Cannell & Spears LLC
Position in CHKP — Check Point Software Technologies Ltd
CIK 1426319
NEW YORK, NY
Position in CHKP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,118,536
-$4,708,787 QoQ
Shares Held
84,834
-6.5% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CHKP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Cannell & Spears LLC holds $312,538,166 across 7 Software - Infrastructure names. CHKP ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
656,147 | $242,885,934 | |
| 2 | ORCL |
Oracle Corp
|
373,350 | $54,923,518 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
This page
|
84,834 | $12,118,536 | |
| 4 | NN |
Nextnav Inc.
|
122,851 | $1,968,073 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,014 | $294,607 | |
| 6 | CRWV |
CoreWeave, Inc.
|
2,661 | $206,147 | |
| 7 | SKYA |
SkyAI, Inc.
|
84,138 | $141,351 |
All Filings in CHKP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,118,536 | 84,834 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,827,323 | 90,684 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,289,586 | 107,726 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $3,062,522 | 20,044 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,715,979 | 20,378 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $2,590,410 | 20,621 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,547,090 | 19,593 | Shares | Sole | 2023-05-15 | |
| 2021-03-31 | $1,838,659 | 16,421 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,126,574 | 23,524 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,724,016 | 22,636 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,635,084 | 15,220 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||