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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 14,000 | $33.0K | 0.00% | +14,000 | New |
| TCG Advisory Services, LLC | 14,100 | $33.0K | 0.00% | +14,100 | New |
| Bridgecreek Investment Management, LLC | 14,000 | $32.8K | 0.01% | +14,000 | New |
| Sigma Planning Corp | 13,973 | $32.7K | 0.00% | +13,973 | New |
| Western Wealth Management, LLC | 13,948 | $32.6K | 0.00% | +3,102+28.6% | Added |
| Teacher Retirement System of Texas | 13,807 | $32.0K | 0.00% | −9,462−40.7% | Reduced |
| Daymark Wealth Partners, LLC | 13,600 | $31.8K | 0.00% | +3,000+28.3% | Added |
| SEI Investments Co | 13,515 | $31.6K | 0.00% | +1,227+10.0% | Added |
| 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 |
| Family Wealth Group, LLC | 13,190 | $30.9K | 0.04% | +13,190 | New |
| Wetherby Asset Management Inc | 13,185 | $30.9K | 0.00% | +13,185 | New |
| Adviser Investments LLC | 13,074 | $30.6K | 0.00% | +13,074 | New |
| Herold Advisors, Inc. | 13,000 | $30.4K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,996 | $30.4K | 0.00% | +12,996 | New |
| Resources Investment Advisors, LLC. | 12,867 | $30.1K | 0.00% | +12,867 | New |
| Quadcap Wealth Management, LLC | 12,585 | $29.4K | 0.01% | +12,585 | New |
| TownSquare Capital, LLC | 12,532 | $29.3K | 0.00% | +2,256+22.0% | Added |
| Equitable Holdings, Inc. | 12,495 | $29.2K | 0.00% | −600−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,460 | $29.2K | 0.00% | −2,810−18.4% | Reduced |
| Truist Financial Corp | 12,266 | $28.7K | 0.00% | −13,790−52.9% | Reduced |
| Hollencrest Capital Management | 12,000 | $28.1K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 11,670 | $27.3K | 0.00% | +11,670 | New |
| CIBC Asset Management Inc | 11,588 | $27.1K | 0.00% | +354+3.2% | Added |
| Wealthfront Advisers LLC | 11,164 | $26.1K | 0.00% | +11,164 | New |
| Balentine LLC | 11,140 | $26.1K | 0.00% | +11,140 | New |
| Westside Investment Management, Inc. | 10,920 | $25.6K | 0.01% | −11,350−51.0% | Reduced |
| EntryPoint Capital, LLC | 10,727 | $25.1K | 0.02% | +10,727 | New |
| Prudential Financial Inc | 10,673 | $25.0K | 0.00% | +10,673 | New |
| IFP Advisors, Inc | 10,661 | $24.9K | 0.00% | −3,932−26.9% | Reduced |
| Waldron Private Wealth LLC | 10,599 | $24.8K | 0.00% | +10,599 | New |
| Mirova | 10,284 | $24.1K | 0.00% | −210,255−95.3% | Reduced |
| IHT Wealth Management, LLC | 10,116 | $23.7K | 0.00% | −1,566−13.4% | Reduced |
| Hanlon Investment Management, Inc. | 10,000 | $23.4K | 0.01% | −700−6.5% | Reduced |
| Rothschild Investment LLC | 9,700 | $22.7K | 0.00% | +9,700 | New |
| Baillie Gifford & Co | 9,534 | $22.3K | 0.00% | −5,748,141−99.8% | Reduced |
| Tradewinds Capital Management, LLC | 9,002 | $21.1K | 0.01% | +7,915+728.2% | Added |
| Glass Jacobson Investment Advisors llc | 8,116 | $19.0K | 0.01% | +8,116 | New |
| Farther Finance Advisors, LLC | 7,804 | $18.3K | 0.00% | +5,952+321.4% | Added |
| Lindbrook Capital, LLC | 7,639 | $17.9K | 0.00% | +3,609+89.6% | Added |
| Capital Analysts, LLC | 7,136 | $17.0K | 0.00% | +455+6.8% | Added |
| Parallel Advisors, LLC | 6,415 | $15.0K | 0.00% | +5,111+391.9% | Added |
| Brown, Lisle/Cummings, Inc. | 6,300 | $14.7K | 0.01% | +5,500+687.5% | Added |
| US Bancorp | 5,886 | $13.8K | 0.00% | −5,334−47.5% | Reduced |
| Clearstead Advisors, LLC | 5,210 | $12.2K | 0.00% | −500−8.8% | Reduced |
| American International Group, Inc. | 5,192 | $12.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,100 | $12.0K | 0.00% | +4,705+1,191.1% | Added |
| Federation des caisses Desjardins du Quebec | 5,090 | $11.9K | 0.00% | −570−10.1% | Reduced |
| Signaturefd, LLC | 4,326 | $10.1K | 0.00% | +2,683+163.3% | Added |
| Tradition Wealth Management, LLC | 4,365 | $10.0K | 0.00% | +2,000+84.6% | Added |
| Hexagon Capital Partners LLC | 4,200 | $9.83K | 0.00% | +2,500+147.1% | Added |
| TD Waterhouse Canada Inc. | 4,375 | $9.68K | 0.00% | +65+1.5% | Added |
| Aspire Private Capital, LLC | 3,973 | $9.30K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,848 | $9.00K | 0.00% | −1,303−25.3% | Reduced |
| Huntington National Bank | 3,563 | $8.34K | 0.00% | +863+32.0% | Added |
| Quarry LP | 3,241 | $7.58K | 0.00% | +3,241 | New |
| Parallax Volatility Advisers, L.P. | 3,228 | $7.55K | 0.00% | +3,228 | New |
| Principal Securities, Inc. | 3,076 | $7.20K | 0.00% | +3,076 | New |
| Ancora Advisors, LLC | 3,000 | $7.02K | 0.00% | −750−20.0% | Reduced |
| Van Eck Associates Corp | 3,159 | $7.00K | 0.00% | −105,076−97.1% | Reduced |
| First Manhattan Co | 2,985 | $6.98K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 2,780 | $6.50K | 0.00% | +2,780 | New |
| Harbour Investments, Inc. | 2,763 | $6.46K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,591 | $6.00K | 0.00% | +1,307+101.8% | Added |
| GAMMA Investing LLC | 2,960 | $5.62K | 0.00% | +2,960 | New |
| Spire Wealth Management | 3,094 | $5.38K | 0.00% | −1,068−25.7% | Reduced |
| Armstrong Advisory Group, Inc | 2,129 | $4.98K | 0.00% | −239−10.1% | Reduced |
| Natixis | 2,106 | $4.93K | 0.00% | −64−2.9% | Reduced |
| 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 |
| North Star Investment Management Corp. | 1,760 | $4.12K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,750 | $4.09K | 0.00% | −1,000−36.4% | Reduced |
| Larson Financial Group LLC | 1,724 | $4.03K | 0.00% | +30+1.8% | Added |
| Glassman Wealth Services | 1,716 | $4.01K | 0.00% | −128−6.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,609 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,417 | $3.31K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,400 | $3.28K | 0.00% | −1,000−41.7% | Reduced |
| Quadrant Capital Group LLC | 1,375 | $3.22K | 0.00% | +837+155.6% | Added |
| Geneos Wealth Management Inc. | 1,366 | $3.20K | 0.00% | −25,152−94.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,524 | $3.14K | 0.00% | +1,524 | New |
| Close Asset Management Ltd | 1,500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,244 | $2.91K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,142 | $2.67K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,100 | $2.57K | 0.00% | −500−31.3% | Reduced |
| Salem Investment Counselors Inc | 1,050 | $2.46K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,000 | $2.34K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $2.34K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,000 | $2.34K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,000 | $2.34K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 1,000 | $2.34K | 0.00% | +1,000 | New |
| WealthCollab, LLC | 1,000 | $2.34K | 0.00% | +1,000 | New |
| NBC Securities, Inc. | 1,132 | $2.00K | 0.00% | −430−27.5% | Reduced |
| Hantz Financial Services, Inc. | 915 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 402 | $2.00K | 0.00% | +77+23.7% | Added |
| Hazlett, Burt & Watson, Inc. | 574 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 385 | $1.91K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 800 | $1.87K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 800 | $1.87K | 0.00% | +800 | New |
| Oliver Lagore Vanvalin Investment Group | 775 | $1.81K | 0.00% | 00.0% | Unchanged |