Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Chargepoint Holdings Inc (CHPT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — CHPT

Based on 147 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CHPT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 42% of 3.0Y high

42% of all-time peak
Only 147 funds hold CHPT today versus a peak of 354 funds at 2023 Q2 — just 42% 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 — 48% fewer funds vs a year ago

fund count last 6Q
138 fewer hedge funds hold CHPT compared to a year ago (-48% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

56 buying56 selling
Last quarter: 56 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 37 → 30 → 26 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 20% new
81 out of 147 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 -53%, value -75%

Value
-75%
Shares
-52%
Last quarter: funds added -53% more shares while total portfolio value only changed -75%. 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

54 → 37 → 30 → 26 → 27 new funds/Q
New funds entering each quarter: 37 → 30 → 26 → 27. 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.
🏛️

Veteran-anchored — 62% veterans vs 21% newcomers

■ 62% veterans ■ 16% 1-2yr ■ 21% new
Entry-cohort mix of 154 holders: 96 (62%) are 2+ year veterans, 25 entered 1–2 years ago, and 33 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
24 of 143 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — CHPT

In 2026 Q1, 56 hedge funds were net buyers of CHPT (27 opened a new position, 29 added to an existing one), while 56 reduced or exited (36 trimmed, 20 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 32% of total institutional value in CHPT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 147.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Chargepoint Holdings Inc (CHPT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CHPT has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
CHPT
nan%
XLY
nan%

CHPT outperformed XLY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
CHPT
nan%
XLY
nan%

Since the filing became public, CHPT outperformed XLY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: CHPT
145 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 145 140 3.57%
13F Shares 6M 12M -52.64%
Total Value $27M $109M -75.18%
New Positions 25 26 -1
Increased Positions 25 34 -9
Closed Positions 20 33 -13
Reduced Positions 36 30 +6
Total Calls 4 9 -55.56%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 1.75 0.89 Bearish

Statistics: CHPT

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

145 + investors

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

QUARTER:
Top 25 CHPT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sullivan Wood Capital Management LLC 0.17% 19,500 $95K
2 Crawford Fund Management, LLC 0.16% 173,000 $841K
3 Alamea Verwaltungs GmbH 0.13% 36,116 $176K
4 nVerses Capital, LLC 0.05% 10,646 $52K
5 R Squared Ltd 0.03% 12,103 $59K
6 Firsthand Capital Management, Inc. 0.03% 3,000 $15K
7 Gmt Capital Corp 0.02% 101,290 $492K
8 Pilgrim Partners Asia Pte Ltd 0.02% 8,600 $42K
9 Susquehanna Portfolio Strategies, LLC 0.01% 90,921 $442K
10 Engineers Gate Manager LP 0.00% 81,075 $394K
11 Verition Fund Management LLC 0.00% 131,700 $640K
12 Bridgeway Capital Management, LLC 0.00% 35,000 $170K
13 Susquehanna Fundamental Investments, LLC 0.00% 17,266 $84K
14 Vision Retirement, LLC 0.00% 2,000 $10K
15 XTX Topco Ltd 0.00% 32,339 $157K
16 Coatue Management LLC 0.00% 154,086 $749K
17 EFG International AG 0.00% 16,000 $78K
18 Trexquant Investment LP 0.00% 37,213 $181K
19 Rothschild Investment LLC 0.00% 5,000 $24K
20 Schonfeld Strategic Advisors LLC 0.00% 34,045 $165K
21 Renaissance Technologies LLC 0.00% 144,059 $700K
22 OMERS ADMINISTRATION Corp 0.00% 34,400 $167K
23 Marshall Wace, LLP 0.00% 220,104 $1.1M
24 Center for Financial Planning, Inc. 0.00% 2,000 $10K
25 Strategic Investment Solutions, Inc. /IL 0.00% 750 $4K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CHPT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CHPT?

Slight buying edge — 50% buying: Last quarter: 56 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CHPT holders?

Strong quality — 32% AUM from major funds: 24 of 143 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CHPT?

55% of holders stayed for 2+ years: 81 out of 147 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.

Is it too late to buy Chargepoint Holdings Inc (CHPT) following the 2026 Q1 hedge fund 13F filings?

As of today, CHPT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CHPT has gained nan% vs nan% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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