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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 8,651 | $164.8K | 0.01% | −779−8.3% | Reduced |
| Spire Wealth Management | 8,258 | $157.0K | 0.00% | +7,757+1,548.3% | Added |
| CWM, LLC | 7,894 | $150.0K | 0.00% | +7,894 | New |
| Deutsche Bank AG | 7,357 | $140.0K | 0.00% | +5,919+411.6% | Added |
| Cutler Group LP | 7,277 | $138.0K | 0.01% | +2,713+59.4% | Added |
| Exos Asset Management LLC | 6,868 | $131.0K | 0.07% | −5,225−43.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,685 | $127.0K | 0.00% | +1,100+19.7% | Added |
| Assetmark, Inc | 6,640 | $126.0K | 0.00% | +6,640 | New |
| Parallel Advisors, LLC | 6,245 | $119.0K | 0.00% | −979−13.6% | Reduced |
| American Portfolios Advisors | 6,113 | $116.5K | 0.00% | +3,845+169.5% | Added |
| Brown Brothers Harriman & Co | 5,218 | $99.0K | 0.00% | +5,218 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,000 | $97.0K | 0.00% | −10,000−66.7% | Reduced |
| Captrust Financial Advisors | 5,051 | $96.0K | 0.00% | +3,364+199.4% | Added |
| Sycomore Asset Management | 5,137 | $91.0K | 0.01% | +5,137 | New |
| Exchange Traded Concepts, LLC | 4,536 | $86.0K | 0.00% | +4,536 | New |
| Metropolitan Life Insurance Co | 4,463 | $85.0K | 0.00% | +2,380+114.3% | Added |
| Daiwa Securities Group Inc. | 4,390 | $84.0K | 0.00% | +1,956+80.4% | Added |
| Proequities, Inc. | 4,368 | $83.0K | 0.00% | +1,700+63.7% | Added |
| Monetary Management Group Inc | 4,250 | $81.0K | 0.02% | +1,750+70.0% | Added |
| McIlrath & Eck, LLC | 4,176 | $80.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,508 | $67.0K | 0.00% | +2,365+206.9% | Added |
| TD Waterhouse Canada Inc. | 3,320 | $66.8K | 0.00% | +3,320 | New |
| Global Financial Private Client, LLC | 3,503 | $66.7K | 0.03% | +1,173+50.3% | Added |
| Ancora Advisors, LLC | 3,145 | $60.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3,100 | $59.0K | 0.00% | −900−22.5% | Reduced |
| Cranbrook Wealth Management, LLC | 3,000 | $57.0K | 0.01% | +1,000+50.0% | Added |
| Snowden Capital Advisors LLC | 2,776 | $52.0K | 0.00% | +2,776 | New |
| Geneos Wealth Management Inc. | 2,558 | $48.0K | 0.00% | +296+13.1% | Added |
| Itau Unibanco Holding S.A. | 2,389 | $46.0K | 0.00% | +180+8.1% | Added |
| American International Group, Inc. | 2,404 | $46.0K | 0.00% | +1,237+106.0% | Added |
| Future Financial Wealth Managment LLC | 2,050 | $41.0K | 0.03% | +2,050 | New |
| NVWM, LLC | 1,533 | $39.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,929 | $37.0K | 0.02% | +1,929 | New |
| US Bancorp | 1,876 | $36.0K | 0.00% | +1,000+114.2% | Added |
| AdvisorNet Financial, Inc | 1,893 | $36.0K | 0.00% | +1,573+491.6% | Added |
| Macquarie Group Ltd | 1,907 | $36.0K | 0.00% | +1,907 | New |
| First Manhattan Co | 1,865 | $35.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,650 | $31.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,549 | $30.0K | 0.02% | +1,089+236.7% | Added |
| Allworth Financial LP | 1,374 | $26.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,338 | $25.0K | 0.00% | −284−17.5% | Reduced |
| Focused Wealth Management, Inc | 1,168 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,087 | $21.0K | 0.00% | +85+8.5% | Added |
| Northern Oak Wealth Management Inc | 1,100 | $21.0K | 0.00% | +700+175.0% | Added |
| Larson Financial Group LLC | 1,126 | $21.0K | 0.00% | +1,126 | New |
| Stephens Consulting, LLC | 1,000 | $19.1K | 0.02% | +1,000 | New |
| 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 |
| Clearstead Advisors, LLC | 950 | $18.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 840 | $16.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 800 | $15.0K | 0.00% | −1,300−61.9% | Reduced |
| 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 |
| Cordasco Financial Network | 700 | $13.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 693 | $13.0K | 0.01% | +282+68.6% | Added |
| Washington Trust Advisors, Inc. | 587 | $11.0K | 0.00% | +587 | New |
| 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 |
| Financial Perspectives, Inc | 515 | $9.81K | 0.00% | +225+77.6% | Added |
| Caldwell Trust Co | 500 | $9.53K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 487 | $9.00K | 0.00% | +487 | 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 |
| Brown, Lisle/Cummings, Inc. | 400 | $7.62K | 0.00% | +400 | New |
| 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 |
| Glen Eagle Advisors, LLC | 340 | $6.48K | 0.00% | 00.0% | Unchanged |
| 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 |
| Confluence Wealth Services, Inc. | 300 | $5.00K | 0.00% | +300 | 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 |
| 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 |