Battery Management Dumps $9 Million Zeta Stake as Shares Slide 38% Year Over Year

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Jonathan Ponciano, The Motley Fool

Fri, February 20, 2026 astatine 10:29 AM CST 4 min read

As of December 31, 2025, Battery Management Corp. disclosed successful a U.S. Securities and Exchange Commission filing that it sold retired its full Zeta Global Holdings Corp. (NYSE:ZETA) stake, an estimated $9.05 cardinal transaction.

According to an SEC filing dated February 17, 2026, Battery Management Corp. eliminated its presumption successful Zeta Global Holdings Corp., disposing of 455,351 shares. The nett presumption alteration for the 4th was $9.05 million, reflecting some the shares sold and banal terms fluctuations. The money present holds nary Zeta shares.

Battery Management Corp. afloat sold retired of Zeta Global Holdings Corp., reducing the presumption from 1.7% of AUM successful the erstwhile quarter.
Top holdings aft the filing:
- NASDAQ:TTAN: $351.44 cardinal (56.4% of AUM)
- NASDAQ:KDK: $124.01 cardinal (19.9% of AUM)
- NASDAQ:BRZE: $111.95 cardinal (18.0% of AUM)
- NYSE:CXM: $18.64 cardinal (3.0% of AUM)
- NASDAQ:CSBR: $16.73 cardinal (2.7% of AUM)
As of February 17, 2026, ZETA shares were priced astatine $15.31, down 38.0% implicit the past twelvemonth and importantly underperforming the S&P 500’s astir 13% summation successful the aforesaid period.

Metric

Value

Price (as of marketplace adjacent February 17, 2026)	$15.31
Market Capitalization	$3.77 billion
Revenue (TTM)	$1.22 billion
Net Income (TTM)	($22.81 million)

Zeta Global Holdings offers an omnichannel data-driven unreality platform, including the Zeta Marketing Platform and Consumer Data Platform, focused connected selling automation and user quality solutions.
The steadfast provides software, selling automation, and user quality solutions utilized by endeavor clients to optimize selling campaigns and lawsuit engagement.
It targets ample enterprises and organizations seeking precocious selling automation, user information insights, and omnichannel run management.

Zeta Global Holdings Corp. is simply a exertion institution specializing successful bundle applications for selling automation and user information analytics. With a important standard and a wide endeavor lawsuit base, the institution leverages proprietary information and instrumentality learning to present actionable insights for omnichannel marketing.

Capital allocation tells you what managers and investors truly believe. When a money afloat exits a mid-sized presumption aft a volatile year, it is seldom astir 1 headline.

In November, Zeta reported its 17th consecutive bushed and rise quarter, with third-quarter gross up 26% twelvemonth implicit twelvemonth to $337 cardinal and escaped currency travel up 83% to $47 million. Management raised full-year 2025 gross guidance to astir $1.27 cardinal and is guiding to $1.54 cardinal successful 2026, implying different 21% maturation year. Adjusted EBITDA margins are expanding, and the institution has astir $200 cardinal remaining nether its repurchase authorization. On paper, that is durable growth.

Yet shares are down 38% implicit the past year. That spread betwixt operating momentum and banal show matters. The exiting presumption had already shrunk from 1.7% of assets, suggesting condemnation was fading adjacent arsenic fundamentals improved.

Within a portfolio concentrated successful high-growth bundle names, reallocating distant from an underperformer into larger bets tin beryllium rational. And for semipermanent investors, the question is not whether Zeta is growing. It is whether that maturation translates into durable shareholder returns.

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