Cypress Wealth Services, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1721527
PALM DESERT, CA
Position in PLTR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$816,456
-$162,010 QoQ
Shares Held
6,998
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,493
of 2,831 holders
Holding Since
Mar 2025
6 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, 2026Cypress Wealth Services, LLC holds $12,323,545 across 7 Software - Infrastructure names. PLTR ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,579 | $9,541,478 | |
| 2 | ORCL |
Oracle Corp
|
6,601 | $967,376 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
6,998 | $816,456 | |
| 4 | CRWV |
CoreWeave, Inc.
|
3,204 | $318,926 | |
| 5 | PANW |
Palo Alto Networks Inc
|
894 | $304,871 | |
| 6 | OKTA |
Okta, Inc.
|
1,771 | $241,652 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,784 | $132,786 |
All Filings in PLTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,456 | 6,998 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $978,466 | 6,689 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,203,900 | 6,773 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $783,858 | 4,297 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $505,610 | 3,709 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $255,732 | 3,030 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||