KESTRA PRIVATE WEALTH SERVICES, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1649451
AUSTIN, TX
Position in PLTR
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$52,315,725
-$11,478,216 QoQ
Shares Held
357,641
-0.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Sep 30, 2025CallValue
$820,890
CallShares
4,500
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, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $247,547,148 across 27 Software - Infrastructure names. PLTR ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
387,641 | $143,493,068 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
357,641 | $52,315,725 | |
| 3 | ORCL |
Oracle Corp
|
100,579 | $14,796,176 | |
| 4 | PANW |
Palo Alto Networks Inc
|
91,496 | $14,668,638 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
51,123 | $4,989,732 | |
| 6 | CRWV |
CoreWeave, Inc.
|
48,059 | $3,723,130 | |
| 7 | FTNT |
Fortinet, Inc.
|
15,655 | $1,279,326 | |
| 8 | ZS |
Zscaler, Inc.
|
8,707 | $1,221,505 |
All Filings in PLTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,315,725 | 357,641 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $63,793,941 | 358,897 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $820,890 | 4,500 | Call | Sole | 2025-11-17 | |
| 2025-09-30 | $68,204,284 | 373,886 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $51,606,662 | 378,570 | Shares | Sole | 2025-08-07 | |
| 2025-06-30 | $340,800 | 2,500 | Call | Sole | 2025-08-07 | |
| 2025-03-31 | $33,808,530 | 400,575 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $29,831,875 | 394,445 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $13,262,246 | 356,512 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,525,036 | 297,080 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,532,555 | 196,982 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,138,418 | 182,785 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,700,032 | 168,752 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,113,332 | 137,856 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,067,268 | 126,304 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $778,514 | 121,264 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,031,363 | 126,859 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $694,172 | 76,535 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,109,617 | 80,817 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,414,662 | 77,686 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $2,905,354 | 120,855 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $3,723,086 | 141,240 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $3,456,096 | 148,394 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,332,435 | 56,579 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||