Welcome to our dedicated page for Zeta Global Holdings SEC filings (Ticker: ZETA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Zeta Global Holdings Corp. filings document the reporting and governance record of an operating company built around the Zeta Marketing Platform and AI-driven marketing cloud software. Form 8-K reports furnish quarterly and annual results, guidance updates, customer and platform metrics, cash-flow information, and Regulation FD materials tied to corporate announcements.
The filing record also covers proxy matters, board governance, executive compensation and shareholder voting. Other material-event disclosures address acquisition agreements, unregistered equity securities, capital-structure matters and financial reporting items connected to the company’s enterprise marketing platform business.
Zeta Global Holdings Corp. director William Landman reported an issuer disposition of 22,153 shares of Class A Common Stock on 2026-08-12 at $28.55 per share, returning those shares to the company. Following this transaction, he holds 250,063 shares directly and 607,165 shares indirectly through his spouse.
Zeta Global Holdings Corp. officer Satish Ravella, Chief Accounting Officer, reported several equity transactions. On 2026-08-12, Ravella exercised 6,250 options for Class A Common Stock at an exercise price of $12.56 per share, leaving 68,750 options outstanding under that award, and had 4,329 shares of Class A Common Stock withheld at $28.55 per share to cover option exercise costs and withholding taxes. On 2026-08-14, Ravella made a bona fide gift of 25,848 Class A shares to a trust managed by an independent trustee, established for trust, estate and tax planning purposes and to satisfy future tax withholding obligations from vesting restricted stock awards.
Zeta Global Holdings’ Chief Executive Officer David Steinberg, through entities he manages, reported several indirect equity-related transactions. Botticelli SPV LLC, whose sole member is Wynwood 2025 Irrevocable Trust, entered into a variable prepaid forward contract on 1,000,000 Class B shares (convertible into Class A), receiving an upfront cash payment of $22.7 million and pledging these shares as collateral while retaining voting and dividend rights during the pledge.
Related entities also reported bona fide gifts of 261,735 Class B shares from IAC Investment Company IX, LLC to ACI Investment Partners XXVII, LLC, and an internal transfer of 2,300,000 Class B shares from ACI Investment Partners, LLC to Botticelli treated as a change in form of beneficial ownership under Rule 16a-13.
Zeta Global Holdings Corp. has a planned sale of 1,000,000 shares of Class A common stock, to be executed through Goldman Sachs & Co. LLC on the NYSE, with an aggregate market value of $29,010,400 and an anticipated sale date of 08/13/2026. These shares were acquired on 08/22/2024 as compensation upon the vesting of restricted stock awards.
The filing also lists recent Class A share sales by Family Trust III and Family Trust IX, for which Philip Stassler serves as trustee, including transactions such as 368,540 shares for $7,508,301.93 on 06/10/2026 and 293,209 shares for $5,690,662.71 on 06/11/2026, along with several smaller sales in June–August 2026.
Zeta Global Holdings Corp. reported solid improvement for the three months ended June 30, 2026, with revenue of $442,766 (in thousands), up from $308,442 (in thousands) a year earlier. Income from operations turned positive at $16,924 (in thousands), versus a loss of $5,105 (in thousands) in 2025.
The company generated net income of $8,173 (in thousands) in the quarter, compared with a net loss of $12,814 (in thousands) a year ago, while the six‑month net loss narrowed to $5,074 (in thousands) from $34,414 (in thousands). Operating cash flow strengthened to $118,914 (in thousands) for the first half. As of June 30, 2026, cash and cash equivalents were $309,952 (in thousands) and total liabilities declined to $541,347 (in thousands), with stockholders’ equity rising to $926,497 (in thousands).
Customer metrics also improved: super‑scaled customers increased to 197 from 168, and super‑scaled customer ARPU reached $1.8 million for the quarter. Zeta continues integrating its 2025 acquisition of Marigold’s Enterprise Business and reduced acquisition‑related liabilities to $50,905 (in thousands), while remaining in compliance with covenants on its $200,000 (in thousands) term loan and $350,000 (in thousands) revolving credit facility.
Zeta Global Holdings Corp. reported strong results for the quarter ended June 30, 2026. Revenue was $443 million, up 44% year over year and $23 million above the midpoint of guidance, marking the company’s 20th consecutive “beat and raise” quarter. Zeta achieved positive GAAP net income of $8 million, or $0.03 per share, and generated $92 million of adjusted EBITDA with a 20.7% margin, meeting its “rule of 64” target.
The company produced $69 million of operating cash flow and $58 million of free cash flow, up 65% and 73% year over year, respectively. Management raised 2026 guidance, including full-year revenue to $1,811–$1,824 million, higher adjusted EBITDA and free cash flow ranges, and GAAP EPS of $0.09–$0.11. Zeta cited growing adoption of its AI-driven platform and collaborations with partners such as OpenAI, Snowflake, and Palantir as key demand drivers.
Vanguard Capital Management reported beneficial ownership of common stock of Zeta Global Holdings Corp. Vanguard and certain affiliates beneficially own 11,910,010 shares, representing 5.27% of Zeta’s common stock.
Vanguard has sole voting power over 1,616,149 shares and sole dispositive power over all 11,910,010 shares, with no shared voting or dispositive power. The position reflects securities held in Vanguard funds and other managed accounts over which Vanguard or its affiliates exercise dispositive and/or voting authority.
Zeta Global Holdings Corp. entered into a new five-year $1.0 billion senior secured credit facility with Bank of America and other lenders, replacing its August 30, 2024 credit agreement. The facility consists of a $250.0 million Term Loan A and a $750.0 million Revolving Credit Facility, which was undrawn at closing. Loans bear interest at either SOFR plus 1.75%–2.50% or a Base Rate plus 0.75%–1.50%, in each case depending on the Consolidated Net Leverage Ratio.
The agreement includes customary negative covenants and a financial covenant requiring a Consolidated Net Leverage Ratio not greater than 3.25:1.00, with a temporary step-up to 3.75:1.00 for four consecutive fiscal quarters following an acquisition of at least $100 million. Concurrently with entering the new facility on July 24, 2026, Zeta repaid $200.0 million of outstanding obligations under its prior credit agreement and terminated all commitments, with management highlighting reduced credit spreads, lower cost of capital, stronger liquidity and flexibility for M&A, share repurchases and general corporate purposes.
A holder associated with Southbeach Trust R6 has filed to sell 5,000 shares of Class A Common Stock through Merrill Lynch, with an indicated market value of $106,700 on or around 07/10/2026 on the NYSE. These shares were acquired on 01/01/2015 via estate planning transfers from the settlor of the trust. The issuer’s Class A Common Stock table includes 244,123,600 shares outstanding as a baseline figure. In the past three months, the trust sold 2,291 shares of the same stock for $46,597.98 on 07/06/2026.
A shareholder associated with ZETA filed to sell Class A Common Stock. The filing lists 156,595 shares to be sold through Merrill Lynch, with an aggregate market value of 3,341,737.3, compared with 244,123,600 Class A shares outstanding and an approximate sale date of 07/16/2026 on the NYSE.
The shares were acquired on 02/26/2021 via estate planning transfers from the settlor of the trust whose accounts hold the securities. The trust, identified as Family Trust IX, previously sold 21,011 Class A shares on 06/24/2026 for total proceeds of 394,914.6.