Robertson Stephens Wealth Management, LLC
Position in CHKP — Check Point Software Technologies Ltd
CIK 1767307
San Francisco, CA
Position in CHKP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,067,343
-$74,742 QoQ
Shares Held
8,121
+1.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#304
of 630 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CHKP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $73,611,884 across 13 Software - Infrastructure names. CHKP ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
156,449 | $58,358,605 | |
| 2 | ORCL |
Oracle Corp
|
40,483 | $5,932,783 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,921 | $2,019,179 | |
| 4 | TWLO |
Twilio Inc
|
6,100 | $1,258,613 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
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|
8,121 | $1,067,343 | |
| 6 | OKTA |
Okta, Inc.
|
7,329 | $1,000,042 | |
| 7 | RDWR |
Radware Ltd
|
29,100 | $898,026 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
4,140 | $789,849 |
All Filings in CHKP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,343 | 8,121 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,142,085 | 7,995 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,403,019 | 7,561 | Shares | Sole | 2026-02-02 | |
| 2024-09-30 | $213,247 | 1,106 | Shares | Sole | 2024-11-12 | |
| 2023-03-31 | $223,340 | 1,718 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $275,659 | 2,185 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||