OSTERWEIS CAPITAL MANAGEMENT INC
Position in PLTR — Palantir Technologies Inc.
CIK 1007524
SAN FRANCISCO, CA
Position in PLTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,054,930
-$291,137 QoQ
Shares Held
9,042
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,355
of 2,816 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $128,934,348 across 9 Software - Infrastructure names. PLTR ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
140,900 | $52,558,517 | |
| 2 | SNPS |
Synopsys Inc
|
67,599 | $30,153,885 | |
| 3 | TWLO |
Twilio Inc
|
80,590 | $16,628,134 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
91,535 | $14,373,741 | |
| 5 | CPAY |
Corpay, Inc.
|
40,873 | $13,621,744 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
9,042 | $1,054,930 | |
| 7 | ORCL |
Oracle Corp
|
1,845 | $270,384 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,144 | $218,258 |
All Filings in PLTR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,930 | 9,042 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,346,067 | 9,202 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,635,655 | 9,202 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,685,925 | 9,242 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,287,133 | 9,442 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $887,634 | 10,517 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $944,769 | 12,492 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $726,144 | 19,520 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $618,052 | 24,400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $561,444 | 24,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $669,630 | 39,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $876,176 | 54,761 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $839,486 | 54,761 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $462,730 | 54,761 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $351,565 | 54,761 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $445,206 | 54,761 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $496,682 | 54,761 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $751,868 | 54,761 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $997,197 | 54,761 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $989,101 | 41,144 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,506,315 | 57,144 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $818,503 | 35,144 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||