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.
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 |
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
Investment Themes
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 | ||||
|---|---|---|---|---|---|
Sep 2, 2026 29d ago | 8-K | $9.08 $9.06 | ▼ −0.22% | ▲ +0.93% | — |
Aug 20, 2026 6w ago | Court Ruling | $5.79 $5.83 | ▲ +0.69% | ▼ −0.42% | — |
Jul 31, 2026 8w ago | 8-K | $5.52 $6.12 | ▼ −10.87% | ▼ −8.84% | — |
Jul 7, 2026 12w ago | Court Ruling | $5.83 $6.30 | ▲ +8.06% | ▲ +7.51% | — |
Jun 30, 2026 13w ago | 8-K | $5.96 $5.83 | ▼ −2.18% | ▼ −2.44% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $6.58 $7.69 | ▲ +16.87% | ▲ +16.44% | — |
Jun 3, 2026 17w ago | 8-K | $8.31 $6.58 | ▼ −20.82% | ▼ −18.27% | — |
May 28, 2026 18w ago | DEFA14A | $7.59 $7.61 | ▲ +0.26% | ▲ +0.56% | — |
Apr 17, 2026 23w ago | 8-K | $6.64 $6.79 | ▲ +2.26% | ▲ +1.35% | — |
Mar 23, 2026 27w ago | Insider Cluster | $5.35 $4.51 | ▼ −15.70% | ▼ −12.14% | — |
US Market Status
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