GTM
INSIDER SELLZoomInfo Technologies Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NeutralZoomInfo recovered from a May guidance cut (which triggered a 33% stock decline and securities investigations) by beating Q2 earnings and raising full-year guidance in August, though persistent headwinds include a $651M goodwill impairment, 12% downmarket ACV decline, and slowing overall revenue growth (1.2% YoY). Analyst sentiment remains split, with execution improvements offset by operational challenges and unresolved shareholder litigation risk.
Red flags
- •Shareholder securities litigation initiated (Levi & Korsinsky and others) following May guidance cut and conflicting CEO messaging
- •$651 million goodwill impairment taken in Q2 2026
- •Downmarket segment ACV declined 12% year-over-year
- •Revenue growth anemic at 1.2% YoY; May guidance cut reflected deteriorating macro and AI-related buyer hesitation
- •Conflicting guidance narrative: CEO stated company 'exceeded guidance' on same call announcing major full-year guidance cuts (potential credibility issue)
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| McGrane Ashley | General Counsel and Corp Sec | SELL | 2K | $3.75 | $0.01M | 2026-10-02 | ↗ |
| Roth James M | Chief Revenue Officer | SELL | 21K | $3.70 | $0.08M | 2026-10-02 | ↗ |
| Roth James M | Chief Revenue Officer | SELL | 94 | $4.17 | $0.00M | 2026-09-02 | ↗ |
| McGrane Ashley | General Counsel and Corp Sec | SELL | 34 | $4.17 | $0.00M | 2026-09-02 | ↗ |
| McGrane Ashley | General Counsel and Corp Sec | SELL | 16K | $4.16 | $0.07M | 2026-08-07 | ↗ |
| O'Brien Michael Graham | CFO | SELL | 5K | $4.00 | $0.02M | 2026-08-06 | ↗ |
| McGrane Ashley | General Counsel and Corp Sec | SELL | 997 | $3.56 | $0.00M | 2026-08-04 | ↗ |
| Roth James M | Chief Revenue Officer | SELL | 21K | $2.98 | $0.06M | 2026-07-02 | ↗ |
| McGrane Ashley | General Counsel and Corp Sec | SELL | 2K | $2.98 | $0.01M | 2026-07-02 | ↗ |
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Glenview Capital | SC 13G/A | — | 0.0% | -4.7% vs SPY -4.2% abs | 2026-08-14 | ↗ |