Position in ZETA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$342,589
New position
Shares Held
17,408
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#261
of 414 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Keebeck Wealth Management holds $22,993,644 across 8 Software - Infrastructure names. ZETA ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
49,298 | $18,389,139 | |
| 2 | ORCL |
Oracle Corp
|
9,775 | $1,432,526 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,763 | $672,369 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,953 | $666,012 | |
| 5 | RELY |
Remitly Global, Inc.
|
27,828 | $623,625 | |
| 6 | PATH |
UiPath, Inc.
|
42,000 | $456,540 | |
| 7 | NET |
Cloudflare, Inc.
|
1,675 | $410,844 | |
| 8 | ZETA |
Zeta Global Holdings Corp.
This page
|
17,408 | $342,589 |
All Filings in ZETA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,589 | 17,408 | Shares | Other | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||