John Overdeck’s Palantir PLTR Stock Holding History

John Overdeck’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 Q2	$39.2M	Buy	335,800 +134,500	+67%	+$18.3M	0.03%	670
2026 Q1	$29.4M	Sell	201,300 -17,000	-8%	-$2.6M	0.02%	738
2025 Q4	$38.8M	Buy	218,300 +166,700	+323%	+$30.2M	0.05%	428
2025 Q3	$9.41M	Buy	+51,600	New	+$8.36M	0.01%	1000
2022 Q1	–	Sell	-420,700	Closed	-$7.66M	–	3947
2021 Q4	$7.66M	Buy	420,700 +120,700	+40%	+$2.67M	0.02%	940
2021 Q3	$7.21M	Sell	300,000 -683,900	-70%	-$16.7M	0.02%	963
2021 Q2	$25.9M	Buy	+983,900	New	+$22.8M	0.06%	403

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

John Overdeck's PLTR Position: Q2 2026 in Review

John Overdeck reduced its Palantir (PLTR) stake by 45% in Q2 2026, selling an estimated $394M and leaving 3,544,053 shares worth $413M. The position accounts for 0.3% of the portfolio, ranked #58.

John Overdeck first reported a position in PLTR in Q3 2021 and has held it in 19 quarters since. The position peaked at $941M in Q1 2026. 2,832 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

John Overdeck held 3,544,053 shares of Palantir worth $413M as of Q2 2026.
John Overdeck sold 2,886,449 Palantir shares in Q2 2026, an estimated $394M.
Palantir made up 0.3% of John Overdeck's portfolio in Q2 2026, its #58 holding.
John Overdeck first reported a position in Palantir in Q3 2021 and has held it in 19 quarters since.
John Overdeck's Palantir position peaked at $941M in Q1 2026.
2,832 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.