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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, Q4 2023

Institutional positions in ChargePoint Holdings, Inc. as of Dec 31, 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
388
+12 vs. Q3 2023
Shares held
143.2M
−3.64M (−2.5%) vs. Q3 2023
Total value
$335.5M
−$393.9M (−54.0%) vs. Q3 2023
New holders
85
99 more added
Sold out
73
112 more reduced

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 388 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 heldQ4 2023: $335.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q3 2023.

Institutions holding CHPT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners208$00.00%00.0%Unchanged
Bartlett & Co. LLC130$00.00%+30+30.0%Added
Roble, Belko & Company, Inc37$00.00%00.0%Unchanged
Avion Wealth100$00.00%00.0%Unchanged
VitalStone Financial, LLC2$00.00%00.0%Unchanged
First Command Advisory Services, Inc.200$00.00%+200New
TSFG, LLC38$00.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.1$00.00%+1New
VisionPoint Advisory Group, LLC2$50.00%00.0%Unchanged
Rakuten Securities, Inc.2$50.00%+2New
Caldwell Sutter Capital, Inc.5$120.00%00.0%Unchanged
Robinswood Financial LLC8$180.00%00.0%Unchanged
Planning Capital Management Corp10$240.00%+10New
Vima LLC18$420.00%+18New
RFP Financial Group LLC25$590.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.40$940.00%00.0%Unchanged
CNB Bank40$940.00%+40New
Addison Advisors LLC49$1150.00%00.0%Unchanged
Estabrook Capital Management60$1400.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.65$1520.00%−50−43.5%Reduced
Sunbelt Securities, Inc.80$1870.00%00.0%Unchanged
HHM Wealth Advisors, LLC81$1900.00%00.0%Unchanged
DT Investment Partners, LLC100$1940.00%00.0%Unchanged
Kelly Financial Services LLC85$2000.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC93$2180.00%−347−78.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$2340.00%−989−90.8%Reduced
JJJ Advisors Inc.100$2340.00%00.0%Unchanged
Anchor Investment Management, LLC100$2340.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC100$2340.00%00.0%Unchanged
PFS Partners, LLC100$2340.00%00.0%Unchanged
Caitlin John, LLC100$2340.00%+100New
Global Retirement Partners, LLC138$2480.00%−17−11.0%Reduced
Tompkins Financial Corp110$2570.00%00.0%Unchanged
Baystate Wealth Management LLC110$2570.00%00.0%Unchanged
Sandy Spring Bank110$2580.00%00.0%Unchanged
American National Bank111$2600.00%00.0%Unchanged
Pacifica Partners Inc.150$2970.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC130$3150.00%+30+30.0%Added
Strategic Investment Solutions, Inc.150$3510.00%−9,300−98.4%Reduced
Archer Investment Corp150$3510.00%00.0%Unchanged
Sittner & Nelson, LLC166$3880.00%00.0%Unchanged
NBT Bank N A195$4560.00%+195New
Foster Dykema Cabot & Partners, LLC195$4560.00%+195New
Baldwin Brothers Inc200$4680.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.200$4680.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.200$4680.00%00.0%Unchanged
Creekmur Asset Management LLC200$4680.00%+200New
Birchbrook, Inc.200$4680.00%+200New
HighMark Wealth Management LLC224$5240.00%00.0%Unchanged
Chesapeake Asset Management LLC250$5850.00%00.0%Unchanged
Tucker Asset Management LLC258$6040.00%00.0%Unchanged
Central Trust Co262$6140.00%+162+162.0%Added
Quent Capital, LLC282$6600.00%+218+340.6%Added
Halpern Financial, Inc.350$7210.00%+350New
Koesten, Hirschmann & Crabtree, INC.311$7280.00%00.0%Unchanged
Allworth Financial LP345$8080.00%−397−53.5%Reduced
SOA Wealth Advisors, LLC.350$8190.00%+150+75.0%Added
Parkside Financial Bank & Trust370$8660.00%+224+153.4%Added
Colonial Trust Advisors371$8680.00%00.0%Unchanged
Private Wealth Management Group, LLC374$8760.00%+374New
Orion Capital Management LLC388$9080.00%+388New
South State Corp.390$9130.00%00.0%Unchanged
PEAK6 Investments LLC397$9290.00%−87,539−99.5%Reduced
Investors Research Corp400$9360.00%−27−6.3%Reduced
New England Capital Financial Advisors LLC400$9360.00%00.0%Unchanged
Coppell Advisory Solutions LLC400$9360.00%+400New
Householder Group Estate & Retirement Specialist, LLC600$1.00K0.00%00.0%Unchanged
City State Bank310$1.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.443$1.04K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.445$1.04K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC475$1.11K0.00%00.0%Unchanged
Versant Capital Management, Inc481$1.13K0.00%+410+577.5%Added
Life Planning Partners, Inc487$1.14K0.00%+487New
Your Advocates Ltd., LLP500$1.17K0.00%00.0%Unchanged
Caldwell Trust Co500$1.17K0.00%00.0%Unchanged
Bogart Wealth, LLC531$1.24K0.00%−575−52.0%Reduced
Creative Financial Designs Inc534$1.25K0.00%00.0%Unchanged
Focused Wealth Management, Inc550$1.29K0.00%00.0%Unchanged
Red Tortoise LLC564$1.32K0.00%+564New
Eukles Asset Management585$1.37K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC600$1.40K0.00%+600New
McIlrath & Eck, LLC632$1.48K0.00%00.0%Unchanged
Atticus Wealth Management, LLC660$1.54K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.683$1.60K0.00%00.0%Unchanged
AdvisorNet Financial, Inc718$1.68K0.00%+218+43.6%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP905$1.72K0.00%00.0%Unchanged
Level Financial Advisors, Inc.750$1.75K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group775$1.81K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.800$1.87K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC800$1.87K0.00%+800New
Spotlight Asset Group, Inc.385$1.91K0.00%00.0%Unchanged
NBC Securities, Inc.1,132$2.00K0.00%−430−27.5%Reduced
Hantz Financial Services, Inc.915$2.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.402$2.00K0.00%+77+23.7%Added
Hazlett, Burt & Watson, Inc.574$2.00K0.00%00.0%Unchanged
Proequities, Inc.1,000$2.34K0.00%00.0%Unchanged
JNBA Financial Advisors1,000$2.34K0.00%00.0%Unchanged
Castleview Partners, LLC1,000$2.34K0.00%00.0%Unchanged
Concord Wealth Partners1,000$2.34K0.00%00.0%Unchanged
LM Advisors LLC1,000$2.34K0.00%+1,000New