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ChargePoint Holdings, Inc.

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

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, Q3 2021

Institutional positions in ChargePoint Holdings, Inc. as of Sep 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
266
+41 vs. Q2 2021
Shares held
90.4M
−5.34M (−5.6%) vs. Q2 2021
Total value
$1.81B
−$1.52B (−45.6%) vs. Q2 2021
New holders
80
110 more added
Sold out
39
41 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 266 institutions
Q1 2021: 152 institutionsQ2 2021: 226 institutionsQ3 2021: 266 institutionsQ4 2021: 347 institutionsQ1 2022: 350 institutionsQ2 2022: 367 institutionsQ3 2022: 373 institutionsQ4 2022: 412 institutionsQ1 2023: 403 institutionsQ2 2023: 399 institutionsQ3 2023: 385 institutionsQ4 2023: 388 institutionsQ1 2024: 371 institutionsQ2 2024: 340 institutionsQ3 2024: 321 institutionsQ4 2024: 296 institutionsQ1 2025: 291 institutionsQ2 2025: 251 institutionsQ3 2025: 145 institutionsQ4 2025: 145 institutionsQ1 2026: 147 institutionsQ2 2026: 162 institutions
Value heldQ3 2021: $1.81B
Q1 2021: $2.05BQ2 2021: $3.33BQ3 2021: $1.81BQ4 2021: $3.37BQ1 2022: $3.28BQ2 2022: $2.27BQ3 2022: $2.42BQ4 2022: $1.46BQ1 2023: $1.36BQ2 2023: $1.45BQ3 2023: $786.5MQ4 2023: $335.5MQ1 2024: $292.4MQ2 2024: $295.8MQ3 2024: $233.4MQ4 2024: $180.6MQ1 2025: $92.8MQ2 2025: $66.6MQ3 2025: $44.5MQ4 2025: $33.8MQ1 2026: $21.2MQ2 2026: $44.1M
Institutions holding CHPT and their total value by quarter
QuarterHoldersValue
Q2 2026162$44.1M
Q1 2026147$21.2M
Q4 2025145$33.8M
Q3 2025145$44.5M
Q2 2025251$66.6M
Q1 2025291$92.8M
Q4 2024296$180.6M
Q3 2024321$233.4M
Q2 2024340$295.8M
Q1 2024371$292.4M
Q4 2023388$335.5M
Q3 2023385$786.5M
Q2 2023399$1.45B
Q1 2023403$1.36B
Q4 2022412$1.46B
Q3 2022373$2.42B
Q2 2022367$2.27B
Q1 2022350$3.28B
Q4 2021347$3.37B
Q3 2021266$1.81B
Q2 2021226$3.33B
Q1 2021152$2.05B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q2 2021.

Institutions holding CHPT in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc2$00.00%00.0%Unchanged
Ci Investments Inc.9$00.00%+9New
Sargent Bickham Lagudis LLC23$00.00%+23New
Joseph P. Lucia & Associates, LLC15$00.00%+15New
McClarren Financial Advisors, Inc.42$00.00%+42New
SOA Wealth Advisors, LLC.5$00.00%+5New
Kelly Financial Services LLC24$4800.00%−810−97.1%Reduced
Carroll Financial Associates, Inc.75$1.00K0.00%−5,063−98.5%Reduced
Tortoise Capital Advisors, L.L.C.35$1.00K0.00%00.0%Unchanged
Ironwood Wealth Management, LLC.26$1.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.40$1.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust52$1.00K0.00%+52New
Quadrant Capital Group LLC38$1.00K0.00%+38New
BerganKDV Wealth Management, LLC39$1.00K0.00%+39New
Berman Capital Advisors, LLC92$1.00K0.00%+92New
Bell Investment Advisors, Inc36$1.00K0.00%+36New
Atticus Wealth Management, LLC125$2.00K0.00%−2,875−95.8%Reduced
American National Bank111$2.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP100$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.100$2.00K0.00%00.0%Unchanged
Bogart Wealth, LLC90$2.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC81$2.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC100$2.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.100$2.00K0.00%+100New
Liberty Wealth Management LLC80$2.00K0.00%+80New
State of Wyoming101$2.00K0.00%+101New
Hudock, Inc.200$3.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC200$3.00K0.00%00.0%Unchanged
Pacifica Partners Inc.150$3.00K0.00%00.0%Unchanged
Burleson & Company, LLC143$3.00K0.00%+43+43.0%Added
Northwestern Mutual Wealth Management Co134$3.00K0.00%+134New
North Star Investment Management Corp.225$4.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.221$4.00K0.00%+21+10.5%Added
Riggs Asset Managment Co. Inc.200$4.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.200$4.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC200$4.00K0.00%00.0%Unchanged
Baldwin Brothers Inc200$4.00K0.00%+200New
Atlas Private Wealth Advisors200$4.00K0.00%+200New
Phoenix Wealth Advisors200$4.00K0.00%+200New
Activest Wealth Management204$4.00K0.00%+204New
FMR LLC250$5.00K0.00%−10−3.8%Reduced
Financial Perspectives, Inc290$5.80K0.00%+290New
Private Capital Group, LLC295$6.00K0.00%−39−11.7%Reduced
Intersect Capital LLC308$6.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.344$6.00K0.00%+135+64.6%Added
AdvisorNet Financial, Inc320$6.00K0.00%+139+76.8%Added
Bessemer Group Inc275$6.00K0.00%+275New
Glen Eagle Advisors, LLC340$6.80K0.00%00.0%Unchanged
Hantz Financial Services, Inc.345$7.00K0.00%+220+176.0%Added
Stonebridge Capital Advisors LLC330$7.00K0.00%+230+230.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)343$7.00K0.00%+343New
Clearview Wealth Advisors LLC411$8.00K0.01%+100+32.2%Added
Simplex Trading, LLC266$8.00K0.00%00.0%Unchanged
South State Corp.390$8.00K0.00%+390New
Northern Oak Wealth Management Inc400$8.00K0.00%+400New
Investors Research Corp400$8.00K0.00%+400New
Oakworth Capital, Inc.443$9.00K0.00%00.0%Unchanged
Caldwell Trust Co500$9.99K0.00%00.0%Unchanged
Fifth Third Bancorp500$10.0K0.00%00.0%Unchanged
Spire Wealth Management501$10.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC500$10.0K0.00%+500New
Wagner Wealth Management, LLC460$11.0K0.01%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.529$11.0K0.00%+529New
Washington Trust Co587$12.0K0.00%+245+71.6%Added
Gerber Kawasaki Wealth & Investment Management700$13.0K0.00%+700New
Salem Investment Counselors Inc725$14.0K0.00%+100+16.0%Added
Cordasco Financial Network700$14.0K0.01%+700New
Winch Advisory Services, LLC840$17.0K0.01%00.0%Unchanged
Eaton Vance Management849$17.0K0.00%+135+18.9%Added
US Bancorp876$18.0K0.00%+500+133.0%Added
Clearstead Advisors, LLC950$19.0K0.00%+750+375.0%Added
Key Financial Inc1,000$20.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC981$20.0K0.00%+367+59.8%Added
Tradewinds Capital Management, LLC1,002$20.0K0.00%+1,000+50,000.0%Added
Bank Julius Baer & Co. Ltd, Zurich1,000$20.0K0.00%+1,000New
Meeder Asset Management Inc1,093$22.0K0.00%−7,405−87.1%Reduced
Tower Research Capital LLC (TRC)1,143$23.0K0.00%−10,421−90.1%Reduced
American International Group, Inc.1,167$23.0K0.00%−397−25.4%Reduced
Focused Wealth Management, Inc1,168$23.0K0.00%00.0%Unchanged
Schroder Investment Management Group1,149$23.0K0.00%+1,149New
FourThought Financial, LLC1,217$24.0K0.00%00.0%Unchanged
Credit Agricole S A1,250$25.0K0.00%+750+150.0%Added
Allworth Financial LP1,374$27.0K0.00%+1,374New
Deutsche Bank AG1,438$29.0K0.00%−76−5.0%Reduced
Kowal Investment Group, LLC1,430$29.0K0.01%+1,430New
NVWM, LLC1,533$31.0K0.01%+1,464+2,121.7%Added
NEXT Financial Group, Inc1,622$32.0K0.00%+1,086+202.6%Added
Optimum Investment Advisors1,650$33.0K0.01%+350+26.9%Added
Captrust Financial Advisors1,687$34.0K0.00%−4,702−73.6%Reduced
Advisors Asset Management, Inc.1,794$36.0K0.00%+1,794New
Glassman Wealth Services1,852$37.0K0.01%00.0%Unchanged
First Manhattan Co1,865$37.0K0.00%+1,865New
PEAK6 Investments LLC1,935$39.0K0.00%+1,935New
Cranbrook Wealth Management, LLC2,000$40.0K0.01%+2,000New
Metropolitan Life Insurance Co2,083$41.6K0.00%−504−19.5%Reduced
Global Wealth Management Investment Advisory, Inc.2,100$42.0K0.01%+25+1.2%Added
Geneos Wealth Management Inc.2,262$43.0K0.00%+909+67.2%Added
Itau Unibanco Holding S.A.2,209$44.0K0.00%+758+52.2%Added
Global Financial Private Client, LLC2,330$45.0K0.02%+2,330New
American Portfolios Advisors2,268$45.3K0.00%+713+45.9%Added