NewEdge Wealth, LLC
Position in CHKP — Check Point Software Technologies Ltd
CIK 1861796
STAMFORD, CT
Position in CHKP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,981,465
-$648,054 QoQ
Shares Held
34,872
+14.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 3.421082817159899.ToString("F0")%
Shared 0.ToString("F0")%
None 96.5789171828401.ToString("F0")%
Common Shares in CHKP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NewEdge Wealth, LLC holds $400,353,006 across 21 Software - Infrastructure names. CHKP ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
768,837 | $284,600,392 | |
| 2 | FTNT |
Fortinet, Inc.
|
402,789 | $32,915,917 | |
| 3 | ORCL |
Oracle Corp
|
206,179 | $30,330,992 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
71,134 | $10,405,481 | |
| 5 | PANW |
Palo Alto Networks Inc
|
55,972 | $8,973,431 | |
| 6 | S |
SentinelOne, Inc.
|
388,868 | $5,008,619 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
This page
|
34,872 | $4,981,465 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
50,464 | $4,925,412 |
All Filings in CHKP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,981,465 | 34,872 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,629,519 | 30,338 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,057,290 | 29,275 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,021,761 | 27,217 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,512,928 | 24,188 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,409,667 | 23,619 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,260,329 | 22,096 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,419,625 | 20,725 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,193,930 | 19,474 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,440,351 | 9,427 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $513,661 | 3,854 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $321,587 | 2,560 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $202,020 | 1,554 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||