Chargepoint HoldingsCHPT
13F holders, Q3 2024 (September 30)320holders −19
28new positions
47sold out
7famous investors
$1.37avg. 13F price*
At the end of Q3 2024, 320 institutions reported holding Chargepoint Holdings Inc. (CHPT) in their 13F filings, down 19 from Q2 2024. 28 opened new positions and 47 sold out. The largest holders were Vanguard Group Inc. ($52.3M), BlackRock, Inc. ($42.4M) and State Street Corp. ($14.1M). 7 famous investors held it, including Philippe Laffont (0.0% of Coatue Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Chargepoint Holdings Inc.
- CUSIP
- 15961R105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $3.9M |
| Exits | 47 | $28.8M |
All 13F filers, Q2 2024 → Q3 2024: 9,882,655 shares bought and 35,912,525 shares sold, net −26,029,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 320 holders
| Vanguard Group Inc. | 0.00% | Add +0.8% | 38,169,053 | $52.3M |
| BlackRock, Inc. | 0.00% | — | 30,983,371 | $42.4M |
| State Street Corp. | 0.00% | Add +1.4% | 10,297,421 | $14.1M |
| Nomura Holdings Inc. | 0.10% | Add +2.7% | 9,913,280 | $13.6M |
| Geode Capital Management, LLC | 0.00% | Add +4.6% | 9,072,168 | $12.4M |
| Canada Pension Plan Investment Board | 0.01% | No change | 7,819,268 | $10.7M |
| Invesco Ltd. | 0.00% | Add +0.6% | 4,446,088 | $6.1M |
| Northern Trust Corp. | 0.00% | Add +86.2% | 3,639,971 | $5.0M |
| Morgan Stanley | 0.00% | Reduce -29.5% | 3,459,127 | $4.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.2% | 3,251,029 | $4.5M |
| Coatue Management | 0.02% | No change | 3,081,752 | $4.2M |
| Cowen and Company, LLC | 0.11% | Add +2.2% | 2,394,912 | $3.3M |
| Point72 Asset Management | 0.01% | Reduce -74.4% | 2,207,033 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +15.5% | 2,055,211 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +87.3% | 1,988,863 | $2.7M |
| Erste Asset Management GmbH | 0.03% | Reduce -9.6% | 1,875,733 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.5% | 1,722,181 | $2.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 1,623,836 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +10.6% | 1,616,505 | $2.2M |
| First Trust Advisors LP | 0.00% | Reduce -61.8% | 1,598,796 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.6% | 1,479,644 | $2.0M |
| GMT Capital Corp | 0.07% | No change | 1,257,600 | $1.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -18.1% | 1,254,275 | $1.7M |
| Amundi | 0.00% | Reduce -1.1% | 1,096,722 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -16.0% | 1,090,202 | $1.5M |
| Barclays PLC | 0.00% | Add +84.9% | 1,083,175 | $1.5M |
| Alps Advisors Inc. | 0.01% | Reduce -9.4% | 837,976 | $1.1M |
| Swiss National Bank | 0.00% | Add +6.2% | 788,800 | $1.1M |
| Sculptor Capital LP | 0.03% | Add +122.4% | 726,700 | $996K |
| Bank of America Corp. | 0.00% | Reduce -12.5% | 701,200 | $961K |
| Soviero Asset Management, LP | 0.97% | New | 700,000 | $959K |
| Two Sigma Investments, LP | 0.00% | Reduce -53.9% | 646,058 | $885K |
| Wells Fargo & Company | 0.00% | Add +33.4% | 601,575 | $824K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.09% | No change | 598,106 | $819K |
| ExodusPoint Capital Management, LP | 0.01% | New | 571,243 | $783K |
| Oppenheimer & Co. Inc. | 0.01% | Add +25.4% | 563,471 | $772K |
| Rhumbline Advisers | 0.00% | Reduce -1.6% | 513,432 | $703K |
| Royal Bank of Canada | 0.00% | Reduce -17.6% | 491,581 | $674K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +8.8% | 489,482 | $671K |
| Deutsche Bank AG | 0.00% | Add +11.3% | 452,506 | $620K |
| Alliancebernstein L.P. | 0.00% | No change | 444,980 | $610K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.7% | 392,192 | $537K |
| California State Teachers Retirement System | 0.00% | Add +2.3% | 380,841 | $522K |
| Citigroup Inc. | 0.00% | Reduce -82.5% | 377,391 | $517K |
| Swiss Life Asset Management Ltd | 0.01% | No change | 362,592 | $496K |
| Legal & General Group Plc | 0.00% | Reduce -5.7% | 360,728 | $494K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.6% | 353,498 | $484K |
| Tidal Investments LLC | 0.00% | Reduce -23.6% | 325,134 | $445K |
| Jane Street Group, LLC | 0.00% | Add +49.5% | 321,330 | $440K |
| Bouvel Investment Partners, LLC | 0.16% | Add +1.3% | 316,362 | $433K |
| XTX Topco Ltd | 0.03% | Add +1141.0% | 308,786 | $423K |
| Inspire Investing, LLC | 0.04% | New | 300,498 | $412K |
| LPL Financial LLC | 0.00% | Add +21.6% | 274,349 | $376K |
| Group One Trading LLC | 0.01% | Add +1400.6% | 250,914 | $344K |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.4% | 249,770 | $343K |
| Krane Funds Advisors LLC | 0.01% | New | 236,630 | $324K |
| MetLife Investment Management, LLC | 0.00% | Add +129.1% | 228,799 | $313K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.9% | 215,405 | $295K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 213,194 | $292K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 207,562 | $284K |
| UBS Group AG | 0.00% | Reduce -23.4% | 206,567 | $283K |
| Creative Planning | 0.00% | Add +8.8% | 205,008 | $281K |
| Marex Group Ltd | 0.01% | Reduce -32.4% | 196,868 | $270K |
| Titleist Asset Management, LLC | 0.04% | Reduce -6.0% | 189,487 | $260K |
| Gsa Capital Partners LLP | 0.02% | New | 183,582 | $252K |
| JPMorgan Chase & Co. | 0.00% | Add +5.7% | 177,375 | $243K |
| FMR LLC | 0.00% | Add +23.4% | 150,705 | $206K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 148,965 | $204K |
| Shufro Rose & Co. LLC | 0.02% | No change | 133,400 | $201K |
| Raymond James & Associates | 0.00% | Reduce -8.9% | 145,628 | $200K |
| Cetera Investment Advisers | 0.00% | Reduce -63.7% | 136,509 | $187K |
| Janus Henderson Group PLC | 0.00% | No change | 135,032 | $184K |
| Simplex Trading, LLC | 0.01% | Reduce -57.3% | 131,751 | $180K |
| Voya Investment Management LLC | 0.00% | Reduce -1.0% | 126,296 | $173K |
| Intech Investment Management LLC | 0.00% | New | 123,817 | $170K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.5% | 121,081 | $166K |
| Arizona State Retirement System | 0.00% | Add +9.1% | 116,339 | $159K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 109,771 | $150K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.7% | 105,650 | $145K |
| New York State Common Retirement Fund | 0.00% | Reduce -41.5% | 105,131 | $144K |
| Advisory Services Network, LLC | 0.00% | No change | 86,896 | $131K |
| China Universal Asset Management Co., Ltd. | 0.01% | No change | 95,000 | $130K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -23.1% | 94,515 | $129K |
| Verition Fund Management LLC | 0.00% | Add +483.4% | 93,108 | $128K |
| KBC Group NV | 0.00% | No change | 88,485 | $121K |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 86,821 | $119K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 86,005 | $118K |
| Franklin Resources Inc. | 0.00% | New | 88,282 | $117K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 79,947 | $110K |
| Cibc World Market Inc. | 0.00% | Reduce -13.3% | 75,328 | $103K |
| ProShare Advisors LLC | 0.00% | New | 73,353 | $100K |
| Two Sigma Securities, LLC | 0.01% | Reduce -84.6% | 70,647 | $97K |
| D. E. Shaw & Co. | 0.00% | New | 69,836 | $96K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -26.3% | 64,334 | $88K |
| HSBC Holdings PLC | 0.00% | Add +134.8% | 61,970 | $85K |
| Wealthfront Advisers LLC | 0.00% | Add +101.1% | 60,969 | $84K |
| Firsthand Capital Management, Inc. | 0.16% | Reduce -16.2% | 60,000 | $82K |
| Marathon Trading Investment Management LLC | 0.04% | Reduce -27.1% | 55,400 | $76K |
| Captrust Financial Advisors | 0.00% | Reduce -1.4% | 54,642 | $75K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -46.1% | 51,447 | $70K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +58.2% | 50,785 | $70K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -33.9% | 60,406 | $69K |
| Integrated Wealth Concepts LLC | 0.00% | Add +144.7% | 50,170 | $69K |
| Libra Wealth LLC | 0.03% | New | 50,000 | $69K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.7% | 49,809 | $68K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 49,130 | $67K |
| Ballentine Partners, LLC | 0.00% | New | 44,386 | $61K |
| International Assets Investment Management, LLC | 0.00% | Reduce -3.0% | 44,090 | $60K |
| Sei Investments Co. | 0.00% | Reduce -2.8% | 43,682 | $60K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.6% | 43,103 | $59K |
| Jeppson Wealth Management, LLC | 0.02% | Add +28.3% | 42,940 | $59K |
| Wolverine Trading, LLC | 0.00% | New | 41,532 | $57K |
| Wedmont Private Capital | 0.00% | Reduce -32.6% | 38,471 | $57K |
| Van Hulzen Asset Management, LLC | 0.00% | No change | 40,650 | $56K |
| Prudential Financial Inc. | 0.00% | Reduce -0.8% | 40,817 | $56K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +12.3% | 40,150 | $55K |
| Mariner, LLC | 0.00% | Reduce -31.0% | 40,113 | $55K |
| M&T Bank Corp | 0.00% | Reduce -10.0% | 39,389 | $54K |
| Pathstone Holdings, LLC | 0.00% | Reduce -13.5% | 38,882 | $53K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 38,031 | $52K |
| SG Americas Securities, LLC | 0.00% | Reduce -70.7% | 38,228 | $52K |
| Ethic Inc. | 0.00% | Add +8.4% | 27,165 | $52K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Add +131.0% | 36,628 | $50K |
| Legacy Financial Advisors, Inc. | 0.01% | No change | 36,000 | $49K |
| Pictet Asset Management Holding SA | 0.00% | No change | 35,127 | $48K |
| MML Investors Services, LLC | 0.00% | Reduce -1.9% | 35,400 | $48K |
| Walleye Trading LLC | 0.00% | Reduce -49.0% | 34,573 | $47K |
| Clark Financial Services Group Inc. | 0.04% | Reduce -0.1% | 33,928 | $46K |
| Scotia Capital Inc. | 0.00% | Reduce -2.6% | 33,824 | $46K |
| HB Wealth Management, LLC | 0.00% | Add +8.2% | 33,747 | $46K |
| Corient Private Wealth LP | 0.00% | Reduce -34.4% | 33,401 | $46K |
| Principal Financial Group Inc. | 0.00% | Reduce -27.7% | 33,309 | $46K |
| Neuberger Berman Group LLC | 0.00% | Add +130.1% | 32,515 | $45K |
| Mutual Advisors, LLC | 0.00% | Reduce -1.9% | 33,825 | $44K |
| State of Wisconsin Investment Board | 0.00% | Reduce -4.9% | 31,001 | $42K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.6% | 30,656 | $42K |
| PFG Investments, LLC | 0.00% | Reduce -13.4% | 29,519 | $40K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +12.9% | 28,741 | $39K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 28,781 | $39K |
| Jones Financial Companies LLLP | 0.00% | Add +39.5% | 27,946 | $38K |
| AQR Capital Management | 0.00% | Reduce -96.9% | 27,526 | $38K |
| apricus wealth, LLC | 0.02% | Reduce -38.9% | 27,500 | $38K |
| Mackenzie Financial Corp. | 0.00% | New | 25,043 | $34K |
| Xponance LLC | 0.00% | Add +3.7% | 25,013 | $34K |
| Core Wealth Management, Inc. | 0.01% | No change | 21,931 | $33K |
| Independent Financial Group, LLC | 0.00% | Reduce -8.0% | 23,148 | $32K |
| Brave Asset Management Inc. | 0.01% | No change | 23,000 | $32K |
| Capital Square, LLC | 0.02% | Reduce -6.1% | 22,998 | $32K |
| National Bank of Canada | 0.00% | Add +356.0% | 22,400 | $31K |
| Millennium Management | 0.00% | New | 20,849 | $29K |
| Financial Advocates Investment Management | 0.00% | New | 20,805 | $29K |
| NCP Inc. | 0.02% | Reduce -6.9% | 20,100 | $28K |
| Perennial Investment Advisors, LLC | 0.00% | Reduce -18.6% | 19,850 | $27K |
| Apollon Wealth Management, LLC | 0.00% | Add +2.8% | 19,578 | $27K |
| Ameriprise Financial Inc. | 0.00% | Add +50.8% | 18,289 | $25K |
| Baird Financial Group, Inc. | 0.00% | Reduce -38.5% | 17,225 | $24K |
| CIBC Asset Management Inc | 0.00% | Reduce -0.1% | 17,137 | $23K |
| Strategic Blueprint, LLC | 0.00% | Add +4.0% | 17,046 | $23K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.3% | 16,096 | $22K |
| QRG Capital Management, Inc. | 0.00% | Reduce -73.7% | 16,089 | $22K |
| Presilium Private Wealth, LLC | 0.01% | No change | 16,000 | $22K |
| Cerity Partners LLC | 0.00% | Reduce -61.8% | 15,594 | $21K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.2% | 15,440 | $21K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.5% | 15,630 | $21K |
| Simmons Bank | 0.00% | No change | 15,000 | $21K |
| Arkadios Wealth Advisors | 0.00% | Reduce -0.1% | 14,896 | $20K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -14.9% | 14,519 | $20K |
| Cwm, LLC | 0.00% | Add +5.1% | 14,927 | $20K |
| Western Wealth Management, LLC | 0.00% | No change | 14,588 | $20K |
| Jump Financial, LLC | 0.00% | New | 14,582 | $20K |
| Bank of Montreal | 0.00% | Reduce -39.0% | 14,484 | $20K |
| Brighton Jones LLC | 0.00% | New | 14,454 | $20K |
| First Trust Direct Indexing L.P. | 0.00% | Reduce -52.7% | 14,065 | $19K |
| Wedbush Securities Inc. | 0.00% | New | 14,027 | $19K |
| Townsquare Capital LLC | 0.00% | Reduce -31.1% | 13,660 | $19K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -25.1% | 13,530 | $19K |
| CreativeOne Wealth, LLC | 0.00% | New | 13,503 | $18K |
| Brookstone Capital Management | 0.00% | Add +27.2% | 13,397 | $18K |
| Ieq Capital, LLC | 0.00% | Reduce -7.9% | 13,200 | $18K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 13,074 | $18K |
| Afg Fiduciary Services Limited Partnership | 0.01% | New | 13,300 | $18K |
| Herold Advisors, Inc. | 0.00% | No change | 13,000 | $18K |
| Gotham Asset Management | 0.00% | Reduce -87.1% | 12,883 | $18K |
| FWG Investments, LLC. | 0.01% | No change | 12,690 | $17K |
| Quadcap Wealth Management, LLC | 0.00% | Reduce -10.8% | 12,485 | $17K |
| GTS Securities LLC | 0.00% | New | 12,440 | $17K |
| Amalgamated Bank | 0.00% | No change | 12,221 | $17K |
| Cooper Financial Group | 0.00% | Reduce -2.6% | 12,350 | $17K |
| Certuity, LLC | 0.00% | No change | 11,930 | $16K |
| O'ROURKE & COMPANY, Inc | 0.01% | Reduce -33.0% | 11,822 | $16K |
| Ingalls & Snyder LLC | 0.00% | No change | 12,000 | $16K |
| Independent Advisor Alliance | 0.00% | Reduce -4.9% | 11,617 | $16K |
| Gainplan LLC | 0.01% | No change | 10,500 | $16K |
| Composition Wealth, LLC | 0.00% | No change | 11,470 | $16K |
| Tradition Wealth Management, LLC | 0.00% | No change | 11,332 | $16K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 11,080 | $15K |
| Pine Valley Investments Ltd Liability Co | 0.00% | Reduce -5.6% | 10,127 | $14K |
| VestGen Investment Management | 0.00% | No change | 10,000 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.4% | 9,725 | $13K |
| US Bancorp \de | 0.00% | Add +63.7% | 8,959 | $12K |
| Citadel Advisors | 0.00% | New | 8,256 | $11K |
| HighTower Advisors, LLC | 0.00% | Reduce -22.7% | 8,417 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | Add +19.5% | 8,337 | $11K |
| Capital Analysts, LLC | 0.00% | No change | 7,337 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 7,100 | $10K |
| Hexagon Capital Partners LLC | 0.00% | Add +4.5% | 7,000 | $10K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -32.6% | 6,000 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +1646.5% | 5,746 | $8K |
| Signaturefd, LLC | 0.00% | Reduce -27.6% | 5,682 | $8K |
| Quadrant Capital Group LLC | 0.00% | Reduce -30.9% | 5,627 | $8K |
| Lindbrook Capital, LLC | 0.00% | Add +2.4% | 5,618 | $8K |
| North Star Investment Management Corp. | 0.00% | Reduce -16.7% | 5,000 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.2% | 4,941 | $7K |
| Rothschild Investment LLC | 0.00% | Reduce -20.3% | 4,700 | $6K |
| Covestor Ltd | 0.00% | Reduce -1.1% | 4,716 | $6K |
| Earned Wealth Advisors, LLC | 0.00% | New | 4,036 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 4,002 | $5K |
| Aspire Private Capital, LLC | 0.00% | No change | 3,973 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +375.0% | 3,800 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -12.7% | 3,771 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -35.7% | 3,735 | $5K |
| Van Eck Associates Corp. | 0.00% | Add +0.3% | 4,128 | $5K |
| Comerica Bank | 0.00% | Add +384.8% | 3,437 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -53.1% | 3,302 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.5% | 3,295 | $5K |
| Atticus Wealth Management, LLC | 0.00% | No change | 3,160 | $4K |
| GAMMA Investing LLC | 0.00% | Add +40.3% | 2,984 | $4K |
| Principal Securities, Inc. | 0.00% | Add +6.0% | 2,973 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 2,210 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 2,127 | $3K |
| Westside Investment Management, Inc. | 0.00% | Reduce -12.7% | 2,070 | $3K |
| Global Wealth Strategies & Associates | 0.00% | No change | 2,000 | $3K |
| HM Payson & Co. | 0.00% | No change | 2,000 | $3K |
| Spire Wealth Management | 0.00% | Reduce -12.1% | 1,925 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,524 | $2K |
| Hartford Financial Management Inc. | 0.00% | No change | 1,500 | $2K |
| TrinityBridge Ltd | 0.00% | No change | 1,500 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,314 | $2K |
| Natixis | 0.00% | Reduce -1.4% | 1,243 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,142 | $2K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +26.5% | 1,130 | $2K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 1,100 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,050 | $1K |
| POM Investment Strategies, LLC | 0.00% | No change | 1,042 | $1K |
| Future Financial Wealth Managment LLC | 0.00% | New | 1,000 | $1K |
| WealthCollab, LLC | 0.00% | No change | 1,000 | $1K |
| Concord Wealth Partners | 0.00% | No change | 1,000 | $1K |
| Trust Co. of Vermont | 0.00% | New | 1,000 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 904 | $1K |
| Walleye Capital LLC | 0.00% | Reduce -10.2% | 878 | $1K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 905 | $1K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 775 | $1K |
| Sterling Capital Management LLC | 0.00% | — | 770 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -23.1% | 1,000 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 800 | $1K |
| Huntington National Bank | 0.00% | Reduce -76.9% | 600 | $822 |
| Eukles Asset Management | 0.00% | No change | 585 | $801 |
| McIlrath & Eck, LLC | 0.00% | No change | 585 | $801 |
| Tucker Asset Management LLC | 0.00% | No change | 558 | $764 |
| Creative Financial Designs Inc. | 0.00% | No change | 534 | $732 |
| Bogart Wealth, LLC | 0.00% | No change | 531 | $727 |
| CoreCap Advisors, LLC | 0.00% | Reduce -40.3% | 527 | $722 |
| AdvisorNet Financial, Inc | 0.00% | No change | 518 | $710 |
| Your Advocates Ltd., LLP | 0.00% | No change | 500 | $685 |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 500 | $685 |
| Clearstead Advisors, LLC | 0.00% | Reduce -80.5% | 500 | $685 |
| Allworth Financial LP | 0.00% | Reduce -0.5% | 435 | $596 |
| WR Wealth Planners, LLC | 0.00% | No change | 430 | $589 |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 400 | $548 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 400 | $548 |
| SouthState Bank Corp | 0.00% | No change | 390 | $534 |
| Quent Capital, LLC | 0.00% | No change | 361 | $495 |
| Blue Trust, Inc. | 0.00% | Reduce -87.2% | 325 | $491 |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -41.7% | 350 | $480 |
| Halpern Financial, Inc. | 0.00% | No change | 350 | $459 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -98.6% | 334 | $458 |
| Main Street Group, LTD | 0.00% | No change | 318 | $436 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 311 | $427 |
| City State Bank | 0.00% | No change | 310 | $425 |
| Arax Advisory Partners | 0.00% | No change | 273 | $375 |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -45.3% | 260 | $356 |
| Chesapeake Asset Management LLC | 0.00% | No change | 250 | $342 |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -29.0% | 228 | $312 |
| HighMark Wealth Management LLC | 0.00% | No change | 224 | $307 |
| Cornerstone Planning Group LLC | 0.00% | No change | 225 | $288 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 200 | $274 |
| Creekmur Asset Management LLC | 0.00% | No change | 200 | $274 |
| NBT Bank, N.A. | 0.00% | No change | 195 | $267 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 195 | $267 |
| Global Retirement Partners, LLC | 0.00% | Reduce -30.3% | 191 | $262 |
| Sittner & Nelson, LLC | 0.00% | No change | 166 | $227 |
| Larson Financial Group LLC | 0.00% | No change | 166 | $227 |
| Continuum Advisory, LLC | 0.00% | No change | 198 | $222 |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -85.9% | 131 | $180 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 130 | $178 |
| Colonial Trust Advisors | 0.00% | No change | 121 | $166 |
| American National Bank & Trust | 0.00% | No change | 111 | $152 |
| Tompkins Financial Corp. | 0.00% | No change | 110 | $151 |
| Sandy Spring Bank | 0.00% | No change | 110 | $151 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 110 | $150 |
| PFS Partners, LLC | 0.00% | No change | 100 | $137 |
| DT Investment Partners, LLC | 0.00% | No change | 100 | $137 |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $137 |
| Anchor Investment Management, LLC | 0.00% | No change | 100 | $137 |
| Global Financial Private Client, LLC | 0.00% | New | 90 | $123 |
| Ridgewood Investments LLC | 0.00% | No change | 87 | $119 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 81 | $111 |
| Estabrook Capital Management | 0.00% | No change | 60 | $82 |
| MV Capital Management, Inc. | 0.00% | Reduce -71.5% | 57 | $79 |
| Addison Advisors LLC | 0.00% | No change | 49 | $68 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -62.5% | 30 | $41 |
| Planning Capital Management Corp | 0.00% | No change | 10 | $14 |
| Legacy Investment Solutions, LLC | 0.00% | — | 12 | $14 |
| Legacy Wealth Managment, LLC | 0.00% | — | 12 | $14 |
| Robinswood Financial LLC | 0.00% | No change | 8 | $10 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 5 | $7 |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 300 | $0 |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $0 |
| Avion Wealth | 0.00% | No change | 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.