CHPT ChargePoint Holdings, Inc.
Executive Summary
Five mega-passive institutional investors increased their positions in ChargePoint during Q4 2025, with aggregate holdings rising to $4.9M. However, the buying is entirely from passive/index-tracker funds (Fidelity, BofA, Schwab, Invesco, Morgan Stanley), not active managers, suggesting index rebalancing rather than a fundamental thesis. The net dollar change of +$927K is immaterial for a $166M market cap stock, and the cluster lacks conviction signals like new positions or exits.
Key Financial Metrics
Institutional Positions
Net institutional flow: $927.0K
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | ADD | +79.5% | $7.0K | $560.00 |
| BofA | ADD | +50.7% | $211.0K | -$19.2K |
| Schwab | ADD | +28.3% | $897.0K | -$252.9K |
| Invesco | ADD | +94.2% | $2.3M | $346.0K |
| Morgan Stanley | DOUBLED | +276.6% | $1.5M | $852.0K |
Actionable Insight
This cluster carries negligible signal for traders — all buyers are mega-passive funds likely rebalancing index exposures. Without active manager participation or a fundamental catalyst, the buying is routine and not predictive of near-term price movement. Monitor for any active fund 13F filings or insider transactions for a clearer directional read.
Key Facts
- 5 passive institutional buyers added $927K net to CHPT positions in Q4 2025
- No active managers, hedge funds, or family offices participated in the cluster
- Morgan Stanley doubled its position (+276.6% shares), the largest percentage increase
- No institutional sellers were identified in the cluster
- Total institutional holdings in the cluster are only $4.9M, or ~3% of market cap
Financial Impact
5 passive institutions accumulated $4.9M in aggregate holdings, with net buying of $927K. The largest single addition was Morgan Stanley's $852K increase.
Risk Factors
- Passive buying may reverse in subsequent quarters due to index reconstitution
- 13F data is 45+ days stale; positions may have already been unwound
- No active manager conviction to validate the thesis
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CHPT-2025-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $6.46 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 3, 2026
11d ago
|
8-K
| $8.31 $7.22 | ▼ −13.12% | ▼ −10.54% | — |
|
May 28, 2026
17d ago
|
DEFA14A
| $7.59 $7.89 | ▲ +3.95% | ▲ +3.68% | — |
|
Apr 17, 2026
8w ago
|
8-K
| $6.64 $6.71 | ▲ +1.05% | ▲ +1.71% | — |
|
Mar 23, 2026
12w ago
|
Insider Cluster
| $5.35 $5.29 | ▼ −1.12% | ▼ −0.77% | — |
|
Mar 4, 2026
14w ago
|
8-K
| $5.92 $5.82 | ▼ −1.69% | ▼ −0.38% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access