ZETA at a glance
Zeta Global Holdings Corp. (ZETA, SEC CIK 1851003) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Zeta Global Holdings Corp. (ZETA) reported revenue of $1.3 billion (up 29.7% from FY2024) and a net loss of $31.5 million. Diluted EPS was -$0.14.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Zeta Global Holdings Corp. (ZETA) shares worth $1.5 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.3B
- +29.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $1.5B · −1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: AI-powered omnichannel cloud marketing platform delivering personalized consumer intelligence and automation across digital channels
- New emphasis on Athena by Zeta™, an AI orchestration layer enabling natural-language and voice platform interaction for marketing automation
- Focus shift to super-scaled customers with 184 vs 148 in prior year, generating 87% of 2025 revenue, and deprioritizing scaled customer metrics
- Employee count rose to ~3,300 in 2025 with ~2,000 overseas, reflecting global workforce expansion
- Platform evolved with hybrid cloud hosting, strengthened AI-native infrastructure, and expanded privacy/security including AI-driven compliance monitoring
Risk Factors
- Regulatory risk from evolving data privacy laws and potential government actions affecting data collection and use, impacting platform effectiveness and demand
- Macroeconomic exposure to U.S. trade policy changes and tariffs affecting customers’ businesses and marketing spend
- Operational vulnerability from reliance on technology development in India facing wage inflation, currency fluctuations, and IP enforcement challenges
- Competitive pressure from larger consolidated marketing tech companies with greater resources threatening market share and pricing
- Financial risk due to customer concentration with top 10 customers generating over one-third of revenue and one customer over 10%
Management Discussion & Analysis
- Revenue $1.30B, up 29.7% YoY or $298.9M increase driven by $108M new customers and $190.9M from existing customers
- Operating margin 0.4% vs -6.8% loss margin (Income from ops $5.4M in 2025 vs loss $67.9M in 2024)
- Best segment: super-scaled customers revenue 87% total, ARPU up 8% to $6.2M; Worst: restructuring expenses $3.2M, a new cost in 2025
- Net loss $31.5M improved from $69.8M in 2024; Interest expense down 94.8% to $0.4M; Investing in R&D up 29.2% to $117.2M
- Management expects continued investment in sales/marketing, innovation, international expansion; risks include macroeconomic uncertainty and inflation impacts
AI summary of the ZETA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $442.766M, up 43.5% YoY from $308.442M
- Operating margin 3.8% vs (1.7)% YoY, with operating income $16.924M vs loss $5.105M
- Super-scaled customers increased 17% to 197; ARPU rose 17% to $1.8M
- Marigold Enterprise Business contributed $48.1M Q2 revenue
- Headwinds: tariff uncertainty, inflation risk, recession concerns, and potential customer-spending pressure
Risk Factors
- No Risk Factors section provided in the submitted excerpt
- No disclosed new, changed, regulatory, operational, competitive, market, or financial risks
- Stock repurchases totaled 1,647,622 shares during the quarter
- Remaining repurchase authorization declined to $108.4 million by June 30, 2026
AI summary of the ZETA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Q2 revenue $443M, up 44% YoY and $23M above midpoint, confirming sustained execution and accelerating platform demand
- GAAP net income $8M versus $13M loss, while adjusted EBITDA reached $92M with 20.7% margin
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Press release issued August 4, 2026, with financial results in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Credit Agreement closed on July 27, 2026, formalizing new financing arrangements
- Press release Exhibit 99.1 contains the substantive deal terms and financing implications
Item 1.02: Termination of a Material Definitive Agreement
- $200.0 million Existing Credit Agreement fully repaid on July 24, 2026
- Revolving credit and term loan commitments terminated
Item 1.01: Entry into a Material Definitive Agreement
- Five-year $1.0B senior secured facility replaces the existing credit agreement
- $250M term loan plus $750M revolving facility expands available borrowing capacity
Item EX-99.1: Item EX-99.1
- $1B credit facility refinances existing $550M facility and lowers credit spreads
- Financing comprises $250M Term Loan A and $750M revolver, undrawn at closing
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders re-elected William Landman, Robert Niehaus, and Jeanine Silberblatt as Class II directors through 2029
- Director support varied, with 320,787,919–346,072,707 votes for and 10,389,916–35,674,704 withheld
AI summaries of ZETA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ZETA
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- Fund moves. Which tracked funds opened, added or cut ZETA, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| LANDMAN WILLIAM | A | Oct 1, 2026 | 791 | $31.57 |
| Ravella Satish | G | Aug 14, 2026 | 25,848 | - |
| Steinberg David | G | Aug 13, 2026 | 261,735 | - |
| Steinberg David | J | Aug 13, 2026 | 1,000,000 | - |
| Steinberg David | G | Aug 13, 2026 | 261,735 | - |
| Ravella Satish | F | Aug 12, 2026 | 4,329 | $28.55 |
| LANDMAN WILLIAM | D | Aug 12, 2026 | 22,153 | $28.55 |
| Ravella Satish | M | Aug 12, 2026 | 6,250 | $12.56 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $728.7M | $1.0B | $1.3B |
| Operating Income | - | -$67.9M | $5.4M |
| Net Income | -$187.5M | -$69.8M | -$31.5M |
| Op. Margin | - | -6.8% | 0.4% |
| Net Margin | -25.7% | -6.9% | -2.4% |
| Balance Sheet | |||
| Total Assets | - | $1.1B | $1.5B |
| Equity | - | $676.8M | $804.6M |
| ROE | - | -10.3% | -3.9% |
| Per Share | |||
| EPS | $-1.20 | $-0.38 | $-0.14 |
| Cash Flow | |||
| Operating CF | - | $133.9M | $198.9M |
| CapEx | $20.5M | $25.7M | $13.8M |
Source: XBRL data in Zeta Global Holdings Corp. (ZETA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ZETA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.52B |
| Q1 2026 | 33 | $1.12B |
| Q4 2025 | 31 | $1.38B |
| Q3 2025 | 30 | $1.39B |
| Q2 2025 | 30 | $1.08B |
| Q1 2025 | 26 | $711.1M |
| Q4 2024 | 21 | $872.2M |
| Q3 2024 | 19 | $517.9M |
- Vanguard Portfolio Management LLC+1.96M (+15%)
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- Goldman Sachs Group+1.36M (+25%)
- Vanguard Capital Management LLC+1.30M (+14%)
- AQR Capital Management+876.6K (+80%)
- Citadel Advisors LLC−1.44M (-86%)
- JPMorgan Chase & Co−307.5K (-44%)
- Citigroup−211.9K (-60%)
- Bank of America Corp−191.1K (-5%)
- Two Sigma Investments−122.1K (-46%)
- Soros Fund Management+46.7K
- Millennium Management−872.2K
- Blackstone Group−21.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 222 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ZETA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 4, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 10-K | Feb 25, 2026 | Dec 31, 2025 | Analysis |
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ZETA SEC filings: frequently asked questions
Which institutions hold ZETA stock?
As of June 30, 2026, the largest Zeta Global Holdings Corp. (ZETA) holders among the 13F filers tracked by SignalX were BlackRock ($390.1 million), Vanguard Portfolio Management LLC ($291.9 million), Vanguard Capital Management LLC ($202.6 million), Goldman Sachs Group ($134.8 million), State Street Corp ($105.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ZETA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Zeta Global Holdings Corp. (ZETA) reported revenue of $1.3 billion (up 29.7% from FY2024) and a net loss of $31.5 million. Diluted EPS was -$0.14. The figures come from the XBRL data in the 10-K.
What are the main risks in ZETA's latest 10-K?
In the 10-K filed February 25, 2026, Zeta Global Holdings Corp. (ZETA) flagged: Regulatory risk from evolving data privacy laws and potential government actions affecting data collection and use, impacting platform effectiveness and demand. Macroeconomic exposure to U.S. trade policy changes and tariffs affecting customers’ businesses and marketing spend. (AI summary of the Risk Factors section.)
What did ZETA report in its latest 8-K?
Zeta Global Holdings Corp. (ZETA) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 revenue $443M, up 44% YoY and $23M above midpoint, confirming sustained execution and accelerating platform demand.
What are the latest ZETA SEC filings?
Zeta Global Holdings Corp. (ZETA) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on October 2, 2026.
What is ZETA's SEC CIK number?
Zeta Global Holdings Corp. (ZETA)'s SEC Central Index Key (CIK) is 1851003. EDGAR lists every ZETA filing under that number.
Ask anything about ZETA
The research agent reads ZETA's filings, financials, insider trades and 13F holders, then answers with sources.