ZoomInfo (GTM) Stock Concentration Calculator
Calculator · free · no signup · GTMQuantify ZoomInfo concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →About ZoomInfo
ZoomInfo (GTM) is a public Marketing company, incorporated in Delaware and headquartered in Vancouver, WA. IPO'd Jun 4, 2020.
Last close: $2.8 per share (as of 2026-06-16).
Ticker changed from ZI to GTM in 2025.
Equity grants at ZoomInfo typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
ZoomInfo Technologies Inc. is a registered data broker in the United States. The company collects and sells personal data, both public and private, through various means of data and web scraping. Information about business entities like companies and departments are also collected and offered. This personal information is available for sale to other businesses, which use the collected data for targeted marketing.
Source: Wikipedia (CC BY-SA 4.0)
Founded as DiscoverOrg in 2007 by Henry Schuck, the company acquired and adopted the original ZoomInfo name after the 2019 merger and went public on Nasdaq in June 2020 under ticker ZI. In May 2025 the company swapped ZI for GTM alongside the launch of GTM Studio, signaling a pivot from B2B contact data to a unified go-to-market software platform spanning sales, marketing, and RevOps. Headquartered in Vancouver, Washington with a Waltham, Massachusetts office, ZoomInfo closed fiscal 2025 with $1.25B in revenue, roughly 35,000 customers worldwide, and 1,921 accounts paying $100K or more in annual contract value.
Sources: ir.zoominfo.com · ir.zoominfo.com
Equity comp at ZoomInfo
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by ZoomInfo.
If a meaningful share of your net worth sits in GTM, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with GTM's option-implied volatility.
Example: 5,000 GTM shares at $2.8 is a $14,000 position. A 30% drawdown costs $4,200; a 50% drawdown costs $7,000; a 70% drawdown costs $9,800. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using GTM's option-implied volatility and your cost basis.
All ZoomInfo tools → · Use the generic Stock Concentration Calculator for any company.
ZoomInfo equity questions
- How much GTM stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your GTM position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does ZoomInfo grant ISOs, NSOs, or RSUs?
- Equity compensation at ZoomInfo typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- Do ZoomInfo RSUs use double-trigger vesting?
- No. ZoomInfo restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your ZoomInfo equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.