Company · Ownership research

ChargePoint Holdings, Inc. CHPT

CIK 0001777393 · CUSIP 15961R303

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 15961R303 (CHPT), not CUSIP 15961R903 (CHPT), CUSIP 15961R953 (CHPT), CUSIP 15961R905 (CHPT), CUSIP 15961R955 (CHPT), and does not merge CUSIPs.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Catalyst Funds Management Pty Ltd CIK 1896150 · View history	$161.34K 229,400 shares	0.04%	+229.40KNew	SEC filing ↗ Aug 12, 2025	▾
02	Legacy Financial Advisors, Inc. CIK 1730810 · View history	$25.32K 36,000 shares	0.00%	+36.00KNew	SEC filing ↗ Aug 7, 2025	▾
03	SBI Securities Co., Ltd. CIK 1851815 · View history	$13.32K 18,939 shares	0.00%	+18.94KNew	SEC filing ↗ Aug 8, 2025	▾
04	EverSource Wealth Advisors, LLC CIK 1710537 · View history	$1.82K 2,587 shares	0.00%	+2.59KNew	SEC filing ↗ Aug 13, 2025	▾
05	Essential Partners LLC CIK 2136442 · View history	$281.00 399 shares	0.00%	—	SEC filing ↗ May 21, 2026	▾
06	Principia Wealth Advisory, LLC CIK 2041436 · View history	$141.00 200 shares	0.00%	+200New	SEC filing ↗ Aug 14, 2025	▾
07	Cornerstone Planning Group LLC CIK 1822587 · View history	$107.00 11 shares	0.00%	+11New	SEC filing ↗ Aug 11, 2025	▾
08	Anchor Investment Management, LLC CIK 1634149 · View history	$70.00 100 shares	0.00%	+100New	SEC filing ↗ Aug 19, 2025	▾
09	Bullock Wealth Management Group CIK 2067581 · View history	$4.00 6 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Sep 24, 2026	▾

Showing 9 / 9 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

287,642

Not deduplicated across managers

Disclosed value

$202.40K

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

ChargePoint Holdings, Inc. · Q2 2025

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This page includes 9 of 9 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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{"action":"holders","cusip":"15961R303","quarter":"2025Q2","type":"positions","page_size":100}

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.