OneDigital Investment Advisors LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1690370
OVERLAND PARK, KS
Position in PLTR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$6,205,929
-$1,830,681 QoQ
Shares Held
42,425
-6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0.4643488509133766.ToString("F0")%
Shared 0.ToString("F0")%
None 99.53565114908662.ToString("F0")%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Jun 30, 2021CallValue
$26,360
CallShares
1,000
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, 2026OneDigital Investment Advisors LLC holds $117,717,443 across 17 Software - Infrastructure names. PLTR ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
238,840 | $88,411,402 | |
| 2 | IOT |
Samsara Inc.
|
243,956 | $7,730,965 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
42,425 | $6,205,929 | |
| 4 | ORCL |
Oracle Corp
|
39,063 | $5,746,557 | |
| 5 | PANW |
Palo Alto Networks Inc
|
25,312 | $4,058,019 | |
| 6 | NET |
Cloudflare, Inc.
|
4,672 | $964,020 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
9,841 | $960,506 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
6,015 | $859,242 |
All Filings in PLTR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,205,929 | 42,425 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,036,610 | 45,213 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,796,083 | 42,737 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,700,084 | 41,814 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,179,854 | 37,676 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,729,335 | 36,088 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,270,231 | 34,146 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $839,638 | 33,148 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $589,631 | 25,625 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $312,768 | 18,216 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $259,264 | 16,204 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $253,374 | 16,528 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $134,473 | 15,914 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $79,344 | 12,359 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $108,372 | 13,330 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $114,653 | 12,641 | Shares | Sole | 2022-08-08 | |
| 2021-06-30 | $217,575 | 8,254 | Shares | Sole | 2021-08-09 | |
| 2021-06-30 | $26,360 | 1,000 | Call | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||