IEQ Capital’s ChargePoint CHPT Stock Holding History

IEQ Capital’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	-4,182	Closed	-$58.8K	–	1884
2025 Q2	$58.8K	Sell	4,182 -10,702	-72%	-$143K	﹤0.01%	1755
2025 Q1	$180K	Buy	14,884 +14,224	+2,155%	+$237K	﹤0.01%	1398
2024 Q4	$14.1K	Hold	660	–	–	﹤0.01%	1323
2024 Q3	$18.1K	Sell	660 -57	-8%	-$1.98K	﹤0.01%	1152
2024 Q2	$21.6K	Sell	717 -3,323	-82%	-$108K	﹤0.01%	992
2024 Q1	$154K	Buy	4,040 +1,296	+47%	+$50.8K	﹤0.01%	904
2023 Q4	$128K	Buy	2,744 +1,582	+136%	+$88.5K	﹤0.01%	874
2023 Q3	$115K	Buy	1,162 +526	+83%	+$76.3K	﹤0.01%	881
2023 Q2	$112K	Sell	636 -301	-32%	-$52.8K	﹤0.01%	847
2023 Q1	$196K	Buy	937 +309	+49%	+$67.3K	﹤0.01%	826
2022 Q4	$120K	Hold	628	–	–	﹤0.01%	760
2022 Q3	$185K	Hold	628	–	–	0.01%	777
2022 Q2	$172K	Hold	628	–	–	0.01%	740
2022 Q1	$249K	Hold	628	–	–	0.01%	696
2021 Q4	$239K	Buy	+628	New	+$278K	0.01%	651

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IEQ Capital's CHPT Position: Q3 2025 in Review

IEQ Capital sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 4,182 shares — an estimated $58.8K sold.

IEQ Capital first reported a position in CHPT in Q4 2021 and held it in 15 quarters. The position peaked at $249K in Q1 2022. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

IEQ Capital reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 4,182 ChargePoint shares in Q3 2025, an estimated $58.8K.
IEQ Capital first reported a position in ChargePoint in Q4 2021 and held it in 15 quarters.
IEQ Capital's ChargePoint position peaked at $249K in Q1 2022.
144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.