Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Zeta Global Holdings Corp (ZETA)

390 + Investors. Track Smart Money conviction in ZETA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — ZETA

Based on 393 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ZETA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
393 hedge funds hold ZETA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

240 buying188 selling
Last quarter: 240 funds bought or added vs 188 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 65 → 91 → 86 → 74. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 34% long-term, 31% new

■ 34% conviction (2yr+) ■ 35% medium ■ 31% new
Of the 393 current holders: 134 (34%) held >2 years, 138 held 1–2 years, and 121 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -1%, value -24%

Value
-23%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~74 new funds/quarter

75 → 65 → 91 → 86 → 74 new funds/Q
New funds entering each quarter: 65 → 91 → 86 → 74. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 37% new entrants

■ 39% veterans ■ 24% 1-2yr ■ 37% new
Of 418 current holders: 163 (39%) held 2+ years, 99 held 1–2 years, 156 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
54 of 390 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ZETA

In 2026 Q1, 240 hedge funds were net buyers of ZETA (74 opened a new position, 166 added to an existing one), while 188 reduced or exited (118 trimmed, 70 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in ZETA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 393.

Hedge Fund Ownership: ZETA

How many hedge funds hold ZETA — quarterly history vs. share price
Quarterly hedge fund ownership of ZETA vs. share price

Market Analysis: ZETA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZETA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Zeta Global Holdings Corp (ZETA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ZETA has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
ZETA
+26.9%
XLK
+39.1%

ZETA outperformed XLK by -12.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
ZETA
+17.6%
XLK
+4.8%

Since the filing became public, ZETA outperformed XLK by +12.8% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 2 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: ZETA
390 + Investors

Track Smart Money conviction in ZETA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 390 389 0.26%
13F Shares 195M 196M -0.58%
Total Value $3.08B $4.04B -23.74%
New Positions 73 86 -13
Increased Positions 159 142 +17
Closed Positions 72 57 +15
Reduced Positions 111 110 +1
Total Calls 15 17 -11.76%
Total Puts 13 14 -7.14%
PUT/CALL Ratio 0.87 0.82 Neutral

Statistics: ZETA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

390 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZETA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ZETA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gpi Capital, L.P. 27.76% 5,140,859 $79.6M
2 Greenvale Capital LLP 18.15% 10,400,000 $165.6M
3 Bwcp, LP 10.95% 4,511,645 $71.8M
4 P2 Capital Partners, LLC 6.94% 915,000 $14.6M
5 Samjo Management, LLC 3.35% 486,605 $7.7M
6 Hahn Capital Management LLC 2.81% 280,569 $4.5M
7 Contour Asset Management LLC 2.62% 5,062,355 $80.6M
8 1492 Capital Management LLC 2.49% 410,257 $6.5M
9 Manatuck Hill Partners, LLC 2.36% 550,000 $8.8M
10 Disciplined Growth Investors Inc /Mn 2.00% 6,153,472 $98.0M
11 Summit Creek Advisors LLC 1.83% 559,113 $8.9M
12 Blue Jean Financial LLC 1.73% 131,737 $2.1M
13 RPG Investment Advisory, LLC 1.46% 759,790 $12.1M
14 California First Leasing Corp 1.29% 253,163 $4.0M
15 Penn Capital Management Company, LLC 1.03% 833,753 $13.3M
16 Ophir Asset Management Pty Ltd 0.92% 495,103 $7.9M
17 Perkins Capital Management Inc 0.83% 55,900 $890K
18 Marathon Capital Management 0.83% 231,825 $3.7M
19 Stansberry Asset Management, LLC 0.82% 502,768 $8.0M
20 Granahan Investment Management, LLC 0.79% 1,024,487 $16.3M
21 Granite Investment Partners, LLC 0.69% 700,167 $11.1M
22 Register Financial Advisors LLC 0.66% 112,200 $1.8M
23 Neo Ivy Capital Management 0.65% 154,552 $2.5M
24 Worth Venture Partners, LLC 0.64% 12,680 $202K
25 GatePass Capital, LLC 0.63% 85,000 $1.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Zeta Global Holdings Corp (ZETA)

What does the Smart Money Trend signal show for ZETA?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ZETA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ZETA?

Slight buying edge — 56% buying: Last quarter: 240 funds bought or added vs 188 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ZETA holders?

Strong quality — 38% AUM from major funds: 54 of 390 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ZETA?

Mixed — 34% long-term, 31% new: Of the 393 current holders: 134 (34%) held >2 years, 138 held 1–2 years, and 121 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Zeta Global Holdings Corp (ZETA) following the 2026 Q1 hedge fund 13F filings?

As of today, ZETA has moved +17.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of +12.8%. Since the quarter end (March 31, 2026), ZETA has gained +26.9% vs +39.1% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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