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Ironwood Investment Management’s Zeta Global ZETA Stock Holding History

Ironwood 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
Q2 		$1.27M Buy
64,465
+288
+0.4% +$5.34K 0.44% 66
2026
Q1 		$1.02M Sell
64,177
-969
-1% -$17.9K 0.43% 72
2025
Q4 		$1.33M Sell
65,146
-161
-0.2% -$3.01K 0.56% 56
2025
Q3 		$1.3M Sell
65,307
-655
-1% -$11.8K 0.57% 60
2025
Q2 		$1.02M Sell
65,962
-2,414
-4% -$32.1K 0.5% 62
2025
Q1 		$927K Buy
68,376
+234
+0.3% +$4.18K 0.51% 64
2024
Q4 		$1.23M Buy
68,142
+346
+0.5% +$8.74K 0.61% 54
2024
Q3 		$2.02M Buy
67,796
+498
+0.7% +$11.7K 0.99% 27
2024
Q2 		$1.19M Buy
67,298
+273
+0.4% +$4K 0.64% 50
2024
Q1 		$733K Buy
67,025
+639
+1% +$6.38K 0.36% 84
2023
Q4 		$586K Sell
66,386
-1,206
-2% -$10.1K 0.31% 87
2023
Q3 		$564K Sell
67,592
-2,290
-3% -$18.9K 0.34% 80
2023
Q2 		$597K Sell
69,882
-2,356
-3% -$21.6K 0.34% 82
2023
Q1 		$782K Sell
72,238
-122
-0.2% -$1.18K 0.49% 66
2022
Q4 		$591K Sell
72,360
-1,725
-2% -$14K 0.39% 84
2022
Q3 		$490K Buy
74,085
+196
+0.3% +$1.21K 0.34% 98
2022
Q2 		$334K Buy
73,889
+62
+0.1% +$544 0.22% 119
2022
Q1 		$941K Buy
73,827
+1,773
+2% +$18K 0.51% 71
2021
Q4 		$607K Buy
+72,054
New +$605K 0.3% 108

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ironwood Investment Management's ZETA Position: Q2 2026 in Review

Ironwood Investment Management increased its Zeta Global (ZETA) stake by 0.45% in Q2 2026, buying an estimated $5.34K and bringing the position to 64,465 shares worth $1.27M. The position accounts for 0.44% of the portfolio, ranked #66.

Ironwood Investment Management first reported a position in ZETA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.02M in Q3 2024. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Ironwood Investment Management held 64,465 shares of Zeta Global worth $1.27M as of Q2 2026.
  • Ironwood Investment Management bought 288 Zeta Global shares in Q2 2026, an estimated $5.34K.
  • Zeta Global made up 0.44% of Ironwood Investment Management's portfolio in Q2 2026, its #66 holding.
  • Ironwood Investment Management first reported a position in Zeta Global in Q4 2021 and has held it in 19 quarters since.
  • Ironwood Investment Management's Zeta Global position peaked at $2.02M in Q3 2024.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Ironwood Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.