RPD Fund Management LLC has significantly increased its stake in ZoomInfo Technologies (NASDAQ: GTM), acquiring an additional 1,564,102 shares valued at approximately $16.10 million during Q4 2025. This move raised RPD’s total holdings in GTM to 9,628,318 shares, now representing 42.45% of the fund’s reported assets under management (AUM) and making it the third-largest position in their portfolio.
The implications of this transaction are noteworthy, particularly as ZoomInfo’s stock has seen a dramatic decline of 43% over the past year and a staggering 92% since its IPO in 2020. Despite these challenges, including a slowdown in sales growth, RPD’s investment suggests a belief in the company’s potential for recovery. The stock currently trades at a low valuation, with a price-to-free cash flow ratio of just 5, indicating that the market may be overly pessimistic about its future prospects.
For market professionals, RPD’s move could signal a contrarian opportunity in ZoomInfo, especially given the company’s recent growth in large customer accounts. Investors may want to monitor this situation closely, as it highlights the potential for value in stocks that have been oversold in a challenging macroeconomic environment.
Source: nasdaq.com