Modera Wealth Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1542143
WESTWOOD, NJ
Position in PLTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,439,103
-$785,639 QoQ
Shares Held
20,906
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#952
of 2,821 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Modera Wealth Management, LLC holds $173,199,316 across 11 Software - Infrastructure names. PLTR ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
371,417 | $138,545,969 | |
| 2 | FTNT |
Fortinet, Inc.
|
92,578 | $14,221,832 | |
| 3 | ORCL |
Oracle Corp
|
96,055 | $14,076,860 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
20,906 | $2,439,103 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
12,328 | $2,351,997 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,661 | $417,841 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,124 | $383,306 | |
| 8 | NET |
Cloudflare, Inc.
|
1,236 | $303,166 |
All Filings in PLTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,439,103 | 20,906 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,224,742 | 22,045 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,400,890 | 19,133 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,640,555 | 19,957 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,904,935 | 13,974 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,199,914 | 14,217 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,011,929 | 13,380 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||