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Jefferies Financial Group’s Zeta Global ZETA Stock Holding History

Jefferies Financial Group’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
2025
Q2 		– Sell
-58,212
Closed -$789K – 1882
2025
Q1 		$789K Buy
+58,212
New +$1.04M 0.01% 895
2024
Q4 		– Sell
-51,440
Closed -$1.53M – 1905
2024
Q3 		$1.53M Buy
51,440
+8,793
+21% +$207K 0.01% 665
2024
Q2 		$753K Buy
+42,647
New +$626K 0.01% 835

Other funds holding ZETA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Jefferies Financial Group's ZETA Position: Q2 2025 in Review

Jefferies Financial Group sold out of Zeta Global (ZETA) in Q2 2025, closing a stake of 58,212 shares — an estimated $789K sold.

Jefferies Financial Group first reported a position in ZETA in Q2 2024 and held it in 3 quarters. The position peaked at $1.53M in Q3 2024. 315 funds tracked by Wall St. Rank hold ZETA as of Q2 2025.

  • Jefferies Financial Group reported no remaining Zeta Global position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 58,212 Zeta Global shares in Q2 2025, an estimated $789K.
  • Jefferies Financial Group first reported a position in Zeta Global in Q2 2024 and held it in 3 quarters.
  • Jefferies Financial Group's Zeta Global position peaked at $1.53M in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Zeta Global as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.