Position in ZD
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,181
+$1,725 QoQ
Shares Held
52
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026Root Financial Partners, LLC holds $431,496 across 11 Advertising Agencies names. ZD ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
493 | $196,214 | |
| 2 | OMC |
Omnicom Group Inc.
|
2,529 | $190,458 | |
| 3 | TTD |
Trade Desk, Inc.
|
1,319 | $29,928 | |
| 4 | DV |
DoubleVerify Holdings, Inc.
|
904 | $8,588 | |
| 5 | MGNI |
Magnite, Inc.
|
228 | $2,708 | |
| 6 | ZD |
Ziff Davis, Inc.
This page
|
52 | $2,181 | |
| 7 | CCO |
Clear Channel Outdoor Holdings, Inc.
|
214 | $507 | |
| 8 | WPP |
WPP plc
|
29 | $450 |
All Filings in ZD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,181 | 52 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $456 | 13 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $571 | 15 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||