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Zeta Global Holdings Corp ZETA

SOFTWARE - INFRASTRUCTURE with price history, portfolio records, theme ratings, and research entries from the IntraAlpha data layer.

Sector: TECHNOLOGYIndustry: SOFTWARE - INFRASTRUCTURELatest quarter: 2026-06-30Fundamentals refresh: 2026-08-30
moat Moderate
physical / assets Minimal
sw / hw SW 100 : HW 0
Last close $30.54

Price, fundamentals, portfolio context, and research memory.

Data through 2026-08-28
Observed price path$30.54
Activity+63.5%
$13$18$23$28$32Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26ZETA
145 daily bars since 2026-02-02Buy Sell Option0 visible trade events
Portfolio context Tracked position

No current position row found in the exported snapshot.

0 trade records · option records · →
moat Moderate

Proprietary first-party data across 2 billion consumer profiles and 235 million U.S. consumers — defensible in a market hostile to third-party cookies. Real-time intelligence detects consumer intent and activates campaigns instantly. Platform integr…

physical / assets Minimal

Cloud-native infrastructure built on AWS. No physical infrastructure ownership. The moat is entirely software and data-driven.

sw / hw SW 100 : HW 0

Growth. 2B consumer profile database becomes indispensable as cookie deprecation forces Fortune 100 marketers to first-party data platforms with 114% net revenue retention. Primary assets. 2B global consumer profiles database, 235M U.S. consumer dat…

Research memory 3 coverage entries

Append-only ticker entries from the internal coverage database.

  1. SW 100 : HW 0

    Growth. 2B consumer profile database becomes indispensable as cookie deprecation forces Fortune 100 marketers to first-party data platforms with 114% net revenue retention. Primary assets. 2B global consumer profiles database, 23…

  2. Minimal

    Cloud-native infrastructure built on AWS. No physical infrastructure ownership. The moat is entirely software and data-driven.

  3. Moderate

    Proprietary first-party data across 2 billion consumer profiles and 235 million U.S. consumers — defensible in a market hostile to third-party cookies. Real-time intelligence detects consumer intent and activates campaigns instan…

Research archive Moat and asset notes
Full portfolio moat / asset analysis

Proprietary first-party data across 2 billion consumer profiles and 235 million U.S. consumers — defensible in a market hostile to third-party cookies. Real-time intelligence detects consumer intent and activates campaigns instantly. Platform integration creates switching costs (114% net revenue retention in 2025). 40% of Fortune 100 clients. $308M revenue…

Full portfolio moat / asset analysis

Cloud-native infrastructure built on AWS. No physical infrastructure ownership. The moat is entirely software and data-driven.

Coverage feed Latest entries
  1. manual · sw-hw

    Growth. 2B consumer profile database becomes indispensable as cookie deprecation forces Fortune 100 marketers to first-party data platforms with 114% net revenue retention. Primary assets. 2B global consumer profiles database, 23…

  2. manual · physical-assets

    Cloud-native infrastructure built on AWS. No physical infrastructure ownership. The moat is entirely software and data-driven.

  3. manual · moat

    Proprietary first-party data across 2 billion consumer profiles and 235 million U.S. consumers — defensible in a market hostile to third-party cookies. Real-time intelligence detects consumer intent and activates campaigns instan…

Trade feed Recent records
Date Action Type Relative size

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