Position in PLTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$43,886,937
-$6,714,679 QoQ
Shares Held
376,163
+8.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#262
of 2,820 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Mar 31, 2026CallValue
$292,560
CallShares
2,000
PutValue
$731,400
PutShares
5,000
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 Jun 30, 2026Kestra Advisory Services, LLC holds $685,538,666 across 39 Software - Infrastructure names. PLTR ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,149,139 | $428,651,829 | |
| 2 | ORCL |
Oracle Corp
|
376,303 | $55,147,204 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
284,176 | $54,216,518 | |
| 4 | PANW |
Palo Alto Networks Inc
|
156,875 | $53,497,512 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
376,163 | $43,886,937 | |
| 6 | FTNT |
Fortinet, Inc.
|
37,349 | $5,737,553 | |
| 7 | NET |
Cloudflare, Inc.
|
22,153 | $5,433,687 | |
| 8 | PAYS |
Paysign, Inc.
|
614,175 | $5,030,093 |
All Filings in PLTR
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,886,937 | 376,163 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $50,601,616 | 345,923 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $731,400 | 5,000 | Put | Sole | 2026-04-30 | |
| 2026-03-31 | $292,560 | 2,000 | Call | Sole | 2026-04-30 | |
| 2025-12-31 | $888,750 | 5,000 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $56,215,037 | 316,259 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $888,750 | 5,000 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $57,069,184 | 312,845 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $912,100 | 5,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $565,502 | 3,100 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $35,853,932 | 263,013 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $20,427,247 | 242,029 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,877,490 | 289,270 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,083,894 | 217,309 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,008,301 | 237,201 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,593,816 | 156,185 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,212,715 | 128,871 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,488,208 | 93,013 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,069,558 | 69,769 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $504,034 | 59,649 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $493,056 | 76,800 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,304,019 | 160,396 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,150,003 | 126,792 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,060,694 | 150,087 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $3,396,019 | 186,492 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $4,701,911 | 195,587 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $5,110,545 | 193,875 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $4,503,144 | 193,351 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $2,527,009 | 107,304 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||