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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 840 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 775 | $6.81K | 0.00% | +475+158.3% | Added |
| Signaturefd, LLC | 669 | $5.88K | 0.00% | −11,045−94.3% | Reduced |
| TFC Financial Management | 634 | $5.57K | 0.00% | +634 | New |
| Colonial Trust Advisors | 621 | $5.46K | 0.00% | −500−44.6% | Reduced |
| Hexagon Capital Partners LLC | 600 | $5.27K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 600 | $5.27K | 0.00% | +200+50.0% | Added |
| Eukles Asset Management | 585 | $5.14K | 0.00% | +585 | New |
| Focused Wealth Management, Inc | 550 | $4.83K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 550 | $4.83K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $4.76K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 534 | $4.69K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 531 | $4.67K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 518 | $4.55K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $4.39K | 0.00% | −500−50.0% | Reduced |
| AdvisorNet Financial, Inc | 500 | $4.39K | 0.00% | −15−2.9% | Reduced |
| Your Advocates Ltd., LLP | 500 | $4.39K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 475 | $4.18K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 445 | $3.91K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 443 | $3.89K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 442 | $3.89K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 440 | $3.87K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 427 | $3.75K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 416 | $3.66K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 400 | $3.52K | 0.00% | −500−55.6% | Reduced |
| Coppell Advisory Solutions LLC | 400 | $3.48K | 0.00% | +400 | New |
| South State Corp. | 390 | $3.43K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 385 | $3.38K | 0.00% | +385 | New |
| EverSource Wealth Advisors, LLC | 350 | $3.08K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 395 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 310 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 269 | $3.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $2.73K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $2.64K | 0.00% | +300 | New |
| Tucker Asset Management LLC | 258 | $2.27K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 250 | $2.20K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 195 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 146 | $2.00K | 0.00% | +46+46.0% | Added |
| HighMark Wealth Management LLC | 224 | $1.97K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $1.76K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $1.76K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $1.76K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $1.76K | 0.00% | +45+29.0% | Added |
| Roffman Miller Associates Inc | 200 | $1.76K | 0.00% | +200 | New |
| Bell Investment Advisors, Inc | 195 | $1.72K | 0.00% | −80−29.1% | Reduced |
| Strategic Investment Solutions, Inc. | 150 | $1.46K | 0.00% | −300−66.7% | Reduced |
| Sittner & Nelson, LLC | 166 | $1.46K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $1.33K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 150 | $1.32K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 138 | $1.21K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 115 | $1.01K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 208 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $1.00K | 0.00% | +100 | New |
| Safeguard Financial, LLC | 220 | $1.00K | 0.00% | +220 | New |
| American National Bank | 111 | $976 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 110 | $967 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 110 | $967 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 110 | $967 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 107 | $941 | 0.00% | −290−73.0% | Reduced |
| Quadrant Capital Group LLC | 106 | $932 | 0.00% | +54+103.8% | Added |
| Central Trust Co | 100 | $879 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $879 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $879 | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $879 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $879 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 100 | $879 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $879 | 0.00% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $879 | 0.00% | +100 | New |
| DT Investment Partners, LLC | 100 | $840 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 87 | $765 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 85 | $750 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 81 | $712 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 80 | $703 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 80 | $703 | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 60,000 | $527 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 60 | $527 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 50 | $440 | 0.00% | +50 | New |
| Russell Investments Group, Ltd. | 39 | $343 | 0.00% | −31−44.3% | Reduced |
| Addison Advisors LLC | 31 | $273 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 31 | $272 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 25 | $220 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 22 | $193 | 0.00% | +22 | New |
| Quent Capital, LLC | 20 | $176 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 17 | $147 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $88 | 0.00% | +8+400.0% | Added |
| Fifth Third Bancorp | 10 | $88 | 0.00% | +10 | New |
| Robinswood Financial LLC | 8 | $70 | 0.00% | +8 | New |
| Sofos Investments, Inc. | 9 | $54 | 0.00% | +9 | New |
| Caldwell Sutter Capital, Inc. | 5 | $44 | 0.00% | +5 | New |
| New Millennium Group LLC | 4 | $35 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $18 | 0.00% | +2 | New |
| VitalStone Financial, LLC | 116 | $0 | 0.00% | −493−81.0% | Reduced |
| Roble, Belko & Company, Inc | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $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 |
| IFP Advisors, Inc | 14,463 | – | – | +1,260+9.5% | Added |
| Quilter Plc | 700 | – | – | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −3,642,954−100.0% | Sold out |