ChargePoint Holdings, Inc.
boothcheck covers ChargePoint Holdings, Inc. (CHPT) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• One number governs this company: the gross margin, which currently leaves a little under a third of every sales dollar, because every argument for the shares comes down to whether that slice can eventually cover a cost base producing a trailing operating margin of -50.6%. • Subscriptions are already 39% of revenue, and the 10-K defines them as ⟦"services related to the ChargePoint Platform, as well as extended maintenance service plans under Assure"⟧, which is the portion of the business atta
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139 institutional managers reported holding CHPT in 13F filings for the quarter ended 2026-03-31. Together they hold about 19% of the company; the top 10 hold 13%. 17 opened new positions that quarter. Held by Vanguard Group, BlackRock, Marshall Wace, among others. On the short side, 3.5M shares were sold short as of the 2026-06-15 count, about 14% of shares outstanding (5.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CHPT's share count grew 57.8% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CHPT over the trailing three years: 2023: 2 buys totaling $12.88M. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CHPT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-09 | -6.2% | -6.3% |
| 2023-09-12 | -13.4% | -43.0% |
| 2023-12-09 | +13.1% | -8.5% |
| 2024-04-02 | -6.8% | -3.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CHPT's latest 8-K filings: 2026-07-31 (items 2.05, 5.02, 7.01); 2026-07-22 (items 5.07, 8.01, 9.01); 2026-06-30 (items 5.02, 9.01); 2026-06-03 (items 2.02, 9.01); 2026-04-17 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.