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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 16,659 | $216.0K | 0.01% | +2,065+14.1% | Added |
| WealthPlan Investment Management, LLC | 16,659 | $216.0K | 0.01% | +16,659 | New |
| Hodges Capital Management Inc. | 10,835 | $215.0K | 0.02% | +10,835 | New |
| KCM Investment Advisors LLC | 10,750 | $214.0K | 0.01% | +25+0.2% | Added |
| Hanlon Investment Management, Inc. | 10,700 | $213.0K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,701 | $213.0K | 0.00% | +10,701 | New |
| Penserra Capital Management LLC | 10,646 | $211.0K | 0.01% | −664−5.9% | Reduced |
| Quantbot Technologies LP | 10,417 | $207.0K | 0.02% | +10,417 | New |
| Sycomore Asset Management | 10,263 | $202.0K | 0.04% | +5,126+99.8% | Added |
| FinTrust Capital Advisors, LLC | 10,000 | $198.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,596 | $191.0K | 0.00% | +6,088+173.5% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 9,073 | $180.0K | 0.00% | −1,159−11.3% | Reduced |
| Koshinski Asset Management, Inc. | 8,155 | $162.1K | 0.01% | −496−5.7% | Reduced |
| CWM, LLC | 8,026 | $160.0K | 0.00% | +132+1.7% | Added |
| Deutsche Bank AG | 7,357 | $146.0K | 0.00% | 00.0% | Unchanged |
| Exos Asset Management LLC | 7,093 | $141.0K | 0.06% | +225+3.3% | Added |
| American Portfolios Advisors | 7,016 | $139.5K | 0.00% | +903+14.8% | Added |
| Steward Partners Investment Advisory, LLC | 6,485 | $129.0K | 0.00% | −200−3.0% | Reduced |
| Daiwa Securities Group Inc. | 6,398 | $127.0K | 0.00% | +2,008+45.7% | Added |
| Belpointe Asset Management LLC | 6,319 | $126.0K | 0.01% | +6,319 | New |
| Captrust Financial Advisors | 6,046 | $120.0K | 0.00% | +995+19.7% | Added |
| FMR LLC | 5,611 | $112.0K | 0.00% | +5,474+3,995.6% | Added |
| Brown Brothers Harriman & Co | 5,218 | $104.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,246 | $104.0K | 0.00% | +710+15.7% | Added |
| Prospera Financial Services Inc | 5,113 | $102.0K | 0.00% | +5,113 | New |
| Signaturefd, LLC | 4,834 | $96.0K | 0.00% | +4,434+1,108.5% | Added |
| MetLife Investment Management | 4,558 | $90.6K | 0.00% | +4,558 | New |
| Proequities, Inc. | 4,400 | $87.0K | 0.01% | +32+0.7% | Added |
| Monetary Management Group Inc | 4,250 | $84.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4,176 | $83.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 3,364 | $67.0K | 0.02% | +1,831+119.4% | Added |
| Ancora Advisors, LLC | 3,145 | $63.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 3,085 | $61.0K | 0.00% | +1,220+65.4% | Added |
| TCWP LLC | 3,098 | $61.0K | 0.01% | +3,098 | New |
| Cranbrook Wealth Management, LLC | 3,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,900 | $58.0K | 0.00% | −200−6.5% | Reduced |
| US Bancorp | 2,783 | $55.0K | 0.00% | +907+48.3% | Added |
| HBC Financial Services, PLLC | 3,822 | $53.0K | 0.04% | +3,822 | New |
| Clearstead Advisors, LLC | 2,599 | $52.0K | 0.00% | +1,649+173.6% | Added |
| Ironwood Wealth Management, LLC. | 2,436 | $48.0K | 0.02% | +2,370+3,590.9% | Added |
| American International Group, Inc. | 2,385 | $47.0K | 0.00% | −19−0.8% | Reduced |
| Itau Unibanco Holding S.A. | 2,389 | $47.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,050 | $41.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 2,034 | $40.0K | 0.02% | +105+5.4% | Added |
| Glassman Wealth Services | 1,948 | $39.0K | 0.01% | +1,526+361.6% | Added |
| TD Waterhouse Canada Inc. | 1,795 | $38.2K | 0.00% | −1,525−45.9% | Reduced |
| Macquarie Group Ltd | 1,907 | $38.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,753 | $35.0K | 0.00% | −140−7.4% | Reduced |
| Credit Agricole S A | 1,650 | $33.0K | 0.00% | +900+120.0% | Added |
| Allworth Financial LP | 1,516 | $30.0K | 0.00% | +142+10.3% | Added |
| 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 |
| Geneos Wealth Management Inc. | 1,393 | $27.0K | 0.00% | −1,165−45.5% | Reduced |
| Optimum Investment Advisors | 1,300 | $26.0K | 0.01% | −350−21.2% | Reduced |
| Financial Perspectives, Inc | 1,244 | $24.7K | 0.01% | +729+141.6% | Added |
| 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 |
| 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 |
| Stephens Consulting, LLC | 1,000 | $19.9K | 0.02% | 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 |
| Winch Advisory Services, LLC | 840 | $17.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 800 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 700 | $14.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 711 | $14.0K | 0.01% | +352+98.1% | 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 |
| 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 |
| 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 |
| Caldwell Trust Co | 500 | $9.94K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 443 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 450 | $8.95K | 0.00% | +450 | New |
| 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 |
| Brown, Lisle/Cummings, Inc. | 400 | $7.95K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 360 | $7.16K | 0.00% | +20+5.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 365 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Joseph P. Lucia & Associates, LLC | 260 | $5.00K | 0.00% | +260 | 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 |