Palantir Technologies Inc.
CH ˙ SWX ˙ US69608A1088
SecurityCH:PLTR / Palantir Technologies Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership76,683 shares
Latest Disclosed Value $ 11,217,125
Sowell Financial Services LLC reports 5.77% increase in ownership of PLTR / Palantir Technologies Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 76,683 shares of Palantir Technologies Inc. (CH:PLTR) valued at $11,217,125 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 72,497 shares of Palantir Technologies Inc.. This represents a change in shares of 5.77% 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)
2026-04-20 2026-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 76,683 4,186 5.77 11,217 -12.95 0.4148
2026-01-21 2025-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 72,497 -6,975 -8.78 12,886 -11.11 0.4734
2025-10-17 2025-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 79,472 2,046 2.64 14,497 37.36 0.5563
2025-07-14 2025-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 77,426 15,336 24.70 10,555 101.41 0.4299
2025-04-17 2025-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 62,090 6,180 11.05 5,240 23.94 0.2385
2025-02-07 2024-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 55,910 32,831 142.25 4,228 392.20 0.2224
2024-10-04 2024-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 23,079 705 3.15 859 51.50 0.0399
2024-08-13 2024-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 22,374 -1,493 -6.26 567 3.28 0.0271
2024-05-03 2024-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 23,867 -36,773 -60.64 549 -47.26 0.0259
2024-01-24 2023-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 60,640 9,933 19.59 1,041 28.36 0.0564
2023-11-08 2023-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 50,707 19,579 62.90 811 70.02 0.0509
2023-08-14 2023-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 31,128 31,128 477 0.0266
2022-05-13 2022-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 0 -17,652 -100.00 0 -100.00
2022-02-09 2021-12-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 17,652 17,652 321 0.0184
2021-08-05 2021-06-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 0 -5,009 -100.00 0 -100.00
2021-05-07 2021-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 5,009 5,009 101 0.0035
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.