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 |
|---|---|---|---|---|---|
| Perennial Advisors, LLC | 20,595 | $102.4K | 0.03% | +6,347+44.5% | Added |
| Centaurus Financial, Inc. | 20,785 | $103.0K | 0.01% | −271−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 21,011 | $104.4K | 0.00% | +21,011 | New |
| Meridian Wealth Management, LLC | 21,810 | $108.4K | 0.01% | +3,060+16.3% | Added |
| Flputnam Investment Management Co | 21,826 | $108.5K | 0.00% | −25,041−53.4% | Reduced |
| Westside Investment Management, Inc. | 22,270 | $110.7K | 0.03% | −100−0.4% | Reduced |
| CIBC Private Wealth Group, LLC | 22,529 | $112.0K | 0.00% | +6,722+42.5% | Added |
| Strategic Blueprint, LLC | 22,558 | $112.1K | 0.01% | −5,725−20.2% | Reduced |
| First Republic Investment Management, Inc. | 22,591 | $112.3K | 0.00% | −14,650−39.3% | Reduced |
| Pathstone Family Office, LLC | 22,850 | $113.6K | 0.00% | −10,911−32.3% | Reduced |
| Ieq Capital, LLC | 23,236 | $115.5K | 0.00% | +10,513+82.6% | Added |
| Teacher Retirement System of Texas | 23,269 | $116.0K | 0.00% | +2,068+9.8% | Added |
| D.A. Davidson & Co. | 23,535 | $117.0K | 0.00% | +1,435+6.5% | Added |
| Baird Financial Group, Inc. | 23,947 | $119.0K | 0.00% | +1,533+6.8% | Added |
| CI Private Wealth, LLC | 24,596 | $122.2K | 0.00% | +9,192+59.7% | Added |
| Lincoln National Corp | 24,702 | $122.8K | 0.00% | +819+3.4% | Added |
| Atria Wealth Solutions, Inc. | 25,745 | $128.0K | 0.00% | −45−0.2% | Reduced |
| Truist Financial Corp | 26,056 | $129.5K | 0.00% | −516,665−95.2% | Reduced |
| Geneos Wealth Management Inc. | 26,518 | $131.8K | 0.01% | +12,214+85.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,272 | $135.6K | 0.00% | +10,200+59.7% | Added |
| Axq Capital, LP | 27,645 | $137.4K | 0.05% | +27,645 | New |
| HighTower Advisors, LLC | 29,283 | $139.0K | 0.00% | −9,239−24.0% | Reduced |
| Clark Financial Services Group Inc | 28,093 | $139.6K | 0.19% | −196−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 28,781 | $143.0K | 0.00% | 00.0% | Unchanged |
| Advisory Resource Group | 28,857 | $143.4K | 0.04% | +3,436+13.5% | Added |
| Victory Capital Management Inc | 29,120 | $144.7K | 0.00% | +1,435+5.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 29,550 | $146.9K | 0.01% | +2,800+10.5% | Added |
| HB Wealth Management, LLC | 29,755 | $147.9K | 0.00% | +327+1.1% | Added |
| Cresset Asset Management, LLC | 29,841 | $148.3K | 0.00% | +466+1.6% | Added |
| S&CO Inc | 30,000 | $149.0K | 0.01% | +8,000+36.4% | Added |
| HRT Financial LP | 30,240 | $150.0K | 0.00% | −107,750−78.1% | Reduced |
| Green Alpha Advisors, LLC | 30,681 | $152.5K | 0.12% | −40,105−56.7% | Reduced |
| Beacon Pointe Advisors, LLC | 31,242 | $155.3K | 0.00% | +8,688+38.5% | Added |
| AE Wealth Management LLC | 31,897 | $158.5K | 0.00% | +299+0.9% | Added |
| Arkadios Wealth Advisors | 34,008 | $169.0K | 0.02% | +58+0.2% | Added |
| Balyasny Asset Management LLC | 34,279 | $170.4K | 0.00% | −127,367−78.8% | Reduced |
| Principal Financial Group Inc | 34,480 | $171.4K | 0.00% | +4,537+15.2% | Added |
| MML Investors Services, LLC | 34,920 | $174.0K | 0.00% | −1,689−4.6% | Reduced |
| Pictet Asset Management Holding SA | 35,127 | $174.6K | 0.00% | +35,127 | New |
| International Assets Investment Management, LLC | 36,011 | $180.8K | 0.02% | +12,903+55.8% | Added |
| Scotia Capital Inc. | 36,930 | $183.6K | 0.00% | +16,659+82.2% | Added |
| Xponance, Inc. | 41,298 | $205.3K | 0.00% | +1,402+3.5% | Added |
| Belpointe Asset Management LLC | 42,591 | $211.7K | 0.02% | −27,894−39.6% | Reduced |
| Southport Management, L.L.C. | 43,000 | $213.7K | 1.16% | −25,000−36.8% | Reduced |
| Carret Asset Management, LLC | 43,275 | $215.1K | 0.03% | −5,650−11.5% | Reduced |
| Mutual Advisors, LLC | 43,910 | $218.2K | 0.01% | +3,700+9.2% | Added |
| Marshall Wace, LLP | 44,600 | $221.7K | 0.00% | −127,881−74.1% | Reduced |
| Register Financial Advisors LLC | 45,000 | $223.7K | 0.16% | −5,000−10.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,243 | $229.8K | 0.00% | +7,961+20.8% | Added |
| SCP Investment, LP | 46,800 | $232.6K | 0.18% | +24,000+105.3% | Added |
| Dorsey & Whitney Trust CO LLC | 47,497 | $236.1K | 0.02% | +12,773+36.8% | Added |
| Manufacturers Life Insurance Company, The | 48,427 | $240.7K | 0.00% | +35,986+289.3% | Added |
| Advisors Asset Management, Inc. | 49,205 | $244.5K | 0.01% | +7,672+18.5% | Added |
| WealthPlan Investment Management, LLC | 50,574 | $251.4K | 0.04% | +30,090+146.9% | Added |
| apricus wealth, LLC | 75,000 | $258.0K | 0.23% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 52,533 | $261.1K | 0.01% | −4,368−7.7% | Reduced |
| River & Mercantile Asset Management LLP | 52,756 | $262.5K | 0.06% | −1,394−2.6% | Reduced |
| Private Advisor Group, LLC | 56,290 | $279.8K | 0.00% | −12,003−17.6% | Reduced |
| Rafferty Asset Management, LLC | 56,631 | $281.5K | 0.00% | +31,106+121.9% | Added |
| National Bank of Canada | 61,328 | $291.1K | 0.00% | −347,702−85.0% | Reduced |
| Brown Brothers Harriman & Co | 59,253 | $294.5K | 0.00% | +12,693+27.3% | Added |
| Firsthand Capital Management, Inc. | 60,000 | $298.2K | 0.43% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 60,000 | $298.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 60,193 | $299.0K | 0.00% | +6,725+12.6% | Added |
| Creative Planning | 61,129 | $303.8K | 0.00% | −5,749−8.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 62,349 | $309.9K | 0.00% | −12,441−16.6% | Reduced |
| Cetera Advisor Networks LLC | 62,773 | $312.0K | 0.00% | +2,785+4.6% | Added |
| West Oak Capital, LLC | 62,790 | $312.0K | 0.15% | −19,575−23.8% | Reduced |
| Amalgamated Bank | 64,001 | $318.0K | 0.00% | +1,977+3.2% | Added |
| Prelude Capital Management, LLC | 64,659 | $321.4K | 0.03% | +42,793+195.7% | Added |
| Keebeck Alpha, LP | 64,659 | $321.4K | 0.31% | +42,793+195.7% | Added |
| Nomura Holdings Inc | 65,370 | $324.9K | 0.00% | +54,447+498.5% | Added |
| Primoris Wealth Advisors, LLC | 69,060 | $343.2K | 0.41% | −162,755−70.2% | Reduced |
| Vident Advisory, LLC | 70,275 | $349.3K | 0.01% | +70,275 | New |
| Perpetual Ltd | 49,998 | $366.0K | 0.00% | −3,002−5.7% | Reduced |
| Independent Financial Group, LLC | 74,281 | $369.2K | 0.02% | +50,124+207.5% | Added |
| Alliancebernstein L.P. | 74,897 | $372.2K | 0.00% | −4,790−6.0% | Reduced |
| Marathon Trading Investment Management LLC | 79,900 | $397.1K | 0.30% | +79,900 | New |
| CIBC World Markets Inc. | 80,073 | $398.0K | 0.00% | +21,371+36.4% | Added |
| Arizona State Retirement System | 85,509 | $425.0K | 0.00% | +6,752+8.6% | Added |
| Dark Forest Capital Management LP | 87,074 | $432.8K | 0.04% | +28,149+47.8% | Added |
| PEAK6 Investments LLC | 87,936 | $437.0K | 0.02% | +58,151+195.2% | Added |
| Envestnet Asset Management Inc | 89,063 | $442.6K | 0.00% | +28,321+46.6% | Added |
| Ensign Peak Advisors, Inc | 92,880 | $461.6K | 0.00% | +5,350+6.1% | Added |
| China Universal Asset Management Co., Ltd. | 95,000 | $472.1K | 0.14% | 00.0% | Unchanged |
| Toroso Investments, LLC | 100,340 | $498.7K | 0.02% | +1,509+1.5% | Added |
| Deutsche Bank AG | 100,347 | $498.7K | 0.00% | +17,874+21.7% | Added |
| Beech Hill Advisors, Inc. | 102,725 | $510.5K | 0.26% | +2,345+2.3% | Added |
| Avantax Advisory Services, Inc. | 103,509 | $514.4K | 0.01% | +14,243+16.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 107,334 | $533.0K | 0.00% | −15,421−12.6% | Reduced |
| Ameriprise Financial Inc | 107,308 | $533.3K | 0.00% | +50,690+89.5% | Added |
| Van Eck Associates Corp | 108,235 | $538.0K | 0.00% | +11,824+12.3% | Added |
| Citadel Advisors LLC | 110,001 | $546.7K | 0.00% | +53,823+95.8% | Added |
| Kestra Advisory Services, LLC | 111,982 | $556.6K | 0.01% | +69,044+160.8% | Added |
| Great Valley Advisor Group, Inc. | 113,894 | $566.0K | 0.02% | +72,080+172.4% | Added |
| Bouvel Investment Partners, LLC | 120,494 | $598.9K | 0.32% | +867+0.7% | Added |
| Public Employees Retirement System of Ohio | 121,686 | $605.0K | 0.00% | −4,800−3.8% | Reduced |
| Tilt Investment Management Holdings, PBC | 123,897 | $615.8K | 0.44% | +44,156+55.4% | Added |
| The PNC Financial Services Group, Inc. | 124,532 | $618.9K | 0.00% | +351+0.3% | Added |
| Shufro Rose & Co LLC | 126,400 | $628.2K | 0.06% | +500+0.4% | Added |