Perennial Advisors’s ChargePoint CHPT Stock Holding History

Perennial 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	-1,194	Closed	-$16.8K	–	129
2025 Q2	$16.8K	Hold	1,194	–	–	﹤0.01%	123
2025 Q1	$14.4K	Hold	1,194	–	–	﹤0.01%	113
2024 Q4	$25.5K	Buy	+1,194	New	+$29.6K	0.01%	76
2024 Q2	$36K	Hold	1,194	–	–	0.01%	110
2024 Q1	$45.4K	Buy	1,194 +164	+16%	+$6.43K	0.01%	109
2023 Q4	$48.2K	Hold	1,030	–	–	0.01%	114
2023 Q3	$102K	Buy	1,030 +318	+45%	+$46.1K	0.03%	105
2023 Q2	$125K	Sell	712 -439	-38%	-$77K	0.03%	113
2023 Q1	$241K	Hold	1,151	–	–	0.07%	93
2022 Q4	$219K	Sell	1,151 -463	-29%	-$113K	0.07%	84
2022 Q3	$476K	Buy	1,614 +529	+49%	+$161K	0.16%	64
2022 Q2	$297K	Buy	1,085 +427	+65%	+$118K	0.09%	73
2022 Q1	$261K	Hold	658	–	–	0.07%	77
2021 Q4	$251K	Buy	+658	New	+$292K	0.07%	76

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 40.91% 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

Perennial Advisors's CHPT Position: Q3 2025 in Review

Perennial Advisors sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 1,194 shares — an estimated $16.8K sold.

Perennial Advisors first reported a position in CHPT in Q4 2021 and held it in 14 quarters. The position peaked at $476K in Q3 2022. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

Perennial Advisors reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
Perennial Advisors sold 1,194 ChargePoint shares in Q3 2025, an estimated $16.8K.
Perennial Advisors first reported a position in ChargePoint in Q4 2021 and held it in 14 quarters.
Perennial Advisors's ChargePoint position peaked at $476K in Q3 2022.
144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Perennial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.