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, Q2 2023
Institutional positions in ChargePoint Holdings, Inc. as of Jun 30, 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
- 399
- −1 vs. Q1 2023
- Shares held
- 164.6M
- +34.4M (+26.4%) vs. Q1 2023
- Total value
- $1.45B
- +$84.4M (+6.2%) vs. Q1 2023
- New holders
- 52
- 140 more added
- Sold out
- 53
- 94 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 905 | $7.96K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 865 | $8.00K | 0.00% | −350−28.8% | Reduced |
| Proequities, Inc. | 1,000 | $8.79K | 0.00% | −300−23.1% | Reduced |
| JNBA Financial Advisors | 1,000 | $8.79K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,000 | $8.79K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,000 | $8.79K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $8.79K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,000 | $8.79K | 0.00% | +1,000 | New |
| Salem Investment Counselors Inc | 1,050 | $9.23K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,075 | $9.45K | 0.00% | −25−2.3% | Reduced |
| Tradewinds Capital Management, LLC | 1,087 | $9.55K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,244 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,259 | $11.1K | 0.00% | −125−9.0% | Reduced |
| Cape Investment Advisory, Inc. | 1,290 | $11.3K | 0.01% | +521+67.8% | Added |
| Nisa Investment Advisors, LLC | 1,300 | $11.4K | 0.00% | +1,300 | New |
| Atticus Wealth Management, LLC | 1,320 | $11.6K | 0.00% | −1,375−51.0% | Reduced |
| Worth Asset Management, LLC | 1,325 | $11.6K | 0.01% | −1,325−50.0% | Reduced |
| Covestor Ltd | 1,310 | $12.0K | 0.01% | +569+76.8% | Added |
| Close Asset Management Ltd | 1,500 | $13.0K | 0.00% | −41,300−96.5% | Reduced |
| Simplex Trading, LLC | 1,500 | $13.0K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 1,538 | $13.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,609 | $14.0K | 0.01% | +1,609 | New |
| Larson Financial Group LLC | 1,694 | $14.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,760 | $15.5K | 0.00% | +200+12.8% | Added |
| Global Wealth Strategies & Associates | 2,000 | $17.6K | 0.01% | 00.0% | Unchanged |
| Natixis | 2,136 | $18.8K | 0.00% | −119−5.3% | Reduced |
| Farther Finance Advisors, LLC | 2,217 | $19.5K | 0.00% | +1,070+93.3% | Added |
| Allworth Financial LP | 2,242 | $19.7K | 0.00% | +472+26.7% | Added |
| Wolff Wiese Magana LLC | 2,300 | $20.2K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,400 | $21.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,700 | $23.7K | 0.00% | +1,000+58.8% | Added |
| Monetary Management Group Inc | 2,750 | $24.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,759 | $24.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 3,000 | $26.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3,803 | $33.4K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,850 | $33.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,008 | $35.2K | 0.00% | −700−14.9% | Reduced |
| McIlrath & Eck, LLC | 4,076 | $35.8K | 0.01% | +585+16.8% | Added |
| US Bancorp | 4,346 | $38.2K | 0.00% | +424+10.8% | Added |
| TD Waterhouse Canada Inc. | 4,355 | $39.4K | 0.00% | +2,000+84.9% | Added |
| HM Payson & Co | 4,500 | $39.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,530 | $40.0K | 0.00% | +4,530 | New |
| Spire Wealth Management | 4,562 | $40.1K | 0.00% | −5,272−53.6% | Reduced |
| Capital Analysts, LLC | 5,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,196 | $45.7K | 0.00% | +1,431+38.0% | Added |
| Federation des caisses Desjardins du Quebec | 5,573 | $49.0K | 0.00% | −420−7.0% | Reduced |
| Clearstead Advisors, LLC | 5,710 | $50.2K | 0.00% | −20−0.3% | Reduced |
| Exchange Traded Concepts, LLC | 6,344 | $55.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,513 | $57.2K | 0.00% | −1,375−17.4% | Reduced |
| Lansing Street Advisors | 6,907 | $60.7K | 0.04% | 00.0% | Unchanged |
| Antara Capital LP | 7,600 | $66.8K | 0.08% | −938,800−99.2% | Reduced |
| FMR LLC | 9,647 | $84.8K | 0.00% | −2,091−17.8% | Reduced |
| Gabelli Funds LLC | 10,000 | $87.9K | 0.00% | +10,000 | New |
| JustInvest LLC | 10,056 | $88.4K | 0.00% | −7,299−42.1% | Reduced |
| TownSquare Capital, LLC | 10,429 | $91.7K | 0.00% | +10,429 | New |
| Reitz Capital Advisors LLC | 10,550 | $92.7K | 0.08% | −350−3.2% | Reduced |
| Western Wealth Management, LLC | 10,696 | $94.0K | 0.01% | +10,696 | New |
| Hanlon Investment Management, Inc. | 10,700 | $94.1K | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,923 | $96.0K | 0.00% | +10,923 | New |
| Banque Pictet & Cie SA | 11,000 | $96.7K | 0.00% | −12,000−52.2% | Reduced |
| SEI Investments Co | 11,186 | $98.3K | 0.00% | +11,186 | New |
| CIBC Asset Management Inc | 11,198 | $98.4K | 0.00% | +11,198 | New |
| Equitable Holdings, Inc. | 11,400 | $100.2K | 0.00% | +11,400 | New |
| Mercer Global Advisors Inc | 11,697 | $103.0K | 0.00% | +11,697 | New |
| Lido Advisors, LLC | 11,819 | $103.9K | 0.00% | +11,819 | New |
| Sigma Planning Corp | 12,063 | $106.0K | 0.00% | +966+8.7% | Added |
| Manufacturers Life Insurance Company, The | 12,441 | $109.4K | 0.00% | −83−0.7% | Reduced |
| WESPAC Advisors, LLC | 12,500 | $109.9K | 0.09% | +12,500 | New |
| First Manhattan Co | 12,666 | $111.3K | 0.00% | +1,990+18.6% | Added |
| Jump Financial, LLC | 12,713 | $111.7K | 0.00% | +12,713 | New |
| Ieq Capital, LLC | 12,723 | $111.8K | 0.00% | −6,014−32.1% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 11,927 | $113.7K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,937 | $113.7K | 0.02% | −6,669−34.0% | Reduced |
| Herold Advisors, Inc. | 13,000 | $114.3K | 0.03% | +13,000 | New |
| Lake Street Financial LLC | 13,071 | $114.9K | 0.02% | +100+0.8% | Added |
| Rothschild Investment Corp | 13,200 | $116.0K | 0.01% | −6,900−34.3% | Reduced |
| Cubist Systematic Strategies, LLC | 13,482 | $118.5K | 0.00% | −142,111−91.3% | Reduced |
| Core Wealth Management, Inc. | 13,635 | $119.9K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 14,075 | $123.7K | 0.00% | +300+2.2% | Added |
| Perennial Advisors, LLC | 14,248 | $125.2K | 0.03% | −8,768−38.1% | Reduced |
| Geneos Wealth Management Inc. | 14,304 | $125.7K | 0.01% | +13,395+1,473.6% | Added |
| Insight Folios Inc | 14,503 | $127.5K | 0.05% | +14,503 | New |
| Vontobel Holding Ltd. | 15,062 | $132.4K | 0.00% | +15,062 | New |
| Utah Retirement Systems | 15,100 | $132.7K | 0.00% | +1,800+13.5% | Added |
| CI Private Wealth, LLC | 15,404 | $135.4K | 0.00% | −957−5.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 15,477 | $136.0K | 0.01% | −6,513−29.6% | Reduced |
| CIBC Private Wealth Group, LLC | 15,807 | $138.9K | 0.00% | +483+3.2% | Added |
| GWM Advisors LLC | 16,286 | $143.2K | 0.00% | +1,935+13.5% | Added |
| Capital Square, LLC | 16,580 | $145.7K | 0.13% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 16,792 | $147.5K | 0.00% | −37,256−68.9% | Reduced |
| Independent Advisor Alliance | 16,900 | $148.6K | 0.01% | −2,310−12.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,072 | $148.9K | 0.00% | +3,400+24.9% | Added |
| Schonfeld Strategic Advisors LLC | 17,029 | $149.7K | 0.00% | +17,029 | New |
| Maryland State Retirement & Pension System | 17,169 | $150.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 17,172 | $150.9K | 0.00% | +1,837+12.0% | Added |
| Steward Partners Investment Advisory, LLC | 17,479 | $153.6K | 0.00% | +900+5.4% | Added |
| Banque Cantonale Vaudoise | 17,577 | $154.0K | 0.01% | −28,420−61.8% | Reduced |
| Two Sigma Securities, LLC | 17,752 | $156.0K | 0.01% | −9,400−34.6% | Reduced |
| O'Rourke & Company, Inc | 18,123 | $159.0K | 0.11% | +18,123 | New |