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Neo Ivy Capital Management’s Zeta Global ZETA Stock Holding History

Neo Ivy Capital 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 		$2.46M Buy
154,552
+128,624
+496% +$2.38M 0.65% 53
2025
Q4 		$528K Sell
25,928
-153,892
-86% -$2.87M 0.08% 209
2025
Q3 		$3.57M Buy
179,820
+62,035
+53% +$1.11M 0.87% 20
2025
Q2 		$1.82M Buy
+117,785
New +$1.56M 0.58% 61
2025
Q1 		– Sell
-188,130
Closed -$3.38M – 438
2024
Q4 		$3.38M Buy
+188,130
New +$4.75M 0.68% 52

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Neo Ivy Capital Management's ZETA Position: Q1 2026 in Review

Neo Ivy Capital Management increased its Zeta Global (ZETA) stake by 496% in Q1 2026, buying an estimated $2.38M and bringing the position to 154,552 shares worth $2.46M. The position accounts for 0.65% of the portfolio, ranked #53.

Neo Ivy Capital Management first reported a position in ZETA in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.57M in Q3 2025. 399 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Neo Ivy Capital Management held 154,552 shares of Zeta Global worth $2.46M as of Q1 2026.
  • Neo Ivy Capital Management bought 128,624 Zeta Global shares in Q1 2026, an estimated $2.38M.
  • Zeta Global made up 0.65% of Neo Ivy Capital Management's portfolio in Q1 2026, its #53 holding.
  • Neo Ivy Capital Management first reported a position in Zeta Global in Q4 2024 and has held it in 5 quarters since.
  • Neo Ivy Capital Management's Zeta Global position peaked at $3.57M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.