Position in PLTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,594,962
+$2,408,050 QoQ
Shares Held
73,669
+74.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#551
of 2,820 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $552,540,517 across 26 Software - Infrastructure names. PLTR ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
939,168 | $350,328,447 | |
| 2 | PANW |
Palo Alto Networks Inc
|
237,773 | $81,085,348 | |
| 3 | ORCL |
Oracle Corp
|
466,837 | $68,414,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
79,012 | $15,074,304 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
73,669 | $8,594,962 | |
| 6 | DOX |
Amdocs Ltd
|
81,471 | $4,117,544 | |
| 7 | NET |
Cloudflare, Inc.
|
14,903 | $3,655,407 | |
| 8 | FTNT |
Fortinet, Inc.
|
22,838 | $3,508,373 |
All Filings in PLTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,594,962 | 73,669 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,186,912 | 42,295 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,844,974 | 38,509 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,889,891 | 28,535 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,007,791 | 23,789 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,190,169 | 28,959 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $746,715 | 20,073 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $433,953 | 17,132 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $327,570 | 14,236 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $283,579 | 16,516 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $211,200 | 13,200 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $153,560 | 10,017 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $86,713 | 10,262 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $71,262 | 11,100 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $98,234 | 12,083 | Shares | Sole | 2022-12-02 | |
| No filing history on record for this holder in this stock. | ||||||