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 2023
Institutional positions in ChargePoint Holdings, Inc. as of Mar 31, 2023. 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
- 403
- +2 vs. Q4 2022
- Shares held
- 130.3M
- +9.63M (+8.0%) vs. Q4 2022
- Total value
- $1.36B
- +$215.3M (+18.8%) vs. Q4 2022
- New holders
- 60
- 129 more added
- Sold out
- 58
- 101 more reduced
11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 38 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $10 | 0.00% | +1 | New |
| Gradient Investments LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $42 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 17 | $175 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 20 | $209 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $220 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 25 | $262 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 31 | $325 | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 44 | $461 | 0.00% | +44 | New |
| Pathway Financial Advisers, LLC | 50 | $524 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 52 | $545 | 0.00% | +16+44.4% | Added |
| Estabrook Capital Management | 60 | $628 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 70 | $733 | 0.00% | +70 | New |
| Sunbelt Securities, Inc. | 80 | $812 | 0.00% | +80 | New |
| WR Wealth Planners, LLC | 80 | $838 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 100 | $846 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 81 | $849 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 100 | $872 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 85 | $893 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 87 | $911 | 0.00% | +87 | New |
| Ronald Blue Trust, Inc. | 100 | $1.00K | 0.00% | −31−23.7% | Reduced |
| Highlander Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $1.05K | 0.00% | −30−23.1% | Reduced |
| Creative Capital Management Investments LLC | 100 | $1.05K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $1.05K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $1.05K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $1.05K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $1.05K | 0.00% | +100 | New |
| Trivant Custom Portfolio Group, LLC | 100 | $1.05K | 0.00% | +100 | New |
| Sandy Spring Bank | 110 | $1.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $1.15K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 110 | $1.15K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 110 | $1.15K | 0.00% | +110 | New |
| American National Bank | 111 | $1.16K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 138 | $1.18K | 0.00% | −525−79.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 115 | $1.20K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $1.37K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 150 | $1.57K | 0.00% | +150 | New |
| SOA Wealth Advisors, LLC. | 155 | $1.62K | 0.00% | −475−75.4% | Reduced |
| Ellevest, Inc. | 156 | $1.63K | 0.00% | −184−54.1% | Reduced |
| Bellevue Asset Management, LLC | 160 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 166 | $1.74K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 269 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 208 | $2.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 195 | $2.00K | 0.00% | +195 | New |
| Capital Advisors, Ltd. LLC | 232 | $2.00K | 0.00% | +232 | New |
| Baldwin Brothers Inc | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 224 | $2.35K | 0.00% | +94+72.3% | Added |
| Chesapeake Asset Management LLC | 250 | $2.62K | 0.00% | +250 | New |
| Tucker Asset Management LLC | 258 | $2.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 275 | $2.88K | 0.00% | +1+0.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $3.00K | 0.00% | −812−73.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 310 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 300 | $3.14K | 0.00% | +100+50.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $3.26K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 350 | $3.67K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 395 | $4.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 390 | $4.08K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 397 | $4.16K | 0.00% | +10+2.6% | Added |
| Crewe Advisors LLC | 400 | $4.19K | 0.00% | +200+100.0% | Added |
| Massmutual Trust Co FSB | 416 | $4.36K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 427 | $4.47K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 440 | $4.61K | 0.00% | +440 | New |
| Carmichael Hill & Associates, Inc. | 442 | $4.63K | 0.00% | +442 | New |
| Oakworth Capital, Inc. | 443 | $4.64K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 445 | $4.66K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 450 | $4.71K | 0.00% | +450 | New |
| FinTrust Capital Advisors, LLC | 500 | $4.76K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 475 | $4.97K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 500 | $5.24K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 515 | $5.39K | 0.00% | −20−3.7% | Reduced |
| Rational Advisors LLC | 518 | $5.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 531 | $5.56K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 534 | $5.59K | 0.00% | −1,000−65.2% | Reduced |
| ICA Group Wealth Management, LLC | 550 | $5.76K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 550 | $5.76K | 0.00% | +77+16.3% | Added |
| Hexagon Capital Partners LLC | 600 | $6.28K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 645 | $6.75K | 0.00% | +300+87.0% | Added |
| Quarry LP | 651 | $6.82K | 0.00% | −3,086−82.6% | Reduced |
| Covestor Ltd | 741 | $8.00K | 0.01% | +64+9.5% | Added |
| Cape Investment Advisory, Inc. | 769 | $8.05K | 0.00% | +769 | New |
| Brown, Lisle/Cummings, Inc. | 800 | $8.38K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 840 | $9.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 900 | $9.42K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 905 | $9.47K | 0.00% | +400+79.2% | Added |
| Geneos Wealth Management Inc. | 909 | $9.52K | 0.00% | −8,941−90.8% | Reduced |
| True Wealth Design, LLC | 950 | $9.95K | 0.00% | −1,000−51.3% | Reduced |
| Caldwell Trust Co | 1,000 | $10.5K | 0.00% | −50−4.8% | Reduced |
| Mechanics Financial Corp | 1,000 | $10.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,000 | $10.5K | 0.01% | 00.0% | Unchanged |