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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

CHPT holding history

ChargePoint Holdings, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHPT overviewAll 13F holders of CHPTFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of CHPT by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,601−100.0%Sold outConverted for a 1-for-20 splitHolders
Q2 202572,029$50.7K<0.1%−36,170−33.4%ReducedHolders
Q1 2025108,199$65.5K<0.1%+53,826+99.0%AddedHolders
Q4 202454,373$58.2K<0.1%−269−0.5%ReducedHolders
Q3 202454,642$74.9K<0.1%−755−1.4%ReducedHolders
Q2 202455,397$83.6K<0.1%+329+0.6%AddedHolders
Q1 202455,068$104.6K<0.1%−40,075−42.1%ReducedHolders
Q4 202395,143$222.6K<0.1%+95,143NewHolders
Q3 20230$00.0%−185,416−100.0%Sold outHolders
Q2 2023185,416$1.63M<0.1%+61,768+50.0%AddedHolders
Q1 2023123,648$1.29M<0.1%+109,094+749.6%AddedHolders
Q4 202214,554$138.7K<0.1%+1,617+12.5%AddedHolders
Q3 202212,937$191.0K<0.1%+1,666+14.8%AddedHolders
Q2 202211,271$154.0K<0.1%+5,225+86.4%AddedHolders
Q1 20226,046$120.0K<0.1%+995+19.7%AddedHolders
Q4 20215,051$96.0K<0.1%+3,364+199.4%AddedHolders
Q3 20211,687$34.0K<0.1%−4,702−73.6%ReducedHolders
Q2 20216,389$222.0K<0.1%−4,736−42.6%ReducedHolders
Q1 202111,125$297.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.