Who owns ZETA (ZETA)
Which tracked institutional funds hold ZETA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ZETA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
74 tracked funds added or opened ZETA while 139 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ZETA’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ZETA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ZETA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 397 tracked filers holding ZETA, 240 increased or opened the position and 180 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ZETA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 30
- VANGUARD PORTFOLIO MANAGEMENT LLC$205M
- VANGUARD CAPITAL MANAGEMENT LLC$143M
- VANGUARD FIDUCIARY TRUST CO$22M
- HRT FINANCIAL LP$14M
- SCHRODER INVESTMENT MANAGEMENT GROUP$6M
- HAHN CAPITAL MANAGEMENT LLC$4M
Full exits 28
- VANGUARD GROUP INC$463M
- FULLER & THALER ASSET MANAGEMENT, INC.$82M
- O'Neil Global Advisors, Inc.$12M
- CAPITAL FUND MANAGEMENT S.A.$10M
- Point72 Asset Management, L.P.$9M
- FRONTIER CAPITAL MANAGEMENT CO LLC$6M
Largest adds
- UBS Group AG$48M
- JANE STREET GROUP, LLC$46M
- Capital World Investors$26M
- Greenvale Capital LLP$23M
- PRINCIPAL FINANCIAL GROUP INC$14M
- AQR CAPITAL MANAGEMENT LLC$13M
Largest trims
- BlackRock, Inc.$201M
- Contour Asset Management LLC$147M
- M&T Bank Corp$138M
- Annex Advisory Services, LLC$39M
- Granahan Investment Management, LLC$37M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$33M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 12,870,889 | $205M | 6.1% | 2026-Q1 |
| Greenvale Capital LLP added | 10,400,000 | $166M | 4.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 8,995,535 | $143M | 4.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 8,854,035 | $141M | 4.2% | 2026-Q1 |
| Capital World Investors added | 8,058,636 | $128M | 3.8% | 2026-Q1 |
| DISCIPLINED GROWTH INVESTORS INC /MN added | 6,153,472 | $98M | 2.9% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 5,870,619 | $93M | 2.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 5,486,377 | $87M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,140,566 | $82M | 2.4% | 2026-Q1 |
| Contour Asset Management LLC trimmed | 5,062,355 | $81M | 2.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 4,977,447 | $79M | 2.4% | 2026-Q1 |
| STATE STREET CORP added | 4,883,968 | $78M | 2.3% | 2026-Q1 |
| UBS Group AG added | 4,821,693 | $77M | 2.3% | 2026-Q1 |
| BWCP, LP added | 4,511,645 | $72M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,853,723 | $61M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,864,071 | $46M | 1.4% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 2,438,763 | $39M | 1.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 2,301,757 | $37M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,222,910 | $35M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 2,212,841 | $35M | 1.0% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 2,089,609 | $33M | 1.0% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 2,029,670 | $32M | 1.0% | 2026-Q1 |
| Nuveen, LLC added | 1,914,728 | $30M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,686,017 | $27M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,668,431 | $27M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 1,932,436 | $26M | 0.8% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 1,594,426 | $25M | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,475,140 | $23M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,409,780 | $22M | 0.7% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 1,274,738 | $20M | 0.6% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 1,142,960 | $18M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,114,329 | $18M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,084,205 | $17M | 0.5% | 2026-Q1 |
| Granahan Investment Management, LLC trimmed | 1,024,487 | $16M | 0.5% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 1,007,122 | $16M | 0.5% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 961,608 | $15M | 0.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 941,675 | $15M | 0.4% | 2026-Q1 |
| P2 Capital Partners, LLC trimmed | 915,000 | $15M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 872,226 | $14M | 0.4% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 871,060 | $14M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 868,239 | $14M | 0.4% | 2026-Q1 |
| Penn Capital Management Company, LLC added | 833,753 | $13M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 830,888 | $13M | 0.4% | 2026-Q1 |
| RPG Investment Advisory, LLC added | 759,790 | $12M | 0.4% | 2026-Q1 |
| Granite Investment Partners, LLC trimmed | 700,167 | $11M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 698,740 | $11M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 667,478 | $11M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 656,375 | $10M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 703,914 | $10M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 653,369 | $10M | 0.3% | 2026-Q1 |
| Summit Creek Advisors LLC trimmed | 559,113 | $9M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 558,179 | $9M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 554,038 | $9M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 553,693 | $9M | 0.3% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC added | 550,112 | $9M | 0.3% | 2026-Q1 |
| Manatuck Hill Partners, LLC trimmed | 550,000 | $9M | 0.3% | 2026-Q1 |
| STANSBERRY ASSET MANAGEMENT, LLC trimmed | 502,768 | $8M | 0.2% | 2026-Q1 |
| Ophir Asset Management Pty Ltd trimmed | 495,103 | $8M | 0.2% | 2026-Q1 |
| Samjo Management, LLC trimmed | 486,605 | $8M | 0.2% | 2026-Q1 |
| Portolan Capital Management, LLC trimmed | 486,271 | $8M | 0.2% | 2026-Q1 |
| Bullseye Asset Management LLC | 456,361 | $7M | 0.2% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 415,530 | $7M | 0.2% | 2026-Q1 |
| 1492 Capital Management LLC trimmed | 410,257 | $7M | 0.2% | 2026-Q1 |
| Fiduciary Alliance LLC added | 356,064 | $6M | 0.2% | 2026-Q1 |
| CastleKnight Management LP added | 383,400 | $6M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 378,425 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 373,800 | $6M | 0.2% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 357,132 | $6M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 355,019 | $6M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 380,139 | $6M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 349,516 | $6M | 0.2% | 2026-Q1 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed | 312,000 | $5M | 0.1% | 2026-Q1 |
| PDT Partners, LLC trimmed | 307,200 | $5M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 238,009 | $5M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 293,828 | $5M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 293,500 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 22,772,649 | $463M | 13.8% | 2025-Q4 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 4,027,355 | $82M | 2.4% | 2025-Q4 stale |
| GPI CAPITAL, L.P. | 5,140,859 | $80M | 2.4% | 2025-Q2 stale |
| Yong Rong (HK) Asset Management Ltd new | 2,857,500 | $39M | 1.2% | 2025-Q1 stale |
| AXA Investment Managers S.A. new | 1,359,036 | $27M | 0.8% | 2025-Q3 stale |
| Think Investments LP new | 1,410,457 | $19M | 0.6% | 2025-Q1 stale |
| Anatole Investment Management Ltd new | 1,339,969 | $18M | 0.5% | 2025-Q1 stale |
| Zurich Insurance Group Ltd/FI new | 631,197 | $13M | 0.4% | 2025-Q3 stale |
| O'Neil Global Advisors, Inc. new | 613,529 | $12M | 0.4% | 2025-Q4 stale |
| Monolith Management Ltd added | 667,225 | $10M | 0.3% | 2025-Q2 stale |
| Fortress Investment Group LLC new | 500,000 | $10M | 0.3% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 488,973 | $10M | 0.3% | 2025-Q3 stale |
| CAPITAL FUND MANAGEMENT S.A. added | 474,831 | $10M | 0.3% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 452,966 | $9M | 0.3% | 2025-Q4 stale |
| BATTERY MANAGEMENT CORP. | 455,351 | $9M | 0.3% | 2025-Q3 stale |
| Trexquant Investment LP trimmed | 409,525 | $8M | 0.2% | 2025-Q3 stale |
| Whetstone Capital Advisors, LLC added | 416,867 | $6M | 0.2% | 2025-Q2 stale |
| Advantage Alpha Capital Partners LP trimmed | 312,311 | $6M | 0.2% | 2025-Q3 stale |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 293,526 | $6M | 0.2% | 2025-Q4 stale |
| MinichMacGregor Wealth Management, LLC new | 264,812 | $5M | 0.2% | 2025-Q4 stale |
| CASTLEARK MANAGEMENT LLC trimmed | 256,297 | $5M | 0.2% | 2025-Q4 stale |
| Squarepoint Ops LLC added | 258,035 | $5M | 0.2% | 2025-Q3 stale |
| WT Asset Management Ltd new | 328,900 | $5M | 0.2% | 2025-Q2 stale |
| Nicholas Investment Partners, LP added | 224,867 | $5M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.