Palantir Technologies Inc.
MX ˙ BMV ˙ US69608A1088
SecurityMX:PLTR / Palantir Technologies Inc.
InstitutionFortem Financial Group, Llc
Latest Disclosed Ownership96,137 shares
Latest Disclosed Value $ 14,062,920
Fortem Financial Group, Llc reports 2.63% decrease in ownership of PLTR / Palantir Technologies Inc.

On April 16, 2026 - Fortem Financial Group, Llc filed a 13F-HR form disclosing ownership of 96,137 shares of Palantir Technologies Inc. (MX:PLTR) valued at $14,062,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 98,737 shares of Palantir Technologies Inc.. This represents a change in shares of -2.63% 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)
2026-04-16 2026-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 96,137 -2,600 -2.63 14,063 -19.87 3.5288
2026-02-04 2025-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 98,737 2,675 2.78 17,551 0.15 4.6917
2025-11-04 2025-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 96,062 3,794 4.11 17,524 39.33 5.0331
2025-08-12 2025-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 92,268 6,929 8.12 12,578 74.63 4.0558
2025-05-01 2025-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 85,339 9,909 13.14 7,203 26.26 2.8021
2025-01-06 2024-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 75,430 710 0.95 5,705 105.25 2.2103
2024-11-18 2024-09-30 13F/A-1 PALANTIR TECHNOLOGIES CL A 69608A108 74,720 -2,120 -2.76 2,780 42.81 1.1304
2024-11-13 2024-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 74,720 -2,120 2,780 1.1304
2024-08-02 2024-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 76,840 2,044 2.73 1,946 13.07 0.8368
2024-05-01 2024-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 74,796 1,620 2.21 1,721 37.02 0.7554
2024-02-13 2023-12-31 13F/A-1 PALANTIR TECHNOLOGIES CL A 69608A108 73,176 8,282 12.76 1,256 21.00 0.6250
2024-01-25 2023-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 73,176 8,282 1,256 0.6250
2023-10-10 2023-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 64,894 11,018 20.45 1,038 25.82 0.6089
2023-07-18 2023-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 53,876 53,876 826 0.4895
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.