CHPT - ChargePoint Holdings, Inc. Stock - Stock Price, Institutional Ownership, Shareholders (NYSE)

ChargePoint Holdings, Inc.
US ˙ NYSE

Basic Stats
Institutional Owners 11 total, 9 long only, 0 short only, 2 long/short - change of -97.43% MRQ
Average Portfolio Allocation 0.0004 % - change of -99.58% MRQ
Shares Outstanding shares (source: Capital IQ)
Institutional Shares (Long) 287,237 - 1.24% (ex 13D/G) - change of -178.51MM shares -99.84% MRQ
Institutional Value (Long) $ 200 USD ($1000)
Institutional Ownership and Shareholders

ChargePoint Holdings, Inc. (US:CHPT) has 11 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 287,237 shares. Largest shareholders include Simplex Trading, Llc, Group One Trading, L.p., Catalyst Funds Management Pty Ltd, Simplex Trading, Llc, Group One Trading, L.p., Legacy Financial Advisors, Inc., SBI Securities Co., Ltd., EverSource Wealth Advisors, LLC, Principia Wealth Advisory, LLC, and Anchor Investment Management, LLC .

ChargePoint Holdings, Inc. (NYSE:CHPT) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 4, 2025 is 10.19 / share. Previously, on September 5, 2024, the share price was 27.80 / share. This represents a decline of 63.35% over that period.

CHPT / ChargePoint Holdings, Inc. Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

CHPT / ChargePoint Holdings, Inc. Historical Put/Call Ratio
13D/G Filings

We present 13D/G filings separately from the 13F filings because of the different treatement by the SEC. 13D/G filings can be filed by groups of investors (with one leading), whereas 13F filings cannot. This results in situations where an investor may file a 13D/G reporting one value for the total shares (representing all the shares owned by the investor group), but then file a 13F reporting a different value for the total shares (representing strictly their own ownership). This means that share ownership of 13D/G filings and 13F filings are oftentimes not directly comparable, so we present them separately.

Note: As of May 16, 2021, we no longer show owners that have not filed a 13D/G within the last year. Previously, we were showing the full history of 13D/G filings. In general, entities that are required to file 13D/G filings must file at least annually before submitting a closing filing. However, funds sometimes exit positions without submitting a closing filing (ie, they wind down), so displaying the full history sometimes resulted in confusion about the current ownership. To prevent confusion, we now only show ’current’ owners - that is - owners that have filed within the last year.

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File Date Form Investor Prev
Shares
Latest
Shares
Δ Shares
(Percent)
Ownership
(Percent)
Δ Ownership
(Percent)
2025-07-16 13G/A BlackRock, Inc. 30,984,049 9,472,102 -69.43 2.10 -70.83
2025-04-30 13G/A VANGUARD GROUP INC 30,942,091 22,805,894 -26.29 4.97 -28.90
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-07 13F Legacy Financial Advisors, Inc. 36,000 25
2025-05-15 13F Hrt Financial Lp 0 -100.00 0
2025-08-08 13F SBI Securities Co., Ltd. 18,939 13
2025-08-13 13F EverSource Wealth Advisors, LLC 2,587 2
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-05 13F Simplex Trading, Llc Call 1,005,100 -6.50 1
2025-04-14 13F IMC-Chicago, LLC Call 0 -100.00 0 -100.00
2025-08-12 13F Catalyst Funds Management Pty Ltd 229,400 161
2025-08-14 13F Group One Trading, L.p. Call 980,900 23.91 690 44.14
2025-05-12 13F National Bank Of Canada /fi/ Call 0 -100.00 0 -100.00
2025-08-14 13F Principia Wealth Advisory, LLC 200 0
2025-08-05 13F Simplex Trading, Llc Put 175,700 5.97 0
2025-08-19 13F Anchor Investment Management, LLC 100 0
2025-08-13 13F/A National Bank Of Canada /fi/ Put 0 -100.00 0 -100.00
2025-08-14 13F Group One Trading, L.p. Put 132,200 -31.43 93 -20.69
2025-08-11 13F Cornerstone Planning Group LLC 11 0
Other Listings
DE:K9N
MX:CHPT
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