ChargePoint Holdings, Inc.

CHPT

Exchange: NYSE
Industry: Miscellaneous Electrical Machinery, Equipment & Supplies
SEC CIK: 0001777393

SEC filings (opens in a new tab)

In the last 90 days, ChargePoint Holdings, Inc. insiders filed 0 open-market purchases and 4 sales; 162 institutions reported holding it in 13F filings for Q2 2026, worth $44.1M in total; Coatue Management is the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in ChargePoint Holdings, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 226; +74 vs. Q1 2021
Shares held: 95.8M; +18.9M (+24.5%) vs. Q1 2021
Total value: $3.33B; +$1.27B (+62.1%) vs. Q1 2021
New holders: 119; 62 more added
Sold out: 45; 28 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CHPT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 226 institutions

Value heldQ2 2021: $3.33B

Institutions holding CHPT and their total value by quarter
Quarter	Holders	Value
Q2 2026	162	$44.1M
Q1 2026	147	$21.2M
Q4 2025	145	$33.8M
Q3 2025	145	$44.5M
Q2 2025	251	$66.6M
Q1 2025	291	$92.8M
Q4 2024	296	$180.6M
Q3 2024	321	$233.4M
Q2 2024	340	$295.8M
Q1 2024	371	$292.4M
Q4 2023	388	$335.5M
Q3 2023	385	$786.5M
Q2 2023	399	$1.45B
Q1 2023	403	$1.36B
Q4 2022	412	$1.46B
Q3 2022	373	$2.42B
Q2 2022	367	$2.27B
Q1 2022	350	$3.28B
Q4 2021	347	$3.37B
Q3 2021	266	$1.81B
Q2 2021	226	$3.33B
Q1 2021	152	$2.05B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q1 2021.

Institutions holding CHPT in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Tradewinds Capital Management, LLC	2	$0	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	2	$0	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	834	$24	0.00%	+810+3,375.0%	Added
Global Retirement Partners, LLC	25	$1.00K	0.00%	00.0%	Unchanged
Tortoise Capital Advisors, L.L.C.	35	$1.00K	0.00%	+35	New
Ironwood Wealth Management, LLC.	26	$1.00K	0.00%	+26	New
Bedel Financial Consulting, Inc.	40	$1.00K	0.00%	+40	New
NVWM, LLC	69	$2.00K	0.00%	+69	New
Strategic Blueprint, LLC	47	$2.00K	0.00%	+47	New
Laurel Wealth Advisors LLC	100	$3.00K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	81	$3.00K	0.00%	00.0%	Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP	100	$3.00K	0.00%	+100	New
Eubel Brady & Suttman Asset Management Inc	125	$3.00K	0.00%	+125	New
JJJ Advisors Inc.	100	$3.00K	0.00%	+100	New
Stonebridge Capital Advisors LLC	100	$3.00K	0.00%	+100	New
Bogart Wealth, LLC	90	$3.00K	0.00%	+90	New
Burleson & Company, LLC	100	$3.00K	0.00%	+100	New
Personal Wealth Partners	100	$3.00K	0.00%	+100	New
Hantz Financial Services, Inc.	125	$4.00K	0.00%	+125	New
American National Bank	111	$4.00K	0.00%	+111	New
Pacifica Partners Inc.	150	$5.00K	0.00%	+150	New
AdvisorNet Financial, Inc	181	$6.00K	0.00%	+181	New
Hudock, Inc.	200	$6.00K	0.00%	+200	New
Ellis Investment Partners, LLC	200	$6.00K	0.00%	+200	New
Aspire Private Capital, LLC	167	$6.00K	0.00%	+167	New
Clearstead Advisors, LLC	200	$7.00K	0.00%	00.0%	Unchanged
TCI Wealth Advisors, Inc.	200	$7.00K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	200	$7.00K	0.00%	00.0%	Unchanged
First Horizon Advisors, Inc.	209	$7.00K	0.00%	+209	New
Riggs Asset Managment Co. Inc.	200	$7.00K	0.00%	+200	New
Hexagon Capital Partners LLC	200	$7.00K	0.00%	+200	New
North Star Investment Management Corp.	225	$8.00K	0.00%	+225	New
Simplex Trading, LLC	266	$9.00K	0.00%	+166+166.0%	Added
FMR LLC	260	$9.00K	0.00%	+260	New
Intersect Capital LLC	308	$11.0K	0.00%	+308	New
Clearview Wealth Advisors LLC	311	$11.0K	0.01%	+311	New
Glen Eagle Advisors, LLC	340	$11.8K	0.00%	00.0%	Unchanged
Private Capital Group, LLC	334	$12.0K	0.00%	+39+13.2%	Added
Washington Trust Co	342	$12.0K	0.00%	+180+111.1%	Added
US Bancorp	376	$13.0K	0.00%	+351+1,404.0%	Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	400	$13.0K	0.00%	+400	New
WealthShield Partners, LLC	400	$14.0K	0.00%	+400	New
Oakworth Capital, Inc.	443	$15.0K	0.00%	+443	New
Steward Partners Investment Advisory, LLC	450	$16.0K	0.00%	−1,288−74.1%	Reduced
Wagner Wealth Management, LLC	460	$16.0K	0.01%	−747−61.9%	Reduced
Institutional & Family Asset Management, LLC	500	$17.0K	0.00%	00.0%	Unchanged
Spire Wealth Management	501	$17.0K	0.00%	+301+150.5%	Added
Fifth Third Bancorp	500	$17.0K	0.00%	+500	New
Credit Agricole S A	500	$17.0K	0.00%	+500	New
Selective Wealth Management, Inc.	500	$17.0K	0.01%	+500	New
Caldwell Trust Co	500	$17.4K	0.00%	00.0%	Unchanged
NEXT Financial Group, Inc	536	$19.0K	0.00%	+186+53.1%	Added
Plante Moran Financial Advisors, LLC	614	$21.0K	0.01%	+614	New
Salem Investment Counselors Inc	625	$22.0K	0.00%	+625	New
Key Financial Inc	1,000	$24.0K	0.01%	+1,000	New
Eaton Vance Management	714	$25.0K	0.00%	+65+10.0%	Added
Winch Advisory Services, LLC	840	$29.0K	0.01%	+840	New
Financial Insights, Inc.	1,000	$34.7K	0.03%	+1,000	New
Focused Wealth Management, Inc	1,168	$41.0K	0.01%	+1,105+1,754.0%	Added
FourThought Financial, LLC	1,217	$42.0K	0.01%	+1,200+7,058.8%	Added
Geneos Wealth Management Inc.	1,353	$43.0K	0.00%	+127+10.4%	Added
Optimum Investment Advisors	1,300	$45.0K	0.01%	+500+62.5%	Added
Itau Unibanco Holding S.A.	1,451	$50.0K	0.00%	+1,451	New
Monetary Management Group Inc	1,500	$52.0K	0.02%	+1,500	New
Deutsche Bank AG	1,514	$53.0K	0.00%	+1,514	New
American International Group, Inc.	1,564	$54.0K	0.00%	+1,564	New
American Portfolios Advisors	1,555	$54.0K	0.00%	+333+27.3%	Added
Federation des caisses Desjardins du Quebec	1,680	$58.4K	0.00%	+100+6.3%	Added
Glassman Wealth Services	1,852	$64.0K	0.01%	+352+23.5%	Added
HM Payson & Co	2,000	$69.0K	0.00%	00.0%	Unchanged
CWM, LLC	2,008	$70.0K	0.00%	00.0%	Unchanged
Arkadios Wealth Advisors	2,030	$70.0K	0.01%	+2,030	New
Global Wealth Management Investment Advisory, Inc.	2,075	$72.0K	0.02%	+1,575+315.0%	Added
Proequities, Inc.	2,300	$80.0K	0.01%	+1,100+91.7%	Added
Metropolitan Life Insurance Co	2,587	$89.9K	0.00%	+2,587	New
Creative Financial Designs Inc	2,924	$102.0K	0.02%	+2,924	New
Advisory Services Network, LLC	2,992	$104.0K	0.00%	+2,992	New
Atticus Wealth Management, LLC	3,000	$104.0K	0.05%	+3,000	New
Ancora Advisors, LLC	3,145	$109.0K	0.00%	00.0%	Unchanged
Healthcare of Ontario Pension Plan Trust Fund	3,612	$125.0K	0.00%	+2,612+261.2%	Added
Brewin Dolphin Ltd	3,955	$137.4K	0.01%	+2,025+104.9%	Added
McIlrath & Eck, LLC	4,176	$145.0K	0.04%	00.0%	Unchanged
Banque Cantonale Vaudoise	4,354	$151.0K	0.01%	+4,354	New
Carroll Financial Associates, Inc.	5,138	$178.0K	0.01%	+5,063+6,750.7%	Added
Jacobi Capital Management LLC	5,709	$198.0K	0.03%	+3,137+122.0%	Added
National Asset Management, Inc.	5,784	$201.0K	0.01%	+5,784	New
Adviser Investments LLC	6,140	$213.0K	0.02%	+6,140	New
MML Investors Services, LLC	6,220	$216.0K	0.00%	−2,454−28.3%	Reduced
Koshinski Asset Management, Inc.	6,215	$216.0K	0.03%	+6,215	New
Marathon Trading Investment Management LLC	6,260	$217.0K	0.12%	+6,260	New
Captrust Financial Advisors	6,389	$222.0K	0.00%	−4,736−42.6%	Reduced
Claro Advisors LLC	6,391	$222.0K	0.10%	+6,391	New
Utah Retirement Systems	6,500	$226.0K	0.00%	+6,500	New
Banque Pictet & Cie SA	6,555	$228.0K	0.00%	+6,555	New
Harbour Capital Advisors, LLC	6,625	$230.0K	0.06%	+6,625	New
IFP Advisors, Inc	6,866	$234.0K	0.00%	+5,860+582.5%	Added
Legal & General Group Plc	6,949	$241.0K	0.00%	+6,949	New
Gabelli Funds LLC	7,300	$254.0K	0.00%	+7,300	New
FNY Investment Advisers, LLC	7,500	$260.0K	0.10%	+7,500	New
International Assets Investment Management, LLC	7,574	$263.0K	0.05%	+7,574	New