DOSSIER · 13F Holders · Q1 2025

CHARGEPOINT HOLDINGS INC

7 institutions still hold CHARGEPOINT HOLDINGS INC as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 15961R105·7 13F holders·last filed Mar 31, 2025
Market cap
13F value held
$1K
visible holders
Holders
7
filers reporting
Concentration
46.54%
Sandy Spring Bank #1
top holder share
AI Holders Summary · Q1 2025

7 institutions reported CHARGEPOINT HOLDINGS INC in Q1 2025. Sandy Spring Bank leads at 46.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sandy Spring Bank
CIK 0001457833
$5318750.00%Q1 2025
02
OLIVER LAGORE VANVALIN INVESTMENT GROUP
CIK 0001907568
$4697750.00%Q2 2025
03
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
CIK 0000319933
$771100.00%Q2 2025
04
RMG Wealth Management LLC
CIK 0001844731
$5180.00%Q2 2026
05
Iron Horse Wealth Management, LLC
CIK 0001836270
$13180.00%Q2 2025
06
HAP Trading, LLC
CIK 0001484972
$014K0.00%Q2 2025
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025