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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,524 | $2.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,609 | $3.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,712 | $3.25K | 0.00% | +337+24.5% | Added |
| Natixis | 1,737 | $3.30K | 0.00% | −369−17.5% | Reduced |
| HM Payson & Co | 2,000 | $3.80K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 2,000 | $3.80K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 2,000 | $3.80K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,530 | $4.81K | 0.00% | +2,128+529.4% | Added |
| Spire Wealth Management | 2,594 | $4.93K | 0.00% | −500−16.2% | Reduced |
| Huntington National Bank | 2,600 | $4.94K | 0.00% | −963−27.0% | Reduced |
| Armstrong Advisory Group, Inc | 2,129 | $4.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,658 | $5.05K | 0.00% | −105−3.8% | Reduced |
| GAMMA Investing LLC | 2,736 | $5.20K | 0.00% | −224−7.6% | Reduced |
| Van Eck Associates Corp | 3,170 | $6.00K | 0.00% | +11+0.3% | Added |
| Atticus Wealth Management, LLC | 3,160 | $6.00K | 0.00% | +2,500+378.8% | Added |
| Capital Advisors, Ltd. LLC | 3,513 | $7.00K | 0.00% | +3,513 | New |
| Belvedere Trading LLC | 3,766 | $7.16K | 0.00% | +986+35.5% | Added |
| Principal Securities, Inc. | 3,791 | $7.20K | 0.00% | +715+23.2% | Added |
| Aspire Private Capital, LLC | 3,973 | $7.55K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4,002 | $7.60K | 0.00% | −5,000−55.5% | Reduced |
| Farther Finance Advisors, LLC | 4,263 | $7.76K | 0.00% | −3,541−45.4% | Reduced |
| Signaturefd, LLC | 4,298 | $8.17K | 0.00% | −28−0.6% | Reduced |
| First Manhattan Co | 4,504 | $8.56K | 0.00% | +1,519+50.9% | Added |
| Clearstead Advisors, LLC | 5,210 | $8.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,724 | $9.00K | 0.01% | +2,133+82.3% | Added |
| Lindbrook Capital, LLC | 4,770 | $9.06K | 0.00% | −2,869−37.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,807 | $11.0K | 0.00% | +717+14.1% | Added |
| Westside Investment Management, Inc. | 5,820 | $11.1K | 0.00% | −5,100−46.7% | Reduced |
| American International Group, Inc. | 5,942 | $11.3K | 0.00% | +750+14.4% | Added |
| TD Waterhouse Canada Inc. | 6,375 | $11.5K | 0.00% | +2,000+45.7% | Added |
| North Star Investment Management Corp. | 6,160 | $11.7K | 0.00% | +4,400+250.0% | Added |
| Hexagon Capital Partners LLC | 6,700 | $12.7K | 0.00% | +2,500+59.5% | Added |
| Capital Analysts, LLC | 7,337 | $14.0K | 0.00% | +201+2.8% | Added |
| Parallel Advisors, LLC | 8,754 | $16.6K | 0.00% | +2,339+36.5% | Added |
| HighTower Advisors, LLC | 12,056 | $17.0K | 0.00% | −7,784−39.2% | Reduced |
| Group One Trading, L.P. | 9,002 | $17.1K | 0.00% | +9,002 | New |
| IFP Advisors, Inc | 9,466 | $18.0K | 0.00% | −1,195−11.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,535 | $18.1K | 0.00% | −2,925−23.5% | Reduced |
| Rothschild Investment LLC | 9,700 | $18.4K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 9,824 | $18.7K | 0.00% | +9,824 | New |
| Wedbush Securities Inc | 10,257 | $19.0K | 0.00% | −2,920−22.2% | Reduced |
| Hanlon Investment Management, Inc. | 10,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 10,104 | $19.2K | 0.00% | +10,104 | New |
| Avantax Advisory Services, Inc. | 10,215 | $19.4K | 0.00% | −82,750−89.0% | Reduced |
| Edge Capital Group, LLC | 10,240 | $19.5K | 0.00% | +10,240 | New |
| Mirova | 10,284 | $19.5K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 10,625 | $20.2K | 0.00% | −4,034−27.5% | Reduced |
| Truist Financial Corp | 10,750 | $20.4K | 0.00% | −1,516−12.4% | Reduced |
| Gainplan LLC | 10,757 | $20.4K | 0.01% | +10,757 | New |
| Coyle Financial Counsel LLC | 10,800 | $20.5K | 0.01% | +10,800 | New |
| IHT Wealth Management, LLC | 10,909 | $20.7K | 0.00% | +793+7.8% | Added |
| Atria Wealth Solutions, Inc. | 11,080 | $21.1K | 0.00% | −6,375−36.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 11,200 | $21.3K | 0.00% | −14,560−56.5% | Reduced |
| CIBC Asset Management Inc | 11,375 | $21.6K | 0.00% | −213−1.8% | Reduced |
| Brinker Capital Investments, LLC | 11,437 | $21.7K | 0.00% | +11,437 | New |
| Orion Portfolio Solutions, LLC | 11,437 | $21.7K | 0.00% | +11,437 | New |
| Miracle Mile Advisors, LLC | 11,470 | $21.8K | 0.00% | +11,470 | New |
| Lincoln National Corp | 11,486 | $21.8K | 0.00% | −6,320−35.5% | Reduced |
| Mercer Global Advisors Inc | 11,646 | $22.0K | 0.00% | +11,646 | New |
| TownSquare Capital, LLC | 11,613 | $22.1K | 0.00% | −919−7.3% | Reduced |
| Prudential Financial Inc | 11,866 | $22.5K | 0.00% | +1,193+11.2% | Added |
| Camden Capital, LLC | 11,887 | $22.6K | 0.00% | +11,887 | New |
| Hollencrest Capital Management | 12,000 | $22.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 12,132 | $23.1K | 0.00% | +7,767+177.9% | Added |
| Quadcap Wealth Management, LLC | 12,485 | $23.7K | 0.01% | −100−0.8% | Reduced |
| Family Wealth Group, LLC | 12,690 | $24.1K | 0.03% | −500−3.8% | Reduced |
| Maryland State Retirement & Pension System | 17,169 | $24.5K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 13,000 | $24.7K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 13,074 | $24.8K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 13,197 | $25.1K | 0.00% | −6,748−33.8% | Reduced |
| Daymark Wealth Partners, LLC | 13,600 | $25.8K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 13,980 | $26.6K | 0.00% | +13,980 | New |
| Resources Investment Advisors, LLC. | 14,200 | $27.0K | 0.00% | +1,333+10.4% | Added |
| Trillium Asset Management, LLC | 14,249 | $27.0K | 0.00% | −334,060−95.9% | Reduced |
| Ingalls & Snyder LLC | 14,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 14,683 | $27.9K | 0.00% | +8,797+149.5% | Added |
| Amundi | 20,232 | $27.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 14,827 | $28.0K | 0.00% | +1,443+10.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,822 | $28.2K | 0.00% | +601+4.2% | Added |
| Wetherby Asset Management Inc | 14,923 | $28.4K | 0.00% | +1,738+13.2% | Added |
| Arkadios Wealth Advisors | 14,962 | $28.4K | 0.00% | −531−3.4% | Reduced |
| Simmons Bank | 15,000 | $28.5K | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 15,146 | $28.8K | 0.00% | +3,982+35.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,472 | $29.2K | 0.00% | −9,000−36.8% | Reduced |
| Change Path, LLC | 15,569 | $30.0K | 0.00% | +15,569 | New |
| Symmetry Investments LP | 15,800 | $30.0K | 0.00% | +15,800 | New |
| Franklin Resources Inc | 15,831 | $30.1K | 0.00% | +15,831 | New |
| Western Wealth Management, LLC | 15,908 | $30.2K | 0.00% | +1,960+14.1% | Added |
| GWM Advisors LLC | 16,096 | $30.6K | 0.00% | −1,290−7.4% | Reduced |
| PDS Planning, Inc | 16,255 | $30.9K | 0.00% | +16,255 | New |
| Apollon Wealth Management, LLC | 17,461 | $33.2K | 0.00% | +17,461 | New |
| Walleye Trading LLC | 17,577 | $33.4K | 0.00% | −30,210−63.2% | Reduced |
| Integrated Wealth Concepts LLC | 17,771 | $33.8K | 0.00% | +17,771 | New |
| HSBC Holdings PLC | 18,674 | $35.5K | 0.00% | +18,674 | New |
| Janney Montgomery Scott LLC | 19,500 | $37.0K | 0.00% | −73,530−79.0% | Reduced |
| Beacon Pointe Advisors, LLC | 19,662 | $37.4K | 0.00% | −1,313−6.3% | Reduced |
| Utah Retirement Systems | 19,700 | $37.4K | 0.00% | +2,700+15.9% | Added |
| Cresset Asset Management, LLC | 21,481 | $40.8K | 0.00% | −2,066−8.8% | Reduced |
| NCP Inc. | 21,600 | $41.0K | 0.03% | +21,600 | New |