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, Q4 2024
Institutional positions in ChargePoint Holdings, Inc. as of Dec 31, 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
- 296
- −20 vs. Q3 2024
- Shares held
- 168.6M
- −1.42M (−0.8%) vs. Q3 2024
- Total value
- $180.6M
- −$52.3M (−22.5%) vs. Q3 2024
- New holders
- 45
- 65 more added
- Sold out
- 65
- 97 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 3,630 | $3.88K | 0.00% | −105−2.8% | Reduced |
| Atticus Wealth Management, LLC | 2,760 | $2.95K | 0.00% | −400−12.7% | Reduced |
| Parallel Advisors, LLC | 2,609 | $2.79K | 0.00% | −693−21.0% | Reduced |
| Harbour Investments, Inc. | 2,195 | $2.35K | 0.00% | −15−0.7% | Reduced |
| Comerica Bank | 2,165 | $2.32K | 0.00% | −1,272−37.0% | Reduced |
| Walleye Capital LLC | 2,098 | $2.25K | 0.00% | +1,220+139.0% | Added |
| Westside Investment Management, Inc. | 2,070 | $2.21K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,000 | $2.14K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 2,000 | $2.14K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,775 | $1.90K | 0.00% | +1,175+195.8% | Added |
| Rothschild Investment LLC | 1,750 | $1.87K | 0.00% | −2,950−62.8% | Reduced |
| Spire Wealth Management | 1,735 | $1.86K | 0.00% | −190−9.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,524 | $1.77K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 1,600 | $1.71K | 0.00% | +1,600 | New |
| Smartleaf Asset Management LLC | 1,513 | $1.68K | 0.00% | +1,513 | New |
| Nisa Investment Advisors, LLC | 1,556 | $1.67K | 0.00% | −4,444−74.1% | Reduced |
| Hartford Financial Management Inc. | 1,500 | $1.60K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,314 | $1.41K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,300 | $1.39K | 0.00% | +1,300 | New |
| Allworth Financial LP | 1,343 | $1.32K | 0.00% | +908+208.7% | Added |
| MAI Capital Management | 1,150 | $1.23K | 0.00% | +1,150 | New |
| Plante Moran Financial Advisors, LLC | 1,142 | $1.22K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,077 | $1.15K | 0.00% | +77+7.7% | Added |
| Salem Investment Counselors Inc | 1,050 | $1.12K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,042 | $1.11K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $1.07K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,000 | $1.07K | 0.00% | +1,000 | New |
| Sandy Spring Bank | 975 | $1.04K | 0.00% | +865+786.4% | Added |
| TSFG, LLC | 1,000 | $1.00K | 0.00% | +1,000 | New |
| Runnymede Capital Advisors, Inc. | 863 | $923 | 0.00% | +863 | New |
| Farther Finance Advisors, LLC | 851 | $911 | 0.00% | −4,090−82.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 905 | $870 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 775 | $829 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 731 | $782 | 0.00% | −4,951−87.1% | Reduced |
| CoreCap Advisors, LLC | 627 | $671 | 0.00% | +100+19.0% | Added |
| Eukles Asset Management | 585 | $626 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 585 | $626 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 571 | $611 | 0.00% | +405+244.0% | Added |
| Tucker Asset Management LLC | 558 | $597 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 534 | $571 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 518 | $554 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 500 | $535 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 500 | $535 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 500 | $535 | 0.00% | +500 | New |
| Coppell Advisory Solutions LLC | 400 | $444 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 400 | $438 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 350 | $375 | 0.00% | −80−18.6% | Reduced |
| CIBC Private Wealth Group, LLC | 334 | $374 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 325 | $348 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 318 | $341 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $333 | 0.00% | 00.0% | Unchanged |
| City State Bank | 310 | $332 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 295 | $316 | 0.00% | −66−18.3% | Reduced |
| EverSource Wealth Advisors, LLC | 283 | $303 | 0.00% | +283 | New |
| Glen Eagle Advisors, LLC | 260 | $278 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 250 | $267 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 228 | $244 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 224 | $240 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $222 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 225 | $216 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $214 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 200 | $214 | 0.00% | +200 | New |
| WPG Advisers, LLC | 200 | $214 | 0.00% | +200 | New |
| Continuum Advisory, LLC | 198 | $212 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 195 | $209 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 191 | $204 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 166 | $178 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 131 | $141 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 130 | $139 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 124 | $133 | 0.00% | −2,003−94.2% | Reduced |
| Sound Income Strategies, LLC | 120 | $128 | 0.00% | +120 | New |
| American National Bank | 111 | $119 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 110 | $118 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 110 | $117 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $116 | 0.00% | +100 | New |
| DT Investment Partners, LLC | 100 | $107 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $107 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $107 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $107 | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 100 | $107 | 0.00% | +100 | New |
| Truvestments Capital LLC | 100 | $107 | 0.00% | +100 | New |
| Transce3nd, LLC | 100 | $107 | 0.00% | +100 | New |
| Ridgewood Investments LLC | 87 | $93 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 60 | $64 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 49 | $53 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $33 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16 | $18 | 0.00% | +16 | New |
| Legacy Investment Solutions, LLC | 12 | $10 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 12 | $10 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 8 | $8 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 6 | $6 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $5 | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,500 | $0 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 208 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −3,081,752−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −2,394,912−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,207,033−100.0% | Sold out |