CI
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CX Institutional’s Palantir PLTR Stock Holding History

CX Institutional’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.05M Buy
10,971
+6,908
+170% +$1.1M 0.06% 252
2026
Q2 		$474K Sell
4,063
-2,169
-35% -$296K 0.01% 492
2026
Q1 		$912K Buy
6,232
+1,689
+37% +$258K 0.03% 351
2025
Q4 		$808K Buy
4,543
+1,341
+42% +$243K 0.02% 312
2025
Q3 		$584K Buy
3,202
+654
+26% +$106K 0.02% 392
2025
Q2 		$347K Buy
2,548
+1,811
+246% +$212K 0.01% 465
2025
Q1 		$62K Buy
+737
New +$64.7K ﹤0.01% 810
2022
Q3 		– Sell
-3,205
Closed -$29K – 960
2022
Q2 		$29K Buy
+3,205
New +$31.7K ﹤0.01% 775

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

CX Institutional's PLTR Position: Q3 2026 in Review

CX Institutional increased its Palantir (PLTR) stake by 170% in Q3 2026, buying an estimated $1.1M and bringing the position to 10,971 shares worth $2.05M. The position accounts for 0.06% of the portfolio, ranked #252.

CX Institutional first reported a position in PLTR in Q2 2022 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • CX Institutional held 10,971 shares of Palantir worth $2.05M as of Q3 2026.
  • CX Institutional bought 6,908 Palantir shares in Q3 2026, an estimated $1.1M.
  • Palantir made up 0.06% of CX Institutional's portfolio in Q3 2026, its #252 holding.
  • CX Institutional first reported a position in Palantir in Q2 2022 and has held it in 8 quarters since.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.