13F Portfolios

Greenvale Capital LLP: ZETA GLOBAL HOLDINGS CORP (ZETA): Quarterly 13F Position History

As of Q1 2026, Greenvale Capital LLP reported 10,400,000 shares of ZETA GLOBAL HOLDINGS CORP (ZETA), worth $165.6M and representing 18.2% of its 13F equity book. Quarter-over-quarter share count change: + 3,377,334 (+48.1%) . The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 10,400,000 +3,377,334 +48.1% $165.6M 18.2% $15.9
Q4 2025 7,022,666 227,334 -3.1% $142.9M 13.4% $20.4
Q3 2025 7,250,000 +298,819 +4.3% $144.1M 11.5% $19.9
Q2 2025 6,951,181 +4,451,181 +178.0% $107.7M 9.6% $15.5
Q1 2025 2,500,000 $33.9M 3.3% $13.6

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Greenvale Capital LLP first disclose a ZETA position in 13F-HR filings?

Greenvale Capital LLP first reported ZETA GLOBAL HOLDINGS CORP (ZETA) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.

What was Greenvale Capital LLP's most recent quarter-over-quarter share-count change in ZETA?

Between Q4 2025 and Q1 2026, Greenvale Capital LLP added 3,377,334 shares of ZETA (+48.1%), bringing the total reported position to 10,400,000 shares at a market value of $165.6M.

Does the implied price-per-share represent Greenvale Capital LLP's cost basis in ZETA?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.