ASR Vermogensbeheer N.V. 13F: Exits PLTR Stake

ASR Vermogensbeheer N.V. entirely sold its stake in Palantir Technologies Inc. (PLTR) as disclosed in a filing on October 16, 2026. The fund cut its position by 232,093 shares, bringing its total to 0 shares after the sale, marking a 100% decrease in its holdings.

Other Institutional Activity in Palantir Technologies

Several other institutional investors have recently adjusted their holdings in Palantir. Blackrock Inc. grew its stake by 831,539 shares, ending up with 189,817,693 shares worth about $35.3 billion. Vanguard Capital Management LLC added 1,303,506 shares, bringing its total to 146,137,514 shares valued at approximately $27.2 billion. State Street Corporation also increased its position by 2,865,815 shares, resulting in 104,490,468 shares valued at about $19.4 billion. Meanwhile, Invesco Ltd. saw a rise of 1,462,296 shares, totaling 70,438,517 shares worth around $13.1 billion.

Palantir Technologies Inc. Stock Down 7.6%

Palantir's shares recently traded around $185.79, which is about 2.6% above its 50-day moving average of $181.13. However, the stock is currently about 12.8% below its 52-week high of $212.94. The market capitalization of Palantir is approximately $481.8 billion, and it has a P/E ratio of about 172.84, indicating high investor expectations for future growth.

Recent Earnings

Palantir Technologies reported trailing twelve-month revenue of $6.16 billion, with an impressive revenue growth rate of 92.8% year-over-year. The company's net margin stands at 49.0%, and its return on equity is 38.1%. The next earnings report is scheduled for November 2, 2026.

Insider Buying and Selling at Palantir Technologies Inc.

Insider trading activity has seen recent sales, with Director Lauren Elaina Friedman Stat selling 1,337 shares on October 1, 2026, at an average price of $189.95 for a total value of $253,963. Officer Ryan Douglas Taylor sold 18,000 shares on October 8, 2026, at $201.15, totaling $3,620,700. On the same day, Lauren Elaina Friedman Stat sold an additional 5,026 shares at $199.00, worth $1,000,174. Director Eric H Woersching sold 1,000 shares at $205.00 on October 9, 2026, totaling $205,000.

Analysts Set New Price Targets

Multiple analysts have recently provided their ratings on Palantir. On September 15, 2026, UBS maintained its buy rating with a target price of $250. On September 23, 2026, Rosenblatt also kept its buy rating, maintaining a target of $225. Goldman Sachs upgraded its rating to buy on October 8, 2026, setting a price target of $230. Barclays initiated coverage with an overweight rating and a target of $265 on October 9, 2026. Mizuho maintained its outperform rating with a new target of $245 on October 15, 2026. The consensus among analysts gives Palantir a buy recommendation with a mean price target of $206.43.

About Palantir Technologies Inc.

Palantir Technologies Inc. builds and deploys software platforms primarily for the intelligence community. Their products assist in counterterrorism investigations and operations across the United States, the United Kingdom, and internationally. This complete exit from ASR Vermogensbeheer's position signals a significant portfolio change and could reflect the fund's strategy shift.

Bottom Line

ASR Vermogensbeheer's recent filing shows it has sold out of its entire position in Palantir Technologies. Investors should keep an eye on the upcoming earnings report on November 2, 2026, as it may provide insights into the company's continued growth. Remember, 13F filings are backward-looking, reflecting holdings as of the end of the reporting period and may not represent the investor's current position.