What smart money is saying about Zeta Global
2 funds in our archive have pitched Zeta Global — most recently Granahan Investment Management Small Cap Core Growth Strategy in September 2026.
Zeta Global Holdings Corp. provides a sophisticated, data-driven cloud platform globally, empowering enterprises with advanced consumer intelligence and automated marketing software. Its core offering, the Zeta Marketing Platform (ZMP), processes billions of diverse data points—both structured and unstructured—to predict consumer intent through advanced machine learning algorithms and an extensive, opted-in industry dataset for seamless omnichannel marketing. Complementing this, the Consumer Data Platform (CDP) integrates, analyzes, and distills disparate data to form a unified view of individual consumers, detailing their identity, profile characteristics, behaviors, and purchase inclinations. The company also offers specialized product suites, such as "Opportunity Explorer" and "CDP+," designed to consolidate multiple internal and external data feeds and organize information to meet specific needs and performance targets. Zeta Global Holdings Corp. was founded in 2007 and is headquartered in New York, New York.
Get an email when a fund buys, sells or pitches it
Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in Zeta Global — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1 | 2 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 4 positions · 1 move
- September 2026
Listed in Granahan Investment Management Small Cap Focused Growth Strategy’s reported holdings.
Zeta Global - September 2026
“• Zeta Global (ZETA) – Zeta operates an AI-powered marketing cloud that helps large consumer brands acquire, retain, and grow customers using Zeta's proprietary consumer data. The stock rose +60%, contributing +216 basis points, after its 20th consecutive beat-and-raise quarter: revenue grew +44% and management raised 2026 guidance across the board. According to management, adoption of Athena, Zeta's AI agent, is accelerating, and the company's heaviest AI users are growing faster and retaining better than the rest of the base. Partnerships with Palantir (new), OpenAI and Snowflake broaden the opportunity beyond marketing. Zeta is an example of what we call an underappreciated AI beneficiary. Although we recently trimmed the position given the share price rise, ZETA remains a large holding.”
Zeta Global - September 2026
“Digital Advertising and More Effective Marketing Magnite and Zeta Global both contributed positively, offering exposure to different parts of the digital advertising ecosystem.”
Zeta Global - June 2026
“Information Technology 17.6% 0.0% Commvault Systems, Zeta Global (BlackLine, Credo Technology)”
Zeta Global
Fund coverage · 2 theses
Zeta Global helps enterprises use data and AI to acquire and retain customers, benefiting from more effective digital advertising and measurement.
Read the full thesis- Granahan Investment Management Focused Growth StrategySeptember 2026
Zeta Global operates an AI-powered marketing cloud, with accelerating AI adoption, strong growth, and expanding partnerships that make it an underappreciated AI beneficiary.
Read the full thesis
Read every full thesis on Zeta Global
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→