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Means Investment Company’s Zeta Global ZETA Stock Holding History

Means Investment Company’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 		$217K Sell
13,628
-1,000
-7% -$18.5K 0.02% 187
2025
Q4 		$298K Hold
14,628
– – 0.03% 159
2025
Q3 		$291K Hold
14,628
– – 0.03% 163
2025
Q2 		$227K Hold
14,628
– – 0.02% 184
2025
Q1 		$198K Hold
14,628
– – 0.02% 190
2024
Q4 		$263K Hold
14,628
– – 0.03% 177
2024
Q3 		$436K Sell
14,628
-6,914
-32% -$163K 0.05% 133
2024
Q2 		$380K Hold
21,542
– – 0.05% 141
2024
Q1 		$235K Hold
21,542
– – 0.03% 184
2023
Q4 		$190K Hold
21,542
– – 0.03% 191
2023
Q3 		$180K Hold
21,542
– – 0.03% 190
2023
Q2 		$184K Hold
21,542
– – 0.03% 196
2023
Q1 		$233K Hold
21,542
– – 0.04% 176
2022
Q4 		$176K Hold
21,542
– – 0.04% 190
2022
Q3 		$142K Hold
21,542
– – 0.03% 186
2022
Q2 		$97K Hold
21,542
– – 0.02% 188
2022
Q1 		$275K Buy
21,542
+272
+1% +$2.76K 0.05% 165
2021
Q4 		$179K Hold
21,270
– – 0.03% 193
2021
Q3 		$125K Buy
+21,270
New +$136K 0.02% 183

Other funds holding ZETA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
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
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
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

Means Investment Company's ZETA Position: Q1 2026 in Review

Means Investment Company reduced its Zeta Global (ZETA) stake by 6.8% in Q1 2026, selling an estimated $18.5K and leaving 13,628 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #187.

Means Investment Company first reported a position in ZETA in Q3 2021 and has held it in 19 quarters since. The position peaked at $436K in Q3 2024. 398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Means Investment Company held 13,628 shares of Zeta Global worth $217K as of Q1 2026.
  • Means Investment Company sold 1,000 Zeta Global shares in Q1 2026, an estimated $18.5K.
  • Zeta Global made up 0.02% of Means Investment Company's portfolio in Q1 2026, its #187 holding.
  • Means Investment Company first reported a position in Zeta Global in Q3 2021 and has held it in 19 quarters since.
  • Means Investment Company's Zeta Global position peaked at $436K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.