Palantir's stock declined following reports of Google's expansion into the defense artificial intelligence market. The development signals increased competition in a sector where Palantir has held significant presence.
Increased competition from a major technology company in defense AI could affect Palantir's market position and revenue growth in a key business segment.
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The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in Palantir Technologies Inc..
0 discretionary purchases · 0 discretionary sales
Confidence: Low
| Insiders | Activity | Description | Shares | Avg. price / share | Est. value | Trade date |
|---|---|---|---|---|---|---|
| DirectorMoore Alexander D. | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 600 | $193.4133 | $116,048 | Oct 15, 2026 |
| DirectorMoore Alexander D. | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 1,600 | $195.1327 | $312,212 | Oct 15, 2026 |
| DirectorMoore Alexander D. | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 2,400 | $195.8857 | $470,126 | Oct 15, 2026 |
| DirectorMoore Alexander D. | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 900 | $196.7972 | $177,117 | Oct 15, 2026 |
| DirectorMoore Alexander D. | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 2,700 | $198.1277 | $534,945 | Oct 15, 2026 |
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 72.73%
Open short positions reported twice monthly; this is not daily short-sale volume.
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
| Owner | Activity | Change | Shares held | Value (thousands) | Reported |
|---|---|---|---|---|---|
| Vanguard Group Inc | Buy | 1,557,828 (0.728%) | 215,444,098 | $43,459,383 | 12/31/2025 |
| Blackrock, Inc. | Buy | 826,722 (0.437%) | 189,817,693 | $38,290,025 | 6/30/2026 |
| Vanguard Capital Management Llc | Buy | 1,299,985 (0.898%) | 146,137,514 | $29,478,859 | 6/30/2026 |
| State Street Corp | Buy | 2,863,874 (2.818%) | 104,490,468 | $21,077,817 | 6/30/2026 |
| Invesco Ltd. | Buy | 1,463,481 (2.122%) | 70,438,517 | $14,208,858 | 6/30/2026 |
| Geode Capital Management, Llc | Sell | -536,364 (-0.96%) | 55,334,968 | $11,162,170 | 6/30/2026 |
| Vanguard Portfolio Management Llc | Buy | 254,579 (0.509%) | 50,276,809 | $10,141,838 | 6/30/2026 |
| Morgan Stanley | Buy | 1,818,598 (5.647%) | 34,021,287 | $6,862,774 | 6/30/2026 |
| Norges Bank | Buy | 2,104,954 (7.266%) | 31,076,211 | $6,268,693 | 6/30/2026 |
| Jpmorgan Chase & Co | Buy | 7,941,439 (36.845%) | 29,494,974 | $5,949,726 | 6/30/2026 |
| Goldman Sachs Group Inc | Buy | 5,167,996 (29.468%) | 22,705,848 | $4,580,224 | 6/30/2026 |
| Fmr Llc | Buy | 3,566,624 (18.77%) | 22,568,609 | $4,552,540 | 6/30/2026 |
Source: Nasdaq
| Settlement date | Short interest | Avg. daily volume | Change vs. previous report | Days to cover |
|---|---|---|---|---|
| Sep 30, 2026 | 55,587,983 | 22,911,439 | -7.64% | 2.43 |
| Sep 15, 2026 | 60,184,903 | 26,895,890 | -7.60% | 2.24 |
| Aug 31, 2026 | 65,131,893 | 30,209,883 | -4.61% | 2.16 |
| Aug 14, 2026 | 68,278,633 | 62,118,852 | +0.31% | 1.10 |
| Jul 31, 2026 | 68,066,419 | 30,311,668 | -12.60% | 2.25 |
| Jul 15, 2026 | 77,877,652 | 42,481,966 | -10.76% | 1.83 |
| Jun 30, 2026 | 87,264,219 | 46,744,648 | +14.16% | 1.87 |
| Jun 15, 2026 | 76,437,717 | 37,977,721 | — | 2.01 |
Source: Nasdaq
| Fiscal quarter | Reported | EPS | Consensus | Surprise |
|---|---|---|---|---|
| Jun 2026 | Aug 3, 2026 | 0.31 | 0.28 | +10.71% |
| Mar 2026 | May 4, 2026 | 0.25 | 0.22 | +13.64% |
| Dec 2025 | Feb 2, 2026 | 0.24 | 0.17 | +41.18% |
| Sep 2025 | Nov 3, 2025 | 0.18 | 0.12 | +50% |
Source: Nasdaq
