Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 385 institutions
Q1 2021: 152 institutionsQ2 2021: 226 institutionsQ3 2021: 266 institutionsQ4 2021: 347 institutionsQ1 2022: 350 institutionsQ2 2022: 367 institutionsQ3 2022: 373 institutionsQ4 2022: 412 institutionsQ1 2023: 403 institutionsQ2 2023: 399 institutionsQ3 2023: 385 institutionsQ4 2023: 388 institutionsQ1 2024: 371 institutionsQ2 2024: 340 institutionsQ3 2024: 321 institutionsQ4 2024: 296 institutionsQ1 2025: 291 institutionsQ2 2025: 251 institutionsQ3 2025: 145 institutionsQ4 2025: 145 institutionsQ1 2026: 147 institutionsQ2 2026: 162 institutions
Value heldQ3 2023: $786.5M
Q1 2021: $2.05BQ2 2021: $3.33BQ3 2021: $1.81BQ4 2021: $3.37BQ1 2022: $3.28BQ2 2022: $2.27BQ3 2022: $2.42BQ4 2022: $1.46BQ1 2023: $1.36BQ2 2023: $1.45BQ3 2023: $786.5MQ4 2023: $335.5MQ1 2024: $292.4MQ2 2024: $295.8MQ3 2024: $233.4MQ4 2024: $180.6MQ1 2025: $92.8MQ2 2025: $66.6MQ3 2025: $44.5MQ4 2025: $33.8MQ1 2026: $21.2MQ2 2026: $44.1M
Institutions holding CHPT and their total value by quarter
QuarterHoldersValue
Q2 2026162$44.1M
Q1 2026147$21.2M
Q4 2025145$33.8M
Q3 2025145$44.5M
Q2 2025251$66.6M
Q1 2025291$92.8M
Q4 2024296$180.6M
Q3 2024321$233.4M
Q2 2024340$295.8M
Q1 2024371$292.4M
Q4 2023388$335.5M
Q3 2023385$786.5M
Q2 2023399$1.45B
Q1 2023403$1.36B
Q4 2022412$1.46B
Q3 2022373$2.42B
Q2 2022367$2.27B
Q1 2022350$3.28B
Q4 2021347$3.37B
Q3 2021266$1.81B
Q2 2021226$3.33B
Q1 2021152$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
InstitutionSharesValue% of portfolioChange in sharesAction
Crewe Advisors LLC600$2.98K0.00%00.0%Unchanged
Column Capital Advisors, LLC600$2.98K0.00%+600New
Householder Group Estate & Retirement Specialist, LLC600$2.98K0.00%+600New
Eukles Asset Management585$2.91K0.00%00.0%Unchanged
Focused Wealth Management, Inc550$2.73K0.00%00.0%Unchanged
Quadrant Capital Group LLC538$2.67K0.00%+432+407.5%Added
Creative Financial Designs Inc534$2.65K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP905$2.62K0.00%00.0%Unchanged
AdvisorNet Financial, Inc500$2.48K0.00%00.0%Unchanged
Your Advocates Ltd., LLP500$2.48K0.00%00.0%Unchanged
Caldwell Trust Co500$2.48K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC475$2.36K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.445$2.21K0.00%00.0%Unchanged
Oakworth Capital, Inc.443$2.20K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC440$2.19K0.00%00.0%Unchanged
Investors Research Corp427$2.12K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.574$2.00K0.00%+274+91.3%Added
Benjamin F. Edwards & Company, Inc.395$2.00K0.00%00.0%Unchanged
City State Bank310$2.00K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC400$1.99K0.00%00.0%Unchanged
South State Corp.390$1.94K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.385$1.91K0.00%00.0%Unchanged
Colonial Trust Advisors371$1.84K0.00%−250−40.3%Reduced
EverSource Wealth Advisors, LLC350$1.74K0.00%00.0%Unchanged
Massmutual Trust Co FSB322$1.60K0.00%−94−22.6%Reduced
Koesten, Hirschmann & Crabtree, INC.311$1.55K0.00%00.0%Unchanged
Bramshill Investments, LLC300$1.49K0.00%+300New
Tucker Asset Management LLC258$1.28K0.00%00.0%Unchanged
Chesapeake Asset Management LLC250$1.24K0.00%00.0%Unchanged
HighMark Wealth Management LLC224$1.11K0.00%00.0%Unchanged
Umb Bank N A204$1.01K0.00%+204New
Valley National Advisers Inc200$1.00K0.00%−69−25.7%Reduced
Foster Dykema Cabot & Co Inc195$1.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners208$1.00K0.00%00.0%Unchanged
Baldwin Brothers Inc200$9940.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.200$9940.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.200$9940.00%00.0%Unchanged
SOA Wealth Advisors, LLC.200$9940.00%00.0%Unchanged
Bell Investment Advisors, Inc195$9700.00%00.0%Unchanged
Sittner & Nelson, LLC166$8250.00%00.0%Unchanged
Archer Investment Corp150$7460.00%00.0%Unchanged
Parkside Financial Bank & Trust146$7260.00%+146New
Global Retirement Partners, LLC155$6820.00%+17+12.3%Added
Pacifica Partners Inc.150$6240.00%00.0%Unchanged
Legacy Financial Group LLC121$6010.00%+121New
CarsonAllaria Wealth Management, Ltd.115$5720.00%00.0%Unchanged
American National Bank111$5520.00%00.0%Unchanged
Tompkins Financial Corp110$5470.00%00.0%Unchanged
Sandy Spring Bank110$5470.00%00.0%Unchanged
Baystate Wealth Management LLC110$5470.00%00.0%Unchanged
Central Trust Co100$4970.00%00.0%Unchanged
JJJ Advisors Inc.100$4970.00%00.0%Unchanged
Stonebridge Capital Advisors LLC100$4970.00%00.0%Unchanged
Anchor Investment Management, LLC100$4970.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC100$4970.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC100$4970.00%00.0%Unchanged
PFS Partners, LLC100$4970.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$4970.00%00.0%Unchanged
DT Investment Partners, LLC100$4970.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC100$4970.00%+50+100.0%Added
Kelly Financial Services LLC85$4240.00%00.0%Unchanged
HHM Wealth Advisors, LLC81$4030.00%00.0%Unchanged
Sunbelt Securities, Inc.80$3980.00%00.0%Unchanged
WR Wealth Planners, LLC80$3980.00%00.0%Unchanged
Versant Capital Management, Inc71$3530.00%+71New
Russell Investments Group, Ltd.64$3180.00%+25+64.1%Added
Quent Capital, LLC64$3180.00%+44+220.0%Added
Estabrook Capital Management60$2980.00%00.0%Unchanged
Hibernia Wealth Partners, LLC50$2490.00%+50New
Addison Advisors LLC49$2440.00%+18+58.1%Added
Sanctuary Wealth Management, L.L.C.40$1990.00%+40New
Retirement Group, LLC31$1540.00%00.0%Unchanged
RFP Financial Group LLC25$1240.00%00.0%Unchanged
Antonetti Capital Management LLC17$830.00%00.0%Unchanged
Robinswood Financial LLC8$390.00%00.0%Unchanged
Macroview Investment Management LLC7$350.00%+7New
Caldwell Sutter Capital, Inc.5$250.00%00.0%Unchanged
VisionPoint Advisory Group, LLC2$100.00%00.0%Unchanged
Bartlett & Co. LLC100$00.00%00.0%Unchanged
Roble, Belko & Company, Inc37$00.00%00.0%Unchanged
Avion Wealth100$00.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC35$00.00%00.0%Unchanged
VitalStone Financial, LLC2$00.00%−114−98.3%Reduced
TSFG, LLC38––00.0%Unchanged
Quilter Plc700––00.0%Unchanged
Schroder Investment Management Group0$00.00%−887,753−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−519,589−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−306,000−100.0%Sold out
Captrust Financial Advisors0$00.00%−185,416−100.0%Sold out
Essex Investment Management Co LLC0$00.00%−163,280−100.0%Sold out
BIT Capital GmbH0$00.00%−134,535−100.0%Sold out
Ascent Wealth Partners, LLC0$00.00%−82,694−100.0%Sold out
Nebula Research & Development LLC0$00.00%−71,672−100.0%Sold out
Hamilton Lane Advisors LLC0$00.00%−64,925−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−63,027−100.0%Sold out
Nations Financial Group Inc,0$00.00%−60,600−100.0%Sold out
Cushing Asset Management, LP0$00.00%−50,000−100.0%Sold out
Trexquant Investment LP0$00.00%−45,552−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−45,000−100.0%Sold out
VELA Investment Management, LLC0$00.00%−39,371−100.0%Sold out