Forum Financial Management, LP
Position in PLTR — Palantir Technologies Inc.
CIK 1911832
LOMBARD, IL
Position in PLTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,717,498
-$18,635,315 QoQ
Shares Held
14,721
-89.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,094
of 2,821 holders
Holding Since
Mar 2022
18 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, 2026Forum Financial Management, LP holds $22,241,369 across 10 Software - Infrastructure names. PLTR ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
46,743 | $17,436,073 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
14,721 | $1,717,498 | |
| 3 | ORCL |
Oracle Corp
|
7,390 | $1,083,004 | |
| 4 | FTNT |
Fortinet, Inc.
|
3,488 | $535,826 | |
| 5 | NET |
Cloudflare, Inc.
|
1,498 | $367,429 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,037 | $353,637 | |
| 7 | CRWV |
CoreWeave, Inc.
|
2,426 | $241,484 | |
| 8 | VHC |
VirnetX Holding Corp
|
17,321 | $219,976 |
All Filings in PLTR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,717,498 | 14,721 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $20,352,813 | 139,136 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $27,329,950 | 153,755 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $27,062,554 | 148,353 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $69,495,799 | 509,799 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $43,118,272 | 510,880 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $38,599,736 | 510,376 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $20,089,488 | 540,040 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $14,434,072 | 569,841 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,739,825 | 466,746 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,262,478 | 481,216 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,789,056 | 486,816 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,458,180 | 160,351 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,763,962 | 208,753 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,340,194 | 208,753 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,717,177 | 211,215 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,788,313 | 197,168 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,805,052 | 204,301 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||