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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 50,785 | $69.6K | 0.00% | +18,679+58.2% | Added |
| Sanctuary Advisors, LLC | 60,406 | $69.5K | 0.00% | −31,011−33.9% | Reduced |
| Integrated Wealth Concepts LLC | 50,170 | $68.7K | 0.00% | +29,669+144.7% | Added |
| Libra Wealth LLC | 50,000 | $68.5K | 0.03% | +50,000 | New |
| Victory Capital Management Inc | 49,809 | $68.2K | 0.00% | −843−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,130 | $67.3K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 44,386 | $60.8K | 0.00% | +44,386 | New |
| SEI Investments Co | 43,682 | $59.8K | 0.00% | −1,237−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 43,103 | $59.1K | 0.00% | −677−1.5% | Reduced |
| Jeppson Wealth Management, LLC | 42,940 | $58.8K | 0.02% | +9,480+28.3% | Added |
| Wolverine Trading, LLC | 41,532 | $56.9K | 0.00% | +41,532 | New |
| Wedmont Private Capital | 38,471 | $56.6K | 0.00% | −18,619−32.6% | Reduced |
| Van Hulzen Asset Management, LLC | 40,650 | $56.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 40,817 | $55.9K | 0.00% | −310−0.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 40,150 | $55.0K | 0.01% | +4,400+12.3% | Added |
| Mariner, LLC | 40,113 | $55.0K | 0.00% | −18,005−31.0% | Reduced |
| M&T Bank Corp | 39,389 | $53.6K | 0.00% | −4,397−10.0% | Reduced |
| Pathstone Holdings, LLC | 38,882 | $53.3K | 0.00% | −6,089−13.5% | Reduced |
| Ameritas Investment Partners, Inc. | 38,031 | $52.1K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 38,228 | $52.0K | 0.00% | −92,019−70.6% | Reduced |
| Ethic Inc. | 27,165 | $51.6K | 0.00% | +2,115+8.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 36,628 | $50.2K | 0.01% | +20,773+131.0% | Added |
| Legacy Financial Advisors, Inc. | 36,000 | $49.3K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 35,127 | $48.1K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 35,400 | $48.0K | 0.00% | −671−1.9% | Reduced |
| Walleye Trading LLC | 34,573 | $47.4K | 0.00% | −33,253−49.0% | Reduced |
| Clark Financial Services Group Inc | 33,928 | $46.5K | 0.04% | −48−0.1% | Reduced |
| Scotia Capital Inc. | 33,824 | $46.3K | 0.00% | −911−2.6% | Reduced |
| HB Wealth Management, LLC | 33,747 | $46.2K | 0.00% | +2,565+8.2% | Added |
| CI Private Wealth, LLC | 33,401 | $45.8K | 0.00% | −17,531−34.4% | Reduced |
| Principal Financial Group Inc | 33,309 | $45.6K | 0.00% | −12,733−27.7% | Reduced |
| Neuberger Berman Group LLC | 32,515 | $44.5K | 0.00% | +18,384+130.1% | Added |
| Mutual Advisors, LLC | 33,825 | $44.0K | 0.00% | −655−1.9% | Reduced |
| State of Wisconsin Investment Board | 31,001 | $42.5K | 0.00% | −1,600−4.9% | Reduced |
| Private Advisor Group, LLC | 30,656 | $42.0K | 0.00% | −1,830−5.6% | Reduced |
| PFG Investments, LLC | 29,519 | $40.4K | 0.00% | −4,583−13.4% | Reduced |
| JustInvest LLC | 28,741 | $39.4K | 0.00% | +3,279+12.9% | Added |
| Public Employees Retirement Association of Colorado | 28,781 | $39.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 27,946 | $38.3K | 0.00% | +7,914+39.5% | Added |
| AQR Capital Management LLC | 27,526 | $37.7K | 0.00% | −848,699−96.9% | Reduced |
| apricus wealth, LLC | 27,500 | $37.7K | 0.02% | −17,500−38.9% | Reduced |
| Mackenzie Financial Corp | 25,043 | $34.3K | 0.00% | +25,043 | New |
| Xponance, Inc. | 25,013 | $34.3K | 0.00% | +882+3.7% | Added |
| Core Wealth Management, Inc. | 21,931 | $33.1K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 23,148 | $31.7K | 0.00% | −2,000−8.0% | Reduced |
| Brave Asset Management Inc | 23,000 | $31.5K | 0.01% | 00.0% | Unchanged |
| Capital Square, LLC | 22,998 | $31.5K | 0.02% | −1,500−6.1% | Reduced |
| National Bank of Canada | 22,400 | $30.7K | 0.00% | +17,488+356.0% | Added |
| Millennium Management LLC | 20,849 | $28.6K | 0.00% | +20,849 | New |
| Financial Advocates Investment Management | 20,805 | $28.5K | 0.00% | +20,805 | New |
| NCP Inc. | 20,100 | $27.5K | 0.02% | −1,500−6.9% | Reduced |
| Perennial Investment Advisors, LLC | 19,850 | $27.2K | 0.00% | −4,530−18.6% | Reduced |
| Apollon Wealth Management, LLC | 19,578 | $26.8K | 0.00% | +538+2.8% | Added |
| Ameriprise Financial Inc | 18,289 | $25.1K | 0.00% | +6,158+50.8% | Added |
| Baird Financial Group, Inc. | 17,225 | $23.6K | 0.00% | −10,800−38.5% | Reduced |
| CIBC Asset Management Inc | 17,137 | $23.5K | 0.00% | −80.0% | Reduced |
| Strategic Blueprint, LLC | 17,046 | $23.4K | 0.00% | +650+4.0% | Added |
| GWM Advisors LLC | 16,096 | $22.1K | 0.00% | −50−0.3% | Reduced |
| QRG Capital Management, Inc. | 16,089 | $22.0K | 0.00% | −45,083−73.7% | Reduced |
| Presilium Private Wealth, LLC | 16,000 | $21.9K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 15,594 | $21.4K | 0.00% | −25,176−61.8% | Reduced |
| Resources Investment Advisors, LLC. | 15,440 | $21.2K | 0.00% | −30−0.2% | Reduced |
| Janney Montgomery Scott LLC | 15,630 | $21.0K | 0.00% | +1,225+8.5% | Added |
| Simmons Bank | 15,000 | $20.6K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 14,896 | $20.4K | 0.00% | −17−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,519 | $20.2K | 0.00% | −2,553−15.0% | Reduced |
| CWM, LLC | 14,927 | $20.0K | 0.00% | +724+5.1% | Added |
| Western Wealth Management, LLC | 14,588 | $20.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,582 | $20.0K | 0.00% | +14,582 | New |
| Bank of Montreal | 14,484 | $19.8K | 0.00% | −9,261−39.0% | Reduced |
| Brighton Jones LLC | 14,454 | $19.8K | 0.00% | +14,454 | New |
| Veriti Management LLC | 14,065 | $19.3K | 0.00% | −15,650−52.7% | Reduced |
| Wedbush Securities Inc | 14,027 | $19.0K | 0.00% | +14,027 | New |
| TownSquare Capital, LLC | 13,660 | $18.7K | 0.00% | −6,156−31.1% | Reduced |
| Beacon Pointe Advisors, LLC | 13,530 | $18.5K | 0.00% | −4,538−25.1% | Reduced |
| Change Path, LLC | 13,503 | $18.5K | 0.00% | +13,503 | New |
| Brookstone Capital Management | 13,397 | $18.4K | 0.00% | +2,864+27.2% | Added |
| Ieq Capital, LLC | 13,200 | $18.1K | 0.00% | −1,132−7.9% | Reduced |
| Adviser Investments LLC | 13,074 | $17.9K | 0.00% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 13,300 | $17.8K | 0.01% | +13,300 | New |
| Herold Advisors, Inc. | 13,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 12,883 | $17.6K | 0.00% | −86,679−87.1% | Reduced |
| Family Wealth Group, LLC | 12,690 | $17.4K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 12,485 | $17.1K | 0.00% | −1,508−10.8% | Reduced |
| GTS Securities LLC | 12,440 | $17.0K | 0.00% | +12,440 | New |
| Amalgamated Bank | 12,221 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 12,350 | $16.9K | 0.00% | −335−2.6% | Reduced |
| Camden Capital, LLC | 11,930 | $16.3K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 11,822 | $16.2K | 0.01% | −5,815−33.0% | Reduced |
| Ingalls & Snyder LLC | 12,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,617 | $15.9K | 0.00% | −600−4.9% | Reduced |
| Gainplan LLC | 10,500 | $15.9K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 11,470 | $15.7K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 11,332 | $15.5K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,080 | $15.2K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 10,127 | $13.9K | 0.00% | −600−5.6% | Reduced |
| Hanlon Investment Management, Inc. | 10,000 | $13.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,725 | $13.3K | 0.00% | −1,510−13.4% | Reduced |
| US Bancorp | 8,959 | $12.3K | 0.00% | +3,487+63.7% | Added |
| Citadel Advisors LLC | 8,256 | $11.3K | 0.00% | +8,256 | New |