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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mariner, LLC | 58,118 | $87.8K | 0.00% | +26,401+83.2% | Added |
| Captrust Financial Advisors | 55,397 | $83.6K | 0.00% | +329+0.6% | Added |
| CI Private Wealth, LLC | 50,932 | $76.9K | 0.00% | +2,509+5.2% | Added |
| Victory Capital Management Inc | 50,652 | $76.5K | 0.00% | +3,319+7.0% | Added |
| Balyasny Asset Management LLC | 50,475 | $76.2K | 0.00% | +50,475 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,130 | $74.2K | 0.00% | +1,586+3.3% | Added |
| Mutual Advisors, LLC | 34,480 | $72.1K | 0.00% | −435−1.2% | Reduced |
| Principal Financial Group Inc | 46,042 | $69.5K | 0.00% | +11,389+32.9% | Added |
| Vident Advisory, LLC | 45,745 | $69.1K | 0.00% | −120,068−72.4% | Reduced |
| International Assets Investment Management, LLC | 45,440 | $68.6K | 0.01% | +921+2.1% | Added |
| apricus wealth, LLC | 45,000 | $68.0K | 0.05% | −5,000−10.0% | Reduced |
| Pathstone Holdings, LLC | 44,971 | $67.9K | 0.00% | +44,971 | New |
| SEI Investments Co | 44,919 | $67.8K | 0.00% | −1,829−3.9% | Reduced |
| M&T Bank Corp | 43,786 | $66.5K | 0.00% | −72,249−62.3% | Reduced |
| Stratos Wealth Partners, LTD. | 43,780 | $66.1K | 0.00% | −565−1.3% | Reduced |
| Prudential Financial Inc | 41,127 | $62.1K | 0.00% | +29,261+246.6% | Added |
| Cerity Partners LLC | 40,770 | $61.6K | 0.00% | −18,234−30.9% | Reduced |
| Van Hulzen Asset Management, LLC | 40,650 | $61.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 38,250 | $57.8K | 0.00% | +38,250 | New |
| Ameritas Investment Partners, Inc. | 38,031 | $57.4K | 0.00% | +38,031 | New |
| Legacy Financial Advisors, Inc. | 36,000 | $54.4K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 36,071 | $54.0K | 0.00% | +4,419+14.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 35,750 | $54.0K | 0.01% | −1,000−2.7% | Reduced |
| Pictet Asset Management Holding SA | 35,127 | $53.0K | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 34,735 | $52.4K | 0.00% | −727−2.1% | Reduced |
| Clark Financial Services Group Inc | 33,976 | $52.0K | 0.05% | −681−2.0% | Reduced |
| PFG Investments, LLC | 34,102 | $51.5K | 0.00% | +8,297+32.2% | Added |
| Jeppson Wealth Management, LLC | 33,460 | $50.5K | 0.02% | +2,194+7.0% | Added |
| State of Wisconsin Investment Board | 32,601 | $49.2K | 0.00% | +1,366+4.4% | Added |
| Private Advisor Group, LLC | 32,486 | $49.1K | 0.00% | −12,595−27.9% | Reduced |
| Capital Square, LLC | 24,498 | $49.0K | 0.03% | −382−1.5% | Reduced |
| Diametric Capital, LP | 32,307 | $48.8K | 0.03% | +32,307 | New |
| Tower Research Capital LLC (TRC) | 32,106 | $48.5K | 0.00% | +1,769+5.8% | Added |
| HB Wealth Management, LLC | 31,182 | $47.1K | 0.00% | +3,197+11.4% | Added |
| Scientech Research LLC | 30,587 | $46.2K | 0.01% | −51,177−62.6% | Reduced |
| Wealthfront Advisers LLC | 30,314 | $45.8K | 0.00% | +15,168+100.1% | Added |
| Veriti Management LLC | 29,715 | $44.9K | 0.00% | −18,544−38.4% | Reduced |
| Hamilton Wealth, LLC | 29,520 | $44.6K | 0.01% | +29,520 | New |
| CIBC Private Wealth Group, LLC | 23,228 | $43.2K | 0.00% | −115−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 28,781 | $43.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 28,025 | $42.3K | 0.00% | −3,350−10.7% | Reduced |
| Colony Group, LLC | 27,803 | $42.0K | 0.00% | +27,803 | New |
| Foresight Group Ltd Liability Partnership | 33,612 | $40.6K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 26,397 | $39.1K | 0.00% | +7,723+41.4% | Added |
| JustInvest LLC | 25,462 | $38.4K | 0.00% | +15,358+152.0% | Added |
| Banque Cantonale Vaudoise | 24,700 | $38.0K | 0.00% | −2,458−9.1% | Reduced |
| Independent Financial Group, LLC | 25,148 | $38.0K | 0.00% | −391−1.5% | Reduced |
| Ethic Inc. | 25,050 | $37.8K | 0.00% | −2,115−7.8% | Reduced |
| XTX Topco Ltd | 24,882 | $37.6K | 0.00% | −3,147−11.2% | Reduced |
| Perennial Investment Advisors, LLC | 24,380 | $36.8K | 0.01% | +10,400+74.4% | Added |
| Xponance, Inc. | 24,131 | $36.4K | 0.00% | −15,634−39.3% | Reduced |
| Perennial Advisors, LLC | 23,870 | $36.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 23,745 | $35.9K | 0.00% | −62,709−72.5% | Reduced |
| Brave Asset Management Inc | 23,000 | $34.7K | 0.01% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 21,931 | $33.1K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 21,600 | $32.6K | 0.02% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 20,520 | $31.0K | 0.01% | +20,520 | New |
| Integrated Wealth Concepts LLC | 20,501 | $31.0K | 0.00% | +2,730+15.4% | Added |
| Jones Financial Companies LLLP | 20,032 | $30.2K | 0.00% | +20,032 | New |
| TownSquare Capital, LLC | 19,816 | $29.9K | 0.00% | +8,203+70.6% | Added |
| Apollon Wealth Management, LLC | 19,040 | $28.8K | 0.00% | +1,579+9.0% | Added |
| Beacon Pointe Advisors, LLC | 18,068 | $27.3K | 0.00% | −1,594−8.1% | Reduced |
| O'Rourke & Company, Inc | 17,637 | $27.0K | 0.02% | −16,411−48.2% | Reduced |
| CIBC Asset Management Inc | 17,145 | $25.9K | 0.00% | +5,770+50.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,072 | $25.7K | 0.00% | +1,600+10.3% | Added |
| Group One Trading, L.P. | 16,721 | $25.2K | 0.00% | +7,719+85.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,663 | $25.2K | 0.00% | +1,841+12.4% | Added |
| StoneX Group Inc. | 16,454 | $24.8K | 0.00% | +16,454 | New |
| Strategic Blueprint, LLC | 16,396 | $24.8K | 0.00% | −5,387−24.7% | Reduced |
| GWM Advisors LLC | 16,146 | $24.4K | 0.00% | +50+0.3% | Added |
| Presilium Private Wealth, LLC | 16,000 | $24.2K | 0.01% | +16,000 | New |
| Verition Fund Management LLC | 15,960 | $24.1K | 0.00% | +15,960 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 15,855 | $23.9K | 0.00% | +15,855 | New |
| Mercer Global Advisors Inc | 15,493 | $23.4K | 0.00% | +3,847+33.0% | Added |
| United Capital Financial Advisers, LLC | 15,480 | $23.4K | 0.00% | +15,480 | New |
| Resources Investment Advisors, LLC. | 15,470 | $23.4K | 0.00% | +1,270+8.9% | Added |
| Brookstone Capital Management | 10,533 | $22.8K | 0.00% | +10,533 | New |
| Simmons Bank | 15,000 | $22.6K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 14,913 | $22.5K | 0.00% | −49−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 14,705 | $22.2K | 0.00% | +4,490+44.0% | Added |
| Western Wealth Management, LLC | 14,588 | $22.0K | 0.00% | −1,320−8.3% | Reduced |
| Janney Montgomery Scott LLC | 14,405 | $22.0K | 0.00% | −5,095−26.1% | Reduced |
| Ieq Capital, LLC | 14,332 | $21.6K | 0.00% | −66,459−82.3% | Reduced |
| Diversified Trust Co | 14,268 | $21.5K | 0.00% | +14,268 | New |
| Neuberger Berman Group LLC | 14,131 | $21.3K | 0.00% | −11,326−44.5% | Reduced |
| Quadcap Wealth Management, LLC | 13,993 | $21.1K | 0.00% | +1,508+12.1% | Added |
| CWM, LLC | 14,203 | $21.0K | 0.00% | −624−4.2% | Reduced |
| Coyle Financial Counsel LLC | 10,800 | $20.5K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 13,100 | $19.8K | 0.00% | −500−3.7% | Reduced |
| Adviser Investments LLC | 13,074 | $19.7K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 13,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 12,690 | $19.2K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 12,685 | $19.2K | 0.00% | +12,685 | New |
| Angeles Wealth Management, LLC | 12,494 | $18.9K | 0.00% | +12,494 | New |
| Independent Advisor Alliance | 12,217 | $18.4K | 0.00% | −980−7.4% | Reduced |
| Ameriprise Financial Inc | 12,131 | $18.3K | 0.00% | −10,576−46.6% | Reduced |
| Camden Capital, LLC | 11,930 | $18.0K | 0.00% | +43+0.4% | Added |
| Amalgamated Bank | 12,221 | $18.0K | 0.00% | −11,315−48.1% | Reduced |
| Ingalls & Snyder LLC | 12,000 | $18.0K | 0.00% | −2,000−14.3% | Reduced |
| Prelude Capital Management, LLC | 11,765 | $17.8K | 0.00% | +11,765 | New |