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, Q4 2021

Institutional positions in ChargePoint Holdings, Inc. as of Dec 31, 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: 347; +82 vs. Q3 2021
Shares held: 176.8M; +86.4M (+95.5%) vs. Q3 2021
Total value: $3.37B; +$1.56B (+86.2%) vs. Q3 2021
New holders: 122; 123 more added
Sold out: 40; 50 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 347 institutions

Value heldQ4 2021: $3.37B

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, Q4 2021

Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q3 2021.

Institutions holding CHPT in Q4 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
TCI Wealth Advisors, Inc.	21	$0	0.00%	−200−90.5%	Reduced
BerganKDV Wealth Management, LLC	21	$0	0.00%	−18−46.2%	Reduced
Ci Investments Inc.	9	$0	0.00%	00.0%	Unchanged
Sargent Bickham Lagudis LLC	7	$0	0.00%	−16−69.6%	Reduced
Roble, Belko & Company, Inc	2	$0	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	5	$0	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	6	$0	0.00%	+6	New
Ellevest, Inc.	20	$0	0.00%	+20	New
Lindbrook Capital, LLC	26	$0	0.00%	+26	New
TD Private Client Wealth LLC	27	$514	0.00%	+27	New
Tortoise Capital Advisors, L.L.C.	35	$1.00K	0.00%	00.0%	Unchanged
Carroll Financial Associates, Inc.	75	$1.00K	0.00%	00.0%	Unchanged
Quadrant Capital Group LLC	37	$1.00K	0.00%	−1−2.6%	Reduced
Ironwood Wealth Management, LLC.	66	$1.00K	0.00%	+40+153.8%	Added
Bedel Financial Consulting, Inc.	40	$1.00K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	42	$1.00K	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	65	$1.00K	0.00%	+65	New
Zullo Investment Group, Inc.	70	$1.00K	0.00%	+70	New
Kelly Financial Services LLC	85	$1.63K	0.00%	+61+254.2%	Added
PFS Partners, LLC	100	$1.91K	0.00%	+100	New
Brewin Dolphin Ltd	100	$2.00K	0.00%	−4,220−97.7%	Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP	100	$2.00K	0.00%	00.0%	Unchanged
American National Bank	111	$2.00K	0.00%	00.0%	Unchanged
Benjamin F. Edwards & Company, Inc.	100	$2.00K	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	100	$2.00K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	90	$2.00K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	81	$2.00K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	100	$2.00K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	125	$2.00K	0.00%	00.0%	Unchanged
Central Trust Co	100	$2.00K	0.00%	+100	New
Huntington National Bank	100	$2.00K	0.00%	+100	New
Godsey & Gibb Associates	100	$2.00K	0.00%	+100	New
Blue Bell Private Wealth Management, LLC	90	$2.00K	0.00%	+90	New
Paragon Capital Management Ltd	115	$2.00K	0.00%	+115	New
SRS Capital Advisors, Inc.	103	$2.00K	0.00%	+103	New
GPS Wealth Strategies Group, LLC	93	$2.00K	0.00%	+93	New
Avion Wealth	100	$2.00K	0.00%	+100	New
Bellevue Asset Management, LLC	100	$2.00K	0.00%	+100	New
IronBridge Private Wealth, LLC	80	$2.00K	0.00%	+80	New
Newbridge Financial Services Group, Inc.	100	$2.00K	0.00%	+100	New
SJS Investment Consulting Inc.	100	$2.00K	0.00%	+100	New
Beaird Harris Wealth Management, LLC	100	$2.00K	0.00%	+100	New
FMR LLC	137	$3.00K	0.00%	−113−45.2%	Reduced
North Star Investment Management Corp.	160	$3.00K	0.00%	−65−28.9%	Reduced
Hudock, Inc.	200	$3.00K	0.00%	00.0%	Unchanged
Burleson & Company, LLC	157	$3.00K	0.00%	+14+9.8%	Added
Ellis Investment Partners, LLC	200	$3.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	150	$3.00K	0.00%	00.0%	Unchanged
Retirement Planning Co of New England, Inc.	200	$3.00K	0.00%	+200	New
Sittner & Nelson, LLC	166	$3.00K	0.00%	+166	New
Baldwin Brothers Inc	200	$4.00K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	200	$4.00K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	200	$4.00K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	200	$4.00K	0.00%	00.0%	Unchanged
Contravisory Investment Management, Inc.	218	$4.00K	0.00%	+218	New
EverSource Wealth Advisors, LLC	192	$4.00K	0.00%	+192	New
Tevis Investment Management	215	$4.00K	0.00%	+215	New
Confluence Wealth Services, Inc.	300	$5.00K	0.00%	+300	New
Stonebridge Capital Advisors LLC	330	$6.00K	0.00%	00.0%	Unchanged
First Horizon Advisors, Inc.	363	$6.00K	0.00%	+19+5.5%	Added
Private Capital Group, LLC	295	$6.00K	0.00%	00.0%	Unchanged
Addison Advisors LLC	300	$6.00K	0.00%	+300	New
RWM Asset Management, LLC	300	$6.00K	0.00%	+300	New
Glen Eagle Advisors, LLC	340	$6.48K	0.00%	00.0%	Unchanged
FourThought Financial, LLC	350	$7.00K	0.00%	−867−71.2%	Reduced
South State Corp.	390	$7.00K	0.00%	00.0%	Unchanged
Hantz Financial Services, Inc.	345	$7.00K	0.00%	00.0%	Unchanged
FSB Premier Wealth Management, Inc.	400	$7.00K	0.00%	+400	New
Cornerstone Advisory, LLC	350	$7.00K	0.00%	+350	New
Patriot Financial Group Insurance Agency, LLC	365	$7.00K	0.00%	+365	New
Covestor Ltd	359	$7.00K	0.01%	+359	New
Strengthening Families & Communities, LLC	380	$7.00K	0.01%	+380	New
Brown, Lisle/Cummings, Inc.	400	$7.62K	0.00%	+400	New
Glassman Wealth Services	422	$8.00K	0.00%	−1,430−77.2%	Reduced
Oakworth Capital, Inc.	443	$8.00K	0.00%	00.0%	Unchanged
Simplex Trading, LLC	438	$8.00K	0.00%	+172+64.7%	Added
Investors Research Corp	400	$8.00K	0.00%	00.0%	Unchanged
Massmutual Trust Co FSB	416	$8.00K	0.00%	+416	New
Signaturefd, LLC	400	$8.00K	0.00%	+400	New
CoreCap Advisors, LLC	487	$9.00K	0.00%	+487	New
Caldwell Trust Co	500	$9.53K	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	515	$9.81K	0.00%	+225+77.6%	Added
Creative Financial Designs Inc	534	$10.0K	0.00%	−4,290−88.9%	Reduced
Thomas J. Herzfeld Advisors, Inc.	529	$10.0K	0.00%	00.0%	Unchanged
Fifth Third Bancorp	500	$10.0K	0.00%	00.0%	Unchanged
Trustcore Financial Services, LLC	500	$10.0K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	500	$10.0K	0.01%	+500	New
Washington Trust Advisors, Inc.	587	$11.0K	0.00%	+587	New
Cordasco Financial Network	700	$13.0K	0.01%	00.0%	Unchanged
Clearview Wealth Advisors LLC	693	$13.0K	0.01%	+282+68.6%	Added
Credit Agricole S A	750	$14.0K	0.00%	−500−40.0%	Reduced
Salem Investment Counselors Inc	725	$14.0K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	800	$15.0K	0.00%	−1,300−61.9%	Reduced
Winch Advisory Services, LLC	840	$16.0K	0.01%	00.0%	Unchanged
Clearstead Advisors, LLC	950	$18.0K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	981	$19.0K	0.00%	00.0%	Unchanged
Key Financial Inc	1,000	$19.0K	0.01%	00.0%	Unchanged
Howe & Rusling Inc	1,000	$19.0K	0.00%	+1,000	New
First Command Financial Services, Inc.	1,000	$19.0K	0.00%	+1,000	New
Amplius Wealth Advisors, LLC	1,000	$19.0K	0.00%	+1,000	New