What is the 13F Pro Quality Score for PLTR?

13F Pro ranks Palantir Technologies Inc. (PLTR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View PLTR's current score at https://13fpro.ai/company/PLTR (free sign-up required for the full ranking).

Which hedge funds own the most PLTR stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of PLTR include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/PLTR as soon as new 13F filings post.

Where does 13F Pro source PLTR data?

All Palantir Technologies Inc. fundamentals and ownership data come directly from SEC EDGAR. Palantir Technologies Inc. files with the SEC under CIK 1321655. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is PLTR in?

Palantir Technologies Inc. (PLTR) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives PLTR's revenue?

Per Palantir Technologies Inc.'s latest 10-Q filed with the SEC on 2026-08-04, the biggest revenue drivers are: Government ($990.0M, +79% YoY); Commercial ($945.4M, +110% YoY); U.S. government ($809M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/PLTR.

What are PLTR's largest expenses?

Palantir Technologies Inc.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($339.5M, +39% YoY); Cost of revenue ($296.9M, +54% YoY); General and administrative ($194.6M, +20% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is PLTR research updated on 13F Pro?

PLTR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Palantir Technologies Inc.(PLTR)Stock Analysis

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SEC EDGAR: CIK 1321655 PLTR stock profile & AI dashboard →

13F Pro Quality Score

84.6/100

Rank #7 of 2,961 stocksTOP 1%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

94.9/100

Profitability

97.9/100

Balance Sheet

98.5/100

Earnings Quality

44.2/100

Free Cash Flow

96.3/100

Institutional Flow

92.4/100

Revenue Scale

80.7/100

Dilution Risk

11.7/100

Email me the moment this company reports earnings

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Why PLTR Scores 85/100

exact factor attribution · 2026-09-11

PLTR's composite is driven by revenue growth and profitability, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+9.0 pts

95th pct

Profitability

+7.2 pts

98th pct

Free cash flow

+6.9 pts

96th pct

Capital efficiency

+4.8 pts

99th pct

Scale

+4.6 pts

81th pct

Earnings growth

+2.4 pts

99th pct

Institutional flow

+2.1 pts

92th pct

Earnings quality

-0.6 pts

44th pct

Shareholder dilution

-1.9 pts

12th pct

Latest change (2026-08-07): 86 → 82 · ↓ Capital efficiency 97→85; ↓ Profit margin 94→85

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

PLTR Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Palantir Technologies Inc. (PLTR), a Technology sector company. 13F Pro's AI-powered ranking engine scores PLTR at 84.6/100 on a 32-signal composite quality model, placing it at rank #7 of 2,961 stocks — the top 1% of the AI-ranked universe. PLTR scores in the top quartile across balance sheet strength (98.5), profitability (97.9), free cash flow (96.3). Shareholder dilution risk is elevated at 11.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Palantir Technologies Inc. reports quarterly revenue of $1.9B, net income of $1.1B, an operating margin of 47.1%. Top institutional holders of PLTR by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. PLTR trades on the Nasdaq exchange and files with the SEC under CIK 1321655. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PLTR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Palantir Technologies Inc. directly from SEC EDGAR. Palantir Technologies Inc.'s 13F Pro composite quality score has ranged between 36 and 86 since 2021, currently 84.6 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Palantir Technologies Inc.

Quirks, history, and lore behind PLTR — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. software company · large-cap · listed on the NYSE · headquartered in Colorado.
2
The Numbers
Annual revenue around $2–3 billion, but for years it was famous for losing money while trading at a sky-high valuation — a favorite sport of retail investors and short-sellers alike.
3
The History
Founded in the early 2000s by a group that included Peter Thiel, it quietly spent years selling almost exclusively to U.S. intelligence and defense agencies before the public had ever heard of it.
4
The Secret
Its core platforms are built to sift through massive, messy datasets and surface patterns — originally for catching terrorists and fraudsters, now for corporate clients too.
5
The Lore
The company is named after the all-seeing crystal ball from The Lord of the Rings — a subtle hint that its whole pitch is seeing things others can't.
6
The Giveaway
Its flagship products are called Gotham (for governments) and Foundry (for enterprises) — two platforms that turned big-data analytics into a geopolitical tool.

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What's Driving PLTR's Business? Latest 10-Q Breakdown

✓ 57/57 datapoints verified

AI-extracted from Palantir Technologies Inc.'s 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 93% YoY to $1.94B with operating income of $912M (47% of revenue) as U.S. commercial revenue grew 149% to $764M.

Biggest Revenue Drivers

Government$990.0M+79% YoY

$428 million of the $437 million increase came from government customers existing as of December 31, 2025

Commercial$945.4M+110% YoY

$407 million of the $495 million increase came from commercial customers existing as of December 31, 2025

Biggest Revenue Drivers

Total revenue: $1.9B+93% YoY

Government$990.0M+79% YoY

$428 million of the $437 million increase came from government customers existing as of December 31, 2025

Within Government

U.S. government$809M

Up from $426 million in the same period in 2025

Commercial$945.4M+110% YoY

$407 million of the $495 million increase came from commercial customers existing as of December 31, 2025

Within Commercial

U.S. commercial$764M+149% YoY

Up from $306 million in the same period in 2025

Largest Expense Items

Sales and marketing$339.5M+39% YoY

Primarily increases of $43 million in stock-based compensation and related expenses and $22 million in payroll

Cost of revenue$296.9M+54% YoY

Primarily $89 million more in third-party cloud hosting services, partially offset by a $13 million decrease in subcontractor expenses

General and administrative$194.6M+20% YoY

Primarily $11 million in stock-based compensation and related expenses and $8 million in payroll costs

Research and development$192.5M+43% YoY

Primarily $25 million more in third-party cloud hosting services and $20 million in stock-based compensation

Margins: Gross margin rose to 85% from 81% a year ago (86% excluding stock-based compensation). Operating margin reached 47% versus 27%, with contribution margin at 74% versus 64%.

Watch Items from the Filing

Customer I represented 27% of total accounts receivable as of June 30, 2026, up from 25% at December 31, 2025; top three customers were 16% of six-month revenue.
March 2026 amended cloud agreement commits at least $5.6 billion over ten years through February 2036, with annual minimums of $268 million to $979 million.
United States rose to 81% of quarterly revenue from 73%; filing warns this concentration increases exposure to adverse U.S. conditions.
Remaining performance obligations of $4.9 billion, with 43% expected as revenue over the next 12 months; many contracts terminable for convenience.
Stock-based compensation of $265M rose 66% YoY, and 13.7 million SARs are outstanding at a $131.61 weighted-average exercise price.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.9B

Net Income

Q2 2026

$1.1B

Free Cash Flow

Q2 2026

$1.2B

Operating Margin

Q2 2026

47.1%

ROIC

Q2 2026

37.3%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+56.2% YoY

$4.48BFY 2025

FY22 $1.91BFY23 $2.23BFY24 $2.87BFY25 $4.48B

Net Income

+251.6% YoY

$1.63BFY 2025

FY22 $-373.7MFY23 $209.8MFY24 $462.2MFY25 $1.63B

Operating Income

+355.5% YoY

$1.41BFY 2025

FY22 $-161.2MFY23 $120.0MFY24 $310.4MFY25 $1.41B

EPS (Diluted)

+231.6% YoY

$0.63FY 2025

FY22 $-0.18FY23 $0.09FY24 $0.19FY25 $0.63

Total Assets

+40.4% YoY

$8.90BFY 2025

FY22 $3.46BFY23 $4.52BFY24 $6.34BFY25 $8.90B

Total Debt

—FY 2025

FY22 —FY23 —FY24 —FY25 —

Op. Cash Flow

+85.0% YoY

$2.13BFY 2025

FY22 $223.7MFY23 $712.2MFY24 $1.15BFY25 $2.13B

Free Cash Flow

+84.1% YoY

$2.10BFY 2025

FY22 $183.7MFY23 $697.1MFY24 $1.14BFY25 $2.10B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$4.48B +56.2%	$2.87B +28.8%	$2.23B +16.7%	$1.91B +23.6%	$1.54B +41.1%	$1.09B
Net Income	$1.63B +251.6%	$462.2M +120.3%	$209.8M +156.1%	$-373.7M +28.2%	$-520.4M +55.4%	$-1.17B
Operating Income	$1.41B +355.5%	$310.4M +158.7%	$120.0M +174.4%	$-161.2M +60.8%	$-411.0M +65.0%	$-1.17B
EPS (Diluted)	$0.63 +231.6%	$0.19 +111.1%	$0.09 +150.0%	$-0.18 +33.3%	$-0.27 +77.5%	$-1.20
Total Assets	$8.90B +40.4%	$6.34B +40.2%	$4.52B +30.7%	$3.46B +6.6%	$3.25B +20.7%	$2.69B
Total Debt	—	—	—	—	$0.00 -100.0%	$198.0M
Operating Cash Flow	$2.13B +85.0%	$1.15B +62.0%	$712.2M +218.3%	$223.7M -33.0%	$333.9M +212.6%	$-296.6M
Free Cash Flow	$2.10B +84.1%	$1.14B +63.7%	$697.1M +279.4%	$183.7M -42.8%	$321.2M +204.0%	$-308.8M

AI Insight: PLTR Financial Trends

Palantir demonstrated exceptional acceleration across all profitability metrics, with Q2 2026 net income reaching $1,062M—a 640% surge from Q3 2024—while operating margin expanded to 47.1%.

• Revenue grew 166% from Q3 2024 ($726M) to Q2 2026 ($1,935M), with nine consecutive quarters of acceleration.

• Operating margin expanded from 15.6% in Q3 2024 to 47.1% in Q2 2026, reflecting massive operating leverage.

• Operating cash flow surged 172% from $420M in Q3 2024 to $1,216M in Q2 2026, demonstrating cash generation strength.

⚠ Equity increased 86% to $9.8B over the period; monitor capital allocation efficiency and shareholder returns.

⚠ Operating margin jumped 31pp in just two quarters (Q1 2026 to Q2 2026)—ensure sustainability as scale increases.

AI Insight: PLTR Ratio Trends

Palantir has sustained a dramatic profitability inflection: operating margin surged from 1.3% in Q4 2024 to 47.1% in Q2 2026, while ROIC jumped from 0.9% to 37.3% over the same period.

• Operating margin expanded 45.8pp from Q4 2024 (1.3%) to Q2 2026 (47.1%), with ROE and ROIC tracking higher in lockstep—ROE reached 43.5%, ROIC 37.3% in latest quarter.

• Net profit margin climbed from 9.6% in Q4 2024 to 54.9% in Q2 2026, indicating both revenue leverage and operational efficiency gains driving bottom-line expansion.

• Return on assets increased 31.4pp from 5.0% (Q4 2024) to 36.4% (Q2 2026), reflecting sharply improved asset utilization and capital deployment discipline.

⚠ Sustained margin acceleration from Q1 2025 onward (19.9% OpMargin) may face normalization risk; confirm sustainability through mix shift or structural cost reduction.

⚠ Q4 2024 dip (OpMargin 1.3%, ROIC 0.9%) represented significant trough; monitor for seasonal or one-off drivers to rule out cyclical weakness.

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Available Research

13F Pro tracks comprehensive data for Palantir Technologies Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of PLTR

BlackRock, Inc.
$22.1B189,817,693 sh
VANGUARD CAPITAL MANAGEMENT LLC
$17.0B146,137,514 sh
STATE STREET CORP
$12.2B104,490,468 sh
Invesco Ltd.
$8.2B70,438,517 sh
GEODE CAPITAL MANAGEMENT, LLC
$6.4B55,334,968 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$5.9B50,276,809 sh
MORGAN STANLEY
$4.0B34,021,287 sh
JANE STREET GROUP, LLC
$4.0B33,942,100 sh
JANE STREET GROUP, LLC
$3.8B32,607,900 sh
NORGES BANK
$3.6B31,076,211 sh

Fund	Value	Shares
BlackRock, Inc.	$22.1B	189,817,693
VANGUARD CAPITAL MANAGEMENT LLC	$17.0B	146,137,514
STATE STREET CORP	$12.2B	104,490,468
Invesco Ltd.	$8.2B	70,438,517
GEODE CAPITAL MANAGEMENT, LLC	$6.4B	55,334,968
VANGUARD PORTFOLIO MANAGEMENT LLC	$5.9B	50,276,809
MORGAN STANLEY	$4.0B	34,021,287
JANE STREET GROUP, LLC	$4.0B	33,942,100
JANE STREET GROUP, LLC	$3.8B	32,607,900
NORGES BANK	$3.6B	31,076,211

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Is PLTR a good stock to buy?

13F Pro's AI-powered analysis of Palantir Technologies Inc. (PLTR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PLTR are available on the PLTR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PLTR is classified as a mega company.

Which hedge funds own PLTR?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PLTR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Palantir Technologies Inc.'s investment landscape.