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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 510 | $969 | 0.00% | +165+47.8% | Added |
| Your Advocates Ltd., LLP | 500 | $950 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $950 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 475 | $903 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 432 | $821 | 0.00% | +432 | New |
| WR Wealth Planners, LLC | 430 | $817 | 0.00% | +430 | New |
| Investors Research Corp | 400 | $760 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 400 | $760 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 390 | $741 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 388 | $737 | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 385 | $732 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 350 | $665 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 350 | $641 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $591 | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 300 | $570 | 0.00% | +300 | New |
| Quent Capital, LLC | 282 | $536 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 258 | $490 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 255 | $485 | 0.00% | +255 | New |
| Chesapeake Asset Management LLC | 250 | $475 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 224 | $426 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $380 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $380 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $380 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $380 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 200 | $380 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 195 | $371 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 195 | $371 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 166 | $315 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 162 | $308 | 0.00% | −100−38.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 130 | $247 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 127 | $241 | 0.00% | −11−8.0% | Reduced |
| Toronto Dominion Bank | 124 | $236 | 0.00% | +124 | New |
| Colonial Trust Advisors | 121 | $230 | 0.00% | −250−67.4% | Reduced |
| Abich Financial Wealth Management LLC | 120 | $228 | 0.00% | +120 | New |
| American National Bank | 111 | $211 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 110 | $210 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 110 | $209 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 100 | $190 | 0.00% | −900−90.0% | Reduced |
| JJJ Advisors Inc. | 100 | $190 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $190 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $190 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $190 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $190 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $190 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 100 | $190 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $190 | 0.00% | +100 | New |
| Gen-Wealth Partners Inc | 100 | $190 | 0.00% | +100 | New |
| MV Capital Management, Inc. | 96 | $183 | 0.00% | +96 | New |
| GPS Wealth Strategies Group, LLC | 93 | $177 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 85 | $162 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 81 | $154 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 80 | $152 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 60 | $114 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 49 | $94 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 40 | $76 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 40 | $76 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 25 | $48 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $19 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 8 | $14 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 6 | $11 | 0.00% | +6 | New |
| Caldwell Sutter Capital, Inc. | 5 | $10 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $4 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $4 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2 | $0 | 0.00% | −35−94.6% | Reduced |
| Coston, McIsaac & Partners | 208 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 100 | $0 | 0.00% | +100 | New |
| State Board of Administration of Florida Retirement System | 184,859 | – | – | −21,505−10.4% | Reduced |
| Vima LLC | 18 | – | – | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | – | – | +5 | New |
| Linse Capital LLC | 0 | $0 | 0.00% | −5,401,498−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −592,602−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −289,792−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −218,108−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −204,485−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −196,163−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −156,549−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −145,405−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −113,826−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −89,553−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −75,883−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −71,129−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −64,330−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Insight Folios Inc | 0 | $0 | 0.00% | −59,789−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −55,738−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −50,888−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −49,998−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −46,676−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −45,686−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −42,101−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −39,501−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −20,781−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −32,213−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −31,006−100.0% | Sold out |
| S&CO Inc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Advisory Resource Group | 0 | $0 | 0.00% | −28,857−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −30,481−100.0% | Sold out |