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Equibles

Root Financial Partners, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1977181 ENCINITAS, CA
Back to PLTR Full portfolio

Position in PLTR

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$1,866,603
-$447,985 QoQ
Shares Held
15,999
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,055
of 2,834 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PLTR Over Time

Shares Held

Position Value (USD)

Derivatives in PLTR

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$58,335
PutShares
500

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, 2026

Root Financial Partners, LLC holds $20,193,422 across 9 Software - Infrastructure names. PLTR ranks #2 (9.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 37,854 $14,120,299
2 PLTR
Palantir Technologies Inc.
This page 		15,999 $1,866,603
3 ORCL
Oracle Corp
 12,217 $1,790,401
4 FTNT
Fortinet, Inc.
 4,126 $633,836
5 PANW
Palo Alto Networks Inc
 1,698 $579,051
6 CRWD
CrowdStrike Holdings, Inc.
 2,280 $434,989
7 SNPS
Synopsys Inc
 721 $321,616
8 NET
Cloudflare, Inc.
 984 $241,355

All Filings in PLTR

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $58,335 500
2026-06-30 $1,866,603 15,999
2026-03-31 $2,314,588 15,823
2025-12-31 $4,010,573 22,563
2025-09-30 $1,218,930 6,682
2025-06-30 $872,448 6,400
2025-03-31 $393,810 4,666
2024-12-31 $463,838 6,133