The cluster is active-manager-driven with no passive noise, but the 45-day lag means positions may have shifted since quarter-end. Monitor for any insider buying or 13D filings that could corroborate the thesis.
Executive Summary
Three active asset managers accumulated $154.1M in new PLTR positions during Q3 2026, while two trimmed $28.5M. The buying was concentrated in mid-sized additions and a doubling by Td Waterhouse Canada, but the sellers reduced larger positions.
Key Financial Metrics
Institutional Positions
Net institutional flow: $125.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Concurrent Investment Advisors | ADD | +57% | $59.3M | $35.7M |
| Td Waterhouse Canada | DOUBLED | +192.4% | $70.1M | $54.4M |
| Robeco Institutional Asset Management B.v. | ADD | +28.4% | $124.3M | $63.9M |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | TRIM | -47.2% | $174.0M | -$26.6M |
| Vontobel Holding | TRIM | -42.3% | $24.2M | -$1.8M |
Key Facts
- 3 buyers added $154.1M in net new value, bringing combined holdings to $253.7M
- 2 sellers trimmed $28.5M, with Assenagon reducing its stake by 47.2%
- Robeco Institutional Asset Management added the most in absolute terms (+$63.9M)
- Td Waterhouse Canada nearly tripled its position (+192.4%)
- All five funds are active asset managers — no passive/index funds in the cluster
Financial Impact
Net institutional inflow of $125.6M across 5 funds, with total buying of $154.1M and total selling of $28.5M
Risk Factors
- 13F data is 45+ days stale; the cluster may have been partially or fully unwound
- Sellers trimmed larger absolute positions than buyers added, suggesting some institutional caution
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-PLTR-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Institutional Cluster | $201.72 $196.19 | ▼ −2.74% | ▼ −1.56% | — |
Oct 19, 2026 8d ago | Insider Cluster | $192.52 $201.62 | ▼ −4.73% | ▼ −4.20% | — |
Oct 14, 2026 13d ago | Insider Cluster | $200.50 $186.03 | ▲ +7.22% | ▲ +6.11% | — |
Oct 13, 2026 14d ago | Insider Cluster | $200.97 $200.50 | ▲ +0.23% | ▲ +0.52% | — |
Oct 12, 2026 15d ago | Institutional Cluster | $209.00 $208.67 | ▼ −0.16% | ▼ −0.15% | — |
Oct 9, 2026 18d ago | 144 | $209.00 $208.67 | ▼ −0.16% | ▼ −0.15% | — |
Oct 8, 2026 19d ago | 144 | $209.05 $209.00 | ▼ −0.02% | ▲ +0.04% | — |
Oct 8, 2026 19d ago | 144 | $209.05 $209.00 | ▼ −0.02% | ▲ +0.04% | — |
Oct 8, 2026 19d ago | ANALYST-UPGRADE | $198.78 $209.05 | ▲ +5.17% | ▲ +4.57% | — |
Sep 29, 2026 29d ago | GOVT-CONTRACT | $187.05 $190.04 | ▲ +1.60% | ▲ +1.42% | — |
US Market Status
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