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Creative Planning ZETA Position History
Zeta Global Holdings Corp. • Technology
Quarters held
8
Latest value
$9.3M
Q3 2026
Peak value
$9.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $994K |
| Q3 2025 | $52K |
| Q4 2025 | $1.4M |
| Q1 2026 | $2.8M |
| Q2 2026 | $63K |
| Q2 2026 | $4.2M |
| Q3 2026 | $132K |
| Q3 2026 | $9.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.3M | 294.1K | — | — |
| Q3 2026 | $132K | 4.2K | — | — |
| Q2 2026 | $4.2M | 211.9K | — | — |
| Q2 2026 | $63K | 3.2K | — | — |
| Q1 2026 | $2.8M | 173.8K | — | — |
| Q4 2025 | $1.4M | 68.9K | — | — |
| Q3 2025 | $52K | 2.6K | — | — |
| Q3 2025 | $994K | 50.0K | — | — |
Other funds holding ZETA
$436M
$401.2M
$372.4M
$294M
$124.9M
$122.2M
$122.2M