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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 3,735 | $5.12K | 0.00% | −2,072−35.7% | Reduced |
| IFP Advisors, Inc | 3,771 | $5.17K | 0.00% | −550−12.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,800 | $5.21K | 0.00% | +3,000+375.0% | Added |
| Aspire Private Capital, LLC | 3,973 | $5.44K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4,002 | $5.48K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 4,036 | $5.53K | 0.00% | +4,036 | New |
| Covestor Ltd | 4,716 | $6.00K | 0.00% | −53−1.1% | Reduced |
| Rothschild Investment LLC | 4,700 | $6.44K | 0.00% | −1,195−20.3% | Reduced |
| Farther Finance Advisors, LLC | 4,941 | $6.77K | 0.00% | +10+0.2% | Added |
| North Star Investment Management Corp. | 5,000 | $6.85K | 0.00% | −1,000−16.7% | Reduced |
| Lindbrook Capital, LLC | 5,618 | $7.70K | 0.00% | +133+2.4% | Added |
| Quadrant Capital Group LLC | 5,627 | $7.71K | 0.00% | −2,518−30.9% | Reduced |
| Signaturefd, LLC | 5,682 | $7.78K | 0.00% | −2,164−27.6% | Reduced |
| Capital Advisors, Ltd. LLC | 5,746 | $8.00K | 0.00% | +5,417+1,646.5% | Added |
| Nisa Investment Advisors, LLC | 6,000 | $8.22K | 0.00% | −2,900−32.6% | Reduced |
| Hexagon Capital Partners LLC | 7,000 | $9.59K | 0.00% | +300+4.5% | Added |
| Strategic Investment Solutions, Inc. | 7,100 | $9.73K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7,337 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 8,337 | $10.8K | 0.00% | +1,362+19.5% | Added |
| HighTower Advisors, LLC | 8,417 | $11.0K | 0.00% | −2,476−22.7% | Reduced |
| Citadel Advisors LLC | 8,256 | $11.3K | 0.00% | +8,256 | New |
| US Bancorp | 8,959 | $12.3K | 0.00% | +3,487+63.7% | Added |
| Steward Partners Investment Advisory, LLC | 9,725 | $13.3K | 0.00% | −1,510−13.4% | Reduced |
| Hanlon Investment Management, Inc. | 10,000 | $13.7K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 10,127 | $13.9K | 0.00% | −600−5.6% | Reduced |
| Atria Wealth Solutions, Inc. | 11,080 | $15.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 11,332 | $15.5K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 11,470 | $15.7K | 0.00% | 00.0% | Unchanged |
| Gainplan LLC | 10,500 | $15.9K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,617 | $15.9K | 0.00% | −600−4.9% | Reduced |
| Ingalls & Snyder LLC | 12,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 11,822 | $16.2K | 0.01% | −5,815−33.0% | Reduced |
| Camden Capital, LLC | 11,930 | $16.3K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 12,350 | $16.9K | 0.00% | −335−2.6% | Reduced |
| Amalgamated Bank | 12,221 | $17.0K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 12,440 | $17.0K | 0.00% | +12,440 | New |
| Quadcap Wealth Management, LLC | 12,485 | $17.1K | 0.00% | −1,508−10.8% | Reduced |
| Family Wealth Group, LLC | 12,690 | $17.4K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 12,883 | $17.6K | 0.00% | −86,679−87.1% | Reduced |
| Herold Advisors, Inc. | 13,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 13,300 | $17.8K | 0.01% | +13,300 | New |
| Adviser Investments LLC | 13,074 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 13,200 | $18.1K | 0.00% | −1,132−7.9% | Reduced |
| Brookstone Capital Management | 13,397 | $18.4K | 0.00% | +2,864+27.2% | Added |
| Change Path, LLC | 13,503 | $18.5K | 0.00% | +13,503 | New |
| Beacon Pointe Advisors, LLC | 13,530 | $18.5K | 0.00% | −4,538−25.1% | Reduced |
| TownSquare Capital, LLC | 13,660 | $18.7K | 0.00% | −6,156−31.1% | Reduced |
| Wedbush Securities Inc | 14,027 | $19.0K | 0.00% | +14,027 | New |
| Veriti Management LLC | 14,065 | $19.3K | 0.00% | −15,650−52.7% | Reduced |
| Brighton Jones LLC | 14,454 | $19.8K | 0.00% | +14,454 | New |
| Bank of Montreal | 14,484 | $19.8K | 0.00% | −9,261−39.0% | Reduced |
| Jump Financial, LLC | 14,582 | $20.0K | 0.00% | +14,582 | New |
| Western Wealth Management, LLC | 14,588 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 14,927 | $20.0K | 0.00% | +724+5.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,519 | $20.2K | 0.00% | −2,553−15.0% | Reduced |
| Arkadios Wealth Advisors | 14,896 | $20.4K | 0.00% | −17−0.1% | Reduced |
| Simmons Bank | 15,000 | $20.6K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,630 | $21.0K | 0.00% | +1,225+8.5% | Added |
| Resources Investment Advisors, LLC. | 15,440 | $21.2K | 0.00% | −30−0.2% | Reduced |
| Cerity Partners LLC | 15,594 | $21.4K | 0.00% | −25,176−61.8% | Reduced |
| Presilium Private Wealth, LLC | 16,000 | $21.9K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 16,089 | $22.0K | 0.00% | −45,083−73.7% | Reduced |
| GWM Advisors LLC | 16,096 | $22.1K | 0.00% | −50−0.3% | Reduced |
| Strategic Blueprint, LLC | 17,046 | $23.4K | 0.00% | +650+4.0% | Added |
| CIBC Asset Management Inc | 17,137 | $23.5K | 0.00% | −80.0% | Reduced |
| Baird Financial Group, Inc. | 17,225 | $23.6K | 0.00% | −10,800−38.5% | Reduced |
| Ameriprise Financial Inc | 18,289 | $25.1K | 0.00% | +6,158+50.8% | Added |
| Apollon Wealth Management, LLC | 19,578 | $26.8K | 0.00% | +538+2.8% | Added |
| Perennial Investment Advisors, LLC | 19,850 | $27.2K | 0.00% | −4,530−18.6% | Reduced |
| NCP Inc. | 20,100 | $27.5K | 0.02% | −1,500−6.9% | Reduced |
| Financial Advocates Investment Management | 20,805 | $28.5K | 0.00% | +20,805 | New |
| Millennium Management LLC | 20,849 | $28.6K | 0.00% | +20,849 | New |
| National Bank of Canada | 22,400 | $30.7K | 0.00% | +17,488+356.0% | Added |
| Capital Square, LLC | 22,998 | $31.5K | 0.02% | −1,500−6.1% | Reduced |
| Brave Asset Management Inc | 23,000 | $31.5K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 23,148 | $31.7K | 0.00% | −2,000−8.0% | Reduced |
| Core Wealth Management, Inc. | 21,931 | $33.1K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 25,013 | $34.3K | 0.00% | +882+3.7% | Added |
| Mackenzie Financial Corp | 25,043 | $34.3K | 0.00% | +25,043 | New |
| apricus wealth, LLC | 27,500 | $37.7K | 0.02% | −17,500−38.9% | Reduced |
| AQR Capital Management LLC | 27,526 | $37.7K | 0.00% | −848,699−96.9% | Reduced |
| Jones Financial Companies LLLP | 27,946 | $38.3K | 0.00% | +7,914+39.5% | Added |
| Public Employees Retirement Association of Colorado | 28,781 | $39.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 28,741 | $39.4K | 0.00% | +3,279+12.9% | Added |
| PFG Investments, LLC | 29,519 | $40.4K | 0.00% | −4,583−13.4% | Reduced |
| Private Advisor Group, LLC | 30,656 | $42.0K | 0.00% | −1,830−5.6% | Reduced |
| State of Wisconsin Investment Board | 31,001 | $42.5K | 0.00% | −1,600−4.9% | Reduced |
| Mutual Advisors, LLC | 33,825 | $44.0K | 0.00% | −655−1.9% | Reduced |
| Neuberger Berman Group LLC | 32,515 | $44.5K | 0.00% | +18,384+130.1% | Added |
| Principal Financial Group Inc | 33,309 | $45.6K | 0.00% | −12,733−27.7% | Reduced |
| CI Private Wealth, LLC | 33,401 | $45.8K | 0.00% | −17,531−34.4% | Reduced |
| HB Wealth Management, LLC | 33,747 | $46.2K | 0.00% | +2,565+8.2% | Added |
| Scotia Capital Inc. | 33,824 | $46.3K | 0.00% | −911−2.6% | Reduced |
| Clark Financial Services Group Inc | 33,928 | $46.5K | 0.04% | −48−0.1% | Reduced |
| Walleye Trading LLC | 34,573 | $47.4K | 0.00% | −33,253−49.0% | Reduced |
| MML Investors Services, LLC | 35,400 | $48.0K | 0.00% | −671−1.9% | Reduced |
| Pictet Asset Management Holding SA | 35,127 | $48.1K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 36,000 | $49.3K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 36,628 | $50.2K | 0.01% | +20,773+131.0% | Added |
| Ethic Inc. | 27,165 | $51.6K | 0.00% | +2,115+8.4% | Added |