Evercore Wealth Management, LLC
Position in CHKP — Check Point Software Technologies Ltd
CIK 1482689
New York, NY
Position in CHKP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,754,480
-$413,118 QoQ
Shares Held
36,175
0.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#164
of 630 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHKP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $316,369,443 across 10 Software - Infrastructure names. CHKP ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
783,550 | $292,279,820 | |
| 2 | ORCL |
Oracle Corp
|
55,803 | $8,177,929 | |
| 3 | NET |
Cloudflare, Inc.
|
21,400 | $5,248,992 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
This page
|
36,175 | $4,754,480 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
31,551 | $3,681,055 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,209 | $1,094,332 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,600 | $358,344 | |
| 8 | SNPS |
Synopsys Inc
|
646 | $288,161 |
All Filings in CHKP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,754,480 | 36,175 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,167,598 | 36,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,717,272 | 36,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,504,211 | 36,268 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,025,401 | 36,273 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,575,717 | 37,626 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,398,174 | 39,626 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,640,289 | 39,626 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,538,290 | 39,626 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,523,333 | 39,774 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,099,987 | 39,924 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,294,414 | 39,724 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,990,128 | 39,724 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,164,120 | 39,724 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,011,579 | 39,724 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,449,882 | 39,724 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,868,033 | 39,974 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,900,107 | 42,674 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,256,156 | 45,094 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,411,111 | 47,869 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,556,123 | 47,844 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,363,810 | 47,904 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,406,793 | 48,204 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,785,465 | 48,076 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,197,570 | 48,381 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,879,406 | 48,532 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||