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.
The Zeta Global Holdings Corp. (NYSE: ZETA) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents offer detailed information about Zeta’s AI Marketing Cloud business, its financial performance, and material corporate events that affect ZETA stock.
Zeta uses Current Reports on Form 8-K to report significant events. For example, an 8-K dated November 24, 2025 describes the completion of Zeta’s acquisition of the Marigold enterprise software business, including the structure of the transaction consideration, the use of cash and newly issued Class A common stock, and the seller notes. Another 8-K dated November 4, 2025 references a press release announcing financial results for the quarter ended September 30, 2025, while a September 30, 2025 8-K discusses the entry into the Purchase Agreement for the Marigold transaction and related guidance communications.
Through its filings, Zeta also defines key business and financial terms, such as direct and integrated platform revenue, scaled and super-scaled customers, and non-GAAP measures like adjusted EBITDA and adjusted EBITDA margin. These definitions help investors interpret the company’s reported metrics and understand how Zeta evaluates its AI Marketing Cloud operations.
On Stock Titan, users can review Zeta’s 8-Ks and, where available, other forms such as annual reports on Form 10-K, quarterly reports on Form 10-Q, and proxy or insider transaction filings like Form 4. AI-powered summaries are designed to highlight the main points of lengthy documents, explain complex sections in simpler language, and draw attention to items that may be important for shareholders, such as acquisitions, guidance updates, or changes in capital structure.
Because Zeta emphasizes guidance, non-GAAP metrics, and definitions of operational measures in its communications, its SEC filings are a central resource for understanding how the company presents its AI Marketing Cloud business to regulators and investors. The filings page allows readers to follow these disclosures over time and compare narrative explanations with the underlying regulatory text.
Zeta Global Holdings Corp. (ZETA) received an amended Schedule 13G (Amendment No. 5) reporting updated beneficial ownership by David A. Steinberg and ACI Investment Partners, LLC.
Steinberg reports beneficial ownership of 24,481,482 shares of Class A Common Stock, representing 10.3% of the class, based on 214,155,561 shares outstanding as of September 30, 2025. His positions include directly held Class A shares and Class B common stock that is convertible one-to-one into Class A, along with shares held by affiliated entities and family trusts. He reports 66,661 shares with sole voting and dispositive power, and 24,414,821 shares with shared voting power and 24,204,821 with shared dispositive power. A voting agreement covers 210,000 additional Class A shares.
ACI Investment Partners, LLC reports beneficial ownership of 18,832,478 shares, or 8.1% of the class, with shared voting and dispositive power over all such shares.
Zeta Global Holdings Corp. filed its quarterly report for September 30, 2025. Revenue reached $337.2 million for the quarter, up from $268.3 million a year ago, and $910.0 million for the nine months versus $691.1 million. The company posted income from operations of $8.8 million in the quarter compared with a loss last year, while net loss narrowed to $3.6 million. Cash from operations was $134.8 million for the nine months, ending with cash and equivalents of $385.2 million.
Zeta finalized purchase accounting for its 2024 LiveIntent acquisition, recording $176.5 million of goodwill and $78.2 million of identifiable intangibles. It also agreed to acquire Marigold’s enterprise software business for up to $325.0 million, comprising $100.0 million in cash, $100.0 million in Class A shares, and a seller note up to $125.0 million, subject to customary adjustments and closing conditions. Long‑term borrowings were $196.9 million, with a $550.0 million senior secured facility in place and $342.5 million remaining undrawn. Class A shares outstanding were 214,155,561 and Class B were 23,670,648 as of quarter‑end.
Zeta Global Holdings Corp. (ZETA) furnished quarterly results under Item 2.02. The company announced financial results for the quarter ended September 30, 2025 via a press release furnished as Exhibit 99.1. The information in this report, including Exhibit 99.1, is furnished and not deemed filed under the Exchange Act.
The filing also lists the Class A common stock (ticker ZETA) on the NYSE. The report was signed by Chief Financial Officer Christopher Greiner on November 4, 2025.
The Vanguard Group filed an amended Schedule 13G (Amendment No. 4) reporting beneficial ownership of Zeta Global Holdings Corp common stock. Vanguard reported 21,725,597 shares beneficially owned, representing 10.15% of the class as of the event date 09/30/2025.
Vanguard reported 0 shares with sole voting power and 1,301,165 shares with shared voting power. It reported 20,190,017 shares with sole dispositive power and 1,535,580 shares with shared dispositive power. The filing states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control. Vanguard notes its clients have the right to receive dividends or sale proceeds; no single client holds more than 5%.
ZETA — Form 144 notice of proposed sale by an affiliate. A holder filed to sell up to 385,662 shares of Class A Common Stock, with an aggregate market value of $6,872,496.84. The intended broker is Merrill Lynch (200 Park Ave, New York, NY 10166), with an approximate sale date of 10/17/2025 on the NYSE. Proceeds from any sale would go to the selling holder, not the company.
The filing notes prior activity in the last three months: 34,229 shares of Class A Common Stock were sold on 09/23/2025 for $743,625.16 by Family Trust No C5. As context, 238,040,782 shares were outstanding, as listed in the notice.
The securities to be sold were acquired via estate planning transfers on 08/18/2021, from the settlor of the trust, with the donor’s acquisition date listed as 01/01/2015.
Zeta Global (ZETA): Form 144 notice of proposed sale. A holder filed to sell up to 330,568 shares of Class A Common Stock with an aggregate market value of $5,890,721.76. The filing lists an approximate sale date of 10/17/2025 on the NYSE through Merrill Lynch, 200 Park Ave, New York, NY 10166.
The shares were acquired on 08/18/2021 via estate planning transfers, with the donor’s acquisition date stated as 01/01/2015. As context, shares outstanding were 238,040,782.
The filing also reports sales in the prior three months: 34,229 shares of Class A Common Stock on 09/23/2025 for gross proceeds of $743,625.16. This notice reflects a potential secondary sale by the holder; it does not involve the company issuing new shares.
Zeta Global Holdings Corp. (ZETA) filed a Form 144 notifying a proposed sale of 165,000 Class A common shares through Merrill Lynch with an aggregate market value of $3,036,000. The filing lists 238,040,782 shares outstanding and an approximate sale date of 10/10/2025. The securities were acquired on 02/26/2021 via estate planning transfers from the settlor of the trust, with the donor having acquired the securities on 01/01/2015. The filer also reported a recent sale on 09/15/2025 of 16,125 shares for gross proceeds of $325,180.25. The notice includes the required representation that the seller does not possess undisclosed material adverse information.
Zeta Global Holdings Corp. director reported acquiring 1,258 shares of Class A common stock as restricted stock on 10/01/2025, recorded at $19.87 per share. The grant represents the quarterly retainer under the 2021 Incentive Award Plan.
The award vests 25% one year from grant, with the remaining 75% vesting in four equal quarterly installments beginning on the first anniversary. Following the grant, beneficial ownership was 272,951 shares direct and 607,165 shares indirect by spouse.
Zeta Global Holdings Corp. has agreed to acquire the enterprise business of Marigold Group, Inc., Campaign Monitor Europe UK Ltd. and Selligent Holdings Limited for up to $325 million, in a mix of cash, newly issued Class A shares and a seller note.
At closing, Zeta will pay $100 million in cash and deliver $100 million in newly issued Class A common stock. A seller note of up to $125 million is due within three months of closing, with up to $50 million in cash and up to $75 million in cash or additional Zeta shares at Zeta’s election.
The number of shares issued will be based on Zeta’s 30‑day volume‑weighted average price before closing or note maturity. Zeta plans to rely on private placement exemptions and has agreed to register the stock consideration for resale. The company also reaffirmed its guidance for the quarter and full year 2025 and announced a conference call to discuss the deal.
Zeta Global Holdings Corp. (ZETA) submitted a Form 144 notice reporting a proposed sale of 25,000 shares of Class A common stock through Merrill Lynch on the NYSE, with an approximate sale date of 10/02/2025 and an aggregate market value of $556,250. The shares were acquired on 04/03/2024 via estate planning transfers from the settlor of the trust and originate from securities the filer holds against a total outstanding Class A share count of 2,114,490. The filing also lists multiple recent sales by Southbeach Trust R6 totaling 82,823 shares sold across dates in July–September 2025, with gross proceeds reported for each sale. The notice includes the seller's representation that no undisclosed material adverse information is known.