Zeta Global Holdings Corp SEC Filings

Zeta Global Holdings Chief Financial Officer Christopher E. Greiner reported a bona fide gift of 633,060 shares of Class A common stock on a no‑price transfer. The shares were moved to a trust managed by an independent trustee for trust, estate and tax planning and to help cover tax withholding from vesting restricted stock awards. After the transfer, he directly holds 143,948 shares, including stock purchased under an Employee Stock Purchase Plan that had not been previously reported.

Zeta Global Holdings Corp. amendment No. 1 reports that Contour Asset Management LLC and related reporting persons beneficially own 5,062,355 shares of common stock, representing 2.30% of the class as of 03/31/2026. The filing lists 4,731,166 shares of sole voting power and 331,189 shares of shared voting power.

The statement is a joint Schedule 13G/A filed by Contour Asset Management entities and David L. Meyer and clarifies ownership and voting/dispositive powers for the disclosed position.

Zeta Global Holdings Corp. director Robert H. Niehaus reported non-market transfers of ZETA common stock. On May 7, 2026, he made two bona fide gifts totaling 120,000 shares of common stock, with no payment of consideration received.

One 60,000-share gift is reported as indirectly held "By The Robert and Kate Niehaus Foundation," a 501(c)(3) charity on whose management board he serves. The other 60,000-share gift came from his direct holdings, leaving 604,575 directly held shares after the transaction. A prior November 12, 2025 restructuring transaction moved 346,110 shares in connection with a pro rata distribution by Greenhill Capital Partners III, L.P. for no consideration.

Zeta Global Holdings Corp. Chief Executive Officer David Steinberg reported a series of bona fide gifts of Class A common stock on May 6, 2026, totaling 1,265,838 shares. These gifts were made directly and through entities associated with him, including ACI Investment Partners, his spouse, and family trusts, and were executed at a stated price of $0.00 per share, indicating non‑market, no‑consideration transfers.

After the gifts, Steinberg continues to hold 67,327 shares of Class A common stock directly, along with additional indirect holdings, such as 395,707 Class A shares through ACI Investment Partners, LLC and 512 shares through family trusts. He is also associated with substantial positions in Class B common stock, which is convertible into Class A on a one‑to‑one basis, including an interest in 9,580,602 underlying Class A shares held by ACI Investment Company XXVII, LLC. A prior transfer of 9,580,602 Class B shares from ACI to this entity is described as a change in form of beneficial ownership under Rule 16a‑13, without changing Steinberg’s pecuniary interest.

Zeta Global Holdings Corp. reported strong top-line growth for the quarter ended March 31, 2026. Revenue rose 49.9% to $396.3M from $264.4M, driven by $87.0M from new customers, $44.9M from existing customers and $55.6M contributed by the acquisition of Marigold’s Enterprise Business.

The company still posted a net loss, but it narrowed to $13.2M from $21.6M, or $0.06 per share versus $0.10 a year earlier. Operating expenses increased across cost of revenues, sales and marketing, R&D and G&A as Zeta invested in growth and integrated acquisitions. Cash provided by operating activities improved to $49.7M, and Zeta ended the quarter with $288.8M in cash and cash equivalents against $200.0M of gross long-term borrowings.

Zeta Global reported very strong first-quarter 2026 results with rapid growth and higher guidance. Revenue reached $396.3 million, up 50% year over year, beating the guidance midpoint by $26 million. The company still posted a GAAP net loss of $13.2 million, but this narrowed from the prior year.

Adjusted EBITDA rose to $66.1 million with a 16.7% margin, while free cash flow was $41.7 million, a margin of 10.5%. Zeta grew its Super-Scaled Customers to 189, up 19%, and increased their ARPU to $1.7 million, up 21%. Management highlighted Athena, which drove over 7x more agent interactions and more than 60% of AI platform usage in its first week.

For second-quarter 2026, Zeta now guides revenue to $419–$422 million and adjusted EBITDA to $86.2–$86.9 million. For full-year 2026, it raised revenue guidance to $1.779–$1.792 billion, adjusted EBITDA to $396.2–$398.4 million, free cash flow to $234.5–$235.5 million, and is guiding to positive GAAP net income.

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.

Zeta Global Holdings Corp. is asking stockholders to vote at its 2026 Annual Meeting on June 16, 2026 in New York. Investors will elect three Class II directors through 2029, ratify Deloitte & Touche LLP as auditor for 2026, and cast an advisory vote on executive pay.

The company uses a dual-class structure: as of April 17, 2026 there were 225,609,644 Class A shares with one vote each and 23,638,426 Class B shares with 10 votes each, representing 48.8% and 51.2% of voting power. All shares vote together on every proposal.

Management highlights 2025 revenue of $1,304.7 million, up 29.7%, super‑scaled customer growth, and net operating cash of $198.9 million. Based on performance above 2025 goals, annual cash bonuses for named executives were paid at 200% of target, with additional discretionary cash awards tied to the Marigold acquisition and performance share units earned at 190.1% of target. Deloitte’s 2025 audit fees totaled $3.21 million.