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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 14,860 | $73.9K | 0.00% | −2,040−12.1% | Reduced |
| IFP Advisors, Inc | 14,593 | $72.5K | 0.00% | +130+0.9% | Added |
| Legacy Capital Wealth Partners, LLC | 14,500 | $72.1K | 0.02% | +14,500 | New |
| Flaharty Asset Management, LLC | 13,850 | $68.8K | 0.01% | +13,850 | New |
| Strategic Investment Solutions, Inc. | 9,450 | $68.5K | 0.00% | +9,300+6,200.0% | Added |
| Core Wealth Management, Inc. | 13,635 | $67.8K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 13,333 | $66.3K | 0.00% | +3,277+32.6% | Added |
| Rothschild Investment Corp | 13,200 | $66.0K | 0.01% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 13,154 | $65.4K | 0.00% | +13,154 | New |
| Integrated Wealth Concepts LLC | 13,151 | $65.4K | 0.00% | +13,151 | New |
| Pinnacle Associates Ltd | 13,120 | $65.2K | 0.00% | +13,120 | New |
| Lake Street Financial LLC | 13,071 | $65.1K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,095 | $65.1K | 0.00% | +1,695+14.9% | Added |
| 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 |
| GWM Advisors LLC | 12,872 | $64.0K | 0.00% | −3,414−21.0% | Reduced |
| CWM, LLC | 12,729 | $63.0K | 0.00% | −34,844−73.2% | Reduced |
| M&T Bank Corp | 12,553 | $61.9K | 0.00% | +12,553 | New |
| SEI Investments Co | 12,288 | $61.1K | 0.00% | +1,102+9.9% | Added |
| 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 |
| PFG Investments, LLC | 11,740 | $58.3K | 0.01% | −1,197−9.3% | Reduced |
| QRG Capital Management, Inc. | 11,711 | $58.2K | 0.00% | +11,711 | New |
| IHT Wealth Management, LLC | 11,682 | $58.1K | 0.00% | −13,363−53.4% | Reduced |
| Advisory Services Network, LLC | 11,485 | $57.1K | 0.00% | +11,485 | New |
| CIBC Asset Management Inc | 11,234 | $55.8K | 0.00% | +36+0.3% | Added |
| US Bancorp | 11,220 | $55.8K | 0.00% | +6,874+158.2% | Added |
| Western Wealth Management, LLC | 10,846 | $53.9K | 0.00% | +150+1.4% | Added |
| Hanlon Investment Management, Inc. | 10,700 | $53.2K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 10,685 | $53.1K | 0.00% | +1,038+10.8% | Added |
| Daymark Wealth Partners, LLC | 10,600 | $52.7K | 0.00% | +10,600 | New |
| Capital Square, LLC | 16,080 | $52.1K | 0.07% | −500−3.0% | Reduced |
| National Asset Management, Inc. | 10,425 | $51.8K | 0.00% | −3,650−25.9% | Reduced |
| TownSquare Capital, LLC | 10,276 | $51.1K | 0.00% | −153−1.5% | Reduced |
| Gabelli Funds LLC | 10,000 | $49.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6,681 | $33.0K | 0.00% | +1,681+33.6% | Added |
| Clearstead Advisors, LLC | 5,710 | $28.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,660 | $28.1K | 0.00% | +87+1.6% | Added |
| American International Group, Inc. | 5,192 | $25.8K | 0.00% | −4−0.1% | Reduced |
| Comerica Bank | 5,151 | $25.6K | 0.00% | +5,151 | New |
| Tower Research Capital LLC (TRC) | 4,709 | $23.4K | 0.00% | −19,160−80.3% | Reduced |
| Smithfield Trust Co | 4,530 | $23.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,310 | $21.4K | 0.00% | −45−1.0% | Reduced |
| Spire Wealth Management | 4,162 | $20.7K | 0.00% | −400−8.8% | Reduced |
| Lindbrook Capital, LLC | 4,030 | $20.0K | 0.00% | +22+0.5% | Added |
| Aspire Private Capital, LLC | 3,973 | $19.7K | 0.01% | +3,973 | New |
| Compagnie Lombard Odier SCmA | 3,850 | $19.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,750 | $18.6K | 0.00% | +750+25.0% | Added |
| Cranbrook Wealth Management, LLC | 3,000 | $14.9K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2,985 | $14.8K | 0.00% | −9,681−76.4% | Reduced |
| Harbour Investments, Inc. | 2,763 | $13.7K | 0.00% | −3,750−57.6% | Reduced |
| Monetary Management Group Inc | 2,750 | $13.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,700 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,365 | $12.0K | 0.00% | +2,365 | New |
| Hoey Investments, Inc | 2,400 | $11.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,368 | $11.8K | 0.00% | −391−14.2% | Reduced |
| Wolff Wiese Magana LLC | 2,300 | $11.4K | 0.01% | 00.0% | Unchanged |
| Natixis | 2,170 | $10.8K | 0.00% | +34+1.6% | Added |
| 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 |
| Farther Finance Advisors, LLC | 1,852 | $9.20K | 0.00% | −365−16.5% | Reduced |
| Glassman Wealth Services | 1,844 | $9.16K | 0.00% | +1,844 | New |
| North Star Investment Management Corp. | 1,760 | $8.75K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,700 | $8.45K | 0.00% | +1,100+183.3% | Added |
| Larson Financial Group LLC | 1,694 | $8.42K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,643 | $8.17K | 0.00% | +974+145.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,609 | $8.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,600 | $7.95K | 0.00% | +1,100+220.0% | Added |
| Quintet Private Bank (Europe) S.A. | 1,417 | $7.04K | 0.00% | +1,417 | New |
| 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 |
| Parallel Advisors, LLC | 1,304 | $6.48K | 0.00% | +45+3.6% | Added |
| Financial Perspectives, Inc | 1,244 | $6.18K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,284 | $6.00K | 0.00% | −26−2.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,142 | $5.68K | 0.00% | −2,661−70.0% | Reduced |
| Jefferies Financial Group Inc. | 1,130 | $5.62K | 0.00% | +1,130 | New |
| Bogart Wealth, LLC | 1,106 | $5.50K | 0.00% | +575+108.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,089 | $5.41K | 0.00% | +14+1.3% | Added |
| Tradewinds Capital Management, LLC | 1,087 | $5.40K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,050 | $5.22K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 915 | $5.00K | 0.00% | +50+5.8% | Added |
| 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 |
| Concord Wealth Partners | 1,000 | $4.97K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $4.97K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 518 | $4.55K | 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 |
| Oliver Lagore Vanvalin Investment Group | 775 | $3.85K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 750 | $3.73K | 0.00% | +750 | New |
| Allworth Financial LP | 742 | $3.69K | 0.00% | −1,500−66.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 683 | $3.40K | 0.00% | +683 | New |
| Atticus Wealth Management, LLC | 660 | $3.28K | 0.00% | −660−50.0% | Reduced |
| TFC Financial Management | 634 | $3.15K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 632 | $3.14K | 0.00% | −3,444−84.5% | Reduced |
| Ronald Blue Trust, Inc. | 325 | $3.00K | 0.00% | +179+122.6% | Added |
| Capital Advisors, Ltd. LLC | 621 | $3.00K | 0.00% | +621 | New |