Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CHARGEPOINT HOLDINGS INC (CHPT)

150 + Investors. Track Smart Money conviction in CHPT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
3Q ▼
Buyers last Q
49%

Smart Money Signals — CHPT

Based on 136 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their CHPT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 38% of 3.0Y high

38% of all-time peak
Only 136 funds hold CHPT today versus a peak of 355 funds at 2023 Q1 — just 38% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 51% fewer funds vs a year ago

fund count last 6Q
143 fewer hedge funds hold CHPT compared to a year ago (-51% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

62 buying65 selling
Last quarter: 65 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 53 → 36 → 28 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 22% medium 16% new
84 out of 136 hedge funds have held CHPT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -15%

Value
-15%
Shares
+2%
Last quarter: funds added +3% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

42 → 53 → 36 → 28 → 26 new funds/Q
New funds entering each quarter: 53 → 36 → 28 → 26. CHPT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 11% 1-2yr 21% new
Of 150 current holders: 101 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
22 of 136 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CHPT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CHPT

How many hedge funds hold CHPT — quarterly history vs. share price
Quarterly hedge fund ownership of CHPT vs. share price

Market Analysis: CHPT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CHPT

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: CHPT
2026 Q1 Stats Unlock in 16 days 150 + Investors

Track Smart Money conviction in CHPT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 150 160 -6.25%
13F Shares 12M 12M 2.68%
Total Value $109M $128M -15.36%
New Positions 27 29 -2
Increased Positions 54 6 +48
Closed Positions 34 122 -88
Reduced Positions 49 157 -108
Total Calls 9 9 -
Total Puts 8 10 -20.0%
PUT/CALL Ratio 0.89 1.11 Neutral

Statistics: CHPT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

150 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CHPT. Verified SEC 13F-HR filings.

Top 25 institutional holders of CHPT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 R Squared Ltd 0.03% 12,103 $59K
2 Marex Group plc 0.01% 291,264 $440K
3 Strategic Investment Solutions, Inc. /IL 0.00% 750 $4K
4 Golden State Wealth Management, LLC 0.00% 460 $2K
5 Tradewinds Capital Management, LLC 0.00% 210 $1K
6 SBI Securities Co., Ltd. 0.00% 1,225 $6K
7 Vermillion Wealth Management, Inc. 0.00% 65
8 Global Wealth Strategies & Associates 0.00% 100
9 Hartford Financial Management Inc. 0.00% 75
10 SUMMIT SECURITIES GROUP LLC 0.00% 131
11 GAMMA Investing LLC 0.00% 301 $1K
12 Nvest Wealth Strategies, Inc. 0.00% 13
13 HSBC HOLDINGS PLC 0.00% 15,220 $75K
14 Steigerwald, Gordon & Koch Inc. 0.00% 77
15 BROWN, LISLE/CUMMINGS, INC. 0.00% 20
16 BFSG, LLC 0.00% 35
17 IFP Advisors, Inc 0.00% 120
18 Quaker Wealth Management, LLC 0.00% 5
19 HM PAYSON & CO 0.00% 100
20 AdvisorNet Financial, Inc 0.00% 25
21 SALEM INVESTMENT COUNSELORS INC 0.00% 23
22 NBC SECURITIES, INC. 0.00% 10
23 Sound Income Strategies, LLC 0.00% 15
24 Farther Finance Advisors, LLC 0.00% 74
25 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.00% 45
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CHARGEPOINT HOLDINGS INC (CHPT)

What does the Smart Money Trend signal show for CHPT?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their CHPT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CHPT?

More sellers than buyers — 49% buying: Last quarter: 65 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CHPT holders?

Elite ownership — 45% AUM from top-100 funds: 22 of 136 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CHPT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CHPT?

62% of holders stayed for 2+ years: 84 out of 136 hedge funds have held CHPT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.