Position in PLTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,120,020
-$2,287,100 QoQ
Shares Held
61,027
-5.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#612
of 2,834 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Mar 31, 2026CallValue
$29,256
CallShares
200
PutValue
$0
PutShares
0
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, 2026Clearstead Advisors, LLC holds $327,702,261 across 88 Software - Infrastructure names. PLTR ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in PLTR
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,120,020 | 61,027 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $29,256 | 200 | Call | Sole | 2026-05-06 | |
| 2026-03-31 | $9,407,120 | 64,309 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $53,325 | 300 | Call | Sole | 2026-02-09 | |
| 2025-12-31 | $10,153,435 | 57,122 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,509,945 | 57,614 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $7,700,989 | 56,492 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $54,528 | 400 | Principal | Sole | 2025-08-08 | |
| 2025-03-31 | $4,575,070 | 54,207 | Principal | Sole | 2025-05-13 | |
| 2025-03-31 | $33,760 | 400 | Call | Sole | 2025-05-13 | |
| 2024-12-31 | $20,581,343 | 272,132 | Call | Sole | 2025-02-10 | |
| 2024-09-30 | $20,568,549 | 552,918 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,029,349 | 553,863 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $399,177 | 17,348 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $153,740 | 8,954 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $127,264 | 7,954 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $121,934 | 7,954 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $101,264 | 11,984 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $80,134 | 12,482 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $102,291 | 12,582 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $115,315 | 12,714 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $164,540 | 11,984 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $235,072 | 12,909 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $307,351 | 12,785 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $335,220 | 12,717 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $296,178 | 12,717 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,374 | 483 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $475 | 50 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||