Chargepoint HoldingsCHPT
13F holders, Q2 2024 (June 30)339holders −31
45new positions
77sold out
4famous investors
$1.51avg. 13F price*
At the end of Q2 2024, 339 institutions reported holding Chargepoint Holdings Inc. (CHPT) in their 13F filings, down 31 from Q1 2024. 45 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($57.2M), BlackRock Inc. ($45.5M) and Antara Capital LP ($25.5M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Philippe Laffont (0.0% of Coatue Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Chargepoint Holdings Inc.
- CUSIP
- 15961R105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $16.4M |
| Exits | 77 | $12.1M |
All 13F filers, Q1 2024 → Q2 2024: 61,599,876 shares bought and 19,874,590 shares sold, net +41,725,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 339 holders
| Vanguard Group Inc. | 0.00% | Add +3.3% | 37,885,649 | $57.2M |
| BlackRock Inc. | 0.00% | Add +70.9% | 30,155,331 | $45.5M |
| Antara Capital LP | 42.86% | Add +225.3% | 16,915,144 | $25.5M |
| State Street Corp. | 0.00% | Add +43.7% | 10,154,654 | $15.3M |
| Nomura Holdings Inc. | 0.09% | Add +265.1% | 9,653,628 | $14.6M |
| Geode Capital Management, LLC | 0.00% | Add +49.3% | 8,673,098 | $13.1M |
| Point72 Asset Management | 0.04% | New | 8,613,770 | $13.0M |
| Canada Pension Plan Investment Board | 0.01% | No change | 7,819,268 | $11.8M |
| Morgan Stanley | 0.00% | Add +5.1% | 4,905,145 | $7.4M |
| Invesco Ltd. | 0.00% | Reduce -3.2% | 4,421,320 | $6.7M |
| First Trust Advisors LP | 0.01% | Add +11.4% | 4,187,862 | $6.3M |
| Coatue Management | 0.02% | No change | 3,081,752 | $4.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +49.3% | 3,031,603 | $4.6M |
| Cowen and Company, LLC | 0.10% | Add +665.1% | 2,342,754 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -76.0% | 2,156,735 | $3.3M |
| Erste Asset Management GmbH | 0.04% | Reduce -10.7% | 2,074,237 | $3.1M |
| Northern Trust Corp. | 0.00% | Add +30.8% | 1,954,666 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +22.5% | 1,779,558 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +258.5% | 1,632,947 | $2.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +62.0% | 1,623,836 | $2.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.2% | 1,531,043 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -11.8% | 1,487,844 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +3.6% | 1,461,898 | $2.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -42.2% | 1,400,627 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +60.1% | 1,298,289 | $2.0M |
| GMT Capital Corp | 0.07% | Add +140.0% | 1,257,600 | $1.9M |
| Amundi | 0.00% | Add +5383.1% | 1,109,340 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +135.9% | 1,061,851 | $1.6M |
| Alps Advisors Inc. | 0.01% | Reduce -5.5% | 925,412 | $1.4M |
| AQR Capital Management | 0.00% | New | 876,225 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -40.0% | 801,782 | $1.2M |
| First Washington CORP | 0.43% | Reduce -10.3% | 775,666 | $1.2M |
| Swiss National Bank | 0.00% | No change | 742,900 | $1.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.10% | Add +17.7% | 598,106 | $903K |
| Royal Bank of Canada | 0.00% | Add +0.8% | 596,901 | $902K |
| Barclays PLC | 0.00% | Add +32.1% | 585,744 | $884K |
| Rhumbline Advisers | 0.00% | Add +28.6% | 521,677 | $788K |
| Cresset Asset Management, LLC | 0.00% | Add +2118.0% | 476,456 | $719K |
| Two Sigma Securities, LLC | 0.03% | Add +119.1% | 458,927 | $693K |
| Wells Fargo & Company | 0.00% | Add +38.3% | 451,095 | $681K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +1.5% | 450,027 | $680K |
| Oppenheimer & Co. Inc. | 0.01% | Add +50.7% | 449,482 | $679K |
| Alliancebernstein L.P. | 0.00% | Add +444.3% | 444,980 | $672K |
| Tidal Investments LLC | 0.01% | Add +27.4% | 425,500 | $643K |
| Deutsche Bank AG | 0.00% | Add +84.2% | 406,470 | $614K |
| Legal & General Group Plc | 0.00% | Add +11.1% | 382,652 | $578K |
| Cetera Investment Advisers | 0.00% | Reduce -19.4% | 376,396 | $568K |
| California State Teachers Retirement System | 0.00% | Reduce -0.6% | 372,144 | $562K |
| Commonwealth Equity Services, LLC | 0.00% | Add +39.6% | 370,562 | $560K |
| Swiss Life Asset Management Ltd | 0.01% | New | 362,592 | $547K |
| Two Sigma Advisers, LP | 0.00% | Reduce -41.5% | 359,100 | $542K |
| Sculptor Capital LP | 0.02% | Reduce -50.1% | 326,700 | $493K |
| Bouvel Investment Partners, LLC | 0.18% | Add +3.0% | 312,419 | $472K |
| Simplex Trading, LLC | 0.01% | Add +36.6% | 308,353 | $465K |
| Marex Group Ltd | 0.01% | Add +0.2% | 291,264 | $440K |
| UBS Group AG | 0.00% | Reduce -17.1% | 269,663 | $407K |
| T. Rowe Price Associates Inc. | 0.00% | Add +34.2% | 246,201 | $372K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.3% | 226,604 | $342K |
| LPL Financial LLC | 0.00% | Reduce -14.1% | 225,585 | $341K |
| Jane Street Group, LLC | 0.00% | Reduce -91.3% | 214,880 | $324K |
| Corebridge Financial, Inc. | 0.00% | — | 208,842 | $317K |
| Titleist Asset Management, LLC | 0.05% | Reduce -16.9% | 201,668 | $305K |
| Creative Planning | 0.00% | Add +152.3% | 188,363 | $284K |
| New York State Common Retirement Fund | 0.00% | Add +1.7% | 179,631 | $271K |
| JPMorgan Chase & Co. | 0.00% | Add +17.3% | 167,856 | $253K |
| IMC-Chicago, LLC | 0.01% | Reduce -31.4% | 159,884 | $241K |
| Raymond James & Associates | 0.00% | Reduce -16.7% | 159,855 | $241K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 153,306 | $231K |
| Firsthand Capital Management, Inc. | 0.44% | Add +19.3% | 71,600 | $228K |
| Point72 (DIFC) Ltd | 0.02% | Add +1277.5% | 135,326 | $204K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 135,032 | $203K |
| Shufro Rose & Co. LLC | 0.02% | Add +25.9% | 133,400 | $201K |
| SG Americas Securities, LLC | 0.00% | Add +19.2% | 130,247 | $197K |
| Voya Investment Management LLC | 0.00% | Reduce -15.4% | 127,536 | $193K |
| Pinebridge Investments, L.P. | 0.00% | New | 122,886 | $186K |
| Rafferty Asset Management, LLC | 0.00% | Add +55.9% | 122,856 | $186K |
| FMR LLC | 0.00% | Add +158.0% | 122,103 | $184K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 109,746 | $166K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.9% | 107,111 | $162K |
| Arizona State Retirement System | 0.00% | Add +3.2% | 106,669 | $161K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.4% | 104,854 | $158K |
| MetLife Investment Management, LLC | 0.00% | Add +361.0% | 99,880 | $151K |
| Gotham Asset Management | 0.00% | New | 99,562 | $150K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 95,386 | $144K |
| China Universal Asset Management Co., Ltd. | 0.02% | No change | 95,000 | $143K |
| KBC Group NV | 0.00% | Add +65.5% | 88,485 | $134K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -3.1% | 87,325 | $132K |
| Advisory Services Network, LLC | 0.00% | Reduce -22.1% | 86,896 | $131K |
| Cibc World Market Inc. | 0.00% | Reduce -29.5% | 86,839 | $131K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -53.5% | 86,005 | $130K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.8% | 85,390 | $129K |
| Wedmont Private Capital | 0.01% | New | 57,090 | $126K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -46.4% | 78,070 | $118K |
| Sanctuary Advisors, LLC | 0.00% | — | 91,417 | $116K |
| Marathon Trading Investment Management LLC | 0.03% | Reduce -26.5% | 76,025 | $115K |
| Walleye Trading LLC | 0.00% | Add +285.9% | 67,826 | $102K |
| Susquehanna Fundamental Investments, LLC | 0.00% | Reduce -51.2% | 66,323 | $100K |
| Numerai GP LLC | 0.04% | New | 65,642 | $99K |
| QRG Capital Management, Inc. | 0.00% | Reduce -1.6% | 61,172 | $92K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 60,880 | $92K |
| Mariner, LLC | 0.00% | Add +83.2% | 58,118 | $88K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 55,397 | $84K |
| Corient Private Wealth LP | 0.00% | Add +5.2% | 50,932 | $77K |
| Victory Capital Management Inc. | 0.00% | Add +7.0% | 50,652 | $76K |
| Balyasny Asset Management L.P. | 0.00% | New | 50,475 | $76K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.3% | 49,130 | $74K |
| Mutual Advisors, LLC | 0.00% | Reduce -1.3% | 34,480 | $72K |
| Principal Financial Group Inc. | 0.00% | Add +32.9% | 46,042 | $70K |
| Vident Advisory, LLC | 0.00% | Reduce -72.4% | 45,745 | $69K |
| International Assets Investment Management, LLC | 0.01% | Add +2.1% | 45,440 | $69K |
| apricus wealth, LLC | 0.05% | Reduce -10.0% | 45,000 | $68K |
| Pathstone Holdings, LLC | 0.00% | New | 44,971 | $68K |
| Sei Investments Co. | 0.00% | Reduce -3.9% | 44,919 | $68K |
| M&T Bank Corp | 0.00% | Reduce -62.3% | 43,786 | $67K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.3% | 43,780 | $66K |
| Prudential Financial Inc. | 0.00% | Add +246.6% | 41,127 | $62K |
| Cerity Partners LLC | 0.00% | Reduce -30.9% | 40,770 | $62K |
| Van Hulzen Asset Management, LLC | 0.00% | No change | 40,650 | $61K |
| Algert Global LLC | 0.00% | New | 38,250 | $58K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 38,031 | $57K |
| Legacy Financial Advisors, Inc. | 0.01% | No change | 36,000 | $54K |
| MML Investors Services, LLC | 0.00% | Add +14.0% | 36,071 | $54K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -2.7% | 35,750 | $54K |
| Pictet Asset Management Holding SA | 0.00% | No change | 35,127 | $53K |
| Scotia Capital Inc. | 0.00% | Reduce -2.0% | 34,735 | $52K |
| Clark Financial Services Group Inc. | 0.05% | Reduce -2.0% | 33,976 | $52K |
| PFG Investments, LLC | 0.00% | Add +32.1% | 34,102 | $51K |
| Jeppson Wealth Management, LLC | 0.02% | Add +7.0% | 33,460 | $51K |
| State of Wisconsin Investment Board | 0.00% | Add +4.4% | 32,601 | $49K |
| Private Advisor Group, LLC | 0.00% | Reduce -27.9% | 32,486 | $49K |
| Capital Square, LLC | 0.03% | Reduce -1.5% | 24,498 | $49K |
| Diametric Capital, LP | 0.03% | New | 32,307 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +5.8% | 32,106 | $48K |
| HB Wealth Management, LLC | 0.00% | Add +11.4% | 31,182 | $47K |
| Scientech Research LLC | 0.01% | Reduce -62.6% | 30,587 | $46K |
| Wealthfront Advisers LLC | 0.00% | Add +100.2% | 30,314 | $46K |
| First Trust Direct Indexing L.P. | 0.00% | Reduce -38.4% | 29,715 | $45K |
| Hamilton Wealth, LLC | 0.01% | New | 29,520 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.5% | 23,228 | $43K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 28,781 | $43K |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.7% | 28,025 | $42K |
| Focus Partners Wealth | 0.00% | New | 27,803 | $42K |
| Foresight Group Ltd Liability Partnership | 0.02% | No change | 33,612 | $41K |
| HSBC Holdings PLC | 0.00% | Add +41.4% | 26,397 | $39K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +152.0% | 25,462 | $38K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -9.1% | 24,700 | $38K |
| Independent Financial Group, LLC | 0.00% | Reduce -1.5% | 25,148 | $38K |
| Ethic Inc. | 0.00% | Reduce -7.8% | 25,050 | $38K |
| XTX Topco Ltd | 0.00% | Reduce -11.2% | 24,882 | $38K |
| Perennial Investment Advisors, LLC | 0.01% | Add +74.4% | 24,380 | $37K |
| Xponance LLC | 0.00% | Reduce -39.3% | 24,131 | $36K |
| Perennial Advisors, LLC | 0.01% | No change | 23,870 | $36K |
| Bank of Montreal | 0.00% | Reduce -72.5% | 23,745 | $36K |
| Brave Asset Management Inc. | 0.01% | No change | 23,000 | $35K |
| Core Wealth Management, Inc. | 0.01% | No change | 21,931 | $33K |
| NCP Inc. | 0.02% | No change | 21,600 | $33K |
| Aerodigm Wealth, LLC | 0.01% | New | 20,520 | $31K |
| Integrated Wealth Concepts LLC | 0.00% | Add +15.4% | 20,501 | $31K |
| Jones Financial Companies LLLP | 0.00% | New | 20,032 | $30K |
| Townsquare Capital LLC | 0.00% | Add +70.6% | 19,816 | $30K |
| Apollon Wealth Management, LLC | 0.00% | Add +9.0% | 19,040 | $29K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -8.1% | 18,068 | $27K |
| O'ROURKE & COMPANY, Inc | 0.02% | Reduce -48.2% | 17,637 | $27K |
| CIBC Asset Management Inc | 0.00% | Add +50.7% | 17,145 | $26K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +10.3% | 17,072 | $26K |
| Group One Trading LLC | 0.00% | Add +85.8% | 16,721 | $25K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.4% | 16,663 | $25K |
| StoneX Group Inc. | 0.00% | New | 16,454 | $25K |
| Strategic Blueprint, LLC | 0.00% | Reduce -24.7% | 16,396 | $25K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 16,146 | $24K |
| Presilium Private Wealth, LLC | 0.01% | New | 16,000 | $24K |
| Verition Fund Management LLC | 0.00% | New | 15,960 | $24K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 15,855 | $24K |
| Mercer Global Advisors Inc. | 0.00% | Add +33.0% | 15,493 | $23K |
| United Capital Financial Advisors, LLC | 0.00% | New | 15,480 | $23K |
| OneDigital Investment Advisors LLC | 0.00% | Add +8.9% | 15,470 | $23K |
| Brookstone Capital Management | 0.00% | New | 10,533 | $23K |
| Simmons Bank | 0.00% | No change | 15,000 | $23K |
| Arkadios Wealth Advisors | 0.00% | Reduce -0.3% | 14,913 | $23K |
| Avantax Advisory Services, Inc. | 0.00% | Add +44.0% | 14,705 | $22K |
| Western Wealth Management, LLC | 0.00% | Reduce -8.3% | 14,588 | $22K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.1% | 14,405 | $22K |
| Ieq Capital, LLC | 0.00% | Reduce -82.3% | 14,332 | $22K |
| Diversified Trust Co. | 0.00% | New | 14,268 | $22K |
| Neuberger Berman Group LLC | 0.00% | Reduce -44.5% | 14,131 | $21K |
| Quadcap Wealth Management, LLC | 0.00% | Add +12.1% | 13,993 | $21K |
| Cwm, LLC | 0.00% | Reduce -4.2% | 14,203 | $21K |
| Coyle Financial Counsel LLC | 0.01% | No change | 10,800 | $21K |
| Daymark Wealth Partners, LLC | 0.00% | Reduce -3.7% | 13,100 | $20K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 13,074 | $20K |
| Herold Advisors, Inc. | 0.00% | No change | 13,000 | $20K |
| FWG Investments, LLC. | 0.02% | No change | 12,690 | $19K |
| Cooper Financial Group | 0.00% | New | 12,685 | $19K |
| Angeles Wealth Management, LLC | 0.00% | New | 12,494 | $19K |
| Independent Advisor Alliance | 0.00% | Reduce -7.4% | 12,217 | $18K |
| Ameriprise Financial Inc. | 0.00% | Reduce -46.6% | 12,131 | $18K |
| Certuity, LLC | 0.00% | Add +0.4% | 11,930 | $18K |
| Ingalls & Snyder LLC | 0.00% | Reduce -14.3% | 12,000 | $18K |
| Amalgamated Bank | 0.00% | Reduce -48.1% | 12,221 | $18K |
| Prelude Capital Management, LLC | 0.00% | New | 11,765 | $18K |
| SageView Advisory Group, LLC | 0.00% | New | 11,536 | $17K |
| Composition Wealth, LLC | 0.00% | No change | 11,470 | $17K |
| Tradition Wealth Management, LLC | 0.00% | Reduce -6.6% | 11,332 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +17.8% | 11,235 | $17K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 11,080 | $17K |
| Pine Valley Investments Ltd Liability Co | 0.00% | Reduce -4.2% | 10,727 | $16K |
| Gainplan LLC | 0.01% | Reduce -2.4% | 10,500 | $16K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 7,100 | $15K |
| VestGen Investment Management | 0.00% | No change | 10,000 | $15K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.7% | 10,893 | $15K |
| Nisa Investment Advisors, LLC | 0.00% | New | 8,900 | $13K |
| Quadrant Capital Group LLC | 0.00% | Add +375.8% | 8,145 | $12K |
| Signaturefd, LLC | 0.00% | Add +82.5% | 7,846 | $12K |
| Capital Analysts, LLC | 0.00% | No change | 7,337 | $11K |
| Parallel Advisors, LLC | 0.00% | Reduce -19.6% | 7,039 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | Add +9.4% | 6,975 | $10K |
| Hexagon Capital Partners LLC | 0.00% | No change | 6,700 | $10K |
| North Star Investment Management Corp. | 0.00% | Reduce -2.6% | 6,000 | $9K |
| Rothschild Investment LLC | 0.00% | Reduce -39.2% | 5,895 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5,807 | $9K |
| Lindbrook Capital, LLC | 0.00% | Add +15.0% | 5,485 | $8K |
| US Bancorp \de | 0.00% | Reduce -62.7% | 5,472 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.7% | 4,931 | $7K |
| National Bank of Canada | 0.00% | Reduce -98.2% | 4,912 | $7K |
| Covestor Ltd | 0.00% | Add +0.9% | 4,769 | $7K |
| IFP Advisors, Inc | 0.00% | Reduce -54.4% | 4,321 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 4,002 | $6K |
| Van Eck Associates Corp. | 0.00% | Add +29.8% | 4,116 | $6K |
| Aspire Private Capital, LLC | 0.00% | No change | 3,973 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Add +791.9% | 3,853 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 2,530 | $5K |
| Atticus Wealth Management, LLC | 0.00% | No change | 3,160 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -26.0% | 2,806 | $4K |
| Huntington National Bank | 0.00% | No change | 2,600 | $4K |
| Clearstead Advisors, LLC | 0.00% | Reduce -50.9% | 2,560 | $4K |
| Westside Investment Management, Inc. | 0.00% | Reduce -59.3% | 2,370 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.9% | 2,210 | $3K |
| Spire Wealth Management | 0.00% | Reduce -15.6% | 2,189 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -22.3% | 2,127 | $3K |
| Advantage Trust Co | 0.00% | No change | 2,000 | $3K |
| Global Wealth Strategies & Associates | 0.00% | No change | 2,000 | $3K |
| HM Payson & Co. | 0.00% | No change | 2,000 | $3K |
| Mather Group, Llc. | 0.00% | New | 1,244 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,524 | $2K |
| Hartford Financial Management Inc. | 0.00% | New | 1,500 | $2K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 905 | $2K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 1,410 | $2K |
| TrinityBridge Ltd | 0.00% | No change | 1,500 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -10.0% | 1,314 | $2K |
| Natixis | 0.00% | Reduce -27.4% | 1,261 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,142 | $2K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 1,100 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,050 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 1,042 | $2K |
| WealthCollab, LLC | 0.00% | No change | 1,000 | $2K |
| Castleview Partners, LLC | 0.00% | No change | 1,000 | $2K |
| TruNorth Capital Management, LLC | 0.00% | New | 1,000 | $2K |
| Concord Wealth Partners | 0.00% | No change | 1,000 | $2K |
| Walleye Capital LLC | 0.00% | New | 978 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -56.4% | 929 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 904 | $1K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 893 | $1K |
| CoreCap Advisors, LLC | 0.00% | Add +70.8% | 883 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 800 | $1K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 775 | $1K |
| Comerica Bank | 0.00% | Reduce -23.0% | 709 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +116.7% | 1,300 | $1K |
| Lanark Financial, Inc. | 0.00% | Reduce -29.3% | 800 | $1K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 600 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +71.4% | 600 | $906 |
| Eukles Asset Management | 0.00% | No change | 585 | $883 |
| McIlrath & Eck, LLC | 0.00% | Reduce -7.4% | 585 | $883 |
| Allworth Financial LP | 0.00% | Reduce -14.3% | 437 | $857 |
| Tucker Asset Management LLC | 0.00% | Add +116.3% | 558 | $843 |
| Quarry LP | 0.00% | New | 535 | $808 |
| Creative Financial Designs Inc. | 0.00% | No change | 534 | $806 |
| Bogart Wealth, LLC | 0.00% | No change | 531 | $802 |
| AdvisorNet Financial, Inc | 0.00% | No change | 518 | $782 |
| Your Advocates Ltd., LLP | 0.00% | No change | 500 | $755 |
| Caldwell Trust Co | 0.00% | No change | 500 | $755 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 475 | $717 |
| WR Wealth Planners, LLC | 0.00% | No change | 430 | $649 |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -33.3% | 400 | $604 |
| Coppell Advisory Solutions LLC | 0.00% | — | 400 | $604 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 311 | $591 |
| SouthState Bank Corp | 0.00% | No change | 390 | $589 |
| Spotlight Asset Group, Inc. | 0.00% | No change | 385 | $581 |
| Quent Capital, LLC | 0.00% | Add +28.0% | 361 | $545 |
| Halpern Financial, Inc. | 0.00% | No change | 350 | $529 |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +245.2% | 321 | $484 |
| Main Street Group, LTD | 0.00% | New | 318 | $471 |
| City State Bank | 0.00% | No change | 310 | $468 |
| Cornerstone Planning Group LLC | 0.00% | New | 225 | $419 |
| Global Retirement Partners, LLC | 0.00% | Add +115.8% | 274 | $414 |
| Arax Advisory Partners | 0.00% | New | 273 | $413 |
| Chesapeake Asset Management LLC | 0.00% | No change | 250 | $377 |
| HighMark Wealth Management LLC | 0.00% | No change | 224 | $338 |
| Baldwin Wealth Partners LLC | 0.00% | Add +5.5% | 211 | $319 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 200 | $302 |
| Creekmur Asset Management LLC | 0.00% | No change | 200 | $302 |
| MV Capital Management, Inc. | 0.00% | Add +108.3% | 200 | $302 |
| Continuum Advisory, LLC | 0.00% | New | 198 | $299 |
| NBT Bank, N.A. | 0.00% | No change | 195 | $294 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 195 | $294 |
| Sittner & Nelson, LLC | 0.00% | No change | 166 | $251 |
| Larson Financial Group LLC | 0.00% | Reduce -87.1% | 166 | $251 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 130 | $196 |
| Toronto Dominion Bank | 0.00% | No change | 124 | $187 |
| Colonial Trust Advisors | 0.00% | No change | 121 | $183 |
| Abich Financial Wealth Management LLC | 0.00% | No change | 120 | $181 |
| American National Bank & Trust | 0.00% | No change | 111 | $168 |
| Sandy Spring Bank | 0.00% | No change | 110 | $167 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 110 | $166 |
| Tompkins Financial Corp. | 0.00% | No change | 110 | $166 |
| Smartleaf Asset Management LLC | 0.00% | New | 105 | $158 |
| PFS Partners, LLC | 0.00% | No change | 100 | $151 |
| Gen-Wealth Partners Inc | 0.00% | No change | 100 | $151 |
| DT Investment Partners, LLC | 0.00% | No change | 100 | $151 |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $151 |
| Anchor Investment Management, LLC | 0.00% | No change | 100 | $151 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 100 | $151 |
| Ridgewood Investments LLC | 0.00% | New | 87 | $131 |
| Kelly Financial Services LLC | 0.00% | No change | 85 | $129 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 81 | $123 |
| Sunbelt Securities, Inc. | 0.00% | No change | 80 | $121 |
| Estabrook Capital Management | 0.00% | No change | 60 | $91 |
| Addison Advisors LLC | 0.00% | No change | 49 | $74 |
| RFP Financial Group LLC | 0.00% | No change | 25 | $38 |
| Planning Capital Management Corp | 0.00% | No change | 10 | $16 |
| Robinswood Financial LLC | 0.00% | No change | 8 | $12 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 5 | $8 |
| TFC Financial Management, Inc. | 0.00% | New | 3 | $5 |
| Balefire, LLC | 0.00% | No change | 2 | $3 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 1 | $2 |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 300 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -90.6% | 329 | $0 |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $0 |
| Avion Wealth | 0.00% | Reduce -74.4% | 100 | $0 |
| Coston, McIsaac & Partners | 0.00% | No change | 208 | $0 |
"% of holder's portfolio" is CHPT's weight in each manager's 13F, not the share of Chargepoint Holdings Inc. the manager owns.