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 |
|---|---|---|---|---|---|
| Primoris Wealth Advisors, LLC | 0 | $0 | 0.00% | −69,060−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −64,659−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −64,659−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −62,790−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −59,253−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −50,574−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −44,600−100.0% | Sold out |
| Carret Asset Management, LLC | 0 | $0 | 0.00% | −43,275−100.0% | Sold out |
| Southport Management, L.L.C. | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −42,591−100.0% | Sold out |
| Green Alpha Advisors, LLC | 0 | $0 | 0.00% | −30,681−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −30,240−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −27,645−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −23,535−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −21,826−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −21,810−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −20,785−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −19,246−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −18,050−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −16,208−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −15,555−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −13,850−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −13,333−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −13,151−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −13,120−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −13,071−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −11,740−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,425−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −4,530−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Mechanics Financial Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Braemar Energy Ventures III, LP | – | – | – | – | Not filed |
| Rho Capital Partners Inc | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Rothschild Investment Corp | – | – | – | – | Not filed |
| Polaris Wealth Advisory Group, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Foster Dykema Cabot & Co Inc | – | – | – | – | Not filed |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |