STOCK TITAN

Vanguard (NYSE: ZETA) holds 13.05M shares, 5.92% stake reported

(Neutral)
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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Zeta Global Holdings Corp ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 13,053,774 shares of Common Stock, representing 5.92% of the class. The filing states Vanguard Portfolio Management has sole dispositive power over 13,053,774 shares and sole voting power over 182,885 shares.

The filing explains these holdings include securities held for Vanguard funds and managed accounts and lists affiliates that exercise voting or dispositive power on certain sleeves.

Positive

  • None.

Negative

  • None.

Insights

Vanguard reports a passive >5% stake via managed funds and accounts.

Vanguard Portfolio Management states it beneficially owns 13,053,774 shares (5.92) of Common Stock, with dispositive authority over those shares and limited voting power of 182,885 shares. The filing attributes holdings to funds and managed accounts, consistent with pooled-management reporting.

Cash-flow treatment and any trading intentions are not stated; subsequent filings or fund disclosures would show changes in holdings.

Shares beneficially owned 13,053,774 shares Schedule 13G reported amount
Percent of class 5.92% Reported percent of outstanding class
Sole voting power 182,885 shares Voting power reported in Item 4(i)
Sole dispositive power 13,053,774 shares Disposition authority reported in Item 4(iii)
beneficially owned regulatory
"reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 13053774"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
managed accounts financial
"includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power"
Managed accounts are collections of investments owned by an individual or institution but run day-to-day by a professional who buys, sells and allocates assets according to an agreed plan. They matter to investors because they provide tailored oversight, active risk control and potential tax efficiency—like hiring a personal chef to manage your diet—while fees and the manager’s skill directly affect returns.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Vanguard Portfolio Management report in ZETA?

Vanguard reports beneficial ownership of 13,053,774 shares, or 5.92%. The filing shows sole dispositive power over 13,053,774 shares and sole voting power over 182,885 shares, reflecting holdings across Vanguard funds and managed accounts as described in the filing.

Does Vanguard control how ZETA shares are voted?

Vanguard reports sole voting power for 182,885 shares. The filing indicates voting authority is limited relative to dispositive power; many shares are held in funds where voting or disposition may be exercised by specific Vanguard affiliates or business divisions.

Are these ZETA shares held on behalf of other investors?

Yes; Vanguard states the shares include securities held for funds and managed accounts. The filing clarifies holdings represent multiple Vanguard investment vehicles and client accounts, and no single outside person is identified as holding over 5% separately.

Who signed the Schedule 13G for these ZETA holdings?

The form is signed by Ashley Grim, Head of Global Fund Administration. The signature block in the filing includes the name and title and is dated 04/29/2026 as the signing date.

Does the filing state any intent to buy or sell ZETA shares?

No transaction intent is stated in this filing. The Schedule 13G reports beneficial ownership and power to direct disposition but does not disclose any planned purchases, sales, or other trading instructions in the provided excerpt.





98956A105

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026