AI Marketing Stocks Decline 5% in Two Days Amid Institutional Selling and Rule 144 Disclosure

Zeta Global Holdings Corp (NASDAQ: ZETA) closed at $22.29 on January 13, down 5.21% on the New York Stock Exchange. Its market capitalization fell to approximately $4.96 billion, wiping out about $245 million in value in a single day (roughly KRW 320 billion).

According to Summit Creek Advisors’ 13F filing with the U.S. Securities and Exchange Commission, the firm cut its Zeta Global position by 19.3% during the third quarter, net-selling around 194,000 shares. On January 11, two other shareholders filed Form 144 notices disclosing plans for large stock sales, intensifying short-term overhang concerns.

Institutional sentiment remains mixed. In the third quarter, Stanley Laman Group initiated a new stake in Zeta worth about $2.83 million, and despite heightened volatility and heavy option activity late last year, analysts raised their price targets and sustained a “Strong Buy” consensus.

Zeta Global Holdings is an AI-powered marketing-cloud company providing customer-data analytics and marketing-automation platforms. At the end of 2024, it faced a securities class action over alleged “consent-farm” practices, posing a credibility risk. In January 2026, the company will participate in investor forums such as the Needham Growth Conference, balancing the need to spotlight its growth narrative with ongoing regulatory and reputational risk management.