Palantir Technologies (PLTR) stock vs the S&P 500 and software stocks
As of 12 October 2026, Palantir Technologies (PLTR) is among the strongest stocks we track. It is well ahead of the S&P 500 and ahead of software stocks as a group (IGV) over the past three months.
Where Palantir Technologies stands now
As of 12 October 2026, Palantir Technologies gives a mixed picture against the S&P 500, ahead on some windows and behind on others.
Inside its group, PLTR leads: it is ahead of software stocks (IGV) over both the past month and three months. As a group, software stocks are among the strongest groups in the market right now. A strong stock in a strong group: both the stock and the group have the wind behind them.
Palantir Technologies is 8.9% of IGV, so its moves weigh on the fund. It sits in 4 of the sector and theme funds Zensei tracks. The thing to watch is whether the lead holds as the longer windows catch up; leaders that keep their recent edge tend to stay in front.
Palantir Technologies competitors and peers
The largest other holdings of iShares Expanded Tech-Software Sector ETF (IGV), by weight in the fund, with their plain return over the past month.
Is Palantir Technologies in the S&P 500?
As of 12 October 2026, Palantir Technologies is in the S&P 500. Its sector fund, Technology (XLK), holds it at 2.5% weight.
Every stock in one of the 11 S&P 500 sector funds is in the index. See Tech Stocks (XLK)
Palantir Technologies ETF: the funds that hold PLTR
4 funds that Zensei tracks hold PLTR. The main sector is the fund Zensei groups it with. The other funds follow by weight.
PLTR stock performance: 1-month, 3-month and 1-year vs the S&P 500
Palantir Technologies and the S&P 500 (SPY) side by side, over each window Zensei tracks.
Prices as of · computed from daily adjusted closes · how we measure
PLTR against software stocks, in depth
See the size of the gap between Palantir Technologies and software stocks (IGV) over every window, its momentum and its relative strength, and where it sits among software stocks.
See the full analysisPalantir Technologies stock: common questions
Who are Palantir Technologies's competitors?
As of 12 October 2026, the largest other holdings of iShares Expanded Tech-Software Sector ETF (IGV) by weight are Palo Alto Networks Inc (PANW), CrowdStrike (CRWD), Microsoft (MSFT), Oracle (ORCL), ServiceNow (NOW). These are the stocks Palantir Technologies sits next to among software stocks.
Which ETFs hold Palantir Technologies?
As of 12 October 2026, 4 funds that Zensei tracks hold PLTR. Zensei groups it with software stocks in iShares Expanded Tech-Software Sector ETF (IGV), where its weight is 8.9%. It is also in VanEck Social Sentiment ETF (BUZZ, 2.7%), Technology Select Sector SPDR (XLK, 2.5%), SPDR S&P 1500 Momentum Tilt ETF (MMTM, 0.1%).
Is Palantir Technologies in the S&P 500?
As of 12 October 2026, Palantir Technologies is in the S&P 500. Its sector fund, Technology (XLK), holds it at 2.5% weight.
What sector is Palantir Technologies in?
As of 12 October 2026, Zensei groups Palantir Technologies with software stocks (IGV, its primary fund). In the S&P 500, it is in the Technology sector fund (XLK). It is also in social sentiment stocks (BUZZ) and momentum stocks (MMTM).
Is Palantir Technologies stock beating the S&P 500?
As of 12 October 2026, Palantir Technologies (PLTR) is up 25.0% over the past month. The S&P 500 is up 2.1% over the same month. Over three months, the stock is up 60.7% and the S&P 500 is up 4.1%.
Is Palantir Technologies doing better than other software stocks?
As of 12 October 2026, Palantir Technologies (PLTR) is ahead of software stocks as a group (IGV) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.
Recent changes
- ·First tracked: among the strongest
Track Palantir Technologies against software stocks and the market
Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.