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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 1,000 | $4.97K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $4.97K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 915 | $5.00K | 0.00% | +50+5.8% | Added |
| Salem Investment Counselors Inc | 1,050 | $5.22K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,087 | $5.40K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,089 | $5.41K | 0.00% | +14+1.3% | Added |
| Bogart Wealth, LLC | 1,106 | $5.50K | 0.00% | +575+108.3% | Added |
| Jefferies Financial Group Inc. | 1,130 | $5.62K | 0.00% | +1,130 | New |
| Plante Moran Financial Advisors, LLC | 1,142 | $5.68K | 0.00% | −2,661−70.0% | Reduced |
| Covestor Ltd | 1,284 | $6.00K | 0.00% | −26−2.0% | Reduced |
| Financial Perspectives, Inc | 1,244 | $6.18K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,304 | $6.48K | 0.00% | +45+3.6% | Added |
| Close Asset Management Ltd | 1,500 | $7.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,562 | $7.00K | 0.00% | +1,562 | New |
| Quintet Private Bank (Europe) S.A. | 1,417 | $7.04K | 0.00% | +1,417 | New |
| FinTrust Capital Advisors, LLC | 1,600 | $7.95K | 0.00% | +1,100+220.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,609 | $8.00K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,643 | $8.17K | 0.00% | +974+145.6% | Added |
| Larson Financial Group LLC | 1,694 | $8.42K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,700 | $8.45K | 0.00% | +1,100+183.3% | Added |
| North Star Investment Management Corp. | 1,760 | $8.75K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,844 | $9.16K | 0.00% | +1,844 | New |
| Farther Finance Advisors, LLC | 1,852 | $9.20K | 0.00% | −365−16.5% | Reduced |
| HM Payson & Co | 2,000 | $9.94K | 0.00% | −2,500−55.6% | Reduced |
| Global Wealth Strategies & Associates | 2,000 | $9.94K | 0.00% | 00.0% | Unchanged |
| Natixis | 2,170 | $10.8K | 0.00% | +34+1.6% | Added |
| Wolff Wiese Magana LLC | 2,300 | $11.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,368 | $11.8K | 0.00% | −391−14.2% | Reduced |
| Hoey Investments, Inc | 2,400 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,365 | $12.0K | 0.00% | +2,365 | New |
| Huntington National Bank | 2,700 | $13.4K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,750 | $13.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,763 | $13.7K | 0.00% | −3,750−57.6% | Reduced |
| First Manhattan Co | 2,985 | $14.8K | 0.00% | −9,681−76.4% | Reduced |
| Cranbrook Wealth Management, LLC | 3,000 | $14.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,750 | $18.6K | 0.00% | +750+25.0% | Added |
| Compagnie Lombard Odier SCmA | 3,850 | $19.1K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,973 | $19.7K | 0.01% | +3,973 | New |
| Lindbrook Capital, LLC | 4,030 | $20.0K | 0.00% | +22+0.5% | Added |
| Spire Wealth Management | 4,162 | $20.7K | 0.00% | −400−8.8% | Reduced |
| TD Waterhouse Canada Inc. | 4,310 | $21.4K | 0.00% | −45−1.0% | Reduced |
| Smithfield Trust Co | 4,530 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,709 | $23.4K | 0.00% | −19,160−80.3% | Reduced |
| Comerica Bank | 5,151 | $25.6K | 0.00% | +5,151 | New |
| American International Group, Inc. | 5,192 | $25.8K | 0.00% | −4−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,660 | $28.1K | 0.00% | +87+1.6% | Added |
| Clearstead Advisors, LLC | 5,710 | $28.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6,681 | $33.0K | 0.00% | +1,681+33.6% | Added |
| Gabelli Funds LLC | 10,000 | $49.7K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 10,276 | $51.1K | 0.00% | −153−1.5% | Reduced |
| National Asset Management, Inc. | 10,425 | $51.8K | 0.00% | −3,650−25.9% | Reduced |
| Capital Square, LLC | 16,080 | $52.1K | 0.07% | −500−3.0% | Reduced |
| Daymark Wealth Partners, LLC | 10,600 | $52.7K | 0.00% | +10,600 | New |
| FMR LLC | 10,685 | $53.1K | 0.00% | +1,038+10.8% | Added |
| Hanlon Investment Management, Inc. | 10,700 | $53.2K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,846 | $53.9K | 0.00% | +150+1.4% | Added |
| US Bancorp | 11,220 | $55.8K | 0.00% | +6,874+158.2% | Added |
| CIBC Asset Management Inc | 11,234 | $55.8K | 0.00% | +36+0.3% | Added |
| Advisory Services Network, LLC | 11,485 | $57.1K | 0.00% | +11,485 | New |
| IHT Wealth Management, LLC | 11,682 | $58.1K | 0.00% | −13,363−53.4% | Reduced |
| QRG Capital Management, Inc. | 11,711 | $58.2K | 0.00% | +11,711 | New |
| PFG Investments, LLC | 11,740 | $58.3K | 0.01% | −1,197−9.3% | Reduced |
| Banque Pictet & Cie SA | 12,000 | $59.6K | 0.00% | +1,000+9.1% | Added |
| Hollencrest Capital Management | 12,000 | $59.6K | 0.01% | +12,000 | New |
| SEI Investments Co | 12,288 | $61.1K | 0.00% | +1,102+9.9% | Added |
| M&T Bank Corp | 12,553 | $61.9K | 0.00% | +12,553 | New |
| CWM, LLC | 12,729 | $63.0K | 0.00% | −34,844−73.2% | Reduced |
| GWM Advisors LLC | 12,872 | $64.0K | 0.00% | −3,414−21.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 13,000 | $64.6K | 0.01% | −2,500−16.1% | Reduced |
| Herold Advisors, Inc. | 13,000 | $64.6K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,095 | $65.1K | 0.00% | +1,695+14.9% | Added |
| Lake Street Financial LLC | 13,071 | $65.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 13,120 | $65.2K | 0.00% | +13,120 | New |
| Integrated Wealth Concepts LLC | 13,151 | $65.4K | 0.00% | +13,151 | New |
| Polaris Wealth Advisory Group, LLC | 13,154 | $65.4K | 0.00% | +13,154 | New |
| Rothschild Investment Corp | 13,200 | $66.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 13,333 | $66.3K | 0.00% | +3,277+32.6% | Added |
| Core Wealth Management, Inc. | 13,635 | $67.8K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 9,450 | $68.5K | 0.00% | +9,300+6,200.0% | Added |
| Flaharty Asset Management, LLC | 13,850 | $68.8K | 0.01% | +13,850 | New |
| Legacy Capital Wealth Partners, LLC | 14,500 | $72.1K | 0.02% | +14,500 | New |
| IFP Advisors, Inc | 14,593 | $72.5K | 0.00% | +130+0.9% | Added |
| Independent Advisor Alliance | 14,860 | $73.9K | 0.00% | −2,040−12.1% | Reduced |
| Utah Retirement Systems | 15,200 | $75.5K | 0.00% | +100+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 15,270 | $75.9K | 0.00% | −2,209−12.6% | Reduced |
| Wolverine Trading, LLC | 15,555 | $77.3K | 0.00% | −9,505−37.9% | Reduced |
| Cetera Advisors LLC | 15,722 | $78.1K | 0.00% | +15,722 | New |
| Capital Performance Advisors LLP | 16,000 | $79.5K | 0.04% | +16,000 | New |
| Presilium Private Wealth, LLC | 16,000 | $79.5K | 0.03% | +16,000 | New |
| Seven Eight Capital, LP | 16,208 | $80.6K | 0.01% | +16,208 | New |
| Mariner, LLC | 16,622 | $82.6K | 0.00% | −8,010−32.5% | Reduced |
| Banque Cantonale Vaudoise | 17,158 | $85.0K | 0.00% | −419−2.4% | Reduced |
| Maryland State Retirement & Pension System | 17,169 | $85.3K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 18,050 | $89.7K | 0.00% | −1,248−6.5% | Reduced |
| O'Rourke & Company, Inc | 18,173 | $90.0K | 0.07% | +50+0.3% | Added |
| MetLife Investment Management | 18,359 | $91.2K | 0.00% | +1,187+6.9% | Added |
| Peapack Gladstone Financial Corp | 18,500 | $92.0K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 19,208 | $95.5K | 0.00% | 00.0% | Unchanged |
| Avestar Capital, LLC | 19,246 | $95.7K | 0.01% | −1,000−4.9% | Reduced |
| Wedbush Securities Inc | 19,372 | $96.0K | 0.00% | −2,025−9.5% | Reduced |