Position in PLTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$105,353,342
+$5,623,505 QoQ
Shares Held
720,217
+28.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 50.928123051802444.ToString("F0")%
Shared 0.ToString("F0")%
None 49.071876948197556.ToString("F0")%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Mar 31, 2026CallValue
$892,308
CallShares
6,100
PutValue
$1,462,800
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $1,910,477,694 across 67 Software - Infrastructure names. PLTR ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,342,378 | $1,237,248,064 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,231,510 | $197,435,683 | |
| 3 | VRSN |
Verisign Inc/Ca
|
678,655 | $168,550,755 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
720,217 | $105,353,342 | |
| 5 | ORCL |
Oracle Corp
|
415,626 | $61,142,740 | |
| 6 | NET |
Cloudflare, Inc.
|
97,228 | $20,062,025 | |
| 7 | TWLO |
Twilio Inc
|
110,428 | $13,894,050 | |
| 8 | FTNT |
Fortinet, Inc.
|
164,859 | $13,472,277 |
All Filings in PLTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $892,308 | 6,100 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $105,353,342 | 720,217 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,462,800 | 10,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $99,729,837 | 561,068 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $105,364,697 | 577,594 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $75,512,282 | 553,934 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $38,636,800 | 457,782 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,268,673 | 426,665 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,826,554 | 425,445 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,664,129 | 381,529 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,041,551 | 262,562 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,310,906 | 251,072 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,681,504 | 230,094 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,200,544 | 143,545 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $512,923 | 60,701 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $476,633 | 74,242 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $722,748 | 88,899 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $670,817 | 73,960 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $765,117 | 55,726 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $786,726 | 43,203 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,112,114 | 46,261 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $750,442 | 28,469 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $474,999 | 20,395 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $283,306 | 12,030 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $79,638 | 8,383 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||