GTM ZoomInfo Technologies Inc Common Stock

XNAS 4.21 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

GTM $4.21 —
Key stats
$4.21
Pre-market $4.22 +0.24%
52-Week Range
$2.54 – $12.31
YTD
-56.19%
IV Rank (30D)
24.15
Straddle Price
$0.88
P/C Vol Ratio
0.00
Market Cap
$1.2B
Open
$4.09
Day Range
$4.03 – $4.34
Volume
5,635,001
Prev Close
$4.10
Fair Value
+50.0% vs price

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY1.68
Cost of Equity (CAPM)14.41% (VRP-adj)
WACC9.80%
Volatility Risk Premium+55.0pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)-2.4%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$0.4B
Return on Equity (TTM)-65.3%
Book / Price63.6% — banking bias active (P/B is primary)
Gross Margin (TTM)83.5%
FCF Margin (TTM)28.5%
Debt / Equity1.52
Quality Score3/6 — normal (10y DCF)
SMA 50$3.92 (Market Anchor value)
SMA 20 / Bollinger Mid$3.84
Bollinger Width / SMA20425.9% (drives anchor stability)
Net Debt$1.1B
Market Cap$1B
Peers used for multiples: ADBE, CRM, CRWD, MSFT, NET, NOW, ORCL, PLTR, SHOP, SNOW (SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$24.70
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF $8.66 38%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 61.1× · 8 peers
Peer EV/EBITDA $51.90 11% median 58.0× · 9 peers
Peer P/B $40.10 15% median 15.0× · 10 peers
Peer P/S $58.36 15% median 14.4× · 10 peers
Market Anchor (SMA50) $3.92 0% stability 0% (BB-width)
Options Expected (B-L 30d) $4.23 21% 11 strikes · skew +0.35
As of 2026-10-22 · updated
About
Industry (SIC)
SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
Exchange
XNAS
Market Cap
$1.2B
Employees
3,180
List Date
2020-06-04
CIK
0001794515
Next Earnings
2026-11-04 (After-Close)
EPS Forecast
$0.21 (8 est.)
Headquarters
Vancouver, WA
Homepage
https://www.zoominfo.com

ZoomInfo Technologies Inc provides a go-to-market intelligence platform. Its cloud-based operating system for revenue professionals delivers comprehensive intelligence and analytics to provide sales, marketing, operations, and recruiting professionals with accurate information and insights on their target organizations and professionals. The company's customer base comprises businesses operating across different industry verticals, including software, business services, manufacturing, financial services, transportation, education, etc. Its core paid products are ZoomInfo Copilot, ZoomInfo Sale…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'25'26Avg
Jan---16.23%-16.23%
Feb---20.49%-20.49%
Mar---3.24%-3.24%
Apr--6.84%6.84%
May-4.79%-49.92%-27.36%
Jun5.75%-23.30%-8.78%
Jul7.44%13.99%10.71%
Aug6.76%18.77%12.77%
Sep6.03%-8.01%-0.99%
Oct9.25%9.35%*9.30%
Nov-15.93%---15.93%
Dec0.49%--0.49%
Total13.02%-63.98%-25.48%
* Only 2 year(s) of data available.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $3.84
SMA 50: $3.92
SMA 200: $4.99
Current: $4.21
EMA 12: $3.96
EMA 26: $3.90
MACD: 0.0532 | Signal: 0.0398
BULLISH
ADX (14): 15.34
RANGE
+DI: 31.66
−DI: 15.88

Momentum Oscillators

RSI (14): 60.87
NEUTRAL
Stoch %K: 76.29
Stoch %D: 67.38
Williams %R: -17.11

Volume & Volatility

BB Upper: $4.16
BB Lower: $3.53
OVERBOUGHT
OBV: -174,414,541
Vol SMA 20: 4,765,945
Vol ROC: 3.06%
ATR: $0.22
True Range: $0.31
HV 20: 52.1%
HV 30: 54.6%
HV 60: 66.3%

Data Summary

Data Points: 363
Last Updated:
Date Range: 2025-05-13T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report: GTM

Executive Summary

Confidence Level: 6/10 (BEARISH)

Key drivers: Bearish momentum, negative news sentiment, and high volatility.

Primary risks: Negative earnings surprise, regulatory issues, and investor concerns about AI integration challenges.

Investment thesis: GTM's recent price decline is a result of the cumulative effect of negative news headlines and technical indicators pointing towards a bearish trend. However, there are underlying catalysts that could lead to a potential reversal if addressed promptly.

Recent news sentiment impact: The plethora of negative news headlines in the last 10 days has contributed significantly to GTM's price decline. This suggests that investor sentiment is heavily influenced by recent events and may require a substantial positive development to reverse course.

Technical Analysis

Trend Direction: Short-term bearish (1-4 weeks), Medium-term neutral (1-3 months), Long-term bullish (3-12 months)

Support/Resistance Levels:

  • SMA 20: $3.89 (key support)
  • EMA 12: $3.89 (key support)
  • Upper Bollinger Band: $4.37 (resistance)
  • Lower Bollinger Band: $3.41 (support)

Momentum Signals:

  • RSI interpretation: Neutral (59.76) - no clear buy or sell signal
  • MACD signal: Bullish (0.15 / Signal: -0.03 / Histogram: 0.18) - momentum is positive, but bearish trend prevails
  • Bollinger Bands position: Neutral (squeeze)

Volume Analysis:

  • Volume SMA 20: 6972612.92 (high volume)
  • On-Balance Volume (OBV): -210509176.22 (negative OBV flow)
  • Volume Rate of Change: -49.43% (high volume contraction)

News & Sentiment Analysis

Recent Headlines Summary: The past 10 days have seen a flurry of negative news headlines related to GTM's alleged securities fraud, misrepresentations about AI integration issues, and potential earnings surprises.

Sentiment Assessment: Negative sentiment dominates the recent news landscape.

Catalyst Identification: None immediately forthcoming; however, upcoming earnings releases or product launches could impact sentiment.

Market Narrative: The current bearish trend is driven by a combination of negative news headlines and technical indicators pointing towards a decline. This narrative needs to be challenged with positive developments to restore investor confidence.

Risk & Volatility Assessment

Risk Assessment: High risk (beta >1.5, high volatility)

Beta Interpretation: GTM's beta relative to the market is 1.08, indicating above-average volatility and amplification of market movements.

Volatility Regime: Current volatility levels are higher than historical norms.

Options Market Signals:

  • IV rank: 24.7% (low)
  • Put/call ratios: 0.57 (bullish sentiment)
  • Unusual activity: Low

Downside Protection:

  • Support levels: SMA 20, EMA 12
  • Risk management considerations: Stop-loss levels should be set below $3.89 to mitigate potential losses.

Market Context & Positioning

Sector Performance: GTM's performance is underwhelming compared to its sector peers.

Institutional Activity: High volume and institutional interest suggest ongoing selling pressure.

Correlation Analysis: R-squared interpretation indicates that GTM moves closely with the market, amplifying its movements.

Relative Valuation: Position within trading range: Neutral

Key Levels & Action Items

Critical Price Levels:

  • SMA 20: $3.89 (support)
  • EMA 12: $3.89 (support)

Breakout/Breakdown Levels:

  • Upper Bollinger Band: $4.37 (resistance)
  • Lower Bollinger Band: $3.41 (support)

Time-Sensitive Catalysts: Upcoming earnings releases or product launches could impact sentiment.

Risk Management: Set stop-loss levels below $3.89 to mitigate potential losses.

This report provides a comprehensive analysis of GTM's technical, fundamental, and news-driven aspects. The bearish trend is driven by negative news headlines and technical indicators pointing towards a decline. However, there are underlying catalysts that could lead to a potential reversal if addressed promptly. Investors should exercise caution and consider risk management strategies when trading this stock.

Generated
News
All GTM news →
Earnings History
4 of 5 under expected move
Avg Expected Move
17.02%
Avg Actual Move
12.85%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2025-08-04 After-Close 19.72% 7.98% 0.40x Within
2025-11-03 After-Close 16.10% 0.93% 0.06x Within
2026-02-09 After-Close 12.64% 9.43% 0.75x Within
2026-05-11 After-Close 18.21% 32.78% 1.80x Exceeded
2026-08-05 After-Close 18.44% 13.11% 0.71x Within

Earnings calendar: this week’s reports with expected vs actual moves →

GTM Options Activity & IV Rank

GTM IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 89.1%
7-DTE IV: 162.9%
Expected Move: $0.88
7-DTE Move: $0.43
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 8,705
Put Volume: 15
P/C Volume: 0.002
BULLISH
Call OI: 15,500
Put OI: 8,418
P/C OI: 0.543
Total OI: 23,918

ATM Options Pricing

ATM Call: $0.55
ATM Put: $0.33
Call %: 13.1%
Put %: 7.7%

Chain Summary

Chain Volume: 20,525
Chain OI: 90,392
Last Updated: 10/21/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 78th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
78%
vs own history
GEX tilt
+0.74
OI-weighted, today
Vanna tilt
-0.57
δ-sensitivity to IV
Charm tilt
+0.86
δ-decay vs time
Vanna tilt -0.57: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.86: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 11 ATM contracts, 3k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 21 · ATM 116.3% / Wing —
30 DTE / 10d —
— pts EXTREME
as of Oct 21 · ATM 90.5% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)83.3HighOct 21
IV Rank (30 DTE)24.1LowOct 21
Straddle Price (30 DTE)$0.88Oct 21
Beta Analysis

Risk Metrics

Beta: 0.9687
Alpha: -85.08%
Correlation: 0.1814
R-Squared: 3.3%
Stock Volatility: 67.8%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own GTM
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Millennium Management Hedge fund
Izzy Englander
$12.7M
0.01%
#1418 of 3716+254.2%13F
Point72 Hedge fund
Steve Cohen
$3.0M
0.00%
#1153 of 1945new13F
Citadel Hedge fund
Ken Griffin
$1.4M
0.00%
#3292 of 6285-83.5%13F
Rockefeller Capital Management Family office
Rockefeller family
$0K
0.00%
#4632 of 4729-89.5%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

GTM Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 309,484,063 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

345 filers288,612,773 shares$1.04B value93.26% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 25,114,644 $255.42M 24.63% 8.12% 2025-12-31
2 BlackRock, Inc. Custodian 41,915,944 $122.81M 11.84% 13.54% 2026-06-30
3 AQR Capital Management, LLC Custodian 16,341,468 $47.23M 4.55% 5.28% 2026-06-30
4 Dimensional Fund Advisors LP Custodian 13,540,534 $39.67M 3.83% 4.38% 2026-06-30
5 Vanguard Portfolio Management LLC 12,886,295 $37.76M 3.64% 4.16% 2026-06-30
6 LSV ASSET MANAGEMENT 12,827,919 $37.59M 3.62% 4.14% 2026-06-30
7 State Street Corp 11,248,736 $32.96M 3.18% 3.63% 2026-06-30
8 Vanguard Capital Management LLC 10,420,138 $30.53M 2.94% 3.37% 2026-06-30
9 JUPITER ASSET MANAGEMENT LTD 8,106,774 $23.75M 2.29% 2.62% 2026-06-30
10 Geode Capital Management, LLC Custodian 7,437,900 $21.80M 2.10% 2.40% 2026-06-30
11 FMR LLC Custodian 6,882,728 $20.17M 1.94% 2.22% 2026-06-30
12 RPD Fund Management LLC 6,131,391 $17.96M 1.73% 1.98% 2026-06-30
13 Two Sigma Investments, LP Custodian 5,876,526 $17.22M 1.66% 1.90% 2026-06-30
14 Morgan Stanley Custodian 5,572,615 $16.33M 1.57% 1.80% 2026-06-30
15 Goldman Sachs Group Inc Custodian 5,384,638 $15.78M 1.52% 1.74% 2026-06-30
16 First Trust Advisors LP 4,996,717 $14.64M 1.41% 1.61% 2026-06-30
17 Gotham Asset Management, LLC 4,844,725 $14.20M 1.37% 1.57% 2026-06-30
18 Millennium Management LLC Custodian 4,324,554 $12.67M 1.22% 1.40% 2026-06-30
19 ADAGE CAPITAL PARTNERS GP, L.L.C. 4,000,000 $11.72M 1.13% 1.29% 2026-06-30
20 Cerity Partners LLC Custodian 3,934,850 $11.53M 1.11% 1.27% 2026-06-30
21 Victory Capital Management Inc. 3,296,959 $9.66M 0.93% 1.07% 2026-06-30
22 Charles Schwab Investment Management, Inc. 3,251,111 $9.53M 0.92% 1.05% 2026-06-30
23 Northern Trust Corp Custodian 2,726,531 $7.99M 0.77% 0.88% 2026-06-30
24 BNP Paribas Financial Markets Custodian 2,391,957 $7.01M 0.68% 0.77% 2026-06-30
25 Pacer Advisors, Inc. 2,356,025 $6.90M 0.67% 0.76% 2026-06-30
15 filers$6.79M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $1.50M 22.07% 2026-06-30
2 Man Group plc $1.09M 16.01% 2026-06-30
3 Citadel Advisors LLC Custodian $1.09M 16.00% 2026-06-30
4 IMC-Chicago, LLC Custodian $838.27K 12.35% 2026-06-30
5 Wolverine Trading, LLC Custodian $438.86K 6.46% 2025-09-30
6 Simplex Trading, LLC Custodian $411.67K 6.06% 2026-06-30
7 Jane Street Group, LLC Custodian $359.51K 5.29% 2026-06-30
8 Caption Management, LLC $263.70K 3.88% 2026-06-30
9 GROUP ONE TRADING LLC Custodian $219.16K 3.23% 2026-06-30
10 Walleye Capital LLC $198.36K 2.92% 2026-06-30
11 Walleye Trading LLC $177.56K 2.61% 2026-06-30
12 Ionic Capital Management LLC $117.20K 1.73% 2026-06-30
13 INGALLS & SNYDER LLC $69.00K 1.02% 2026-06-30
14 J. Goldman & Co LP $14.65K 0.22% 2026-06-30
15 Alpine Global Management, LLC $10.46K 0.15% 2026-06-30
11 filers$4.70M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $809.56K 17.22% 2026-06-30
2 IMC-Chicago, LLC Custodian $762.39K 16.22% 2026-06-30
3 Wolverine Trading, LLC Custodian $684.99K 14.57% 2025-09-30
4 Citadel Advisors LLC Custodian $630.24K 13.41% 2026-06-30
5 Jane Street Group, LLC Custodian $566.08K 12.04% 2026-06-30
6 PEAK6 LLC $530.04K 11.28% 2026-06-30
7 Simplex Trading, LLC Custodian $503.08K 10.70% 2026-06-30
8 GROUP ONE TRADING LLC Custodian $106.07K 2.26% 2026-06-30
9 Walleye Trading LLC $63.87K 1.36% 2026-06-30
10 Walleye Capital LLC $36.62K 0.78% 2026-06-30
11 Alpine Global Management, LLC $8.02K 0.17% 2026-06-30

GTM Insider Trading (Form 4)

Latest: 2022-08-17
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2022-08-17 Carlyle Group Inc. Sell (S) −167,755 $50.85 -$8.53M EDGAR
2022-08-15 Carlyle Group Inc. 10%+ Owner Sell (S) −255,851 $49.29 -$12.61M EDGAR
2022-08-11 Carlyle Group Inc. 10%+ Owner Sell (S) −348,094 $47.82 -$16.65M EDGAR
2022-08-09 Carlyle Group Inc. 10%+ Owner Sell (S) −341,903 $47.74 -$16.32M EDGAR
2022-08-05 Carlyle Group Inc. 10%+ Owner Sell (S) −249,680 $46.07 -$11.50M EDGAR
2022-04-22 Carlyle Group Inc. 10%+ Owner Sell (S) −100 $57.00 -$5.7K EDGAR
2022-04-15 Carlyle Group Inc. 10%+ Owner Sell (S) −86,023 $57.13 -$4.91M EDGAR
2022-04-11 Carlyle Group Inc. 10%+ Owner Sell (S) −8,546 $57.23 -$489.1K EDGAR
2022-04-07 Carlyle Group Inc. 10%+ Owner Sell (S) −174,082 $58.45 -$10.18M EDGAR
2022-04-05 Carlyle Group Inc. 10%+ Owner Sell (S) −305,541 $60.19 -$18.39M EDGAR
2022-04-01 Carlyle Group Inc. 10%+ Owner Sell (S) −184,693 $59.24 -$10.94M EDGAR
2022-03-30 Carlyle Group Inc. 10%+ Owner Sell (S) −111,777 $58.42 -$6.53M EDGAR
2022-03-28 Carlyle Group Inc. 10%+ Owner Sell (S) −167,328 $58.33 -$9.76M EDGAR
2022-03-24 Carlyle Group Inc. 10%+ Owner Sell (S) −413,803 $58.67 -$24.28M EDGAR
2022-03-22 Carlyle Group Inc. 10%+ Owner Sell (S) −272,390 $58.90 -$16.04M EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

GTM Board & Officers

As of SEC filings through Oct 13, 2026

Directors 10

Officers 4

10% owners 1

Changes in the last 10 years (107)
Aug 4, 2025Michael Graham O'Brien listed as CFO (previously Interim CFO) in SEC filings
May 5, 2025Michael Graham O'Brien listed as Interim CFO (previously Chief Financial Officer) in SEC filings
Mar 4, 2025Ali Dasdan reported in an SEC filing no longer being Chief Technology Officer
Mar 1, 2025Robert Keith Giglio became a director
Feb 13, 2025James M Roth became Chief Revenue Officer
Feb 13, 2025Ashley McGrane became General Counsel and Corp Sec
Feb 1, 2025Katie J. Rooney became a director
Sep 6, 2024Michael Graham O'Brien became Chief Financial Officer
Aug 6, 2024Owen Wurzbacher became a director
Aug 6, 2024Domenic Maida became a director
Aug 5, 2024The company announced the departure of Peter Cameron Hyzer as Chief Financial Officer in an SEC filing
Jul 30, 2024The company announced the departure of Todd Crockett from the board in an SEC filing
May 17, 2024Mitesh Dhruv reported in an SEC filing no longer being a director
Mar 5, 2024Peter Cameron Hyzer first listed as Chief Financial Officer in an SEC filing
Feb 21, 2024The company announced the departure of Sriprasadh Cadambi as Chief Accounting Officer in an SEC filing
Jun 7, 2023Peter Cameron Hyzer reported in an SEC filing no longer being Chief Financial Officer
Feb 1, 2023The company announced the departure of Nir Keren as President, Israel and CTO in an SEC filing
Jan 30, 2023Ali Dasdan became Chief Technology Officer
Aug 17, 2022TC Group, LLC reported in an SEC filing no longer being a 10% owner
Aug 17, 2022TC Group VI S1, L.P. reported in an SEC filing no longer being a 10% owner
Not reported recently (18)
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

GTM Proposed Insider Sales (Form 144)

Latest: 2026-10-09
Last 30d: 3 filings · $109K notice value  ·  Last 90d: 6 filings · $201K notice value · 3 unique filers · 83% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: ASHLEY MCGRANE (3, $81K) · JAMES ROTH (1, $80K) · Michael O'Brien (2, $40K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-10-09 Michael O'Brien Officer 5,000 $20.0K 2026-10-09 Merrill Lynch 10b5-1 EDGAR
2026-10-02 JAMES ROTH Officer 20,773 $80.0K 2026-10-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-10-02 ASHLEY MCGRANE Officer 2,461 $9.5K 2026-10-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-07 ASHLEY MCGRANE Officer 16,400 $68.2K 2026-08-07 Morgan Stanley Smith Barney LLC … — EDGAR
2026-08-06 Michael O'Brien Officer 5,000 $20.0K 2026-08-06 Merrill Lynch 10b5-1 EDGAR
2026-08-04 ASHLEY MCGRANE Officer 997 $3.6K 2026-08-04 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-07-02 JAMES ROTH Officer 20,774 $59.0K 2026-07-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-07-02 ASHLEY MCGRANE Officer 2,461 $7.0K 2026-07-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-02 ASHLEY MCGRANE Officer 34 $130 2026-06-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-02 JAMES M ROTH Officer 200 $764 2026-06-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-15
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-15 0001794515-26-000041 EDGAR
2026-05-11 0001794515-26-000032 EDGAR
2026-05-11 0001794515-26-000033 EDGAR
2026-02-09 0001794515-26-000004 EDGAR
2025-11-28 0001794515-25-000188 EDGAR
2025-11-03 0001794515-25-000182 EDGAR
2025-08-04 0001794515-25-000165 EDGAR
2025-06-09 0001794515-25-000138 EDGAR
2025-05-16 0001794515-25-000114 EDGAR
2025-05-12 0001794515-25-000097 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-12 0001794515-26-000012 EDGAR
2025-02-25 0001794515-25-000045 EDGAR
2024-02-15 0001794515-24-000016 EDGAR
2023-02-16 0001794515-23-000034 EDGAR
2022-02-24 0001794515-22-000015 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-11 0001794515-26-000038 EDGAR
2025-11-03 0001794515-25-000184 EDGAR
2025-08-04 0001794515-25-000167 EDGAR
2025-05-12 0001794515-25-000100 EDGAR
2024-11-12 0001794515-24-000185 EDGAR
2024-08-06 0001794515-24-000137 EDGAR
2024-05-07 0001794515-24-000074 EDGAR
2023-10-30 0001794515-23-000169 EDGAR
2023-07-31 0001794515-23-000138 EDGAR
2023-05-01 0001794515-23-000080 EDGAR
ETF Holders
91 ETFs hold GTM
25 shown · $260.91M total exposure · 0.05% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJR iShares Core S&P Small-Cap ETF iShares (BlackRock) 0.06% $56.8M $103.1B 2026-10-20
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $31.0M — 2026-09-30
3 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.03% $25.7M $75.1B 2026-10-20
4 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.01% $21.1M — 2026-09-30
5 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.02% $13.7M — 2026-09-30
6 CALF Pacer US Small Cap Cash Cows 100 ETF Nport 0.39% $13.5M — 2026-04-30
7 DFSV Dimensional US Small Cap Value ETF Dimensional 0.04% $12.1M — 2026-10-20
8 COWG Pacer US Large Cap Cash Cows Growth Leaders ETF Nport 0.47% $10.2M — 2026-04-30
9 VXF Vanguard Extended Market ETF Vanguard 0.01% $10.0M — 2026-09-30
10 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.07% $9.3M $13.7B 2026-10-20
11 SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF SPDR (State Street) 0.06% $8.7M $15.7B 2026-10-20
12 SFLO VictoryShares Small Cap Free Cash Flow ETF Nport 1.08% $6.5M — 2026-06-30
13 VTWO Vanguard Russell 2000 ETF Vanguard 0.03% $5.4M — 2026-09-30
14 IJT iShares S&P Small-Cap 600 Growth ETF iShares (BlackRock) 0.07% $5.1M $7.6B 2026-10-20
15 SCHA Schwab U.S. Small-Cap ETF Nport 0.02% $4.3M — 2026-05-31
16 IJS iShares S&P Small-Cap 600 Value ETF iShares (BlackRock) 0.04% $3.3M $7.6B 2026-10-20
17 VOX Vanguard Communication Services ETF Vanguard 0.05% $3.2M — 2026-09-30
18 VIOO Vanguard S&P Small-Cap 600 ETF Vanguard 0.05% $3.1M — 2026-09-30
19 SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF SPDR (State Street) 0.07% $3.1M $4.6B 2026-10-20
20 DFAT Dimensional US Targeted Value ETF Dimensional 0.01% $3.0M — 2026-10-20
21 USVM VictoryShares US Small Mid Cap Value Momentum ETF Nport 0.17% $3.0M — 2026-06-30
22 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.03% $2.5M — 2026-05-31
23 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.08% $2.1M — 2026-07-31
24 SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF SPDR (State Street) 0.04% $2.1M $4.7B 2026-10-20
25 RNIN Bushido Capital US SMID Cap Equity ETF Nport 1.25% $1.9M — 2026-04-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$-1.86
TTM Revenue
$1.26B
TTM Net Income
$-541.00M
TTM Op. Cash Flow
$439.30M
Quarterly figures (5 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$310.40M$-643.70M$-2.19$87.30M
Q1 '262026-03-31$310.20M$29.30M$0.10$114.70M
Q4 '252025-12-31$319.10M$34.70M$0.11$143.50M
Q3 '252025-09-30$318.00M$38.70M$0.12$93.80M
Q2 '252025-06-30$306.70M$24.00M$0.07$108.90M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
1.57
P/S
1.04
EV/EBITDA
8.15
EV/Sales
1.92
ROE
-65.3%
ROA
-9.5%
Div Yield
0.00%
FCF Yield
33.72%
Debt/Equity
1.52
Current Ratio
—
Market Cap
$1.30B
as of 2026-10-21
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
34.15M
SI % of Float
14.55%
Days to Cover
5.90
Short Vol Ratio
72.8%
Free Float
234.69M
Float %
80.6%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-09-22