What smart money is saying about Check Point Software Technologies Ltd.
CHKP
No fund has written a full thesis on Check Point Software Technologies Ltd. in our archive, but 3 fund letters report a position in it — most recently Bell Global High Conviction Fund in April 2026.
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3
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in Check Point Software Technologies Ltd. on record in the archive was reported in Q2 2026, across 3 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 0 | 0 |
Fund activity · 3 positions
- April 2026
“In contrast, Check Point Software was one of the more notable detractors during April following a softer quarterly earnings result released late in the month.”
Check Point Software Technologies Ltd. - April 2026
“While acknowledging the result was weaker than expected, we believe the market reaction has been excessive, particularly as some of the pressure appears tied to deliberate go-to-market changes, including account management restructuring, channel realignment and broader salesforce adjustments, that are intended to strengthen distribution and support future growth, albeit with some near-term disruption to execution.”
Check Point Software Technologies Ltd. - April 2026
“In contrast, Check Point Software was one of the more notable detractors during April following a softer quarterly earnings result released late in the month. The shares declined sharply after first quarter revenue growth and billings undershot market expectations, primarily reƊecting weakness in the company’s core firewall appliance business, while management Bell Global Emerging Companies Fund Class A Actiie 8G9 9und Summarl Period ending &# Acril %#%) Bell :lobal 8merging Comcanies 9und Class A Actiie 8G9 3 also modestly reduced full-year revenue guidance. While acknowledging the result was weaker than expected, we believe the market reaction has been excessive, particularly as some of the pressure appears tied to deliberate go-to-market changes, including account management restructuring, channel realignment and broader salesforce adjustments, that are intended to strengthen distribution and support future growth, albeit with some near-term disruption to execution. Encouragingly, the company’s higher- quality recurring subscription business remains robust, with security subscription revenue growing 11% during the quarter, driven by continued momentum across newer offerings such as SASE, email security and exposure management. Backed by a strong balance sheet, substantial net cash holdings and consistently high free cash Ɗow margins, we believe the valuation should be well supported at current levels.”
Check Point Software Technologies Ltd.
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