Could This Fund's $75 Million Bet on ZoomInfo Pay Off After the Stock's 85% Collapse?

1 hour ago 1

Jonathan Ponciano, The Motley Fool

Mon, December 8, 2025 astatine 7:20 AM CST 5 min read

New York City-based RPD Fund Management added 725,616 shares of ZoomInfo successful the 3rd quarter.
The wide presumption worth accrued by $13.7 cardinal from 4th to quarter.
As of September 30, RPD reported holding astir 6.9 cardinal GTM shares valued astatine $75.3 million.
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On November 14, New York City-based RPD Fund Management disclosed a important bargain of ZoomInfo (NASDAQ:GTM), expanding its presumption by 725,616 shares successful the 3rd quarter, which contributed to an estimated $13.7 cardinal presumption change.

According to a filing with the Securities and Exchange Commission dated November 14, RPD Fund Management purchased an further 725,616 shares of ZoomInfo during the 3rd quarter. The accrued involvement brought the fund's full holdings successful the institution to astir 6.9 cardinal shares with a reported marketplace worth of $75.3 cardinal arsenic of September 30.

The acquisition accrued the fund's GTM presumption to 29.6% of RPD Fund its 13F assets nether management.

Top holdings aft the filing:

NASDAQ:GTM: $163.2 cardinal (97.9% of AUM)
NYSE:HOUS: $2.3 cardinal (1.4% of AUM)
NYSE:ANF: $752,840 (0.5% of AUM)
NASDAQ:DOMO: $503,712 (0.3% of AUM)

As of Friday, GTM shares were priced astatine $9.94, down 9% implicit the past twelvemonth and good underperforming the S&P 500, which is up 13% successful the aforesaid period.

Metric

Value

Price (as of marketplace adjacent Friday)	$9.94
Market Capitalization	$3.2 billion
Revenue (TTM)	$1.2 billion
Net Income (TTM)	$104.1 million

ZoomInfo's products see ZoomInfo Copilot, Sales, Marketing, Operations, Talent, and Lite, delivering cloud-based go-to-market quality and engagement solutions.
The institution generates gross chiefly done subscription-based entree to its data-driven platform, offering workflow tools, predictive analytics, and automated engagement capabilities for income and selling professionals.
ZoomInfo serves a divers lawsuit basal ranging from ample enterprises to tiny businesses crossed industries specified arsenic software, concern services, manufacturing, telecommunications, and fiscal services.

ZoomInfo operates astatine standard with thousands of employees, positioning itself arsenic a starring supplier of B2B quality solutions. The company's level leverages proprietary information and precocious analytics to alteration customers to identify, engage, and person people accounts much effectively. This data-centric attack provides a competitory borderline successful the rapidly evolving income and selling exertion landscape.