anytime soon.
See the 3 actions »
*Stock Advisor returns from December 1, 2025
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends Abercrombie & Fitch. The Motley Fool has a disclosure policy.
Could this fund’s $75 million bet on ZoomInfo pay off after the stock’s 85% collapse? was originally published by The Motley Fool
