ChargePoint Holdings, Inc.

CHPT

Exchange: NYSE
Industry: Miscellaneous Electrical Machinery, Equipment & Supplies
SEC CIK: 0001777393

SEC filings (opens in a new tab)

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, Q3 2023

Institutional positions in ChargePoint Holdings, Inc. as of Sep 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: 385; −12 vs. Q2 2023
Shares held: 158.3M; −6.30M (−3.8%) vs. Q2 2023
Total value: $786.5M; −$660.0M (−45.6%) vs. Q2 2023
New holders: 44; 139 more added
Sold out: 56; 92 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 385 institutions

Value heldQ3 2023: $786.5M

Institutions holding CHPT and their total value by quarter
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, Q3 2023

Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q2 2023.

Institutions holding CHPT in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bartlett & Co. LLC	100	$0	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	37	$0	0.00%	00.0%	Unchanged
Avion Wealth	100	$0	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	35	$0	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	2	$0	0.00%	−114−98.3%	Reduced
VisionPoint Advisory Group, LLC	2	$10	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	5	$25	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	7	$35	0.00%	+7	New
Robinswood Financial LLC	8	$39	0.00%	00.0%	Unchanged
Antonetti Capital Management LLC	17	$83	0.00%	00.0%	Unchanged
RFP Financial Group LLC	25	$124	0.00%	00.0%	Unchanged
Retirement Group, LLC	31	$154	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	40	$199	0.00%	+40	New
Addison Advisors LLC	49	$244	0.00%	+18+58.1%	Added
Hibernia Wealth Partners, LLC	50	$249	0.00%	+50	New
Estabrook Capital Management	60	$298	0.00%	00.0%	Unchanged
Russell Investments Group, Ltd.	64	$318	0.00%	+25+64.1%	Added
Quent Capital, LLC	64	$318	0.00%	+44+220.0%	Added
Versant Capital Management, Inc	71	$353	0.00%	+71	New
Sunbelt Securities, Inc.	80	$398	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	80	$398	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	81	$403	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	85	$424	0.00%	00.0%	Unchanged
Central Trust Co	100	$497	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	100	$497	0.00%	00.0%	Unchanged
Stonebridge Capital Advisors LLC	100	$497	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	100	$497	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	100	$497	0.00%	00.0%	Unchanged
Trivant Custom Portfolio Group, LLC	100	$497	0.00%	00.0%	Unchanged
PFS Partners, LLC	100	$497	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	100	$497	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	100	$497	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	100	$497	0.00%	+50+100.0%	Added
Tompkins Financial Corp	110	$547	0.00%	00.0%	Unchanged
Sandy Spring Bank	110	$547	0.00%	00.0%	Unchanged
Baystate Wealth Management LLC	110	$547	0.00%	00.0%	Unchanged
American National Bank	111	$552	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	115	$572	0.00%	00.0%	Unchanged
Legacy Financial Group LLC	121	$601	0.00%	+121	New
Pacifica Partners Inc.	150	$624	0.00%	00.0%	Unchanged
Global Retirement Partners, LLC	155	$682	0.00%	+17+12.3%	Added
Parkside Financial Bank & Trust	146	$726	0.00%	+146	New
Archer Investment Corp	150	$746	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	166	$825	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	195	$970	0.00%	00.0%	Unchanged
Baldwin Brothers Inc	200	$994	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	200	$994	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	200	$994	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	200	$994	0.00%	00.0%	Unchanged
Valley National Advisers Inc	200	$1.00K	0.00%	−69−25.7%	Reduced
Foster Dykema Cabot & Co Inc	195	$1.00K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	208	$1.00K	0.00%	00.0%	Unchanged
Umb Bank N A	204	$1.01K	0.00%	+204	New
HighMark Wealth Management LLC	224	$1.11K	0.00%	00.0%	Unchanged
Chesapeake Asset Management LLC	250	$1.24K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	258	$1.28K	0.00%	00.0%	Unchanged
Bramshill Investments, LLC	300	$1.49K	0.00%	+300	New
Koesten, Hirschmann & Crabtree, INC.	311	$1.55K	0.00%	00.0%	Unchanged
Massmutual Trust Co FSB	322	$1.60K	0.00%	−94−22.6%	Reduced
EverSource Wealth Advisors, LLC	350	$1.74K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	371	$1.84K	0.00%	−250−40.3%	Reduced
Spotlight Asset Group, Inc.	385	$1.91K	0.00%	00.0%	Unchanged
South State Corp.	390	$1.94K	0.00%	00.0%	Unchanged
New England Capital Financial Advisors LLC	400	$1.99K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	574	$2.00K	0.00%	+274+91.3%	Added
Benjamin F. Edwards & Company, Inc.	395	$2.00K	0.00%	00.0%	Unchanged
City State Bank	310	$2.00K	0.00%	00.0%	Unchanged
Investors Research Corp	427	$2.12K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	440	$2.19K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	443	$2.20K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	445	$2.21K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	475	$2.36K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	500	$2.48K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	500	$2.48K	0.00%	00.0%	Unchanged
Caldwell Trust Co	500	$2.48K	0.00%	00.0%	Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP	905	$2.62K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	534	$2.65K	0.00%	00.0%	Unchanged
Quadrant Capital Group LLC	538	$2.67K	0.00%	+432+407.5%	Added
Focused Wealth Management, Inc	550	$2.73K	0.00%	00.0%	Unchanged
Eukles Asset Management	585	$2.91K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	600	$2.98K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	600	$2.98K	0.00%	+600	New
Householder Group Estate & Retirement Specialist, LLC	600	$2.98K	0.00%	+600	New
Ronald Blue Trust, Inc.	325	$3.00K	0.00%	+179+122.6%	Added
Capital Advisors, Ltd. LLC	621	$3.00K	0.00%	+621	New
McIlrath & Eck, LLC	632	$3.14K	0.00%	−3,444−84.5%	Reduced
TFC Financial Management	634	$3.15K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	660	$3.28K	0.00%	−660−50.0%	Reduced
Jamison Private Wealth Management, Inc.	683	$3.40K	0.00%	+683	New
Allworth Financial LP	742	$3.69K	0.00%	−1,500−66.9%	Reduced
Level Financial Advisors, Inc.	750	$3.73K	0.00%	+750	New
Oliver Lagore Vanvalin Investment Group	775	$3.85K	0.00%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	800	$3.98K	0.00%	00.0%	Unchanged
Optimum Investment Advisors	800	$3.98K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	800	$3.98K	0.00%	00.0%	Unchanged
Rational Advisors LLC	518	$4.55K	0.00%	00.0%	Unchanged
Proequities, Inc.	1,000	$4.97K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	1,000	$4.97K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	1,000	$4.97K	0.00%	00.0%	Unchanged
Core Wealth Advisors, Inc.	1,000	$4.97K	0.00%	00.0%	Unchanged