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 |
|---|---|---|---|---|---|
| Afg Fiduciary Services Limited Partnership | 19,276 | $159.2K | 0.12% | −7,498−28.0% | Reduced |
| Peapack Gladstone Financial Corp | 18,500 | $163.0K | 0.00% | +5,000+37.0% | Added |
| Meridian Wealth Management, LLC | 18,750 | $164.8K | 0.01% | +1,770+10.4% | Added |
| Sawtooth Solutions, LLC | 19,208 | $168.8K | 0.00% | −27,728−59.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,298 | $169.6K | 0.00% | −1,449−7.0% | Reduced |
| Trium Capital LLP | 19,341 | $170.0K | 0.05% | +15,848+453.7% | Added |
| Magnus Financial Group LLC | 19,551 | $171.9K | 0.02% | +1,226+6.7% | Added |
| Avestar Capital, LLC | 20,246 | $178.0K | 0.03% | −2,050−9.2% | Reduced |
| Scotia Capital Inc. | 20,271 | $178.2K | 0.00% | +1,777+9.6% | Added |
| WealthPlan Investment Management, LLC | 20,484 | $180.1K | 0.05% | −9,116−30.8% | Reduced |
| Snowden Capital Advisors LLC | 20,647 | $181.5K | 0.01% | −772−3.6% | Reduced |
| Centaurus Financial, Inc. | 21,056 | $185.0K | 0.02% | −4,055−16.1% | Reduced |
| Teacher Retirement System of Texas | 21,201 | $186.0K | 0.00% | −3,369−13.7% | Reduced |
| Wedbush Securities Inc | 21,397 | $188.0K | 0.01% | −2,225−9.4% | Reduced |
| Prelude Capital Management, LLC | 21,866 | $192.2K | 0.02% | +8,074+58.5% | Added |
| Keebeck Alpha, LP | 21,866 | $192.2K | 0.19% | +8,074+58.5% | Added |
| S&CO Inc | 22,000 | $193.0K | 0.02% | +9,000+69.2% | Added |
| D.A. Davidson & Co. | 22,100 | $194.3K | 0.00% | +22,100 | New |
| Westside Investment Management, Inc. | 22,370 | $196.4K | 0.06% | −800−3.5% | Reduced |
| Baird Financial Group, Inc. | 22,414 | $197.0K | 0.00% | −678−2.9% | Reduced |
| Beacon Pointe Advisors, LLC | 22,554 | $198.2K | 0.00% | −5,017−18.2% | Reduced |
| Change Path, LLC | 22,683 | $199.0K | 0.01% | +3,120+15.9% | Added |
| SCP Investment, LP | 22,800 | $200.4K | 0.16% | +4,200+22.6% | Added |
| International Assets Investment Management, LLC | 23,108 | $203.1K | 0.03% | +6,933+42.9% | Added |
| Tower Research Capital LLC (TRC) | 23,869 | $209.8K | 0.01% | +16,241+212.9% | Added |
| Lincoln National Corp | 23,883 | $209.9K | 0.00% | −580−2.4% | Reduced |
| Independent Financial Group, LLC | 24,157 | $212.3K | 0.01% | −6,706−21.7% | Reduced |
| Mariner, LLC | 24,632 | $216.4K | 0.00% | +4,318+21.3% | Added |
| Wolverine Trading, LLC | 25,060 | $217.8K | 0.00% | −32,459−56.4% | Reduced |
| IHT Wealth Management, LLC | 25,045 | $220.1K | 0.01% | +762+3.1% | Added |
| Advisory Resource Group | 25,421 | $223.5K | 0.06% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 25,525 | $224.4K | 0.00% | +13,520+112.6% | Added |
| HAP Trading, LLC | 25,632 | $225.3K | 0.06% | +25,632 | New |
| Atria Wealth Solutions, Inc. | 25,790 | $226.7K | 0.00% | +355+1.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 26,750 | $235.1K | 0.02% | +4,200+18.6% | Added |
| Verition Fund Management LLC | 26,850 | $236.0K | 0.00% | +16,493+159.2% | Added |
| Victory Capital Management Inc | 27,685 | $243.4K | 0.00% | −119,230−81.2% | Reduced |
| Strategic Blueprint, LLC | 28,283 | $248.6K | 0.02% | −4,214−13.0% | Reduced |
| Clark Financial Services Group Inc | 28,289 | $248.7K | 0.34% | +20.0% | Added |
| Public Employees Retirement Association of Colorado | 28,781 | $253.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 29,375 | $258.2K | 0.00% | +29,375 | New |
| HB Wealth Management, LLC | 29,428 | $258.7K | 0.00% | −1,028−3.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 15,500 | $259.3K | 0.03% | +500+3.3% | Added |
| PEAK6 Investments LLC | 29,785 | $261.8K | 0.02% | +26,470+798.5% | Added |
| Principal Financial Group Inc | 29,943 | $263.2K | 0.00% | +3,246+12.2% | Added |
| AE Wealth Management LLC | 31,598 | $277.7K | 0.00% | −50.0% | Reduced |
| Pathstone Family Office, LLC | 33,761 | $297.7K | 0.00% | +357+1.1% | Added |
| Arkadios Wealth Advisors | 33,950 | $298.4K | 0.03% | −1,543−4.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 34,724 | $305.2K | 0.03% | +16,471+90.2% | Added |
| Pictet Asset Management SA | 35,127 | $308.8K | 0.00% | +7,918+29.1% | Added |
| MML Investors Services, LLC | 36,609 | $322.0K | 0.00% | +17,318+89.8% | Added |
| First Republic Investment Management, Inc. | 37,241 | $327.3K | 0.00% | −30,706−45.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,282 | $336.5K | 0.00% | +10,716+38.9% | Added |
| HighTower Advisors, LLC | 38,522 | $337.0K | 0.00% | +802+2.1% | Added |
| VELA Investment Management, LLC | 39,371 | $346.1K | 0.16% | +14,562+58.7% | Added |
| Xponance, Inc. | 39,896 | $350.7K | 0.00% | +6,559+19.7% | Added |
| Mutual Advisors, LLC | 40,210 | $353.4K | 0.01% | −343−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 41,163 | $362.1K | 0.01% | −11,753−22.2% | Reduced |
| Advisors Asset Management, Inc. | 41,533 | $365.1K | 0.01% | +10,405+33.4% | Added |
| Great Valley Advisor Group, Inc. | 41,814 | $367.5K | 0.02% | +11,436+37.6% | Added |
| Kestra Advisory Services, LLC | 42,938 | $377.4K | 0.00% | −3,426−7.4% | Reduced |
| Ardsley Advisory Partners LP | 45,000 | $395.6K | 0.09% | 00.0% | Unchanged |
| Trexquant Investment LP | 45,552 | $400.4K | 0.01% | −48,225−51.4% | Reduced |
| Brown Brothers Harriman & Co | 46,560 | $409.3K | 0.00% | +8,462+22.2% | Added |
| Flputnam Investment Management Co | 46,867 | $412.0K | 0.01% | +2,744+6.2% | Added |
| CWM, LLC | 47,573 | $418.0K | 0.00% | +16,079+51.1% | Added |
| Carret Asset Management, LLC | 48,925 | $430.1K | 0.06% | +150+0.3% | Added |
| Cushing Asset Management, LP | 50,000 | $439.5K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50,000 | $439.5K | 0.31% | +1,000+2.0% | Added |
| Perpetual Ltd | 53,000 | $465.9K | 0.00% | +53,000 | New |
| KBC Group NV | 53,468 | $470.0K | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 54,150 | $475.0K | 0.09% | +54,150 | New |
| Citadel Advisors LLC | 56,178 | $493.8K | 0.00% | −37,881−40.3% | Reduced |
| Ameriprise Financial Inc | 56,618 | $497.7K | 0.00% | −107,605−65.5% | Reduced |
| Stratos Wealth Partners, LTD. | 56,901 | $500.2K | 0.01% | +41,973+281.2% | Added |
| CIBC World Markets Inc. | 58,702 | $516.0K | 0.00% | +45,378+340.6% | Added |
| Dark Forest Capital Management LP | 58,925 | $518.0K | 0.05% | +55,157+1,463.8% | Added |
| Cetera Advisor Networks LLC | 59,988 | $527.3K | 0.00% | +1,640+2.8% | Added |
| Firsthand Capital Management, Inc. | 60,000 | $527.4K | 0.63% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 60,600 | $532.7K | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 60,742 | $533.9K | 0.00% | +31,978+111.2% | Added |
| Amalgamated Bank | 62,024 | $545.0K | 0.00% | +7,609+14.0% | Added |
| Vident Investment Advisory, LLC | 63,027 | $554.0K | 0.02% | +1,836+3.0% | Added |
| IMC-Chicago, LLC | 63,325 | $556.6K | 0.02% | +16,089+34.1% | Added |
| Hamilton Lane Advisors LLC | 64,925 | $570.7K | 0.25% | 00.0% | Unchanged |
| Creative Planning | 66,878 | $587.9K | 0.00% | +8,333+14.2% | Added |
| Private Advisor Group, LLC | 68,293 | $596.7K | 0.01% | +5,017+7.9% | Added |
| Southport Management, L.L.C. | 68,000 | $597.7K | 3.28% | −17,000−20.0% | Reduced |
| Belpointe Asset Management LLC | 70,485 | $619.6K | 0.07% | −13,019−15.6% | Reduced |
| Green Alpha Advisors, LLC | 70,786 | $622.2K | 0.41% | +792+1.1% | Added |
| Nebula Research & Development LLC | 71,672 | $630.0K | 0.48% | +71,672 | New |
| apricus wealth, LLC | 75,000 | $649.5K | 0.57% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 74,790 | $657.4K | 0.00% | +69,564+1,331.1% | Added |
| Arizona State Retirement System | 78,757 | $692.3K | 0.01% | +14,746+23.0% | Added |
| Alliancebernstein L.P. | 79,687 | $700.4K | 0.00% | +8,395+11.8% | Added |
| Tilt Investment Management Holdings, PBC | 79,741 | $700.9K | 0.46% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 82,694 | $706.0K | 0.12% | −2,139−2.5% | Reduced |
| West Oak Capital, LLC | 82,365 | $724.0K | 0.35% | −1,500−1.8% | Reduced |
| Deutsche Bank AG | 82,473 | $724.9K | 0.00% | +5,184+6.7% | Added |
| Ensign Peak Advisors, Inc | 87,530 | $769.4K | 0.00% | 00.0% | Unchanged |