Chargepoint HoldingsCHPT

13F holders, Q1 2024 (March 31)
370holders
2famous investors
$1.91avg. 13F price*

At the end of Q1 2024, 370 institutions reported holding Chargepoint Holdings Inc. (CHPT) in their 13F filings. The largest holders were Vanguard Group Inc. ($69.7M), BlackRock Inc. ($33.5M) and Citigroup Inc. ($17.0M). 2 famous investors held it, including Philippe Laffont (0.0% of Coatue Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Chargepoint Holdings Inc.
CUSIP
15961R105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 370Q1 2024Q2 2024: 339Q2 2024Q3 2024: 320Q3 2024Q4 2024: 295Q4 2024Q1 2025: 290Q1 2025Q2 2025: 242Q2 2025Q3 2025: 8Q3 2025Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions54$21.7M
Exits64$20.4M

Ownership 370 holders

Vanguard Group Inc. 0.00% Add +26.3% 36,688,672 $69.7M
BlackRock Inc. 0.00% Add +9.2% 17,648,111 $33.5M
Citigroup Inc. 0.02% Add +172.7% 8,968,158 $17.0M
Canada Pension Plan Investment Board 0.02% No change 7,819,268 $14.9M
State Street Corp. 0.00% Add +19.1% 7,067,909 $13.4M
Geode Capital Management, LLC 0.00% Add +20.5% 5,810,036 $11.0M
Antara Capital LP 24.42% New 5,200,000 $9.9M
Morgan Stanley 0.00% Add +3.0% 4,667,893 $8.9M
Invesco Ltd. 0.00% Add +17.6% 4,566,749 $8.7M
First Trust Advisors LP 0.01% Add +31.1% 3,757,502 $7.1M
Coatue Management 0.02% New 3,081,752 $5.9M
Nomura Holdings Inc. 0.04% Reduce -45.2% 2,643,742 $5.0M
Jane Street Group, LLC 0.01% Reduce -6.8% 2,465,180 $4.7M
Two Sigma Investments, LP 0.01% Reduce -56.7% 2,422,150 $4.6M
Erste Asset Management GmbH 0.06% Reduce -16.3% 2,322,090 $4.4M
Charles Schwab Investment Management Inc. 0.00% Add +42.3% 2,030,234 $3.9M
Rockefeller Capital Management L.P. 0.01% Reduce -17.5% 1,687,444 $3.2M
Nuveen Asset Management, LLC 0.00% Add +17.6% 1,513,301 $2.9M
Northern Trust Corp. 0.00% Add +6.7% 1,494,963 $2.8M
Stifel Financial Corp. 0.00% Add +103.0% 1,452,917 $2.8M
Susquehanna International Group, LLP 0.00% Add +25.0% 1,411,122 $2.7M
Bank of America Corp. 0.00% Add +227.9% 1,335,826 $2.5M
State Board of Administration of Florida Retirement System 0.00% Reduce -10.4% 184,859 $1.9M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 1,002,300 $1.9M
Alps Advisors Inc. 0.01% Reduce -12.6% 979,759 $1.9M
Allianz Asset Management GmbH 0.00% New 951,200 $1.8M
First Washington CORP 0.63% Add +13.5% 864,794 $1.6M
Bank of New York Mellon Corp 0.00% Reduce -13.4% 811,027 $1.5M
Swiss National Bank 0.00% Add +23.2% 742,900 $1.4M
Sculptor Capital LP 0.04% Add +67.7% 654,600 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Add +74.0% 645,689 $1.2M
Two Sigma Advisers, LP 0.00% Reduce -56.9% 613,800 $1.2M
Royal Bank of Canada 0.00% Add +20.9% 592,364 $1.1M
GMT Capital Corp 0.04% New 524,000 $996K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.11% Reduce -1.8% 508,289 $966K
Cetera Investment Advisers 0.00% Add +35.1% 466,827 $887K
Credit Suisse AG/ 0.00% Reduce -13.8% 466,552 $886K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 455,537 $866K
Man Group plc 0.00% Add +53.0% 453,603 $862K
Goldman Sachs Group Inc. 0.00% Reduce -63.3% 450,146 $855K
Barclays PLC 0.00% Reduce -32.4% 443,525 $843K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +32.7% 443,263 $842K
Rhumbline Advisers 0.00% Add +10.9% 405,640 $771K
Citadel Advisors 0.00% Reduce -5.6% 403,484 $767K
California State Teachers Retirement System 0.00% Add +15.7% 374,395 $711K
Cubist Systematic Strategies, LLC 0.01% Add +2911.1% 351,390 $668K
Y-Intercept (Hong Kong) Ltd 0.05% Add +430.3% 350,633 $666K
Legal & General Group Plc 0.00% Add +19.2% 344,283 $654K
Tidal Investments LLC 0.01% Add +58.8% 333,866 $634K
Wells Fargo & Company 0.00% Add +7.3% 326,094 $620K
UBS Group AG 0.00% Reduce -37.8% 325,405 $618K
Squarepoint Ops LLC 0.00% Add +71.4% 312,336 $593K
Cowen and Company, LLC 0.02% Add +1.0% 306,192 $582K
Bouvel Investment Partners, LLC 0.25% Add +138.8% 303,264 $576K
Oppenheimer & Co. Inc. 0.01% Reduce -1.2% 298,340 $567K
Marex Group Ltd 0.02% Add +1.7% 290,764 $552K
Commonwealth Equity Services, LLC 0.00% Reduce -2.2% 265,407 $504K
LPL Financial LLC 0.00% Reduce -6.0% 262,730 $499K
Krane Funds Advisors LLC 0.02% Add +53.6% 280,433 $494K
Cantor Fitzgerald, L. P. 0.11% New 250,200 $475K
Nicola Wealth Management LTD. 0.05% Reduce -24.2% 250,000 $475K
Titleist Asset Management, LLC 0.08% Reduce -7.7% 242,739 $461K
IMC-Chicago, LLC 0.02% Reduce -7.6% 232,993 $443K
Simplex Trading, LLC 0.01% New 225,700 $428K
Deutsche Bank AG 0.00% Add +94.1% 220,713 $419K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -3.4% 219,454 $417K
National Bank of Canada 0.00% Reduce -24.8% 268,312 $410K
Virtu Financial LLC 0.03% New 209,968 $399K
Two Sigma Securities, LLC 0.02% Add +406.8% 209,450 $398K
Norges Bank 0.00% Reduce -95.2% 200,496 $381K
Raymond James & Associates 0.00% Reduce -6.8% 191,993 $365K
T. Rowe Price Associates Inc. 0.00% Add +53.4% 183,436 $349K
New York State Common Retirement Fund 0.00% No change 176,600 $336K
Vident Advisory, LLC 0.01% Add +55.4% 165,813 $315K
Treasurer of the State of North Carolina 0.00% Add +16.9% 159,113 $302K
River Global Investors LLP 0.07% Reduce -0.5% 156,400 $298K
Laird Norton Wetherby Trust Company, LLC 0.04% No change 155,704 $296K
Voya Investment Management LLC 0.00% Add +12.4% 150,724 $286K
Envestnet Asset Management Inc. 0.00% Add +50.5% 145,719 $277K
JPMorgan Chase & Co. 0.00% Reduce -31.3% 143,125 $272K
Janus Henderson Group PLC 0.00% Add +0.2% 136,734 $260K
Public Employees Retirement System of Ohio 0.00% Add +6.1% 136,355 $259K
Susquehanna Fundamental Investments, LLC 0.01% New 135,895 $258K
Osaic Holdings, Inc. 0.00% Reduce -34.7% 130,891 $249K
Capstone Investment Advisors, LLC 0.01% New 125,516 $238K
ExodusPoint Capital Management, LP 0.00% New 125,104 $238K
PNC Financial Services Group, Inc. 0.00% Add +1.2% 124,418 $236K
Cibc World Market Inc. 0.00% Reduce -3.8% 123,162 $234K
M&T Bank Corp 0.00% Add +58.1% 116,035 $220K
Advisory Services Network, LLC 0.00% Reduce -23.6% 111,491 $212K
SG Americas Securities, LLC 0.00% Add +51.6% 109,240 $208K
Kestra Advisory Services, LLC 0.00% Add +1.0% 109,435 $208K
Shufro Rose & Co. LLC 0.02% Reduce -17.4% 106,000 $201K
Marathon Trading Investment Management LLC 0.08% Add +93.3% 103,400 $196K
Arizona State Retirement System 0.00% Add +20.9% 103,395 $196K
Jefferies Financial Group Inc. 0.00% Add +286.1% 100,000 $190K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.9% 96,745 $184K
China Universal Asset Management Co., Ltd. 0.02% No change 95,000 $181K
Northwestern Mutual Wealth Management Co. 0.00% Add +55.4% 94,105 $179K
Advisors Asset Management, Inc. 0.00% Reduce -5.3% 90,104 $171K
Bank of Montreal 0.00% Reduce -74.4% 86,454 $165K
Balentine LLC 0.00% Add +655.2% 84,131 $160K
Scientech Research LLC 0.08% Add +341.4% 81,764 $155K
Alliancebernstein L.P. 0.00% Reduce -36.9% 81,754 $155K
Ieq Capital, LLC 0.00% Add +47.2% 80,791 $154K
Rafferty Asset Management, LLC 0.00% Reduce -22.2% 78,783 $150K
Creative Planning 0.00% Add +28.2% 74,664 $142K
Handelsbanken Fonder AB 0.00% No change 66,190 $126K
QRG Capital Management, Inc. 0.00% Add +102.7% 62,140 $118K
Dorsey & Whitney Trust CO LLC 0.01% No change 60,880 $116K
Firsthand Capital Management, Inc. 0.19% No change 60,000 $114K
Cerity Partners LLC 0.00% New 59,004 $112K
Captrust Financial Advisors 0.00% Reduce -42.1% 55,068 $105K
KBC Group NV 0.00% No change 53,468 $102K
Csenge Advisory Group 0.01% Add +3.5% 51,216 $97K
apricus wealth, LLC 0.07% No change 50,000 $95K
Corient Private Wealth LP 0.00% Reduce -60.3% 48,423 $92K
GTS Securities LLC 0.00% Reduce -82.1% 48,286 $92K
First Trust Direct Indexing L.P. 0.01% New 48,259 $92K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -0.9% 47,544 $90K
Victory Capital Management Inc. 0.00% Add +24.2% 47,333 $90K
FMR LLC 0.00% Add +48.7% 47,328 $90K
Sei Investments Co. 0.00% Add +245.9% 46,748 $89K
Clarity Capital Partners LLC 0.06% Reduce -65.7% 45,507 $86K
Private Advisor Group, LLC 0.00% Reduce -5.3% 45,081 $86K
Stratos Wealth Partners, LTD. 0.00% Reduce -4.3% 44,345 $84K
International Assets Investment Management, LLC 0.01% Add +0.7% 44,519 $81K
SCP Investment, LP 0.05% No change 40,800 $78K
Van Hulzen Asset Management, LLC 0.01% New 40,650 $77K
Xponance LLC 0.00% Add +12.1% 39,765 $76K
Gallagher Fiduciary Advisors, LLC 0.00% Reduce -2.6% 36,750 $70K
Legacy Financial Advisors, Inc. 0.01% New 36,000 $68K
Scotia Capital Inc. 0.00% Reduce -6.7% 35,462 $67K
Pictet Asset Management Holding SA 0.00% No change 35,127 $67K
Mutual Advisors, LLC 0.00% Reduce -10.2% 34,915 $66K
Clark Financial Services Group Inc. 0.08% Add +24.3% 34,657 $66K
Principal Financial Group Inc. 0.00% Add +4.3% 34,653 $66K
O'ROURKE & COMPANY, Inc 0.04% Add +39.7% 34,048 $65K
Mariner, LLC 0.00% Add +7.5% 31,717 $60K
MML Investors Services, LLC 0.00% Add +1.5% 31,652 $60K
Baird Financial Group, Inc. 0.00% Add +24.1% 31,375 $60K
Jeppson Wealth Management, LLC 0.02% Add +84.8% 31,266 $59K
State of Wisconsin Investment Board 0.00% Add +7.5% 31,235 $59K
Tower Research Capital LLC (TRC) 0.00% Add +32.9% 30,337 $58K
Occudo Quantitative Strategies LP 0.01% Reduce -25.1% 29,454 $56K
Public Employees Retirement Association of Colorado 0.00% No change 28,781 $55K
Waldron Private Wealth LLC 0.00% Add +167.2% 28,324 $54K
XTX Topco Ltd 0.01% New 28,029 $53K
HB Wealth Management, LLC 0.00% Add +6.8% 27,985 $53K
Banque Cantonale Vaudoise 0.00% No change 27,158 $53K
Connectus Wealth, LLC 0.00% New 27,353 $52K
B. Riley Wealth Advisors, Inc. 0.00% New 10,425 $52K
Ethic Inc. 0.00% New 27,165 $52K
Foresight Group Ltd Liability Partnership 0.03% No change 33,612 $51K
Quadrature Capital Ltd 0.00% Reduce -95.1% 26,228 $50K
PFG Investments, LLC 0.00% New 25,805 $49K
Independent Financial Group, LLC 0.00% Reduce -29.9% 25,539 $49K
Neuberger Berman Group LLC 0.00% Add +63.7% 25,457 $48K
Pitcairn Co. 0.00% Add +26.3% 25,418 $48K
Alpine Global Management, LLC 0.01% New 25,110 $48K
Capital Square, LLC 0.03% Add +47.4% 24,880 $47K
Perennial Advisors, LLC 0.01% Add +15.9% 23,870 $45K
Amalgamated Bank 0.00% Reduce -60.3% 23,536 $45K
Brave Asset Management Inc. 0.01% No change 23,000 $44K
Ameriprise Financial Inc. 0.00% Reduce -7.1% 22,707 $43K
CIBC Private Wealth Group LLC 0.00% Add +7.3% 23,343 $42K
Core Wealth Management, Inc. 0.02% Add +9.6% 21,931 $42K
Strategic Blueprint, LLC 0.00% Reduce -2.2% 21,783 $41K
MetLife Investment Management, LLC 0.00% Add +16.5% 21,668 $41K
NCP Inc. 0.03% — 21,600 $41K
Cresset Asset Management, LLC 0.00% Reduce -8.8% 21,481 $41K
Utah Retirement Systems 0.00% Add +15.9% 19,700 $37K
Beacon Pointe Advisors, LLC 0.00% Reduce -6.3% 19,662 $37K
Janney Montgomery Scott LLC 0.00% Reduce -79.0% 19,500 $37K
HSBC Holdings PLC 0.00% New 18,674 $35K
Integrated Wealth Concepts LLC 0.00% New 17,771 $34K
Walleye Trading LLC 0.00% Reduce -63.2% 17,577 $33K
Apollon Wealth Management, LLC 0.00% New 17,461 $33K
PDS Planning, Inc 0.00% New 16,255 $31K
NewEdge Advisors, LLC 0.00% Reduce -7.4% 16,096 $31K
Western Wealth Management, LLC 0.00% Add +14.1% 15,908 $30K
Franklin Resources Inc. 0.00% New 15,831 $30K
Symmetry Investments LP 0.00% New 15,800 $30K
CreativeOne Wealth, LLC 0.00% New 15,569 $30K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -36.8% 15,472 $29K
Wealthfront Advisers LLC 0.00% Add +35.7% 15,146 $29K
Simmons Bank 0.00% No change 15,000 $29K
Arkadios Wealth Advisors 0.00% Reduce -3.4% 14,962 $28K
Laird Norton Wetherby Wealth Management, LLC 0.00% Add +13.2% 14,923 $28K
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.2% 14,822 $28K
Cwm, LLC 0.00% Add +10.8% 14,827 $28K
Amundi 0.00% No change 20,232 $28K
US Bancorp \de 0.00% Add +149.5% 14,683 $28K
Ingalls & Snyder LLC 0.00% No change 14,000 $27K
Trillium Asset Management, LLC 0.00% Reduce -95.9% 14,249 $27K
OneDigital Investment Advisors LLC 0.00% Add +10.4% 14,200 $27K
Perennial Investment Advisors, LLC 0.00% New 13,980 $27K
Daymark Wealth Partners, LLC 0.00% No change 13,600 $26K
Independent Advisor Alliance 0.00% Reduce -33.8% 13,197 $25K
Rwa Wealth Partners, LLC 0.00% No change 13,074 $25K
Herold Advisors, Inc. 0.01% No change 13,000 $25K
Maryland State Retirement & Pension System 0.00% No change 17,169 $24K
FWG Investments, LLC. 0.03% Reduce -3.8% 12,690 $24K
Quadcap Wealth Management, LLC 0.01% Reduce -0.8% 12,485 $24K
Tradition Wealth Management, LLC 0.00% Add +177.9% 12,132 $23K
Hollencrest Capital Management 0.00% No change 12,000 $23K
Certuity, LLC 0.00% New 11,887 $23K
Prudential Financial Inc. 0.00% Add +11.2% 11,866 $23K
Townsquare Capital LLC 0.00% Reduce -7.3% 11,613 $22K
Mercer Global Advisors Inc. 0.00% New 11,646 $22K
Lincoln National Corp. 0.00% Reduce -35.5% 11,486 $22K
Composition Wealth, LLC 0.00% New 11,470 $22K
Orion Porfolio Solutions, LLC 0.00% New 11,437 $22K
Orion Portfolio Solutions, LLC 0.00% New 11,437 $22K
CIBC Asset Management Inc 0.00% Reduce -1.8% 11,375 $22K
Pine Valley Investments Ltd Liability Co 0.00% Reduce -56.5% 11,200 $21K
Atria Wealth Solutions, Inc. 0.00% Reduce -36.5% 11,080 $21K
IHT Wealth Management, LLC 0.00% Add +7.8% 10,909 $21K
Coyle Financial Counsel LLC 0.01% New 10,800 $21K
Gainplan LLC 0.01% New 10,757 $20K
Truist Financial Corp. 0.00% Reduce -12.4% 10,750 $20K
Ballentine Partners, LLC 0.00% Reduce -27.5% 10,625 $20K
Mirova 0.00% No change 10,284 $20K
Edge Capital Group, LLC 0.00% New 10,240 $19K
Avantax Advisory Services, Inc. 0.00% Reduce -89.0% 10,215 $19K
Vanguard Personalized Indexing Management, LLC 0.00% New 10,104 $19K
VestGen Investment Management 0.01% No change 10,000 $19K
Wedbush Securities Inc. 0.00% Reduce -22.2% 10,257 $19K
Point72 (DIFC) Ltd 0.00% — 9,824 $19K
Rothschild Investment LLC 0.00% No change 9,700 $18K
Steward Partners Investment Advisory, LLC 0.00% Reduce -23.5% 9,535 $18K
IFP Advisors, Inc 0.00% Reduce -11.2% 9,466 $18K
Group One Trading LLC 0.00% New 9,002 $17K
HighTower Advisors, LLC 0.00% Reduce -39.2% 12,056 $17K
Parallel Advisors, LLC 0.00% Add +36.5% 8,754 $17K
Capital Analysts, LLC 0.00% Add +2.8% 7,337 $14K
Hexagon Capital Partners LLC 0.00% Add +59.5% 6,700 $13K
North Star Investment Management Corp. 0.00% Add +250.0% 6,160 $12K
TD Waterhouse Canada Inc. 0.00% Add +45.7% 6,375 $11K
American International Group, Inc. 0.00% Add +14.4% 5,942 $11K
Westside Investment Management, Inc. 0.00% Reduce -46.7% 5,820 $11K
Federation des caisses Desjardins du Quebec 0.00% Add +14.1% 5,807 $11K
Lindbrook Capital, LLC 0.00% Reduce -37.6% 4,770 $9K
Covestor Ltd 0.01% Add +82.3% 4,724 $9K
Clearstead Advisors, LLC 0.00% No change 5,210 $9K
First Manhattan Co. Llc. 0.00% Add +50.9% 4,504 $9K
Signaturefd, LLC 0.00% Reduce -0.7% 4,298 $8K
Farther Finance Advisors, LLC 0.00% Reduce -45.4% 4,263 $8K
Tradewinds Capital Management, LLC 0.00% Reduce -55.5% 4,002 $8K
Aspire Private Capital, LLC 0.00% No change 3,973 $8K
Principal Securities, Inc. 0.00% Add +23.2% 3,791 $7K
Belvedere Trading LLC 0.00% Add +35.5% 3,766 $7K
Capital Advisors, Ltd. LLC 0.00% New 3,513 $7K
Atticus Wealth Management, LLC 0.00% Add +378.8% 3,160 $6K
Van Eck Associates Corp. 0.00% Add +0.3% 3,170 $6K
GAMMA Investing LLC 0.00% Reduce -7.6% 2,736 $5K
Harbour Investments, Inc. 0.00% Reduce -3.8% 2,658 $5K
Armstrong Advisory Group, Inc. 0.00% No change 2,129 $5K
Huntington National Bank 0.00% Reduce -27.0% 2,600 $5K
Spire Wealth Management 0.00% Reduce -16.2% 2,594 $5K
Blue Trust, Inc. 0.00% Add +529.4% 2,530 $5K
Advantage Trust Co 0.00% No change 2,000 $4K
Global Wealth Strategies & Associates 0.00% No change 2,000 $4K
HM Payson & Co. 0.00% No change 2,000 $4K
Natixis 0.00% Reduce -17.5% 1,737 $3K
Quadrant Capital Group LLC 0.00% Add +24.5% 1,712 $3K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 1,609 $3K
TrinityBridge Ltd 0.00% No change 1,500 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 1,524 $3K
Geneos Wealth Management Inc. 0.00% Add +6.9% 1,460 $3K
Hoey Investments, Inc. 0.00% No change 1,400 $3K
Larson Financial Group LLC 0.00% Reduce -25.4% 1,286 $2K
Plante Moran Financial Advisors, LLC 0.00% No change 1,142 $2K
FinTrust Capital Advisors, LLC 0.00% No change 1,100 $2K
Lanark Financial, Inc. 0.00% No change 1,132 $2K
Salem Investment Counselors Inc. 0.00% No change 1,050 $2K
POM Investment Strategies, LLC 0.00% New 1,042 $2K
Future Financial Wealth Managment LLC 0.00% New 1,000 $2K
WealthCollab, LLC 0.00% No change 1,000 $2K
Castleview Partners, LLC 0.00% No change 1,000 $2K
Concord Wealth Partners 0.00% No change 1,000 $2K
JNBA Financial Advisors 0.00% No change 1,000 $2K
Comerica Bank 0.00% Reduce -76.1% 921 $2K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -87.3% 800 $2K
ICA Group Wealth Management, LLC 0.00% No change 800 $2K
Oliver Lagore Vanvalin Investment Group 0.00% No change 775 $1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 905 $1K
McIlrath & Eck, LLC 0.00% No change 632 $1K
Game Plan Financial Advisors, LLC 0.00% No change 600 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 600 $1K
Eukles Asset Management 0.00% No change 585 $1K
Creative Financial Designs Inc. 0.00% No change 534 $1K
Bogart Wealth, LLC 0.00% No change 531 $1K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -47.7% 300 $1K
City State Bank 0.00% No change 310 $1K
Avion Wealth 0.00% Add +291.0% 391 $1K
Valley National Advisers Inc. 0.00% New 693 $1K
Hantz Financial Services, Inc. 0.00% Reduce -47.0% 485 $1K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -88.2% 600 $1K
AdvisorNet Financial, Inc 0.00% Reduce -27.9% 518 $984
CoreCap Advisors, LLC 0.00% New 517 $982
Allworth Financial LP 0.00% Add +47.8% 510 $969
Your Advocates Ltd., LLP 0.00% No change 500 $950
Caldwell Trust Co 0.00% No change 500 $950
Glen Eagle Advisors, LLC 0.00% No change 475 $903
Russell Investments Group, Ltd. 0.00% New 432 $821
WR Wealth Planners, LLC 0.00% New 430 $817
New England Capital Financial Advisors LLC 0.00% No change 400 $760
Investors Research Corp 0.00% No change 400 $760
SouthState Bank Corp 0.00% No change 390 $741
Orion Capital Management LLC 0.00% No change 388 $737
Spotlight Asset Group, Inc. 0.00% No change 385 $732
SOA Wealth Advisors, LLC. 0.00% No change 350 $665
Halpern Financial, Inc. 0.00% No change 350 $641
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 311 $591
Fernwood Investment Management, LLC 0.00% New 300 $570
Quent Capital, LLC 0.00% No change 282 $536
Tucker Asset Management LLC 0.00% No change 258 $490
Bell Investment Advisors, Inc 0.00% New 255 $485
Chesapeake Asset Management LLC 0.00% No change 250 $475
HighMark Wealth Management LLC 0.00% No change 224 $426
Mine & Arao Wealth Creation & Management, LLC. 0.00% No change 200 $380
Birchbrook, Inc. 0.00% No change 200 $380
Riggs Asset Managment Co. Inc. 0.00% No change 200 $380
Creekmur Asset Management LLC 0.00% No change 200 $380
Baldwin Wealth Partners LLC 0.00% No change 200 $380
NBT Bank, N.A. 0.00% No change 195 $371
Foster Dykema Cabot & Partners, LLC 0.00% No change 195 $371
Sittner & Nelson, LLC 0.00% No change 166 $315
CENTRAL TRUST Co 0.00% Reduce -38.2% 162 $308
Bartlett & Co. Wealth Management LLC 0.00% No change 130 $247
Global Retirement Partners, LLC 0.00% Reduce -8.0% 127 $241
Toronto Dominion Bank 0.00% New 124 $236
Colonial Trust Advisors 0.00% Reduce -67.4% 121 $230
Abich Financial Wealth Management LLC 0.00% New 120 $228
American National Bank & Trust 0.00% No change 111 $211
Sandy Spring Bank 0.00% No change 110 $210
Tompkins Financial Corp. 0.00% No change 110 $209
PFS Partners, LLC 0.00% No change 100 $190
Caitlin John, LLC 0.00% No change 100 $190
Gen-Wealth Partners Inc 0.00% — 100 $190
Concourse Financial Group Securities, Inc. 0.00% Reduce -90.0% 100 $190
DT Investment Partners, LLC 0.00% No change 100 $190
Janiczek Wealth Management, LLC 0.00% No change 100 $190
Avior Wealth Management, LLC 0.00% No change 100 $190
Anchor Investment Management, LLC 0.00% No change 100 $190
Bfsg, LLC 0.00% New 100 $190
Beaird Harris Wealth Management, LLC 0.00% No change 100 $190
Vima LLC 0.00% No change 18 $188
MV Capital Management, Inc. 0.00% New 96 $183
GPS Wealth Strategies Group, LLC 0.00% No change 93 $177
Kelly Financial Services LLC 0.00% No change 85 $162
HHM Wealth Advisors, LLC 0.00% No change 81 $154
Sunbelt Securities, Inc. 0.00% No change 80 $152
Estabrook Capital Management 0.00% No change 60 $114
Addison Advisors LLC 0.00% No change 49 $94
Sanctuary Wealth Management, L.L.C. 0.00% No change 40 $76
CNB Bank 0.00% No change 40 $76
American Capital Advisory, LLC 0.00% New 5 $53
RFP Financial Group LLC 0.00% No change 25 $48
Planning Capital Management Corp 0.00% No change 10 $19
Robinswood Financial LLC 0.00% No change 8 $14
Caldwell Sutter Capital, Inc. 0.00% No change 5 $10
Balefire, LLC 0.00% No change 2 $4
Rakuten Securities, Inc. 0.00% No change 2 $4
Wetzel Investment Advisors, Inc. 0.00% No change 1 $1
Cutler Group LLC / CA 0.00% New 100 $0
Roble, Belko & Company, Inc 0.00% Reduce -94.6% 2 $0
Coston, McIsaac & Partners 0.00% No change 208 $0
VitalStone Financial, LLC 0.00% No change 2 $0

"% of holder's portfolio" is CHPT's weight in each manager's 13F, not the share of Chargepoint Holdings Inc. the manager owns.