Palantir Technologies (PLTR) stock vs the S&P 500 and software stocks
As of 2 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 2 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 beating the S&P 500 right now. A strong stock in a strong group: both the stock and the group have the wind behind them.
Palantir Technologies is 9.0% 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.
PLTR vs the S&P 500: returns
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 analysisWhich ETFs hold Palantir Technologies?
4 funds that Zensei tracks hold PLTR, by weight. The fund with the largest weight is its sector on this page.
Palantir Technologies competitors
The largest other holdings of iShares Expanded Tech-Software Sector ETF (IGV), with their return over the past month.
Palantir Technologies stock: common questions
Is Palantir Technologies stock beating the S&P 500?
As of 2 October 2026, Palantir Technologies (PLTR) is up 4.9% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is up 46.0% and the S&P 500 is up 3.6%.
Which ETFs hold Palantir Technologies?
As of 2 October 2026, 4 funds that Zensei tracks hold PLTR. Its largest weight is in iShares Expanded Tech-Software Sector ETF (IGV), at 9.0%. It is also in Technology Select Sector SPDR (XLK, 2.5%), VanEck Social Sentiment ETF (BUZZ, 2.7%), SPDR S&P 1500 Momentum Tilt ETF (MMTM, 0.1%).
Who are Palantir Technologies's competitors?
As of 2 October 2026, the largest other holdings of iShares Expanded Tech-Software Sector ETF (IGV) 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.
Is Palantir Technologies doing better than other software stocks?
As of 2 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.
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.