JENNISON ASSOCIATES LLC has opened a new $1.5B position in $PLTR, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $PLTR.
$PLTR Hedge Fund Activity
We have seen 1,574 institutional investors add shares of $PLTR stock to their portfolio, and 1,310 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 47,772,359 shares (-77.1%) from their portfolio in Q4 2025, for an estimated $8,491,536,812
- JENNISON ASSOCIATES LLC added 10,760,942 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,536,124,470
- CARDANO RISK MANAGEMENT B.V. removed 5,888,014 shares (-89.4%) from their portfolio in Q1 2026, for an estimated $840,513,998
- CAPITAL WORLD INVESTORS removed 5,002,307 shares (-98.7%) from their portfolio in Q4 2025, for an estimated $889,160,069
- CORIENT PRIVATE WEALTH LLC added 4,932,364 shares (+1449.7%) to their portfolio in Q4 2025, for an estimated $876,727,701
- BLACKROCK, INC. added 4,821,530 shares (+2.6%) to their portfolio in Q4 2025, for an estimated $857,026,957
- NORGES BANK added 4,708,806 shares (+19.4%) to their portfolio in Q4 2025, for an estimated $836,990,266
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
$PLTR Insider Trading Activity
$PLTR insiders have traded $PLTR stock on the open market 222 times in the past 6 months. Of those trades, 0 have been purchases and 222 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months:
- PETER THIEL has made 0 purchases and 7 sales selling 2,000,000 shares for an estimated $289,707,507.
- ALEXANDER C. KARP (See Remarks) has made 0 purchases and 32 sales selling 897,914 shares for an estimated $131,999,688.
- STEPHEN ANDREW COHEN (See Remarks) has made 0 purchases and 27 sales selling 674,859 shares for an estimated $100,464,559.
- SHYAM SANKAR (See Remarks) has made 0 purchases and 27 sales selling 336,880 shares for an estimated $50,011,534.
- ALEXANDER D. MOORE has made 0 purchases and 34 sales selling 92,000 shares for an estimated $14,465,634.
- RYAN D. TAYLOR (See Remarks) has made 0 purchases and 36 sales selling 88,049 shares for an estimated $13,966,193.
- DAVID A. GLAZER (See Remarks) has made 0 purchases and 28 sales selling 43,968 shares for an estimated $6,864,380.
- JEFFREY BUCKLEY (See Remarks) has made 0 purchases and 29 sales selling 7,853 shares for an estimated $1,152,499.
- LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 2 sales selling 3,800 shares for an estimated $677,046.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
$PLTR Government Contracts
We have seen $1,341,761,300 of award payments to $PLTR over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- TASK ORDER #1 FOR MAVEN SMART SYSTEM - USER INTERFACE/USER EXPERIENCE (UI/UX) PROTOTYPE: $84,073,023
- INVESTIGATIVE CASE MANAGEMENT (ICM) OPERATIONS AND MAINTENANCE (O&M) SUPPORT SERVICES AND CUSTOM ENHANCEMENTS: $62,605,759
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$PLTR Congressional Stock Trading
Members of Congress have traded $PLTR stock 9 times in the past 6 months. Of those trades, 5 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 6 times. They made 4 purchases worth up to $60,000 on 03/16, 01/09, 11/18, 11/07 and 2 sales worth up to $65,000 on 03/16, 03/13.
- REPRESENTATIVE THOMAS R. SUOZZI sold up to $50,000 on 02/18.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 1 purchase worth up to $50,000 on 12/22 and 1 sale worth up to $50,000 on 01/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
$PLTR Analyst Ratings
Wall Street analysts have issued reports on $PLTR in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 02/18/2026
- Citigroup issued a "Buy" rating on 01/12/2026
To track analyst ratings and price targets for $PLTR, check out Quiver Quantitative's $PLTR forecast page.
$PLTR Price Targets
Multiple analysts have issued price targets for $PLTR recently. We have seen 12 analysts offer price targets for $PLTR in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Joseph Bonner from Argus Research set a target price of $190.0 on 05/06/2026
- Tyler Radke from Citigroup set a target price of $225.0 on 05/06/2026
- John McPeake from Rosenblatt set a target price of $225.0 on 05/05/2026
- Dan Ives from Wedbush set a target price of $230.0 on 05/05/2026
- Gil Luria from DA Davidson set a target price of $165.0 on 05/05/2026
- Rishi Jaluria from RBC Capital set a target price of $90.0 on 05/05/2026
- Stephen Bersey from HSBC set a target price of $151.0 on 05/01/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $PLTR ticker page for more data.
