ChargePoint Holdings, Inc.

CHPT

Exchange: NYSE
Industry: Miscellaneous Electrical Machinery, Equipment & Supplies
SEC CIK: 0001777393

SEC filings (opens in a new tab)

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, Q2 2024

Institutional positions in ChargePoint Holdings, Inc. as of Jun 30, 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: 340; −28 vs. Q1 2024
Shares held: 195.7M; +42.0M (+27.4%) vs. Q1 2024
Total value: $295.8M; +$4.38M (+1.5%) vs. Q1 2024
New holders: 49; 104 more added
Sold out: 77; 93 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 340 institutions

Value heldQ2 2024: $295.8M

Institutions holding CHPT and their total value by quarter
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, Q2 2024

Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q1 2024.

Institutions holding CHPT in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Capital Advisors, Ltd. LLC	329	$0	0.00%	−3,184−90.6%	Reduced
Hazlett, Burt & Watson, Inc.	300	$0	0.00%	00.0%	Unchanged
Avion Wealth	100	$0	0.00%	−291−74.4%	Reduced
Roble, Belko & Company, Inc	2	$0	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	208	$0	0.00%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	1	$2	0.00%	00.0%	Unchanged
VisionPoint Advisory Group, LLC	2	$3	0.00%	00.0%	Unchanged
TFC Financial Management	3	$5	0.00%	+3	New
Caldwell Sutter Capital, Inc.	5	$8	0.00%	00.0%	Unchanged
Bullock Wealth Management Group	6	$9	0.00%	00.0%	Unchanged
Robinswood Financial LLC	8	$12	0.00%	00.0%	Unchanged
Planning Capital Management Corp	10	$16	0.00%	00.0%	Unchanged
RFP Financial Group LLC	25	$38	0.00%	00.0%	Unchanged
Addison Advisors LLC	49	$74	0.00%	00.0%	Unchanged
Estabrook Capital Management	60	$91	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	80	$121	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	81	$123	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	85	$129	0.00%	00.0%	Unchanged
Ridgewood Investments LLC	87	$131	0.00%	+87	New
DT Investment Partners, LLC	100	$151	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	100	$151	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	100	$151	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	100	$151	0.00%	00.0%	Unchanged
PFS Partners, LLC	100	$151	0.00%	00.0%	Unchanged
Gen-Wealth Partners Inc	100	$151	0.00%	00.0%	Unchanged
Smartleaf Asset Management LLC	105	$158	0.00%	+105	New
Tompkins Financial Corp	110	$166	0.00%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	110	$166	0.00%	+110	New
Sandy Spring Bank	110	$167	0.00%	00.0%	Unchanged
American National Bank	111	$168	0.00%	00.0%	Unchanged
Abich Financial Wealth Management LLC	120	$181	0.00%	00.0%	Unchanged
Colonial Trust Advisors	121	$183	0.00%	00.0%	Unchanged
Toronto Dominion Bank	124	$187	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	130	$196	0.00%	00.0%	Unchanged
Larson Financial Group LLC	166	$251	0.00%	−1,120−87.1%	Reduced
Sittner & Nelson, LLC	166	$251	0.00%	00.0%	Unchanged
NBT Bank N A	195	$294	0.00%	00.0%	Unchanged
Foster Dykema Cabot & Partners, LLC	195	$294	0.00%	00.0%	Unchanged
Continuum Advisory, LLC	198	$299	0.00%	+198	New
Riggs Asset Managment Co. Inc.	200	$302	0.00%	00.0%	Unchanged
Creekmur Asset Management LLC	200	$302	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	200	$302	0.00%	+104+108.3%	Added
Baldwin Brothers Inc	211	$319	0.00%	+11+5.5%	Added
HighMark Wealth Management LLC	224	$338	0.00%	00.0%	Unchanged
Chesapeake Asset Management LLC	250	$377	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	273	$413	0.00%	+273	New
Global Retirement Partners, LLC	274	$414	0.00%	+147+115.7%	Added
Cornerstone Planning Group LLC	225	$419	0.00%	+225	New
City State Bank	310	$468	0.00%	00.0%	Unchanged
Main Street Group, LTD	318	$471	0.00%	+318	New
GPS Wealth Strategies Group, LLC	321	$484	0.00%	+228+245.2%	Added
Halpern Financial, Inc.	350	$529	0.00%	00.0%	Unchanged
Quent Capital, LLC	361	$545	0.00%	+79+28.0%	Added
Spotlight Asset Group, Inc.	385	$581	0.00%	00.0%	Unchanged
South State Corp.	390	$589	0.00%	00.0%	Unchanged
Koesten, Hirschmann & Crabtree, INC.	311	$591	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	400	$604	0.00%	−200−33.3%	Reduced
Coppell Advisory Solutions LLC	400	$604	0.00%	+400	New
WR Wealth Planners, LLC	430	$649	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	475	$717	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	500	$755	0.00%	00.0%	Unchanged
Caldwell Trust Co	500	$755	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	518	$782	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	531	$802	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	534	$806	0.00%	00.0%	Unchanged
Quarry LP	535	$808	0.00%	+535	New
Tucker Asset Management LLC	558	$843	0.00%	+300+116.3%	Added
Allworth Financial LP	437	$857	0.00%	−73−14.3%	Reduced
McIlrath & Eck, LLC	585	$883	0.00%	−47−7.4%	Reduced
Eukles Asset Management	585	$883	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	600	$906	0.00%	+250+71.4%	Added
NBC Securities, Inc.	800	$1.00K	0.00%	−332−29.3%	Reduced
Householder Group Estate & Retirement Specialist, LLC	1,300	$1.00K	0.00%	+700+116.7%	Added
Benjamin F. Edwards & Company, Inc.	600	$1.00K	0.00%	00.0%	Unchanged
Comerica Bank	709	$1.07K	0.00%	−212−23.0%	Reduced
Oliver Lagore Vanvalin Investment Group	775	$1.17K	0.00%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	800	$1.21K	0.00%	00.0%	Unchanged
CoreCap Advisors, LLC	883	$1.33K	0.00%	+366+70.8%	Added
Allspring Global Investments Holdings, LLC	893	$1.35K	0.00%	+893	New
Parkside Financial Bank & Trust	904	$1.37K	0.00%	+904	New
Armstrong Advisory Group, Inc	929	$1.40K	0.00%	−1,200−56.4%	Reduced
Walleye Capital LLC	978	$1.48K	0.00%	+978	New
Castleview Partners, LLC	1,000	$1.51K	0.00%	00.0%	Unchanged
Concord Wealth Partners	1,000	$1.51K	0.00%	00.0%	Unchanged
WealthCollab, LLC	1,000	$1.51K	0.00%	00.0%	Unchanged
TruNorth Capital Management, LLC	1,000	$1.51K	0.00%	+1,000	New
POM Investment Strategies, LLC	1,042	$1.57K	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	1,050	$1.59K	0.00%	00.0%	Unchanged
FinTrust Capital Advisors, LLC	1,100	$1.66K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	1,142	$1.72K	0.00%	00.0%	Unchanged
Natixis	1,261	$1.90K	0.00%	−476−27.4%	Reduced
Geneos Wealth Management Inc.	1,314	$1.98K	0.00%	−146−10.0%	Reduced
Close Asset Management Ltd	1,500	$2.00K	0.00%	00.0%	Unchanged
Redwood Wealth Management Group, LLC	1,410	$2.13K	0.00%	+1,410	New
Loring Wolcott & Coolidge Fiduciary Advisors LLP	905	$2.15K	0.00%	00.0%	Unchanged
Hartford Financial Management Inc.	1,500	$2.27K	0.00%	+1,500	New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	1,524	$2.30K	0.00%	00.0%	Unchanged
Mather Group, LLC.	1,244	$2.36K	0.00%	+1,244	New
HM Payson & Co	2,000	$3.02K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	2,000	$3.02K	0.00%	00.0%	Unchanged