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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, Q1 2024

Institutional positions in ChargePoint Holdings, Inc. as of Mar 31, 2024. 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
371
−9 vs. Q4 2023
Shares held
154.2M
+12.7M (+9.0%) vs. Q4 2023
Total value
$292.4M
−$39.1M (−11.8%) vs. Q4 2023
New holders
57
109 more added
Sold out
66
97 more reduced

8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 371 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 heldQ1 2024: $292.4M
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, Q1 2024

Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q4 2023.

Institutions holding CHPT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc2$00.00%−35−94.6%Reduced
Coston, McIsaac & Partners208$00.00%00.0%Unchanged
VitalStone Financial, LLC2$00.00%00.0%Unchanged
Cutler Group LP100$00.00%+100New
Wetzel Investment Advisors, Inc.1$10.00%00.0%Unchanged
VisionPoint Advisory Group, LLC2$40.00%00.0%Unchanged
Rakuten Securities, Inc.2$40.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.5$100.00%00.0%Unchanged
Bullock Wealth Management Group6$110.00%+6New
Robinswood Financial LLC8$140.00%00.0%Unchanged
Planning Capital Management Corp10$190.00%00.0%Unchanged
RFP Financial Group LLC25$480.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.40$760.00%00.0%Unchanged
CNB Bank40$760.00%00.0%Unchanged
Addison Advisors LLC49$940.00%00.0%Unchanged
Estabrook Capital Management60$1140.00%00.0%Unchanged
Sunbelt Securities, Inc.80$1520.00%00.0%Unchanged
HHM Wealth Advisors, LLC81$1540.00%00.0%Unchanged
Kelly Financial Services LLC85$1620.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC93$1770.00%00.0%Unchanged
MV Capital Management, Inc.96$1830.00%+96New
Proequities, Inc.100$1900.00%−900−90.0%Reduced
JJJ Advisors Inc.100$1900.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$1900.00%00.0%Unchanged
Anchor Investment Management, LLC100$1900.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC100$1900.00%00.0%Unchanged
PFS Partners, LLC100$1900.00%00.0%Unchanged
Caitlin John, LLC100$1900.00%00.0%Unchanged
DT Investment Partners, LLC100$1900.00%00.0%Unchanged
BFSG, LLC100$1900.00%+100New
Gen-Wealth Partners Inc100$1900.00%+100New
Tompkins Financial Corp110$2090.00%00.0%Unchanged
Sandy Spring Bank110$2100.00%00.0%Unchanged
American National Bank111$2110.00%00.0%Unchanged
Abich Financial Wealth Management LLC120$2280.00%+120New
Colonial Trust Advisors121$2300.00%−250−67.4%Reduced
Toronto Dominion Bank124$2360.00%+124New
Global Retirement Partners, LLC127$2410.00%−11−8.0%Reduced
Bartlett & Co. Wealth Management LLC130$2470.00%00.0%Unchanged
Central Trust Co162$3080.00%−100−38.2%Reduced
Sittner & Nelson, LLC166$3150.00%00.0%Unchanged
NBT Bank N A195$3710.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC195$3710.00%00.0%Unchanged
Baldwin Brothers Inc200$3800.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.200$3800.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.200$3800.00%00.0%Unchanged
Creekmur Asset Management LLC200$3800.00%00.0%Unchanged
Birchbrook, Inc.200$3800.00%00.0%Unchanged
HighMark Wealth Management LLC224$4260.00%00.0%Unchanged
Chesapeake Asset Management LLC250$4750.00%00.0%Unchanged
Bell Investment Advisors, Inc255$4850.00%+255New
Tucker Asset Management LLC258$4900.00%00.0%Unchanged
Quent Capital, LLC282$5360.00%00.0%Unchanged
Fernwood Investment Management, LLC300$5700.00%+300New
Koesten, Hirschmann & Crabtree, INC.311$5910.00%00.0%Unchanged
Halpern Financial, Inc.350$6410.00%00.0%Unchanged
SOA Wealth Advisors, LLC.350$6650.00%00.0%Unchanged
Spotlight Asset Group, Inc.385$7320.00%00.0%Unchanged
Orion Capital Management LLC388$7370.00%00.0%Unchanged
South State Corp.390$7410.00%00.0%Unchanged
Investors Research Corp400$7600.00%00.0%Unchanged
New England Capital Financial Advisors LLC400$7600.00%00.0%Unchanged
WR Wealth Planners, LLC430$8170.00%+430New
Russell Investments Group, Ltd.432$8210.00%+432New
Glen Eagle Advisors, LLC475$9030.00%00.0%Unchanged
Your Advocates Ltd., LLP500$9500.00%00.0%Unchanged
Caldwell Trust Co500$9500.00%00.0%Unchanged
Allworth Financial LP510$9690.00%+165+47.8%Added
CoreCap Advisors, LLC517$9820.00%+517New
AdvisorNet Financial, Inc518$9840.00%−200−27.9%Reduced
Benjamin F. Edwards & Company, Inc.600$1.00K0.00%−4,500−88.2%Reduced
Hazlett, Burt & Watson, Inc.300$1.00K0.00%−274−47.7%Reduced
Hantz Financial Services, Inc.485$1.00K0.00%−430−47.0%Reduced
City State Bank310$1.00K0.00%00.0%Unchanged
Avion Wealth391$1.00K0.00%+291+291.0%Added
Valley National Advisers Inc693$1.00K0.00%+693New
Bogart Wealth, LLC531$1.01K0.00%00.0%Unchanged
Creative Financial Designs Inc534$1.01K0.00%00.0%Unchanged
Eukles Asset Management585$1.11K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC600$1.14K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC600$1.14K0.00%00.0%Unchanged
McIlrath & Eck, LLC632$1.20K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP905$1.23K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group775$1.47K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.800$1.52K0.00%−5,500−87.3%Reduced
ICA Group Wealth Management, LLC800$1.52K0.00%00.0%Unchanged
Comerica Bank921$1.75K0.00%−2,927−76.1%Reduced
JNBA Financial Advisors1,000$1.90K0.00%00.0%Unchanged
Castleview Partners, LLC1,000$1.90K0.00%00.0%Unchanged
Concord Wealth Partners1,000$1.90K0.00%00.0%Unchanged
WealthCollab, LLC1,000$1.90K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC1,000$1.90K0.00%+1,000New
POM Investment Strategies, LLC1,042$1.98K0.00%+1,042New
Salem Investment Counselors Inc1,050$2.00K0.00%00.0%Unchanged
NBC Securities, Inc.1,132$2.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC1,100$2.09K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1,142$2.17K0.00%00.0%Unchanged
Larson Financial Group LLC1,286$2.44K0.00%−438−25.4%Reduced
Hoey Investments, Inc1,400$2.66K0.00%00.0%Unchanged
Geneos Wealth Management Inc.1,460$2.77K0.00%+94+6.9%Added