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 |
|---|---|---|---|---|---|
| Balentine LLC | 84,131 | $159.8K | 0.00% | +72,991+655.2% | Added |
| Scientech Research LLC | 81,764 | $155.4K | 0.08% | +63,241+341.4% | Added |
| Alliancebernstein L.P. | 81,754 | $155.3K | 0.00% | −47,731−36.9% | Reduced |
| Ieq Capital, LLC | 80,791 | $153.5K | 0.00% | +25,910+47.2% | Added |
| Rafferty Asset Management, LLC | 78,783 | $149.7K | 0.00% | −22,499−22.2% | Reduced |
| Creative Planning | 74,664 | $141.9K | 0.00% | +16,430+28.2% | Added |
| Handelsbanken Fonder AB | 66,190 | $126.0K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 62,140 | $118.1K | 0.00% | +31,478+102.7% | Added |
| Dorsey & Whitney Trust CO LLC | 60,880 | $115.7K | 0.01% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 60,000 | $114.0K | 0.19% | 00.0% | Unchanged |
| Cerity Partners LLC | 59,004 | $112.1K | 0.00% | +59,004 | New |
| Captrust Financial Advisors | 55,068 | $104.6K | 0.00% | −40,075−42.1% | Reduced |
| KBC Group NV | 53,468 | $102.0K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 51,216 | $97.3K | 0.01% | +1,756+3.6% | Added |
| apricus wealth, LLC | 50,000 | $95.0K | 0.07% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 48,423 | $92.0K | 0.00% | −73,516−60.3% | Reduced |
| GTS Securities LLC | 48,286 | $91.7K | 0.00% | −221,522−82.1% | Reduced |
| Veriti Management LLC | 48,259 | $91.7K | 0.01% | +48,259 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,544 | $90.3K | 0.00% | −439−0.9% | Reduced |
| Victory Capital Management Inc | 47,333 | $89.9K | 0.00% | +9,221+24.2% | Added |
| FMR LLC | 47,328 | $89.9K | 0.00% | +15,500+48.7% | Added |
| SEI Investments Co | 46,748 | $88.8K | 0.00% | +33,233+245.9% | Added |
| Clarity Capital Partners LLC | 45,507 | $86.5K | 0.06% | −87,000−65.7% | Reduced |
| Private Advisor Group, LLC | 45,081 | $85.7K | 0.00% | −2,518−5.3% | Reduced |
| Stratos Wealth Partners, LTD. | 44,345 | $84.3K | 0.00% | −1,993−4.3% | Reduced |
| International Assets Investment Management, LLC | 44,519 | $81.0K | 0.01% | +308+0.7% | Added |
| SCP Investment, LP | 40,800 | $77.5K | 0.05% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 40,650 | $77.0K | 0.01% | +40,650 | New |
| Xponance, Inc. | 39,765 | $75.6K | 0.00% | +4,304+12.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 36,750 | $69.8K | 0.00% | −1,000−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 36,000 | $68.4K | 0.01% | +36,000 | New |
| Scotia Capital Inc. | 35,462 | $67.4K | 0.00% | −2,563−6.7% | Reduced |
| Pictet Asset Management Holding SA | 35,127 | $66.7K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 34,915 | $66.3K | 0.00% | −3,945−10.2% | Reduced |
| Clark Financial Services Group Inc | 34,657 | $66.0K | 0.08% | +6,784+24.3% | Added |
| Principal Financial Group Inc | 34,653 | $65.8K | 0.00% | +1,439+4.3% | Added |
| O'Rourke & Company, Inc | 34,048 | $65.0K | 0.04% | +9,668+39.7% | Added |
| Mariner, LLC | 31,717 | $60.3K | 0.00% | +2,221+7.5% | Added |
| MML Investors Services, LLC | 31,652 | $60.0K | 0.00% | +455+1.5% | Added |
| Baird Financial Group, Inc. | 31,375 | $59.6K | 0.00% | +6,100+24.1% | Added |
| Jeppson Wealth Management, LLC | 31,266 | $59.4K | 0.02% | +14,351+84.8% | Added |
| State of Wisconsin Investment Board | 31,235 | $59.3K | 0.00% | +2,178+7.5% | Added |
| Tower Research Capital LLC (TRC) | 30,337 | $57.6K | 0.00% | +7,513+32.9% | Added |
| Occudo Quantitative Strategies LP | 29,454 | $56.0K | 0.01% | −9,880−25.1% | Reduced |
| Public Employees Retirement Association of Colorado | 28,781 | $55.0K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 28,324 | $53.8K | 0.00% | +17,725+167.2% | Added |
| XTX Topco Ltd | 28,029 | $53.3K | 0.01% | +28,029 | New |
| HB Wealth Management, LLC | 27,985 | $53.2K | 0.00% | +1,790+6.8% | Added |
| Banque Cantonale Vaudoise | 27,158 | $53.0K | 0.00% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 27,353 | $52.0K | 0.00% | +27,353 | New |
| National Asset Management, Inc. | 10,425 | $51.8K | 0.00% | +10,425 | New |
| Ethic Inc. | 27,165 | $51.6K | 0.00% | +27,165 | New |
| Foresight Group Ltd Liability Partnership | 33,612 | $50.5K | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 26,228 | $49.8K | 0.00% | −512,117−95.1% | Reduced |
| PFG Investments, LLC | 25,805 | $49.0K | 0.00% | +25,805 | New |
| Independent Financial Group, LLC | 25,539 | $48.5K | 0.00% | −10,906−29.9% | Reduced |
| Neuberger Berman Group LLC | 25,457 | $48.4K | 0.00% | +9,903+63.7% | Added |
| Pitcairn Co | 25,418 | $48.3K | 0.00% | +5,293+26.3% | Added |
| Alpine Global Management, LLC | 25,110 | $47.7K | 0.01% | +25,110 | New |
| Capital Square, LLC | 24,880 | $47.3K | 0.03% | +8,000+47.4% | Added |
| Perennial Advisors, LLC | 23,870 | $45.4K | 0.01% | +3,275+15.9% | Added |
| Amalgamated Bank | 23,536 | $45.0K | 0.00% | −35,753−60.3% | Reduced |
| Brave Asset Management Inc | 23,000 | $43.7K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 22,707 | $43.1K | 0.00% | −1,743−7.1% | Reduced |
| CIBC Private Wealth Group, LLC | 23,343 | $42.5K | 0.00% | +1,591+7.3% | Added |
| Core Wealth Management, Inc. | 21,931 | $41.7K | 0.02% | +1,916+9.6% | Added |
| Strategic Blueprint, LLC | 21,783 | $41.4K | 0.00% | −500−2.2% | Reduced |
| MetLife Investment Management | 21,668 | $41.2K | 0.00% | +3,063+16.5% | Added |
| NCP Inc. | 21,600 | $41.0K | 0.03% | +21,600 | New |
| Cresset Asset Management, LLC | 21,481 | $40.8K | 0.00% | −2,066−8.8% | Reduced |
| Utah Retirement Systems | 19,700 | $37.4K | 0.00% | +2,700+15.9% | Added |
| Beacon Pointe Advisors, LLC | 19,662 | $37.4K | 0.00% | −1,313−6.3% | Reduced |
| Janney Montgomery Scott LLC | 19,500 | $37.0K | 0.00% | −73,530−79.0% | Reduced |
| HSBC Holdings PLC | 18,674 | $35.5K | 0.00% | +18,674 | New |
| Integrated Wealth Concepts LLC | 17,771 | $33.8K | 0.00% | +17,771 | New |
| Walleye Trading LLC | 17,577 | $33.4K | 0.00% | −30,210−63.2% | Reduced |
| Apollon Wealth Management, LLC | 17,461 | $33.2K | 0.00% | +17,461 | New |
| PDS Planning, Inc | 16,255 | $30.9K | 0.00% | +16,255 | New |
| GWM Advisors LLC | 16,096 | $30.6K | 0.00% | −1,290−7.4% | Reduced |
| Western Wealth Management, LLC | 15,908 | $30.2K | 0.00% | +1,960+14.1% | Added |
| Franklin Resources Inc | 15,831 | $30.1K | 0.00% | +15,831 | New |
| Symmetry Investments LP | 15,800 | $30.0K | 0.00% | +15,800 | New |
| Change Path, LLC | 15,569 | $30.0K | 0.00% | +15,569 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,472 | $29.2K | 0.00% | −9,000−36.8% | Reduced |
| Wealthfront Advisers LLC | 15,146 | $28.8K | 0.00% | +3,982+35.7% | Added |
| Simmons Bank | 15,000 | $28.5K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 14,962 | $28.4K | 0.00% | −531−3.4% | Reduced |
| Wetherby Asset Management Inc | 14,923 | $28.4K | 0.00% | +1,738+13.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,822 | $28.2K | 0.00% | +601+4.2% | Added |
| CWM, LLC | 14,827 | $28.0K | 0.00% | +1,443+10.8% | Added |
| Amundi | 20,232 | $27.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 14,683 | $27.9K | 0.00% | +8,797+149.5% | 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 |
| Resources Investment Advisors, LLC. | 14,200 | $27.0K | 0.00% | +1,333+10.4% | Added |
| Perennial Investment Advisors, LLC | 13,980 | $26.6K | 0.00% | +13,980 | New |
| Daymark Wealth Partners, LLC | 13,600 | $25.8K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 13,197 | $25.1K | 0.00% | −6,748−33.8% | Reduced |
| Adviser Investments LLC | 13,074 | $24.8K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 13,000 | $24.7K | 0.01% | 00.0% | Unchanged |