Essex Investment Management’s Zeta Global ZETA Stock Holding History

Essex Investment Management’s Portfolio ZETA Stock Details ZETA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.96M	Buy	123,233 +2,290	+2%	+$42.4K	0.31%	112
2025 Q4	$2.46M	Sell	120,943 -3,001	-2%	-$56.1K	0.38%	102
2025 Q3	$2.46M	Buy	123,944 +4,423	+4%	+$79.4K	0.38%	106
2025 Q2	$1.85M	Sell	119,521 -715	-0.6%	-$9.5K	0.34%	115
2025 Q1	$1.63M	Sell	120,236 -35,614	-23%	-$636K	0.34%	121
2024 Q4	$2.8M	Sell	155,850 -150,455	-49%	-$3.8M	0.5%	84
2024 Q3	$9.14M	Buy	306,305 +856	+0.3%	+$20.1K	1.59%	7
2024 Q2	$5.39M	Buy	305,449 +78,032	+34%	+$1.14M	1.01%	24
2024 Q1	$2.49M	Buy	227,417 +1,233	+0.5%	+$12.3K	0.49%	75
2023 Q4	$1.99M	Buy	+226,184	New	+$1.9M	0.39%	100

Other funds holding ZETA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Essex Investment Management's ZETA Position: Q1 2026 in Review

Essex Investment Management increased its Zeta Global (ZETA) stake by 1.9% in Q1 2026, buying an estimated $42.4K and bringing the position to 123,233 shares worth $1.96M. The position accounts for 0.31% of the portfolio, ranked #112.

Essex Investment Management first reported a position in ZETA in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.14M in Q3 2024. 399 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

Essex Investment Management held 123,233 shares of Zeta Global worth $1.96M as of Q1 2026.
Essex Investment Management bought 2,290 Zeta Global shares in Q1 2026, an estimated $42.4K.
Zeta Global made up 0.31% of Essex Investment Management's portfolio in Q1 2026, its #112 holding.
Essex Investment Management first reported a position in Zeta Global in Q4 2023 and has held it in 10 quarters since.
Essex Investment Management's Zeta Global position peaked at $9.14M in Q3 2024.
399 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.