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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 8,417 | $11.0K | 0.00% | −2,476−22.7% | Reduced |
| TD Waterhouse Canada Inc. | 8,337 | $10.8K | 0.00% | +1,362+19.5% | Added |
| Capital Analysts, LLC | 7,337 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 7,100 | $9.73K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,000 | $9.59K | 0.00% | +300+4.5% | Added |
| Nisa Investment Advisors, LLC | 6,000 | $8.22K | 0.00% | −2,900−32.6% | Reduced |
| Capital Advisors, Ltd. LLC | 5,746 | $8.00K | 0.00% | +5,417+1,646.5% | Added |
| Signaturefd, LLC | 5,682 | $7.78K | 0.00% | −2,164−27.6% | Reduced |
| Quadrant Capital Group LLC | 5,627 | $7.71K | 0.00% | −2,518−30.9% | Reduced |
| Lindbrook Capital, LLC | 5,618 | $7.70K | 0.00% | +133+2.4% | Added |
| North Star Investment Management Corp. | 5,000 | $6.85K | 0.00% | −1,000−16.7% | Reduced |
| Farther Finance Advisors, LLC | 4,941 | $6.77K | 0.00% | +10+0.2% | Added |
| Rothschild Investment LLC | 4,700 | $6.44K | 0.00% | −1,195−20.3% | Reduced |
| Covestor Ltd | 4,716 | $6.00K | 0.00% | −53−1.1% | Reduced |
| Capital Performance Advisors LLP | 4,036 | $5.53K | 0.00% | +4,036 | New |
| Tradewinds Capital Management, LLC | 4,002 | $5.48K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,973 | $5.44K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,800 | $5.21K | 0.00% | +3,000+375.0% | Added |
| IFP Advisors, Inc | 3,771 | $5.17K | 0.00% | −550−12.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,735 | $5.12K | 0.00% | −2,072−35.7% | Reduced |
| Van Eck Associates Corp | 4,128 | $5.00K | 0.00% | +12+0.3% | Added |
| Comerica Bank | 3,437 | $4.71K | 0.00% | +2,728+384.8% | Added |
| Parallel Advisors, LLC | 3,302 | $4.52K | 0.00% | −3,737−53.1% | Reduced |
| Russell Investments Group, Ltd. | 3,295 | $4.51K | 0.00% | −558−14.5% | Reduced |
| Atticus Wealth Management, LLC | 3,160 | $4.33K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,984 | $4.09K | 0.00% | +857+40.3% | Added |
| Principal Securities, Inc. | 2,973 | $4.07K | 0.00% | +167+6.0% | Added |
| Harbour Investments, Inc. | 2,210 | $3.03K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,127 | $2.92K | 0.00% | +2,127 | New |
| Westside Investment Management, Inc. | 2,070 | $2.84K | 0.00% | −300−12.7% | 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 |
| Spire Wealth Management | 1,925 | $2.64K | 0.00% | −264−12.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,524 | $2.09K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,500 | $2.06K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,314 | $1.80K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,243 | $1.70K | 0.00% | −18−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,142 | $1.56K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,130 | $1.55K | 0.00% | +237+26.5% | Added |
| FinTrust Capital Advisors, LLC | 1,100 | $1.51K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,050 | $1.44K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,042 | $1.43K | 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 |
| Parkside Financial Bank & Trust | 904 | $1.24K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 878 | $1.20K | 0.00% | −100−10.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 905 | $1.18K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 775 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 770 | $1.05K | 0.00% | +770 | New |
| 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 |
| Huntington National Bank | 600 | $822 | 0.00% | −2,000−76.9% | Reduced |
| Eukles Asset Management | 585 | $801 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 585 | $801 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 558 | $764 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 534 | $732 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 531 | $727 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 527 | $722 | 0.00% | −356−40.3% | Reduced |
| AdvisorNet Financial, Inc | 518 | $710 | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 435 | $596 | 0.00% | −2−0.5% | Reduced |
| WR Wealth Planners, LLC | 430 | $589 | 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 |
| South State Corp. | 390 | $534 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 361 | $495 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 325 | $491 | 0.00% | −2,205−87.2% | Reduced |
| SOA Wealth Advisors, LLC. | 350 | $480 | 0.00% | −250−41.7% | Reduced |
| Halpern Financial, Inc. | 350 | $459 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 334 | $458 | 0.00% | −22,894−98.6% | Reduced |
| Main Street Group, LTD | 318 | $436 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $427 | 0.00% | 00.0% | Unchanged |
| City State Bank | 310 | $425 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 273 | $375 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 260 | $356 | 0.00% | −215−45.3% | Reduced |
| Chesapeake Asset Management LLC | 250 | $342 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 228 | $312 | 0.00% | −93−29.0% | Reduced |
| HighMark Wealth Management LLC | 224 | $307 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 225 | $288 | 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 |
| NBT Bank N A | 195 | $267 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 195 | $267 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 191 | $262 | 0.00% | −83−30.3% | Reduced |
| Larson Financial Group LLC | 166 | $227 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 166 | $227 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 198 | $222 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 131 | $180 | 0.00% | −798−85.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 130 | $178 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 121 | $166 | 0.00% | 00.0% | Unchanged |
| American National Bank | 111 | $152 | 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 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 110 | $150 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 100 | $137 | 0.00% | 00.0% | Unchanged |