Position in ZD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$44,855
+$18,036 QoQ
Shares Held
1,069
+40.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ZD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026Allworth Financial LP holds $3,959,899 across 16 Advertising Agencies names. ZD ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
5,949 | $2,367,702 | |
| 2 | OMC |
Omnicom Group Inc.
|
12,268 | $923,903 | |
| 3 | TTD |
Trade Desk, Inc.
|
11,237 | $254,967 | |
| 4 | STGW |
Stagwell Inc
|
31,099 | $195,612 | |
| 5 | DV |
DoubleVerify Holdings, Inc.
|
10,047 | $95,446 | |
| 6 | ZD |
Ziff Davis, Inc.
This page
|
1,069 | $44,855 | |
| 7 | QNST |
Quinstreet, Inc
|
2,794 | $33,555 | |
| 8 | WPP |
WPP plc
|
1,324 | $20,588 |
All Filings in ZD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,855 | 1,069 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,819 | 763 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $38,595 | 1,013 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $31,147 | 1,029 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,482 | 412 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $17,171 | 316 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $15,376 | 316 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $16,404 | 298 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $31,393 | 498 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $33,460 | 498 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $32,545 | 511 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $34,679 | 495 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $28,098 | 360 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $28,476 | 360 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $24,378 | 356 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,613 | 290 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $28,066 | 290 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $32,260 | 291 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $34,452 | 290 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $34,686 | 290 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $30,225 | 290 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $24,634 | 290 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $17,455 | 290 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $15,939 | 290 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $18,875 | 290 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||