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, Q1 2022
Institutional positions in ChargePoint Holdings, Inc. as of Mar 31, 2022. 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
- 350
- +7 vs. Q4 2021
- Shares held
- 165.0M
- −11.8M (−6.7%) vs. Q4 2021
- Total value
- $3.28B
- −$90.3M (−2.7%) vs. Q4 2021
- New holders
- 74
- 129 more added
- Sold out
- 67
- 67 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 25 | $0 | 0.00% | +25 | New |
| Cutler Group LP | 100 | $1.00K | 0.00% | −7,177−98.6% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 30 | $1.00K | 0.00% | −7−18.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 74 | $1.00K | 0.00% | +68+1,133.3% | Added |
| Sargent Bickham Lagudis LLC | 27 | $1.00K | 0.00% | +20+285.7% | Added |
| Tarbox Family Office, Inc. | 73 | $1.00K | 0.00% | +73 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70 | $1.00K | 0.00% | +70 | New |
| Gemmer Asset Management LLC | 100 | $1.00K | 0.00% | +100 | New |
| DeDora Capital, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| CVA Family Office, LLC | 65 | $1.00K | 0.00% | +65 | New |
| WR Wealth Planners, LLC | 80 | $1.59K | 0.00% | +80 | New |
| Kelly Financial Services LLC | 85 | $1.70K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $1.99K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| GPS Wealth Strategies Group, LLC | 93 | $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 |
| Avion Wealth | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 91 | $2.00K | 0.00% | +71+355.0% | Added |
| Tompkins Financial Corp | 100 | $2.00K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 115 | $2.00K | 0.00% | +115 | New |
| JFS Wealth Advisors, LLC | 110 | $2.00K | 0.00% | +110 | New |
| Assetmark, Inc | 130 | $3.00K | 0.00% | −6,510−98.0% | Reduced |
| Simplex Trading, LLC | 200 | $3.00K | 0.00% | −238−54.3% | Reduced |
| Stonebridge Capital Advisors LLC | 130 | $3.00K | 0.00% | −200−60.6% | Reduced |
| North Star Investment Management Corp. | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 157 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 150 | $3.00K | 0.00% | +47+45.6% | Added |
| Parkside Financial Bank & Trust | 128 | $3.00K | 0.00% | +128 | New |
| Baldwin Brothers Inc | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 218 | $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 |
| Tevis Investment Management | 215 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 190 | $4.00K | 0.00% | +150+375.0% | Added |
| Joseph P. Lucia & Associates, LLC | 260 | $5.00K | 0.00% | +260 | New |
| FourThought Financial, LLC | 325 | $6.00K | 0.00% | −25−7.1% | Reduced |
| RWM Asset Management, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $6.00K | 0.00% | +300 | New |
| Global Retirement Partners, LLC | 608 | $6.00K | 0.00% | +608 | New |
| Patriot Financial Group Insurance Agency, LLC | 365 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 360 | $7.16K | 0.00% | +20+5.9% | Added |
| Brown, Lisle/Cummings, Inc. | 400 | $7.95K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 423 | $8.00K | 0.00% | −7,835−94.9% | Reduced |
| Clearview Wealth Advisors LLC | 387 | $8.00K | 0.01% | −306−44.2% | Reduced |
| Massmutual Trust Co FSB | 416 | $8.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 390 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 450 | $8.95K | 0.00% | +450 | New |
| Oakworth Capital, Inc. | 443 | $9.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $9.94K | 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% | 00.0% | Unchanged |
| Huntington National Bank | 500 | $10.0K | 0.00% | +400+400.0% | Added |
| Rational Advisors LLC | 504 | $10.0K | 0.00% | +504 | New |
| San Luis Wealth Advisors LLC | 545 | $10.0K | 0.00% | +545 | New |
| Creative Financial Designs Inc | 534 | $11.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 529 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 570 | $11.0K | 0.00% | +275+93.2% | Added |
| Atticus Wealth Management, LLC | 550 | $11.0K | 0.00% | +425+340.0% | Added |
| Focused Wealth Management, Inc | 631 | $13.0K | 0.00% | −537−46.0% | Reduced |
| Hantz Financial Services, Inc. | 630 | $13.0K | 0.00% | +285+82.6% | Added |
| Cordasco Financial Network | 700 | $14.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 711 | $14.0K | 0.01% | +352+98.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 800 | $16.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 840 | $17.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,000 | $19.0K | 0.01% | −18,050−94.8% | Reduced |
| Washington Trust Advisors, Inc. | 972 | $19.0K | 0.00% | +385+65.6% | Added |
| Stephens Consulting, LLC | 1,000 | $19.9K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 981 | $20.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,000 | $20.0K | 0.01% | +1,000 | New |
| Tradewinds Capital Management, LLC | 1,087 | $22.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,120 | $22.0K | 0.00% | −6−0.5% | Reduced |
| Financial Perspectives, Inc | 1,244 | $24.7K | 0.01% | +729+141.6% | Added |
| Optimum Investment Advisors | 1,300 | $26.0K | 0.01% | −350−21.2% | Reduced |
| Geneos Wealth Management Inc. | 1,393 | $27.0K | 0.00% | −1,165−45.5% | Reduced |
| Parallel Advisors, LLC | 1,481 | $29.0K | 0.00% | −4,764−76.3% | Reduced |
| Salem Investment Counselors Inc | 1,450 | $29.0K | 0.00% | +725+100.0% | Added |
| Allworth Financial LP | 1,516 | $30.0K | 0.00% | +142+10.3% | Added |