Position in PLTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$64,023,712
-$3,950,848 QoQ
Shares Held
548,759
+18.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#206
of 2,831 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $969,757,045 across 71 Software - Infrastructure names. PLTR ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,661,376 | $619,726,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
467,364 | $159,380,471 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
548,759 | $64,023,712 | |
| 4 | ORCL |
Oracle Corp
|
409,753 | $60,049,302 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
116,140 | $22,157,769 | |
| 6 | CRWV |
CoreWeave, Inc.
|
77,332 | $7,697,627 | |
| 7 | NET |
Cloudflare, Inc.
|
28,475 | $6,984,348 | |
| 8 | SNPS |
Synopsys Inc
|
8,556 | $3,816,574 |
All Filings in PLTR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,023,712 | 548,759 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $67,974,560 | 464,688 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $83,724,693 | 471,025 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $85,334,434 | 467,791 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $64,229,621 | 471,168 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,433,032 | 431,671 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $47,172,019 | 623,721 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $22,546,882 | 606,099 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,997,383 | 552,601 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $6,553,984 | 284,832 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,065,926 | 178,563 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,594,176 | 162,136 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,285,313 | 83,843 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $647,633 | 76,643 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $418,609 | 65,204 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $714,561 | 87,892 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $660,885 | 72,865 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $853,401 | 62,156 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,359,886 | 74,678 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $840,943 | 34,981 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,111,943 | 42,183 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $351,632 | 15,098 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||