5 Stocks That Tanked: Why Larry Robbins’ Top Picks Are Struggling in 2026

2. ZoomInfo Technologies Inc. (NASDAQ:GTM)

YTD Decline in Share Price: 36%

Glenview Capital’s Stake: $203 million 

ZoomInfo Technologies Inc. (NASDAQ:GTM) first appeared in the 13F portfolio of Glenview Capital in the second quarter of 2022. This position comprised 308,000 shares. By late 2022, the fund had increased this position to 1.7 million shares. However, it sold off this holding completely in the next quarter. A new position in the company was then opened in the second quarter of 2024. This position comprised 1.5 million shares. Since then, the fund has steadily added to this stake. Filings for the fourth quarter of 2025 show that the fund owned over 20 million shares in the company, up 8% compared to filings for the previous quarter.

The high growth days for ZoomInfo Technologies Inc. (NASDAQ:GTM) seem to be over. In early May, analysts noted that Q1 revenue is expected to increase by only 4.28%, a far cry from the 20% to 30%+ growth rates the company commanded just two years ago. Critics argue that ZoomInfo is a primary victim of budget tightening in the sales and marketing tech stack. Companies are aggressively consolidating tools, and ZoomInfo’s seat-based pricing model is hurting as firms reduce their headcount of sales professionals. Bears argue that the rise of LLM-driven sales intelligence tools, which can scrape and verify data in real-time, is eroding ZoomInfo’s competitive advantage of having a massive, human-verified database.