Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ChargePoint CHPT Stock Holding History

Cambridge Investment Research Advisors’s Portfolio CHPT Stock Details CHPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,283
Closed -$60K – 3731
2025
Q2 		$60K Buy
4,283
+171
+4% +$2.29K ﹤0.01% 3520
2025
Q1 		$50K Sell
4,112
-1,461
-26% -$24.4K ﹤0.01% 3405
2024
Q4 		$119K Sell
5,573
-481
-8% -$11.9K ﹤0.01% 3303
2024
Q3 		$166K Buy
6,054
+811
+15% +$28.2K ﹤0.01% 3194
2024
Q2 		$158K Buy
5,243
+406
+8% +$13.2K ﹤0.01% 3095
2024
Q1 		$184K Sell
4,837
-305
-6% -$12K ﹤0.01% 3047
2023
Q4 		$241K Sell
5,142
-225
-4% -$12.6K ﹤0.01% 2769
2023
Q3 		$533K Sell
5,367
-771
-13% -$112K ﹤0.01% 2029
2023
Q2 		$1.08M Sell
6,138
-173
-3% -$30.3K ﹤0.01% 1560
2023
Q1 		$1.32M Sell
6,311
-682
-10% -$149K 0.01% 1385
2022
Q4 		$1.33M Buy
6,993
+900
+15% +$219K 0.01% 1320
2022
Q3 		$1.8M Buy
6,093
+663
+12% +$201K 0.01% 1097
2022
Q2 		$1.49M Buy
5,430
+868
+19% +$241K 0.01% 1204
2022
Q1 		$1.81M Sell
4,562
-4,381
-49% -$1.35M 0.01% 1195
2021
Q4 		$3.41M Sell
8,943
-197
-2% -$87.3K 0.02% 846
2021
Q3 		$3.65M Buy
9,140
+7,029
+333% +$3.27M 0.02% 762
2021
Q2 		$1.47M Sell
2,111
-45
-2% -$23.8K 0.01% 1285
2021
Q1 		$1.15M Buy
2,156
+1,203
+126% +$812K 0.01% 1329
2020
Q4 		$764K Sell
953
-991
-51% -$498K ﹤0.01% 1481
2020
Q3 		$606K Buy
+1,944
New +$423K ﹤0.01% 1486

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambridge Investment Research Advisors's CHPT Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 4,283 shares — an estimated $60K sold.

Cambridge Investment Research Advisors first reported a position in CHPT in Q3 2020 and held it in 20 quarters. The position peaked at $3.65M in Q3 2021. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,283 ChargePoint shares in Q3 2025, an estimated $60K.
  • Cambridge Investment Research Advisors first reported a position in ChargePoint in Q3 2020 and held it in 20 quarters.
  • Cambridge Investment Research Advisors's ChargePoint position peaked at $3.65M in Q3 2021.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.