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, Q3 2024
Institutional positions in ChargePoint Holdings, Inc. as of Sep 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
- 321
- −14 vs. Q2 2024
- Shares held
- 170.4M
- +4.97M (+3.0%) vs. Q2 2024
- Total value
- $233.4M
- −$16.7M (−6.7%) vs. Q2 2024
- New holders
- 33
- 69 more added
- Sold out
- 47
- 113 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 300 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 208 | $0 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $7 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 6 | $8 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 8 | $10 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $14 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 12 | $14 | 0.00% | +12 | New |
| Legacy Wealth Managment, LLC | 12 | $14 | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 30 | $41 | 0.00% | −50−62.5% | Reduced |
| Addison Advisors LLC | 49 | $68 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 57 | $79 | 0.00% | −143−71.5% | Reduced |
| Estabrook Capital Management | 60 | $82 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 81 | $111 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 87 | $119 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 90 | $123 | 0.00% | +90 | New |
| DT Investment Partners, LLC | 100 | $137 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $137 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $137 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $137 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 110 | $150 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 110 | $151 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 110 | $151 | 0.00% | 00.0% | Unchanged |
| American National Bank | 111 | $152 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 121 | $166 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 130 | $178 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 131 | $180 | 0.00% | −798−85.9% | Reduced |
| Continuum Advisory, LLC | 198 | $222 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 166 | $227 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 166 | $227 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 191 | $262 | 0.00% | −83−30.3% | Reduced |
| NBT Bank N A | 195 | $267 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 195 | $267 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $274 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $274 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 225 | $288 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 224 | $307 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 228 | $312 | 0.00% | −93−29.0% | Reduced |
| Chesapeake Asset Management LLC | 250 | $342 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 260 | $356 | 0.00% | −215−45.3% | Reduced |
| SRS Capital Advisors, Inc. | 273 | $375 | 0.00% | 00.0% | Unchanged |
| City State Bank | 310 | $425 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $427 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 318 | $436 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 334 | $458 | 0.00% | −22,894−98.6% | Reduced |
| Halpern Financial, Inc. | 350 | $459 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 350 | $480 | 0.00% | −250−41.7% | Reduced |
| Ronald Blue Trust, Inc. | 325 | $491 | 0.00% | −2,205−87.2% | Reduced |
| Quent Capital, LLC | 361 | $495 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 390 | $534 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 400 | $548 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 400 | $548 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 430 | $589 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 435 | $596 | 0.00% | −2−0.5% | Reduced |
| Clearstead Advisors, LLC | 500 | $685 | 0.00% | −2,060−80.5% | Reduced |
| Your Advocates Ltd., LLP | 500 | $685 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 500 | $685 | 0.00% | +500 | New |
| AdvisorNet Financial, Inc | 518 | $710 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 527 | $722 | 0.00% | −356−40.3% | Reduced |
| Bogart Wealth, LLC | 531 | $727 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 534 | $732 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 558 | $764 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 585 | $801 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 585 | $801 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 600 | $822 | 0.00% | −2,000−76.9% | Reduced |
| NBC Securities, Inc. | 800 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,000 | $1.00K | 0.00% | −300−23.1% | Reduced |
| Sterling Capital Management LLC | 770 | $1.05K | 0.00% | +770 | New |
| Oliver Lagore Vanvalin Investment Group | 775 | $1.06K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 905 | $1.18K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 878 | $1.20K | 0.00% | −100−10.2% | Reduced |
| Parkside Financial Bank & Trust | 904 | $1.24K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,000 | $1.37K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,000 | $1.37K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $1.37K | 0.00% | +1,000 | New |
| Future Financial Wealth Managment LLC | 1,000 | $1.37K | 0.00% | +1,000 | New |
| POM Investment Strategies, LLC | 1,042 | $1.43K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,050 | $1.44K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,100 | $1.51K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,130 | $1.55K | 0.00% | +237+26.5% | Added |
| Plante Moran Financial Advisors, LLC | 1,142 | $1.56K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,243 | $1.70K | 0.00% | −18−1.4% | Reduced |
| Geneos Wealth Management Inc. | 1,314 | $1.80K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,500 | $2.06K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,524 | $2.09K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,925 | $2.64K | 0.00% | −264−12.1% | Reduced |
| HM Payson & Co | 2,000 | $2.74K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 2,000 | $2.74K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,070 | $2.84K | 0.00% | −300−12.7% | Reduced |
| GeoWealth Management, LLC | 2,127 | $2.92K | 0.00% | +2,127 | New |
| Harbour Investments, Inc. | 2,210 | $3.03K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,973 | $4.07K | 0.00% | +167+6.0% | Added |
| GAMMA Investing LLC | 2,984 | $4.09K | 0.00% | +857+40.3% | Added |
| Atticus Wealth Management, LLC | 3,160 | $4.33K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,295 | $4.51K | 0.00% | −558−14.5% | Reduced |
| Parallel Advisors, LLC | 3,302 | $4.52K | 0.00% | −3,737−53.1% | Reduced |
| Comerica Bank | 3,437 | $4.71K | 0.00% | +2,728+384.8% | Added |
| Van Eck Associates Corp | 4,128 | $5.00K | 0.00% | +12+0.3% | Added |