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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 11,536 | $17.4K | 0.00% | +11,536 | New |
| Miracle Mile Advisors, LLC | 11,470 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 11,332 | $17.1K | 0.00% | −800−6.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,235 | $17.0K | 0.00% | +1,700+17.8% | Added |
| Atria Wealth Solutions, Inc. | 11,080 | $16.7K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 10,727 | $16.2K | 0.00% | −473−4.2% | Reduced |
| Gainplan LLC | 10,500 | $15.9K | 0.01% | −257−2.4% | Reduced |
| Strategic Investment Solutions, Inc. | 7,100 | $15.4K | 0.00% | +7,100 | New |
| Hanlon Investment Management, Inc. | 10,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,893 | $15.0K | 0.00% | −1,163−9.6% | Reduced |
| Nisa Investment Advisors, LLC | 8,900 | $13.4K | 0.00% | +8,900 | New |
| Quadrant Capital Group LLC | 8,145 | $12.3K | 0.00% | +6,433+375.8% | Added |
| Signaturefd, LLC | 7,846 | $11.8K | 0.00% | +3,548+82.6% | Added |
| Capital Analysts, LLC | 7,337 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,039 | $10.6K | 0.00% | −1,715−19.6% | Reduced |
| TD Waterhouse Canada Inc. | 6,975 | $10.3K | 0.00% | +600+9.4% | Added |
| Hexagon Capital Partners LLC | 6,700 | $10.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,000 | $9.06K | 0.00% | −160−2.6% | Reduced |
| Rothschild Investment LLC | 5,895 | $8.90K | 0.00% | −3,805−39.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,807 | $8.77K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,485 | $8.28K | 0.00% | +715+15.0% | Added |
| US Bancorp | 5,472 | $8.26K | 0.00% | −9,211−62.7% | Reduced |
| Farther Finance Advisors, LLC | 4,931 | $7.30K | 0.00% | +668+15.7% | Added |
| National Bank of Canada | 4,912 | $7.21K | 0.00% | −263,400−98.2% | Reduced |
| Covestor Ltd | 4,769 | $7.00K | 0.00% | +45+1.0% | Added |
| IFP Advisors, Inc | 4,321 | $6.53K | 0.00% | −5,145−54.4% | Reduced |
| Tradewinds Capital Management, LLC | 4,002 | $6.04K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,116 | $6.00K | 0.00% | +946+29.8% | Added |
| Aspire Private Capital, LLC | 3,973 | $6.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,853 | $5.82K | 0.00% | +3,421+791.9% | Added |
| Ronald Blue Trust, Inc. | 2,530 | $4.81K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,160 | $4.77K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,806 | $4.24K | 0.00% | −985−26.0% | Reduced |
| Huntington National Bank | 2,600 | $3.93K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,560 | $3.87K | 0.00% | −2,650−50.9% | Reduced |
| Westside Investment Management, Inc. | 2,370 | $3.58K | 0.00% | −3,450−59.3% | Reduced |
| Harbour Investments, Inc. | 2,210 | $3.34K | 0.00% | −448−16.9% | Reduced |
| Spire Wealth Management | 2,189 | $3.31K | 0.00% | −405−15.6% | Reduced |
| GAMMA Investing LLC | 2,127 | $3.21K | 0.00% | −609−22.3% | Reduced |
| 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 |
| Advantage Trust Co | 2,000 | $3.02K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,244 | $2.36K | 0.00% | +1,244 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,524 | $2.30K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,500 | $2.27K | 0.00% | +1,500 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 905 | $2.15K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,410 | $2.13K | 0.00% | +1,410 | New |
| Close Asset Management Ltd | 1,500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,314 | $1.98K | 0.00% | −146−10.0% | Reduced |
| Natixis | 1,261 | $1.90K | 0.00% | −476−27.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,142 | $1.72K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,100 | $1.66K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,050 | $1.59K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,042 | $1.57K | 0.00% | 00.0% | Unchanged |
| 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 |
| Walleye Capital LLC | 978 | $1.48K | 0.00% | +978 | New |
| Armstrong Advisory Group, Inc | 929 | $1.40K | 0.00% | −1,200−56.4% | Reduced |
| Parkside Financial Bank & Trust | 904 | $1.37K | 0.00% | +904 | New |
| Allspring Global Investments Holdings, LLC | 893 | $1.35K | 0.00% | +893 | New |
| CoreCap Advisors, LLC | 883 | $1.33K | 0.00% | +366+70.8% | Added |
| Brown, Lisle/Cummings, Inc. | 800 | $1.21K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 775 | $1.17K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 709 | $1.07K | 0.00% | −212−23.0% | Reduced |
| 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 |
| SOA Wealth Advisors, LLC. | 600 | $906 | 0.00% | +250+71.4% | Added |
| McIlrath & Eck, LLC | 585 | $883 | 0.00% | −47−7.4% | Reduced |
| Eukles Asset Management | 585 | $883 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 437 | $857 | 0.00% | −73−14.3% | Reduced |
| Tucker Asset Management LLC | 558 | $843 | 0.00% | +300+116.3% | Added |
| Quarry LP | 535 | $808 | 0.00% | +535 | New |
| Creative Financial Designs Inc | 534 | $806 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 531 | $802 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 518 | $782 | 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 |
| Glen Eagle Advisors, LLC | 475 | $717 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 430 | $649 | 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 |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $591 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 390 | $589 | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 385 | $581 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 361 | $545 | 0.00% | +79+28.0% | Added |
| Halpern Financial, Inc. | 350 | $529 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 321 | $484 | 0.00% | +228+245.2% | Added |
| Main Street Group, LTD | 318 | $471 | 0.00% | +318 | New |
| City State Bank | 310 | $468 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 225 | $419 | 0.00% | +225 | New |
| Global Retirement Partners, LLC | 274 | $414 | 0.00% | +147+115.7% | Added |
| SRS Capital Advisors, Inc. | 273 | $413 | 0.00% | +273 | New |
| Chesapeake Asset Management LLC | 250 | $377 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 224 | $338 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 211 | $319 | 0.00% | +11+5.5% | Added |
| Riggs Asset Managment Co. Inc. | 200 | $302 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $302 | 0.00% | 00.0% | Unchanged |