Rockbridge Investment Management, LCC

Position in PLTR — Palantir Technologies Inc.

CIK 1821984 Syracuse, NY

Position in PLTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,024,595

-$258,573 QoQ

Shares Held

8,782

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#1,372

of 2,821 holders

Holding Since

Sep 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Rockbridge Investment Management, LCC holds $4,997,838 across 4 Software - Infrastructure names. PLTR ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	8,291	$3,092,708
2	PLTR	Palantir Technologies Inc. This page	8,782	$1,024,595
3	NET	Cloudflare, Inc.	2,112	$518,031
4	PANW	Palo Alto Networks Inc	1,063	$362,504

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,024,595	8,782	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$1,283,168	8,772	-0.1%	Shares	Sole	2026-05-14
2025-12-31	$1,560,111	8,777	-0.6%	Shares	Sole	2026-02-04
2025-09-30	$1,610,221	8,827	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,203,296	8,827	+3.9%	Shares	Sole	2025-08-11
2025-03-31	$717,231	8,498	-0.8%	Shares	Sole	2025-05-14
2024-12-31	$647,997	8,568	+2.6%	Shares	Sole	2025-02-12
2024-09-30	$310,768	8,354	+0.6%	Shares	Sole	2024-11-01
2024-06-30	$210,340	8,304	0.0%	Shares	Sole	2024-08-14
2023-12-31	$142,579	8,304	0.0%	Shares	Sole	2024-02-14
2022-06-30	$75,317	8,304	+280.0%	Shares	Sole	2024-05-28
2022-03-31	$30,000	2,185	0.0%	Shares	Sole	2024-05-28
2021-12-31	$39,788	2,185	0.0%	Shares	Sole	2022-02-14
2021-09-30	$52,527	2,185	0.0%	Shares	Sole	2021-11-12
2021-06-30	$57,596	2,185	0.0%	Shares	Sole	2021-08-05
2021-03-31	$50,888	2,185	0.0%	Shares	Sole	2021-05-20
2020-12-31	$51,456	2,185	+118.5%	Shares	Sole	2021-03-04
2020-09-30	$9,500	1,000	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.