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, Q1 2025
Institutional positions in ChargePoint Holdings, Inc. as of Mar 31, 2025. 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
- 291
- 0 vs. Q4 2024
- Shares held
- 153.2M
- −14.2M (−8.5%) vs. Q4 2024
- Total value
- $92.8M
- −$86.5M (−48.2%) vs. Q4 2024
- New holders
- 51
- 67 more added
- Sold out
- 51
- 77 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding ChargePoint Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 4,020 | $2.43K | 0.00% | −3,805−48.6% | Reduced |
| Tradewinds Capital Management, LLC | 4,002 | $2.42K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,800 | $2.30K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,508 | $2.12K | 0.00% | −136−3.7% | Reduced |
| Sterling Capital Management LLC | 3,386 | $2.05K | 0.00% | −2,369−41.2% | Reduced |
| Atticus Wealth Management, LLC | 2,760 | $1.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,195 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,100 | $1.27K | 0.00% | +1,970+1,515.4% | Added |
| Westside Investment Management, Inc. | 2,070 | $1.25K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,000 | $1.21K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 2,000 | $1.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,849 | $1.12K | 0.00% | +998+117.3% | Added |
| Spire Wealth Management | 1,714 | $1.04K | 0.00% | −21−1.2% | Reduced |
| Rothschild Investment LLC | 1,710 | $1.03K | 0.00% | −40−2.3% | Reduced |
| Huntington National Bank | 1,675 | $1.01K | 0.00% | −100−5.6% | Reduced |
| TSFG, LLC | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,524 | $922 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,500 | $908 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,358 | $894 | 0.00% | +15+1.1% | Added |
| Geneos Wealth Management Inc. | 1,310 | $799 | 0.00% | −4−0.3% | Reduced |
| Vermillion Wealth Management, Inc. | 1,300 | $787 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,142 | $691 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,050 | $636 | 0.00% | −100−8.7% | Reduced |
| Salem Investment Counselors Inc | 1,050 | $636 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $605 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $605 | 0.00% | +1,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 905 | $555 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 875 | $531 | 0.00% | −100−10.3% | Reduced |
| Runnymede Capital Advisors, Inc. | 863 | $522 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 820 | $497 | 0.00% | +820 | New |
| Rise Advisors, LLC | 796 | $482 | 0.00% | +796 | New |
| Natixis | 841 | $481 | 0.00% | −500,378−99.8% | Reduced |
| BFSG, LLC | 700 | $424 | 0.00% | +700 | New |
| CoreCap Advisors, LLC | 627 | $379 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 585 | $354 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 585 | $354 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 570 | $345 | 0.00% | +570 | New |
| Creative Financial Designs Inc | 534 | $323 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 518 | $313 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 500 | $305 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 500 | $303 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 500 | $303 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 489 | $296 | 0.00% | +489 | New |
| Sound Income Strategies, LLC | 420 | $254 | 0.00% | +300+250.0% | Added |
| HighMark Wealth Management LLC | 417 | $252 | 0.00% | +193+86.2% | Added |
| Game Plan Financial Advisors, LLC | 400 | $242 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 325 | $197 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 318 | $193 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $189 | 0.00% | 00.0% | Unchanged |
| City State Bank | 310 | $188 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 300 | $185 | 0.00% | −1,213−80.2% | Reduced |
| Wealth Preservation Advisors, LLC | 300 | $182 | 0.00% | +300 | New |
| Consultiva Wealth Management, Corp. | 300 | $181 | 0.00% | +300 | New |
| CIBC Private Wealth Group, LLC | 334 | $179 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 295 | $178 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 260 | $157 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 250 | $151 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 131 | $141 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 228 | $138 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 225 | $138 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $121 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $121 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 200 | $119 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 195 | $118 | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 23,966 | $101 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 166 | $100 | 0.00% | 00.0% | Unchanged |
| American National Bank | 111 | $67 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 110 | $67 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 110 | $66 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $61 | 0.00% | −2,509−96.2% | Reduced |
| Hurley Capital, LLC | 100 | $61 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 100 | $61 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $61 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 87 | $53 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 77 | $51 | 0.00% | +77 | New |
| Estabrook Capital Management | 60 | $36 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 49 | $30 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 50 | $30 | 0.00% | +50 | New |
| Sunbelt Securities, Inc. | 30 | $18 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $11 | 0.00% | +18 | New |
| Crewe Advisors LLC | 16 | $10 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $10 | 0.00% | +17 | New |
| Legacy Wealth Managment, LLC | 12 | $8 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 8 | $4 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 6 | $4 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $3 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2 | $1 | 0.00% | −2,163−99.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 300 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 261 | $0 | 0.00% | +261 | New |
| Avion Wealth | 100 | $0 | 0.00% | +100 | New |
| Winthrop Capital Management, LLC | 90 | $0 | 0.00% | +90 | New |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −2,474,886−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −1,545,332−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,539,302−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −726,700−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −207,257−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −140,001−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −129,158−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −100,100−100.0% | Sold out |