Chargepoint HoldingsCHPT
13F holders, Q1 2025 (March 31)290holders −5
46new positions
52sold out
6famous investors
$0.61avg. 13F price*
At the end of Q1 2025, 290 institutions reported holding Chargepoint Holdings Inc. (CHPT) in their 13F filings, down 5 from Q4 2024. 46 opened new positions and 52 sold out. The largest holders were BlackRock, Inc. ($19.3M), Vanguard Group Inc. ($13.8M) and State Street Corp. ($7.1M). 6 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 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $5.2M |
| Exits | 52 | $8.3M |
All 13F filers, Q4 2024 → Q1 2025: 18,787,219 shares bought and 34,972,807 shares sold, net −16,185,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| BlackRock, Inc. | 0.00% | Reduce -3.4% | 31,855,826 | $19.3M |
| Vanguard Group Inc. | 0.00% | Reduce -26.3% | 22,805,894 | $13.8M |
| State Street Corp. | 0.00% | Reduce -2.2% | 11,724,936 | $7.1M |
| Geode Capital Management, LLC | 0.00% | Add +6.7% | 9,901,345 | $6.0M |
| UBS Group AG | 0.00% | Add +15.6% | 8,120,260 | $4.9M |
| Canada Pension Plan Investment Board | 0.00% | Add +0.2% | 7,838,768 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +61.8% | 3,790,823 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 3,623,377 | $2.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.6% | 3,423,298 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.0% | 3,187,010 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -47.6% | 3,159,549 | $1.9M |
| Coatue Management | 0.01% | New | 3,081,752 | $1.9M |
| AQR Capital Management | 0.00% | Add +6429.1% | 2,679,217 | $1.6M |
| Nomura Holdings Inc. | 0.01% | Reduce -68.8% | 2,389,460 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -58.3% | 2,097,881 | $1.3M |
| GMT Capital Corp | 0.07% | New | 2,025,800 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +3.6% | 1,892,119 | $1.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -8.5% | 1,485,532 | $899K |
| Point72 Asset Management | 0.00% | New | 1,445,761 | $875K |
| Gsa Capital Partners LLP | 0.07% | Add +867.7% | 1,305,569 | $790K |
| Nuveen, LLC | 0.00% | — | 1,254,275 | $759K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 1,220,871 | $739K |
| Barclays PLC | 0.00% | Reduce -19.4% | 910,592 | $551K |
| Erste Asset Management GmbH | 0.01% | Reduce -51.2% | 851,000 | $526K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.2% | 849,715 | $514K |
| Bank of America Corp. | 0.00% | Reduce -13.1% | 734,495 | $444K |
| Jane Street Group, LLC | 0.00% | Add +237.7% | 733,126 | $444K |
| Swiss National Bank | 0.00% | Reduce -9.7% | 728,500 | $441K |
| Alamea Verwaltungs GmbH | 0.38% | — | 722,356 | $437K |
| Bouvel Investment Partners, LLC | 0.16% | New | 316,362 | $433K |
| Amundi | 0.00% | Reduce -1.2% | 704,166 | $401K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 639,056 | $387K |
| Two Sigma Investments, LP | 0.00% | Add +592.0% | 638,721 | $386K |
| Inspire Investing, LLC | 0.04% | Add +51.2% | 568,367 | $344K |
| Rhumbline Advisers | 0.00% | Reduce -1.1% | 508,575 | $308K |
| Deutsche Bank AG | 0.00% | Reduce -17.8% | 486,694 | $297K |
| XTX Topco Ltd | 0.02% | Reduce -29.4% | 488,236 | $295K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2885.1% | 461,771 | $279K |
| Royal Bank of Canada | 0.00% | Reduce -12.1% | 448,619 | $272K |
| Verition Fund Management LLC | 0.00% | Add +68.8% | 440,755 | $267K |
| California State Teachers Retirement System | 0.00% | No change | 381,810 | $231K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 368,440 | $223K |
| Balyasny Asset Management L.P. | 0.00% | Add +47.7% | 352,724 | $213K |
| Citigroup Inc. | 0.00% | Reduce -8.8% | 316,083 | $191K |
| Wells Fargo & Company | 0.00% | Add +7.4% | 315,110 | $191K |
| Legal & General Group Plc | 0.00% | Reduce -12.6% | 309,866 | $187K |
| Raymond James Financial Inc. | 0.00% | Reduce -9.6% | 299,352 | $181K |
| Ieq Capital, LLC | 0.00% | Add +2155.1% | 297,676 | $180K |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.3% | 295,863 | $179K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +14.6% | 283,924 | $172K |
| National Bank of Canada | 0.00% | Add +7.6% | 250,000 | $151K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.1% | 249,022 | $151K |
| Cresset Asset Management, LLC | 0.00% | Reduce -26.9% | 244,968 | $148K |
| Intech Investment Management LLC | 0.00% | Add +48.1% | 236,677 | $143K |
| Cwm, LLC | 0.00% | Add +1525.7% | 218,188 | $132K |
| MetLife Investment Management, LLC | 0.00% | Reduce -20.8% | 198,913 | $120K |
| Corebridge Financial, Inc. | 0.00% | Add +1.0% | 198,701 | $120K |
| JPMorgan Chase & Co. | 0.00% | Add +11.6% | 194,938 | $118K |
| LPL Financial LLC | 0.00% | Reduce -7.2% | 192,022 | $116K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 187,499 | $113K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 179,648 | $109K |
| SG Americas Securities, LLC | 0.00% | New | 150,194 | $91K |
| BNP Paribas Financial Markets | 0.00% | Reduce -41.5% | 146,349 | $89K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 141,709 | $86K |
| Marathon Trading Investment Management LLC | 0.05% | No change | 139,400 | $84K |
| Janus Henderson Group PLC | 0.00% | No change | 135,032 | $84K |
| Simplex Trading, LLC | 0.00% | Add +674.1% | 134,377 | $81K |
| Rafferty Asset Management, LLC | 0.00% | Add +55.5% | 120,920 | $73K |
| Pallas Capital Advisors LLC | 0.00% | New | 118,934 | $72K |
| Voya Investment Management LLC | 0.00% | Reduce -4.4% | 112,868 | $68K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 109,289 | $66K |
| Captrust Financial Advisors | 0.00% | Add +99.0% | 108,199 | $65K |
| Arizona State Retirement System | 0.00% | Reduce -9.4% | 107,850 | $65K |
| Alliancebernstein L.P. | 0.00% | No change | 107,090 | $65K |
| New York State Common Retirement Fund | 0.00% | No change | 105,131 | $64K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.0% | 102,923 | $62K |
| Larson Financial Group LLC | 0.00% | Add +17513.1% | 100,571 | $61K |
| China Universal Asset Management Co., Ltd. | 0.01% | No change | 95,000 | $57K |
| Millennium Management | 0.00% | Reduce -96.8% | 92,587 | $56K |
| Osaic Holdings, Inc. | 0.00% | Add +13.8% | 89,757 | $55K |
| Cibc World Markets Corp. | 0.00% | Add +143.0% | 89,998 | $54K |
| Cibc World Market Inc. | 0.00% | Add +19.3% | 89,543 | $54K |
| Cerity Partners LLC | 0.00% | New | 89,351 | $54K |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 87,856 | $53K |
| ProShare Advisors LLC | 0.00% | Reduce -21.2% | 87,804 | $53K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 86,005 | $52K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -26.2% | 82,236 | $50K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +178.2% | 82,337 | $50K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -38.8% | 81,227 | $49K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 80,249 | $49K |
| KLP Kapitalforvaltning As | 0.00% | No change | 79,600 | $48K |
| Group One Trading LLC | 0.00% | Reduce -63.0% | 78,482 | $47K |
| D. E. Shaw & Co. | 0.00% | Add +4.6% | 73,074 | $44K |
| Perennial Investment Advisors, LLC | 0.00% | Add +29.3% | 70,650 | $43K |
| HSBC Holdings PLC | 0.00% | Add +31.2% | 64,567 | $38K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +204.6% | 61,905 | $37K |
| Firsthand Capital Management, Inc. | 0.09% | No change | 60,000 | $36K |
| Wolverine Trading, LLC | 0.00% | Add +405.8% | 55,901 | $35K |
| Teacher Retirement System of Texas | 0.00% | New | 55,286 | $33K |
| NCP Inc. | 0.04% | Reduce -18.0% | 51,250 | $31K |
| Libra Wealth LLC | 0.01% | No change | 50,000 | $30K |
| Baader Bank Aktiengesellschaft | 0.00% | New | 61,909 | $30K |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.9% | 48,828 | $30K |
| Victory Capital Management Inc. | 0.00% | Reduce -3.4% | 48,146 | $29K |
| ExodusPoint Capital Management, LP | 0.00% | New | 47,061 | $28K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.1% | 45,579 | $28K |
| Focus Partners Wealth | 0.00% | New | 44,523 | $27K |
| Sei Investments Co. | 0.00% | No change | 43,682 | $26K |
| Corient Private Wealth LP | 0.00% | Reduce -34.8% | 42,875 | $26K |
| Jones Financial Companies LLLP | 0.00% | Reduce -7.0% | 41,849 | $26K |
| Van Hulzen Asset Management, LLC | 0.00% | No change | 40,650 | $25K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.9% | 39,223 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.5% | 38,942 | $24K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 38,031 | $23K |
| Legacy Financial Advisors, Inc. | 0.00% | No change | 36,000 | $22K |
| Walleye Trading LLC | 0.00% | Reduce -36.3% | 35,202 | $21K |
| Pictet Asset Management Holding SA | 0.00% | No change | 35,127 | $21K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -13.7% | 34,544 | $21K |
| Advisory Services Network, LLC | 0.00% | Add +47.8% | 34,470 | $21K |
| Merit Financial Group, LLC | 0.00% | New | 34,238 | $21K |
| Creative Planning | 0.00% | Reduce -56.6% | 34,170 | $21K |
| Neuberger Berman Group LLC | 0.00% | Add +7.1% | 33,789 | $20K |
| Mariner, LLC | 0.00% | Add +180.4% | 33,650 | $20K |
| Xponance LLC | 0.00% | Add +8.2% | 33,434 | $20K |
| State of Wisconsin Investment Board | 0.00% | Reduce -15.5% | 33,095 | $20K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.9% | 33,020 | $20K |
| Virtu Financial LLC | 0.00% | New | 31,684 | $19K |
| GWN Securities Inc. | 0.00% | New | 30,334 | $18K |
| Principal Financial Group Inc. | 0.00% | Add +1.3% | 30,233 | $18K |
| Earned Wealth Advisors, LLC | 0.00% | New | 28,592 | $17K |
| Prudential Financial Inc. | 0.00% | Add +2.6% | 28,590 | $17K |
| Wealthfront Advisers LLC | 0.00% | Reduce -14.7% | 28,538 | $17K |
| FMR LLC | 0.00% | Add +152.7% | 28,434 | $17K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 28,781 | $17K |
| MML Investors Services, LLC | 0.00% | Reduce -11.7% | 27,707 | $17K |
| apricus wealth, LLC | 0.01% | No change | 27,500 | $17K |
| Composition Wealth, LLC | 0.00% | Add +122.3% | 27,260 | $16K |
| Gotham Asset Management | 0.00% | New | 26,643 | $16K |
| Cobblestone Asset Management LLC | 0.01% | New | 26,200 | $16K |
| Poinciana Advisors Group, LLC | 0.02% | New | 25,875 | $16K |
| Mackenzie Financial Corp. | 0.00% | No change | 25,043 | $15K |
| Perennial Advisors, LLC | 0.00% | No change | 23,870 | $14K |
| Private Advisor Group, LLC | 0.00% | Reduce -16.6% | 23,149 | $14K |
| Brave Asset Management Inc. | 0.00% | No change | 23,000 | $14K |
| Capital Square, LLC | 0.01% | Reduce -0.4% | 22,398 | $14K |
| Core Wealth Management, Inc. | 0.01% | No change | 21,931 | $13K |
| Two Sigma Advisers, LP | 0.00% | New | 21,500 | $13K |
| Mutual Advisors, LLC | 0.00% | Reduce -42.0% | 19,231 | $13K |
| PFG Investments, LLC | 0.00% | Reduce -17.2% | 20,696 | $13K |
| Financial Advocates Investment Management | 0.00% | Reduce -0.5% | 20,500 | $12K |
| Claro Advisors Inc. | 0.00% | New | 20,282 | $12K |
| Trueblood Wealth Management, LLC | 0.01% | New | 20,000 | $12K |
| Independent Financial Group, LLC | 0.00% | Add +27.1% | 19,137 | $12K |
| CIBC Asset Management Inc | 0.00% | Add +5.1% | 18,501 | $11K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.6% | 17,689 | $11K |
| JNBA Financial Advisors | 0.00% | New | 17,100 | $10K |
| SBI Securities Co., Ltd. | 0.00% | Add +9.1% | 16,901 | $10K |
| Two Sigma Securities, LLC | 0.00% | Reduce -69.0% | 16,336 | $10K |
| Presilium Private Wealth, LLC | 0.00% | No change | 16,000 | $10K |
| NewEdge Advisors, LLC | 0.00% | No change | 15,985 | $10K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.00% | New | 15,216 | $9K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 10,000 | $9K |
| Chicago Partners Investment Group LLC | 0.00% | New | 15,106 | $9K |
| Brookstone Capital Management | 0.00% | No change | 14,508 | $9K |
| Blodgett Wealth Advisors, LLC | 0.01% | No change | 14,370 | $9K |
| Tidal Investments LLC | 0.00% | Reduce -97.1% | 13,513 | $8K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 13,260 | $8K |
| Amalgamated Bank | 0.00% | Add +11.8% | 13,657 | $8K |
| Arkadios Wealth Advisors | 0.00% | Reduce -0.3% | 13,123 | $8K |
| Herold Advisors, Inc. | 0.00% | No change | 13,000 | $8K |
| CreativeOne Wealth, LLC | 0.00% | Add +4.8% | 12,960 | $8K |
| Western Wealth Management, LLC | 0.00% | Reduce -10.7% | 12,581 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | Add +176.9% | 12,287 | $7K |
| VestGen Advisors, LLC | 0.00% | — | 12,307 | $7K |
| Hamilton Wealth, LLC | 0.00% | No change | 12,120 | $7K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.3% | 11,700 | $7K |
| Ingalls & Snyder LLC | 0.00% | No change | 12,000 | $7K |
| Tradition Wealth Management, LLC | 0.00% | No change | 11,332 | $7K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 10,985 | $7K |
| Cooper Financial Group | 0.00% | No change | 10,950 | $7K |
| First Affirmative Financial Network | 0.00% | New | 10,829 | $7K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -10.3% | 11,657 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +190.0% | 10,526 | $6K |
| Abel Hall, LLC | 0.00% | New | 10,406 | $6K |
| Modera Wealth Management, LLC | 0.00% | New | 10,283 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 5,790 | $6K |
| Marex Group Ltd | 0.00% | Reduce -81.4% | 10,151 | $6K |
| Certuity, LLC | 0.00% | No change | 10,000 | $6K |
| Covestor Ltd | 0.00% | Add +102.9% | 9,581 | $6K |
| Wedbush Securities Inc. | 0.00% | Reduce -23.1% | 10,677 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 9,220 | $6K |
| Pine Valley Investments Ltd Liability Co | 0.00% | New | 9,050 | $5K |
| Capital Analysts, LLC | 0.00% | Reduce -2.9% | 6,786 | $4K |
| Hexagon Capital Partners LLC | 0.00% | No change | 6,200 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | New | 5,514 | $3K |
| True Wealth Design, LLC | 0.00% | New | 5,234 | $3K |
| Van Eck Associates Corp. | 0.00% | Add +0.2% | 4,482 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1532.9% | 4,621 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | Add +170.8% | 4,214 | $3K |
| US Bancorp \de | 0.00% | Reduce -58.3% | 4,023 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -48.6% | 4,020 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 4,002 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 3,800 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -3.7% | 3,508 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -41.2% | 3,386 | $2K |
| Atticus Wealth Management, LLC | 0.00% | No change | 2,760 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 2,195 | $1K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1515.4% | 2,100 | $1K |
| Westside Investment Management, Inc. | 0.00% | No change | 2,070 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 2,000 | $1K |
| HM Payson & Co. | 0.00% | No change | 2,000 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +117.3% | 1,849 | $1K |
| Spire Wealth Management | 0.00% | Reduce -1.2% | 1,714 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -2.3% | 1,710 | $1K |
| Huntington National Bank | 0.00% | Reduce -5.6% | 1,675 | $1K |
| Tsfg, LLC | 0.00% | No change | 1,000 | $1K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,524 | $922 |
| Hartford Financial Management Inc. | 0.00% | No change | 1,500 | $908 |
| Allworth Financial LP | 0.00% | Add +1.1% | 1,358 | $894 |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.3% | 1,310 | $799 |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 1,300 | $787 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,142 | $691 |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,050 | $636 |
| MAI Capital Management | 0.00% | Reduce -8.7% | 1,050 | $636 |
| Future Financial Wealth Managment LLC | 0.00% | No change | 1,000 | $605 |
| Fifth Third Bancorp | 0.00% | New | 1,000 | $605 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 905 | $555 |
| Sandy Spring Bank | 0.00% | Reduce -10.3% | 875 | $531 |
| Runnymede Capital Advisors, Inc. | 0.00% | No change | 863 | $522 |
| Coldstream Capital Management Inc. | 0.00% | New | 820 | $497 |
| Rise Advisors, LLC | 0.00% | New | 796 | $482 |
| Natixis | 0.00% | Reduce -99.8% | 841 | $481 |
| Bfsg, LLC | 0.00% | New | 700 | $424 |
| CoreCap Advisors, LLC | 0.00% | No change | 627 | $379 |
| Eukles Asset Management | 0.00% | No change | 585 | $354 |
| McIlrath & Eck, LLC | 0.00% | No change | 585 | $354 |
| Parkside Financial Bank & Trust | 0.00% | New | 570 | $345 |
| Creative Financial Designs Inc. | 0.00% | No change | 534 | $323 |
| AdvisorNet Financial, Inc | 0.00% | No change | 518 | $313 |
| Your Advocates Ltd., LLP | 0.00% | No change | 500 | $305 |
| VSM Wealth Advisory, LLC | 0.00% | No change | 500 | $303 |
| Clearstead Advisors, LLC | 0.00% | No change | 500 | $303 |
| SVB Wealth LLC | 0.00% | New | 489 | $296 |
| Sound Income Strategies, LLC | 0.00% | Add +250.0% | 420 | $254 |
| HighMark Wealth Management LLC | 0.00% | Add +86.2% | 417 | $252 |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 400 | $242 |
| Blue Trust, Inc. | 0.00% | No change | 325 | $197 |
| Main Street Group, LTD | 0.00% | No change | 318 | $193 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 311 | $189 |
| City State Bank | 0.00% | No change | 310 | $188 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -80.2% | 300 | $185 |
| Wealth Preservation Advisors, LLC | 0.00% | — | 300 | $182 |
| Consultiva Wealth Management, Corp. | 0.00% | New | 300 | $181 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 334 | $179 |
| Quent Capital, LLC | 0.00% | No change | 295 | $178 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 260 | $157 |
| Chesapeake Asset Management LLC | 0.00% | No change | 250 | $151 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 131 | $141 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 228 | $138 |
| Cornerstone Planning Group LLC | 0.00% | No change | 225 | $138 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 200 | $121 |
| Creekmur Asset Management LLC | 0.00% | No change | 200 | $121 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 200 | $119 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 195 | $118 |
| Legacy Advisors, LLC | 0.00% | No change | 23,966 | $101 |
| Sittner & Nelson, LLC | 0.00% | No change | 166 | $100 |
| Tompkins Financial Corp. | 0.00% | No change | 110 | $67 |
| American National Bank & Trust | 0.00% | No change | 111 | $67 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 110 | $66 |
| DT Investment Partners, LLC | 0.00% | No change | 100 | $61 |
| Hurley Capital, LLC | 0.00% | No change | 100 | $61 |
| Anchor Investment Management, LLC | 0.00% | No change | 100 | $61 |
| Parallel Advisors, LLC | 0.00% | Reduce -96.2% | 100 | $61 |
| Ridgewood Investments LLC | 0.00% | No change | 87 | $53 |
| Rossby Financial, LCC | 0.00% | New | 77 | $51 |
| Estabrook Capital Management | 0.00% | No change | 60 | $36 |
| Zions Bancorporation, National Association | 0.00% | — | 50 | $30 |
| Addison Advisors LLC | 0.00% | No change | 49 | $30 |
| Sunbelt Securities, Inc. | 0.00% | No change | 30 | $18 |
| Assetmark, Inc. | 0.00% | New | 18 | $11 |
| Crewe Advisors LLC | 0.00% | No change | 16 | $10 |
| Hughes Financial Services, LLC | 0.00% | New | 17 | $10 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 12 | $8 |
| Robinswood Financial LLC | 0.00% | No change | 8 | $4 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 5 | $3 |
| Comerica Bank | 0.00% | Reduce -99.9% | 2 | $1 |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 300 | $0 |
| Bessemer Group Inc. | 0.00% | New | 261 | $0 |
| Avion Wealth | 0.00% | New | 100 | $0 |
| Winthrop Capital Management, LLC | 0.00% | New | 90 | $0 |
"% of holder's portfolio" is CHPT's weight in each manager's 13F, not the share of Chargepoint Holdings Inc. the manager owns.