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 2022
Institutional positions in ChargePoint Holdings, Inc. as of Sep 30, 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
- 373
- +12 vs. Q2 2022
- Shares held
- 163.7M
- −2.05M (−1.2%) vs. Q2 2022
- Total value
- $2.42B
- +$146.3M (+6.4%) vs. Q2 2022
- New holders
- 58
- 158 more added
- Sold out
- 46
- 65 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 14 | $0 | 0.00% | +5+55.6% | Added |
| Gradient Investments LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 11 | $0 | 0.00% | −9−45.0% | Reduced |
| New Millennium Group LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 81 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.00K | 0.00% | +100 | New |
| DT Investment Partners, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Crewe Advisors LLC | 100 | $1.00K | 0.00% | +100 | New |
| Professional Financial Advisors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Operose Advisors LLC | 100 | $1.00K | 0.00% | +100 | New |
| WR Wealth Planners, LLC | 80 | $1.18K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 85 | $1.26K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $1.48K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 111 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 130 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 166 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 160 | $2.00K | 0.00% | +60+60.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 115 | $2.00K | 0.00% | +50+76.9% | Added |
| Sandy Spring Bank | 105 | $2.00K | 0.00% | +105 | New |
| Abound Wealth Management | 200 | $2.95K | 0.00% | +200 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 218 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 237 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 208 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 269 | $4.00K | 0.00% | +69+34.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $4.00K | 0.00% | +300 | New |
| First Horizon Advisors, Inc. | 405 | $5.00K | 0.00% | −63−13.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 355 | $5.00K | 0.00% | −45−11.3% | Reduced |
| Nisa Investment Advisors, LLC | 400 | $5.00K | 0.00% | +400 | New |
| City State Bank | 310 | $5.00K | 0.00% | +310 | New |
| Glen Eagle Advisors, LLC | 360 | $5.31K | 0.00% | −225−38.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 400 | $5.90K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 416 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 427 | $6.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 440 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 387 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 376 | $6.00K | 0.00% | +195+107.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 395 | $6.00K | 0.00% | +295+295.0% | Added |
| Tucker Asset Management LLC | 450 | $6.29K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 445 | $7.00K | 0.00% | −84−15.9% | Reduced |
| FinTrust Capital Advisors, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 443 | $7.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 553 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 608 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 518 | $8.00K | 0.00% | +1+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 545 | $8.00K | 0.00% | +200+58.0% | Added |
| Sargent Bickham Lagudis LLC | 537 | $8.00K | 0.00% | +500+1,351.4% | Added |
| Bogart Wealth, LLC | 531 | $8.00K | 0.00% | +441+490.0% | Added |
| Atticus Wealth Management, LLC | 650 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 619 | $9.00K | 0.01% | +2+0.3% | Added |
| Ellevest, Inc. | 640 | $9.00K | 0.00% | +640 | New |
| AdvisorNet Financial, Inc | 653 | $10.0K | 0.00% | +10+1.6% | Added |
| SOA Wealth Advisors, LLC. | 704 | $10.0K | 0.00% | +684+3,420.0% | Added |
| Ironwood Wealth Management, LLC. | 776 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 731 | $11.0K | 0.01% | +731 | New |
| Winch Advisory Services, LLC | 840 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 783 | $12.0K | 0.00% | +723+1,205.0% | Added |
| Geneos Wealth Management Inc. | 909 | $13.0K | 0.00% | −12,066−93.0% | Reduced |
| Hantz Financial Services, Inc. | 860 | $13.0K | 0.00% | +110+14.7% | Added |
| Simplex Trading, LLC | 1,000 | $14.0K | 0.00% | +800+400.0% | Added |
| Stephens Consulting, LLC | 1,000 | $14.8K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,000 | $15.0K | 0.01% | −654−39.5% | Reduced |
| Caldwell Trust Co | 1,050 | $15.5K | 0.00% | +550+110.0% | Added |
| Riverview Trust Co | 1,072 | $16.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,087 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,063 | $16.0K | 0.00% | +1,063 | New |
| Worth Asset Management, LLC | 1,150 | $17.0K | 0.01% | +1,150 | New |
| Financial Perspectives, Inc | 1,244 | $18.4K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,350 | $20.0K | 0.00% | +300+28.6% | Added |
| Huntington National Bank | 1,500 | $22.0K | 0.00% | +1,000+200.0% | Added |
| Creative Financial Designs Inc | 1,534 | $23.0K | 0.00% | +1,000+187.3% | Added |