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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthCollab, LLC | 1,000 | $2.34K | 0.00% | +1,000 | New |
| Salem Investment Counselors Inc | 1,050 | $2.46K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,100 | $2.57K | 0.00% | −500−31.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,142 | $2.67K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,244 | $2.91K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,524 | $3.14K | 0.00% | +1,524 | New |
| Geneos Wealth Management Inc. | 1,366 | $3.20K | 0.00% | −25,152−94.8% | Reduced |
| Quadrant Capital Group LLC | 1,375 | $3.22K | 0.00% | +837+155.6% | Added |
| Hoey Investments, Inc | 1,400 | $3.28K | 0.00% | −1,000−41.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,417 | $3.31K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,609 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,716 | $4.01K | 0.00% | −128−6.9% | Reduced |
| Larson Financial Group LLC | 1,724 | $4.03K | 0.00% | +30+1.8% | Added |
| Monetary Management Group Inc | 1,750 | $4.09K | 0.00% | −1,000−36.4% | Reduced |
| North Star Investment Management Corp. | 1,760 | $4.12K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,000 | $4.68K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 2,000 | $4.68K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 2,000 | $4.68K | 0.00% | +2,000 | New |
| Natixis | 2,106 | $4.93K | 0.00% | −64−2.9% | Reduced |
| Armstrong Advisory Group, Inc | 2,129 | $4.98K | 0.00% | −239−10.1% | Reduced |
| Spire Wealth Management | 3,094 | $5.38K | 0.00% | −1,068−25.7% | Reduced |
| GAMMA Investing LLC | 2,960 | $5.62K | 0.00% | +2,960 | New |
| Covestor Ltd | 2,591 | $6.00K | 0.00% | +1,307+101.8% | Added |
| Harbour Investments, Inc. | 2,763 | $6.46K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 2,780 | $6.50K | 0.00% | +2,780 | New |
| First Manhattan Co | 2,985 | $6.98K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,159 | $7.00K | 0.00% | −105,076−97.1% | Reduced |
| Ancora Advisors, LLC | 3,000 | $7.02K | 0.00% | −750−20.0% | Reduced |
| Principal Securities, Inc. | 3,076 | $7.20K | 0.00% | +3,076 | New |
| Parallax Volatility Advisers, L.P. | 3,228 | $7.55K | 0.00% | +3,228 | New |
| Quarry LP | 3,241 | $7.58K | 0.00% | +3,241 | New |
| Huntington National Bank | 3,563 | $8.34K | 0.00% | +863+32.0% | Added |
| Comerica Bank | 3,848 | $9.00K | 0.00% | −1,303−25.3% | Reduced |
| Aspire Private Capital, LLC | 3,973 | $9.30K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,375 | $9.68K | 0.00% | +65+1.5% | Added |
| Hexagon Capital Partners LLC | 4,200 | $9.83K | 0.00% | +2,500+147.1% | Added |
| Tradition Wealth Management, LLC | 4,365 | $10.0K | 0.00% | +2,000+84.6% | Added |
| Signaturefd, LLC | 4,326 | $10.1K | 0.00% | +2,683+163.3% | Added |
| Federation des caisses Desjardins du Quebec | 5,090 | $11.9K | 0.00% | −570−10.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,100 | $12.0K | 0.00% | +4,705+1,191.1% | Added |
| American International Group, Inc. | 5,192 | $12.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,210 | $12.2K | 0.00% | −500−8.8% | Reduced |
| US Bancorp | 5,886 | $13.8K | 0.00% | −5,334−47.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,300 | $14.7K | 0.01% | +5,500+687.5% | Added |
| Parallel Advisors, LLC | 6,415 | $15.0K | 0.00% | +5,111+391.9% | Added |
| Capital Analysts, LLC | 7,136 | $17.0K | 0.00% | +455+6.8% | Added |
| Lindbrook Capital, LLC | 7,639 | $17.9K | 0.00% | +3,609+89.6% | Added |
| Farther Finance Advisors, LLC | 7,804 | $18.3K | 0.00% | +5,952+321.4% | Added |
| Glass Jacobson Investment Advisors llc | 8,116 | $19.0K | 0.01% | +8,116 | New |
| Tradewinds Capital Management, LLC | 9,002 | $21.1K | 0.01% | +7,915+728.2% | Added |
| Baillie Gifford & Co | 9,534 | $22.3K | 0.00% | −5,748,141−99.8% | Reduced |
| Rothschild Investment LLC | 9,700 | $22.7K | 0.00% | +9,700 | New |
| Hanlon Investment Management, Inc. | 10,000 | $23.4K | 0.01% | −700−6.5% | Reduced |
| IHT Wealth Management, LLC | 10,116 | $23.7K | 0.00% | −1,566−13.4% | Reduced |
| Mirova | 10,284 | $24.1K | 0.00% | −210,255−95.3% | Reduced |
| Waldron Private Wealth LLC | 10,599 | $24.8K | 0.00% | +10,599 | New |
| IFP Advisors, Inc | 10,661 | $24.9K | 0.00% | −3,932−26.9% | Reduced |
| Prudential Financial Inc | 10,673 | $25.0K | 0.00% | +10,673 | New |
| EntryPoint Capital, LLC | 10,727 | $25.1K | 0.02% | +10,727 | New |
| Westside Investment Management, Inc. | 10,920 | $25.6K | 0.01% | −11,350−51.0% | Reduced |
| Balentine LLC | 11,140 | $26.1K | 0.00% | +11,140 | New |
| Wealthfront Advisers LLC | 11,164 | $26.1K | 0.00% | +11,164 | New |
| CIBC Asset Management Inc | 11,588 | $27.1K | 0.00% | +354+3.2% | Added |
| Cubist Systematic Strategies, LLC | 11,670 | $27.3K | 0.00% | +11,670 | New |
| Hollencrest Capital Management | 12,000 | $28.1K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 12,266 | $28.7K | 0.00% | −13,790−52.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,460 | $29.2K | 0.00% | −2,810−18.4% | Reduced |
| Equitable Holdings, Inc. | 12,495 | $29.2K | 0.00% | −600−4.6% | Reduced |
| TownSquare Capital, LLC | 12,532 | $29.3K | 0.00% | +2,256+22.0% | Added |
| Quadcap Wealth Management, LLC | 12,585 | $29.4K | 0.01% | +12,585 | New |
| Resources Investment Advisors, LLC. | 12,867 | $30.1K | 0.00% | +12,867 | New |
| Pathstone Holdings, LLC | 12,996 | $30.4K | 0.00% | +12,996 | New |
| Herold Advisors, Inc. | 13,000 | $30.4K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 13,074 | $30.6K | 0.00% | +13,074 | New |
| Wetherby Asset Management Inc | 13,185 | $30.9K | 0.00% | +13,185 | New |
| Family Wealth Group, LLC | 13,190 | $30.9K | 0.04% | +13,190 | New |
| Wedbush Securities Inc | 13,177 | $31.0K | 0.00% | −6,195−32.0% | Reduced |
| CWM, LLC | 13,384 | $31.0K | 0.00% | +655+5.1% | Added |
| SEI Investments Co | 13,515 | $31.6K | 0.00% | +1,227+10.0% | Added |
| Daymark Wealth Partners, LLC | 13,600 | $31.8K | 0.00% | +3,000+28.3% | Added |
| Teacher Retirement System of Texas | 13,807 | $32.0K | 0.00% | −9,462−40.7% | Reduced |
| Western Wealth Management, LLC | 13,948 | $32.6K | 0.00% | +3,102+28.6% | Added |
| Sigma Planning Corp | 13,973 | $32.7K | 0.00% | +13,973 | New |
| Bridgecreek Investment Management, LLC | 14,000 | $32.8K | 0.01% | +14,000 | New |
| TCG Advisory Services, LLC | 14,100 | $33.0K | 0.00% | +14,100 | New |
| Ingalls & Snyder LLC | 14,000 | $33.0K | 0.00% | +14,000 | New |
| Wealth Enhancement Advisory Services, LLC | 14,221 | $33.3K | 0.00% | −266,259−94.9% | Reduced |
| Ballentine Partners, LLC | 14,659 | $34.3K | 0.00% | +14,659 | New |
| Simmons Bank | 15,000 | $35.1K | 0.00% | +15,000 | New |
| Arkadios Wealth Advisors | 15,493 | $36.3K | 0.00% | −18,515−54.4% | Reduced |
| Neuberger Berman Group LLC | 15,554 | $36.4K | 0.00% | −355,361−95.8% | Reduced |
| MGO Private Wealth, LLC | 15,555 | $36.4K | 0.03% | +15,555 | New |
| Presilium Private Wealth, LLC | 16,000 | $37.4K | 0.01% | 00.0% | Unchanged |
| Capital Square, LLC | 16,880 | $39.5K | 0.04% | +800+5.0% | Added |
| Jeppson Wealth Management, LLC | 16,915 | $39.6K | 0.02% | +16,915 | New |
| Utah Retirement Systems | 17,000 | $39.8K | 0.00% | +1,800+11.8% | Added |
| HighTower Advisors, LLC | 19,840 | $40.0K | 0.00% | −9,443−32.2% | Reduced |
| Maryland State Retirement & Pension System | 17,169 | $40.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,386 | $40.7K | 0.00% | +4,514+35.1% | Added |