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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 17,169 | $24.5K | 0.00% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 12,690 | $24.1K | 0.03% | −500−3.8% | Reduced |
| Quadcap Wealth Management, LLC | 12,485 | $23.7K | 0.01% | −100−0.8% | Reduced |
| Tradition Wealth Management, LLC | 12,132 | $23.1K | 0.00% | +7,767+177.9% | Added |
| Hollencrest Capital Management | 12,000 | $22.8K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 11,887 | $22.6K | 0.00% | +11,887 | New |
| Prudential Financial Inc | 11,866 | $22.5K | 0.00% | +1,193+11.2% | Added |
| TownSquare Capital, LLC | 11,613 | $22.1K | 0.00% | −919−7.3% | Reduced |
| Mercer Global Advisors Inc | 11,646 | $22.0K | 0.00% | +11,646 | New |
| Lincoln National Corp | 11,486 | $21.8K | 0.00% | −6,320−35.5% | Reduced |
| Miracle Mile Advisors, LLC | 11,470 | $21.8K | 0.00% | +11,470 | New |
| 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 |
| CIBC Asset Management Inc | 11,375 | $21.6K | 0.00% | −213−1.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 11,200 | $21.3K | 0.00% | −14,560−56.5% | Reduced |
| Atria Wealth Solutions, Inc. | 11,080 | $21.1K | 0.00% | −6,375−36.5% | Reduced |
| IHT Wealth Management, LLC | 10,909 | $20.7K | 0.00% | +793+7.8% | Added |
| Coyle Financial Counsel LLC | 10,800 | $20.5K | 0.01% | +10,800 | New |
| Gainplan LLC | 10,757 | $20.4K | 0.01% | +10,757 | New |
| Truist Financial Corp | 10,750 | $20.4K | 0.00% | −1,516−12.4% | Reduced |
| Ballentine Partners, LLC | 10,625 | $20.2K | 0.00% | −4,034−27.5% | Reduced |
| Mirova | 10,284 | $19.5K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 10,240 | $19.5K | 0.00% | +10,240 | New |
| Avantax Advisory Services, Inc. | 10,215 | $19.4K | 0.00% | −82,750−89.0% | Reduced |
| JustInvest LLC | 10,104 | $19.2K | 0.00% | +10,104 | 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 |
| Point72 (DIFC) Ltd | 9,824 | $18.7K | 0.00% | +9,824 | New |
| Rothschild Investment LLC | 9,700 | $18.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,535 | $18.1K | 0.00% | −2,925−23.5% | Reduced |
| IFP Advisors, Inc | 9,466 | $18.0K | 0.00% | −1,195−11.2% | Reduced |
| Group One Trading, L.P. | 9,002 | $17.1K | 0.00% | +9,002 | New |
| HighTower Advisors, LLC | 12,056 | $17.0K | 0.00% | −7,784−39.2% | Reduced |
| Parallel Advisors, LLC | 8,754 | $16.6K | 0.00% | +2,339+36.5% | Added |
| Capital Analysts, LLC | 7,337 | $14.0K | 0.00% | +201+2.8% | Added |
| Hexagon Capital Partners LLC | 6,700 | $12.7K | 0.00% | +2,500+59.5% | Added |
| North Star Investment Management Corp. | 6,160 | $11.7K | 0.00% | +4,400+250.0% | Added |
| TD Waterhouse Canada Inc. | 6,375 | $11.5K | 0.00% | +2,000+45.7% | Added |
| American International Group, Inc. | 5,942 | $11.3K | 0.00% | +750+14.4% | Added |
| Westside Investment Management, Inc. | 5,820 | $11.1K | 0.00% | −5,100−46.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,807 | $11.0K | 0.00% | +717+14.1% | Added |
| Lindbrook Capital, LLC | 4,770 | $9.06K | 0.00% | −2,869−37.6% | Reduced |
| Covestor Ltd | 4,724 | $9.00K | 0.01% | +2,133+82.3% | Added |
| Clearstead Advisors, LLC | 5,210 | $8.96K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 4,504 | $8.56K | 0.00% | +1,519+50.9% | Added |
| Signaturefd, LLC | 4,298 | $8.17K | 0.00% | −28−0.6% | Reduced |
| Farther Finance Advisors, LLC | 4,263 | $7.76K | 0.00% | −3,541−45.4% | Reduced |
| Tradewinds Capital Management, LLC | 4,002 | $7.60K | 0.00% | −5,000−55.5% | Reduced |
| Aspire Private Capital, LLC | 3,973 | $7.55K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,791 | $7.20K | 0.00% | +715+23.2% | Added |
| Belvedere Trading LLC | 3,766 | $7.16K | 0.00% | +986+35.5% | Added |
| Capital Advisors, Ltd. LLC | 3,513 | $7.00K | 0.00% | +3,513 | New |
| Atticus Wealth Management, LLC | 3,160 | $6.00K | 0.00% | +2,500+378.8% | Added |
| Van Eck Associates Corp | 3,170 | $6.00K | 0.00% | +11+0.3% | Added |
| GAMMA Investing LLC | 2,736 | $5.20K | 0.00% | −224−7.6% | Reduced |
| Harbour Investments, Inc. | 2,658 | $5.05K | 0.00% | −105−3.8% | Reduced |
| Armstrong Advisory Group, Inc | 2,129 | $4.98K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,600 | $4.94K | 0.00% | −963−27.0% | Reduced |
| Spire Wealth Management | 2,594 | $4.93K | 0.00% | −500−16.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,530 | $4.81K | 0.00% | +2,128+529.4% | Added |
| 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 |
| Natixis | 1,737 | $3.30K | 0.00% | −369−17.5% | Reduced |
| Quadrant Capital Group LLC | 1,712 | $3.25K | 0.00% | +337+24.5% | Added |
| 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,524 | $2.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,460 | $2.77K | 0.00% | +94+6.9% | Added |
| Hoey Investments, Inc | 1,400 | $2.66K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,286 | $2.44K | 0.00% | −438−25.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,142 | $2.17K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,100 | $2.09K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,132 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,050 | $2.00K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,042 | $1.98K | 0.00% | +1,042 | New |
| JNBA Financial Advisors | 1,000 | $1.90K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,000 | $1.90K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,000 | $1.90K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,000 | $1.90K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $1.90K | 0.00% | +1,000 | New |
| Comerica Bank | 921 | $1.75K | 0.00% | −2,927−76.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 800 | $1.52K | 0.00% | −5,500−87.3% | Reduced |
| ICA Group Wealth Management, LLC | 800 | $1.52K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 775 | $1.47K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 905 | $1.23K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 632 | $1.20K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 600 | $1.14K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 600 | $1.14K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 585 | $1.11K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 534 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 531 | $1.01K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 600 | $1.00K | 0.00% | −4,500−88.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 300 | $1.00K | 0.00% | −274−47.7% | Reduced |
| Hantz Financial Services, Inc. | 485 | $1.00K | 0.00% | −430−47.0% | Reduced |
| City State Bank | 310 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 391 | $1.00K | 0.00% | +291+291.0% | Added |
| Valley National Advisers Inc | 693 | $1.00K | 0.00% | +693 | New |
| AdvisorNet Financial, Inc | 518 | $984 | 0.00% | −200−27.9% | Reduced |
| CoreCap Advisors, LLC | 517 | $982 | 0.00% | +517 | New |