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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 1,050 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Concord Wealth Partners | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 950 | $9.95K | 0.00% | −1,000−51.3% | Reduced |
| Geneos Wealth Management Inc. | 909 | $9.52K | 0.00% | −8,941−90.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 905 | $9.47K | 0.00% | +400+79.2% | Added |
| New England Capital Financial Advisors LLC | 900 | $9.42K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 840 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 800 | $8.38K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 769 | $8.05K | 0.00% | +769 | New |
| Covestor Ltd | 741 | $8.00K | 0.01% | +64+9.5% | Added |
| Quarry LP | 651 | $6.82K | 0.00% | −3,086−82.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 645 | $6.75K | 0.00% | +300+87.0% | Added |
| Hexagon Capital Partners LLC | 600 | $6.28K | 0.00% | 00.0% | Unchanged |
| 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 |
| Creative Financial Designs Inc | 534 | $5.59K | 0.00% | −1,000−65.2% | Reduced |
| Bogart Wealth, LLC | 531 | $5.56K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 518 | $5.42K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 515 | $5.39K | 0.00% | −20−3.7% | Reduced |
| Your Advocates Ltd., LLP | 500 | $5.24K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 475 | $4.97K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $4.76K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 450 | $4.71K | 0.00% | +450 | New |
| Thomas J. Herzfeld Advisors, Inc. | 445 | $4.66K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 443 | $4.64K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 442 | $4.63K | 0.00% | +442 | New |
| GPS Wealth Strategies Group, LLC | 440 | $4.61K | 0.00% | +440 | New |
| Investors Research Corp | 427 | $4.47K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 416 | $4.36K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 400 | $4.19K | 0.00% | +200+100.0% | Added |
| Clearview Wealth Advisors LLC | 397 | $4.16K | 0.00% | +10+2.6% | Added |
| South State Corp. | 390 | $4.08K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 395 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 350 | $3.67K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $3.26K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 300 | $3.14K | 0.00% | +100+50.0% | 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 |
| Bell Investment Advisors, Inc | 275 | $2.88K | 0.00% | +1+0.4% | Added |
| Tucker Asset Management LLC | 258 | $2.70K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 250 | $2.62K | 0.00% | +250 | New |
| HighMark Wealth Management LLC | 224 | $2.35K | 0.00% | +94+72.3% | Added |
| 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 |
| 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 |
| Sittner & Nelson, LLC | 166 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 160 | $1.68K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 156 | $1.63K | 0.00% | −184−54.1% | Reduced |
| SOA Wealth Advisors, LLC. | 155 | $1.62K | 0.00% | −475−75.4% | Reduced |
| Archer Investment Corp | 150 | $1.57K | 0.00% | +150 | New |
| Pacifica Partners Inc. | 150 | $1.37K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 115 | $1.20K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 138 | $1.18K | 0.00% | −525−79.2% | Reduced |
| American National Bank | 111 | $1.16K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Ridgewood Investments LLC | 87 | $911 | 0.00% | +87 | New |
| Kelly Financial Services LLC | 85 | $893 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 100 | $872 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 81 | $849 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 100 | $846 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 80 | $838 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 80 | $812 | 0.00% | +80 | New |
| Russell Investments Group, Ltd. | 70 | $733 | 0.00% | +70 | New |
| Estabrook Capital Management | 60 | $628 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 52 | $545 | 0.00% | +16+44.4% | Added |
| Pathway Financial Advisers, LLC | 50 | $524 | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 44 | $461 | 0.00% | +44 | New |
| Addison Advisors LLC | 31 | $325 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 25 | $262 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $220 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 20 | $209 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 17 | $175 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $42 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $10 | 0.00% | +1 | New |
| 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 |