Position in PLTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,440,844
+$5,872,611 QoQ
Shares Held
146,574
+67.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 6.884577073696563.ToString("F0")%
Shared 0.ToString("F0")%
None 93.11542292630344.ToString("F0")%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Dec 31, 2025CallValue
$17,775
CallShares
100
PutValue
$0
PutShares
0
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, 2026Allworth Financial LP holds $272,227,276 across 106 Software - Infrastructure names. PLTR ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
475,497 | $176,014,724 | |
| 2 | ORCL |
Oracle Corp
|
335,506 | $49,356,287 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
146,574 | $21,440,844 | |
| 4 | PANW |
Palo Alto Networks Inc
|
50,308 | $8,065,378 | |
| 5 | SNPS |
Synopsys Inc
|
7,696 | $3,051,310 | |
| 6 | FTNT |
Fortinet, Inc.
|
21,661 | $1,770,136 | |
| 7 | NTAP |
NetApp, Inc.
|
15,799 | $1,617,659 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,002 | $1,171,425 |
All Filings in PLTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,440,844 | 146,574 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,775 | 100 | Call | Sole | 2026-02-05 | |
| 2025-12-31 | $15,568,233 | 87,585 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $36,484 | 200 | Call | Sole | 2025-12-02 | |
| 2025-09-30 | $20,503,278 | 112,396 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $13,723,607 | 100,672 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,969,360 | 35,182 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,615,587 | 34,584 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $914,748 | 24,590 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $574,965 | 22,699 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $432,541 | 18,798 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $152,554 | 8,885 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $127,536 | 7,971 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $100,656 | 6,566 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $65,952 | 7,805 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $47,386 | 7,381 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $38,918 | 4,787 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,837 | 5,605 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $72,439 | 5,276 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $68,524 | 3,763 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $98,515 | 4,098 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $51,349 | 1,948 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $33,723 | 1,448 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $17,615 | 748 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||