Palantir Technologies Inc.
CH ˙ SWX ˙ US69608A1088
SecurityCH:PLTR / Palantir Technologies Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership135,699 shares
Latest Disclosed Value $ 19,850,089
EverSource Wealth Advisors, LLC reports 0.69% increase in ownership of PLTR / Palantir Technologies Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 135,699 shares of Palantir Technologies Inc. (CH:PLTR) valued at $19,850,089 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 134,772 shares of Palantir Technologies Inc.. This represents a change in shares of 0.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 135,699 927 0.69 19,850 -17.14 0.0921
2026-05-14 2026-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 7,200 -127,572 305 0.0017
2026-02-06 2025-12-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 134,772 -32,619 -19.49 23,956 -21.55 0.8813
2025-11-10 2025-09-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 167,391 -12,883 -7.15 30,536 24.25 1.2078
2025-08-13 2025-06-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 180,274 1,637 0.92 24,575 63.01 1.1096
2025-05-13 2025-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 178,637 -45,705 -20.37 15,077 -11.15 0.8278
2025-02-10 2024-12-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 224,342 -22,855 -9.25 16,967 84.52 0.9538
2024-11-08 2024-09-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 247,197 -34,125 -12.13 9,196 21.56 0.5822
2024-08-13 2024-06-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 281,322 86,483 44.39 7,565 76.73 0.5024
2024-06-11 2024-03-31 13F/A-1 PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 194,839 189,016 3,246.02 4,281 4,223.23 0.3365
2024-05-13 2024-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 5,823 0 100 0.0035
2024-02-09 2023-12-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 5,823 3,485 149.06 100 167.57 0.0092
2023-11-03 2023-09-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 2,338 -50 -2.09 37 2.78 0.0040
2023-08-04 2023-06-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 2,388 325 15.75 37 111.76 0.0040
2023-05-11 2023-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 2,063 813 65.04 17 112.50 0.0022
2023-02-09 2022-12-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 1,250 533 74.34 8 60.00 0.0012
2022-11-07 2022-09-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 717 667 1,334.00 5 0.0011
2022-08-01 2022-06-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 50 50 0 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.