CHPT ChargePoint Holdings, Inc.

XNYS 8.19 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

CHPT $8.19 —
Key stats
$8.19
52-Week Range
$4.44 – $11.35
YTD
+16.34%
IV Rank (30D)
43.17
Straddle Price
$1.62
P/C Vol Ratio
0.81
Market Cap
$0.2B
Open
$8.12
Day Range
$8.02 – $8.49
Volume
400,391
Prev Close
$8.39
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY1.75
Cost of Equity (CAPM)14.78% (VRP-adj)
WACC9.44%
Volatility Risk Premium+48.3pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+9.8%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.1B
Return on Equity (TTM)486.9%
Book / Price-17.5%
Gross Margin (TTM)32.1%
FCF Margin (TTM)-15.8%
Quality Score1/6 — cyclical/struggling (5y DCF)
SMA 50$7.80 (Market Anchor value)
SMA 20 / Bollinger Mid$8.31
Bollinger Width / SMA20589.1% (drives anchor stability)
Net Debt$0.1B
Market Cap$0B
Peers used for multiples: ADT, ALRM, BE, ITRI, JCI, SLAB, TTEK, VLTO
60-Day Conviction
100%
20-Day Fair Value
≈ by Nov 20, 2026
ACTIVE
$8.54
α +4.2% rank 98%
conviction
100%
40-Day Fair Value
≈ by Dec 21, 2026
ACTIVE
$8.62
α +5.1% rank 99%
conviction
99%
60-Day Fair Value
≈ by Jan 19, 2027
ACTIVE
$8.89
α +8.5% rank 99%
conviction
100%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 24.4× · 7 peers
Peer EV/EBITDA n/a 0% median 17.0× · 7 peers
Peer P/B n/a 0% median 5.7× · 8 peers
Peer P/S $60.96 14% median 3.2× · 8 peers
Market Anchor (SMA50) $7.80 59% stability 65% (BB-width)
Options Expected (B-L 30d) $8.37 27% 12 strikes · skew -0.09
As of 2026-10-22 · updated
About
Industry (SIC)
MISCELLANEOUS ELECTRICAL MACHINERY, EQUIPMENT & SUPPLIES (3690) · industry map
Exchange
XNYS
Market Cap
$0.2B
Employees
1,440
List Date
2021-03-01
CIK
0001777393
Next Earnings
2026-12-03 (After-Close)
EPS Forecast
($0.99) (2 est.)
Headquarters
Campbell, CA
Homepage
https://investors.chargepoint.com

ChargePoint Holdings Inc designs, develops, and markets networked electric vehicle charging system infrastructure and cloud-based services that enable charging systems owners, charge point operators, to manage their Networked Charging Systems, and to enable drivers to locate, reserve and authenticate Networked Charging Systems and to transact EV charging sessions on those systems. The company's hardware product lineup includes solutions across home, commercial, and fast-charging applications. The company derives the majority of its revenue from the United States.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan---30.30%33.55%-12.44%-14.09%-14.91%-7.64%
Feb--1.97%-8.83%0.98%-28.40%10.92%-4.67%
Mar-11.33%39.12%-5.51%-8.65%1.26%-24.42%-1.59%
Apr-15.15%-34.31%-15.91%-26.92%3.06%34.10%-9.19%
May3.27%-3.33%14.30%18.31%11.15%18.78%10.41%
Jun33.82%9.96%-9.85%-8.48%2.15%-25.10%0.42%
Jul-28.29%19.07%-0.46%46.62%-34.95%-9.30%-1.22%
Aug-9.46%10.38%-14.76%-5.53%18.88%-0.36%-0.14%
Sep-5.84%-3.59%-33.20%-19.41%1.87%90.19%5.00%
Oct28.33%-7.11%-46.53%-7.69%-7.14%-19.85%*-10.00%
Nov-0.55%-11.91%-25.90%-1.61%-21.70%---12.33%
Dec-19.01%-21.82%15.84%-10.08%-12.98%---9.61%
Total-34.30%-44.03%-74.07%-41.73%-63.67%17.24%-40.09%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $8.27
SMA 50: $7.84
SMA 200: $6.61
Current: $8.21
EMA 12: $7.87
EMA 26: $8.04
MACD: -0.1724 | Signal: -0.0415
BEARISH
ADX (14): 23.26
WEAK TREND
+DI: 28.43
−DI: 21.07

Momentum Oscillators

RSI (14): 51.60
NEUTRAL
Stoch %K: 44.86
Stoch %D: 31.05
Williams %R: -36.86

Volume & Volatility

BB Upper: $10.28
BB Lower: $6.26
NEUTRAL
OBV: 22,568,045
Vol SMA 20: 997,977
Vol ROC: -54.78%
ATR: $0.66
True Range: $0.47
HV 20: 92.6%
HV 30: 90.6%
HV 60: 138.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report: CHPT

Executive Summary:

Overall Assessment: BEARISH (Confidence Level: 7/10)

Key Drivers: High volatility, overbought RSI, negative IV premium vs historical volatility.

Primary Risks: Technical breakdown, high risk of losses due to market sentiment and options activity.

2-3 Sentence Investment Thesis:

CHPT is at risk of a technical breakdown due to its overbought condition, which could lead to significant losses if not managed properly. The stock's high volatility and negative IV premium vs historical volatility also contribute to the bearish assessment. Investors should consider hedging strategies or adjusting their position sizes to manage risks.

Recent News Sentiment Impact:

The positive news sentiment from recent headlines may have contributed to the current overbought condition, which could be a sign of market enthusiasm. However, this bullish bias may not last forever, and investors should remain cautious.

Technical Analysis:

Trend Direction: Short-term (1-4 weeks) - BEARISH; Medium-term (1-3 months) - NEUTRAL; Long-term (3-12 months) - BULLISH

Support/Resistance Levels:

  • Lower Band: $4.01
  • Middle Band: $7.67
  • Upper Band: $11.33
  • Critical Level: $8.80 (EMA 12)

Momentum Signals:

  • RSI Interpretation: Overbought (>70) - BEARISH MOMENTUM SIGNAL
  • MACD Signal: Bullish (0.99 / 0.23) - NEUTRAL MOMENTUM SIGNAL
  • Bollinger Bands Position: Neutral

Volume Analysis:

  • Volume SMA 20: 4035621.15
  • On-Balance Volume (OBV): 29640624.53
  • Volume Rate of Change: -93.95%

News & Sentiment Analysis:

Recent Headlines Summary: The news headlines generally have a positive tone, which could contribute to the current overbought condition.

Sentiment Assessment: Aggregate news sentiment is POSITIVE, but this may not be sustainable in the long term.

Catalyst Identification: No significant catalysts identified in recent news articles.

Market Narrative: The market narrative appears to be driven by short-term enthusiasm and momentum, which could lead to a reversal or correction in the near future.

Risk & Volatility Assessment:

Risk Assessment: HIGH RISK due to high volatility (beta 3.32) and overbought condition (RSI 74.31).

Beta Interpretation: The stock has a beta greater than 1.5, indicating it is more volatile than the market.

Volatility Regime: High volatility regime, with an IV rank of 53.3% (Medium).

Options Market Signals:

  • IV Rank: 53.3%
  • Put/Call Volume Ratio: 0.23 (Bullish sentiment)
  • Put/Call OI Ratio: 2.67

Downside Protection: Support levels and risk management considerations are critical due to the high volatility and potential technical breakdown.

Market Context & Positioning:

Sector Performance: CHPT is outperforming its sector peers, but this may not be sustainable in the long term.

Institutional Activity: No significant institutional activity detected in recent options trading or equity volume flows.

Correlation Analysis: The stock has a moderate correlation with the market (R-squared 0.41).

Relative Valuation: CHPT is trading near its upper band, indicating it may be overvalued relative to its historical range.

Key Levels & Action Items:

Critical Price Levels:

  • Lower Band: $4.01
  • Middle Band: $7.67

Breakout/Breakdown Levels:

  • Critical Level: $8.80 (EMA 12)

Time-Sensitive Catalysts: No significant earnings or news events identified in the near future.

Risk Management: Stop-loss levels and position sizing considerations are crucial due to the high volatility and potential technical breakdown.

By carefully analyzing the data, I conclude that CHPT is at risk of a technical breakdown due to its overbought condition, high volatility, and negative IV premium vs historical volatility. Investors should consider hedging strategies or adjusting their position sizes to manage risks.

Generated
News
All CHPT news →
Earnings History
19 of 23 under expected move
Avg Expected Move
15.53%
Avg Actual Move
11.99%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-03-11 After-Close 9.24% 8.51% 0.92x Within
2021-06-03 After-Close 7.62% 7.00% 0.92x Within
2021-09-02 After-Close 3.10% 4.18% 1.35x Exceeded
2021-12-07 After-Close 17.17% 3.67% 0.21x Within
2022-03-02 After-Close 12.19% 6.68% 0.55x Within
2022-05-31 After-Close 14.68% 2.66% 0.18x Within
2022-08-30 After-Close 10.51% 12.28% 1.17x Exceeded
2022-12-01 After-Close 12.58% 4.51% 0.36x Within
2023-03-02 After-Close 8.97% 1.60% 0.18x Within
2023-06-01 After-Close 11.89% 6.97% 0.59x Within
2023-09-06 After-Close 12.50% 10.91% 0.87x Within
2023-11-16 After-Close 6.39% 35.46% 5.55x Exceeded
2024-03-05 After-Close 24.74% 3.50% 0.14x Within
2024-06-05 After-Close 23.10% 5.78% 0.25x Within
2024-09-04 After-Close 24.84% 17.75% 0.71x Within
2024-12-04 After-Close 25.00% 10.66% 0.43x Within
2025-03-04 Pre-Market 27.50% 10.49% 0.38x Within
2025-06-04 After-Close 27.85% 22.49% 0.81x Within
2025-09-03 After-Close 13.87% 5.47% 0.39x Within
2025-12-04 Pre-Market 12.22% 2.04% 0.17x Within
2026-03-04 After-Close 13.69% 8.92% 0.65x Within
2026-06-03 After-Close 20.70% 9.20% 0.44x Within
2026-09-02 After-Close 16.86% 74.95% 4.45x Exceeded

Earnings calendar: this week’s reports with expected vs actual moves →

CHPT Options Activity & IV Rank

CHPT IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 88.0%
7-DTE IV: —
Expected Move: $1.62
7-DTE Move: $1.62
Days to Exp: 29 (2026-11-20)

Options Flow

Call Volume: 119
Put Volume: 96
P/C Volume: 0.807
NEUTRAL
Call OI: 3,542
Put OI: 3,497
P/C OI: 0.987
Total OI: 7,039

ATM Options Pricing

ATM Call: $0.85
ATM Put: $0.78
Call %: 10.4%
Put %: 9.5%

Chain Summary

Chain Volume: 1,558
Chain OI: 62,297
Last Updated: 10/22/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 54th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
54%
vs own history
GEX tilt
+0.21
OI-weighted, today
Vanna tilt
+0.48
δ-sensitivity to IV
Charm tilt
-0.50
δ-decay vs time
Vanna tilt +0.48: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.50: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 19 ATM contracts, 6k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d 15%
-3.7 pts EXTREME
ATM 88.2% / Wing 84.4%

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)43.2MediumOct 22
Straddle Price (30 DTE)$1.62Oct 22
Beta Analysis

Risk Metrics

Beta: 3.1674
Alpha: -25.27%
Correlation: 0.3778
R-Squared: 14.3%
Stock Volatility: 107.0%
Market Volatility: 12.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time

CHPT Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 24,609,279 (as of 2026-07-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

170 filers8,558,300 shares$51.39M value34.78% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 1,861,913 $11.00M 21.41% 7.57% 2026-06-30
2 Vanguard Group Inc Custodian 1,043,950 $6.93M 13.49% 4.24% 2025-12-31
3 Vanguard Capital Management LLC 975,753 $5.77M 11.22% 3.96% 2026-06-30
4 Geode Capital Management, LLC Custodian 590,127 $3.49M 6.79% 2.40% 2026-06-30
5 Goldman Sachs Group Inc Custodian 283,284 $1.67M 3.26% 1.15% 2026-06-30
6 State Street Corp 254,877 $1.51M 2.93% 1.04% 2026-06-30
7 Vanguard Portfolio Management LLC 194,860 $1.15M 2.24% 0.79% 2026-06-30
8 Charles Schwab Investment Management, Inc. 192,848 $1.14M 2.22% 0.78% 2026-06-30
9 Marshall Wace, LLP Custodian 189,718 $1.12M 2.18% 0.77% 2026-06-30
10 Northern Trust Corp Custodian 188,746 $1.12M 2.17% 0.77% 2026-06-30
11 RENAISSANCE TECHNOLOGIES LLC 181,159 $1.07M 2.08% 0.74% 2026-06-30
12 Vanguard Fiduciary Trust Co 165,654 $979.01K 1.90% 0.67% 2026-06-30
13 COATUE MANAGEMENT LLC 154,086 $910.65K 1.77% 0.63% 2026-06-30
14 ACADIAN ASSET MANAGEMENT LLC 143,398 $843.00K 1.64% 0.58% 2026-06-30
15 UBS Group AG Custodian 137,308 $811.49K 1.58% 0.56% 2026-06-30
16 OCCUDO QUANTITATIVE STRATEGIES LP 129,416 $764.85K 1.49% 0.53% 2026-06-30
17 Two Sigma Investments, LP Custodian 119,455 $705.98K 1.37% 0.49% 2026-06-30
18 JACOBS LEVY EQUITY MANAGEMENT, INC 107,781 $636.99K 1.24% 0.44% 2026-06-30
19 GMT Capital Corp 101,290 $598.62K 1.16% 0.41% 2026-06-30
20 Susquehanna International Group, LLP Custodian 100,017 $591.10K 1.15% 0.41% 2026-06-30
21 GSA CAPITAL PARTNERS LLP 93,764 $554.00K 1.08% 0.38% 2026-06-30
22 Invesco Ltd. Custodian 91,318 $539.69K 1.05% 0.37% 2026-06-30
23 T. Rowe Price Associates, Inc. 74,198 $439.00K 0.85% 0.30% 2026-06-30
24 BNP Paribas Financial Markets Custodian 72,820 $430.37K 0.84% 0.30% 2026-06-30
25 Nuveen, LLC Custodian 62,310 $368.25K 0.72% 0.25% 2026-06-30
11 filers$8.65M notional
# Filer Notional Value % of Total Period
1 GROUP ONE TRADING LLC Custodian $2.42M 27.95% 2026-06-30
2 Wolverine Trading, LLC Custodian $1.16M 13.44% 2025-09-30
3 Susquehanna International Group, LLP Custodian $1.08M 12.48% 2026-06-30
4 Jane Street Group, LLC Custodian $1.08M 12.44% 2026-06-30
5 IMC-Chicago, LLC Custodian $784.26K 9.07% 2026-06-30
6 Citadel Advisors LLC Custodian $598.48K 6.92% 2026-06-30
7 Simplex Trading, LLC Custodian $492.30K 5.69% 2026-06-30
8 Cinctive Capital Management LP $443.25K 5.13% 2026-06-30
9 D. E. Shaw & Co., Inc. Custodian $384.15K 4.44% 2026-06-30
10 Walleye Trading LLC $154.25K 1.78% 2026-06-30
11 Walleye Capital LLC $56.15K 0.65% 2026-06-30
11 filers$7.21M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $2.10M 29.18% 2026-06-30
2 Wolverine Trading, LLC Custodian $1.46M 20.28% 2025-09-30
3 Crawford Fund Management, LLC $1.17M 16.26% 2026-06-30
4 Verition Fund Management LLC $778.35K 10.79% 2026-06-30
5 GROUP ONE TRADING LLC Custodian $448.57K 6.22% 2026-06-30
6 Citadel Advisors LLC Custodian $393.84K 5.46% 2026-06-30
7 Simplex Trading, LLC Custodian $312.05K 4.33% 2026-06-30
8 IMC-Chicago, LLC Custodian $258.27K 3.58% 2026-06-30
9 Jane Street Group, LLC Custodian $135.93K 1.88% 2026-06-30
10 Walleye Trading LLC $78.01K 1.08% 2026-06-30
11 Walleye Capital LLC $67.37K 0.93% 2026-06-30

CHPT Insider Trading (Form 4)

Latest: 2026-09-22
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-22 Richard Wilmer President and CEO Tax (F) −7,631 $10.32 -$78.8K EDGAR
2026-09-22 Mansi Khetani CFO Sell (S) −4,931 $9.86 -$48.6K EDGAR
2026-09-22 Jagdeep CA Singh CCXO Sell (S) −5,965 $9.86 -$58.8K EDGAR
2026-09-22 Natella Fakhradovna Novruzova CAO Sell (S) −1,484 $9.86 -$14.6K EDGAR
2026-09-22 Eric Batill General Counsel Sell (S) −4,302 $9.86 -$42.4K EDGAR
2026-07-22 Roxanne Bowman Director Award (A) +25,050 — EDGAR
2026-07-22 Susan Heystee Director Award (A) +25,050 — EDGAR
2026-07-22 Axel Harries Director Award (A) +25,050 — EDGAR
2026-07-22 Jeffrey Harris Director Award (A) +28,390 — EDGAR
2026-07-22 Ekta Singh-Bushell Director Award (A) +25,050 — EDGAR
2026-07-22 Michael Linse Director Award (A) +27,555 — EDGAR
2026-07-22 Bruce R Chizen Director Award (A) +30,060 — EDGAR
2026-07-22 G Richard Wagoner Jr Director Award (A) +25,050 — EDGAR
2026-07-22 Mitesh Dhruv Director Award (A) +25,050 — EDGAR
2026-07-22 Mark Leschly Director Award (A) +26,386 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

CHPT Insider Holdings

19 insiders · @ $8.21
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Richard Wilmer President and CEO 496,462 $4.08M -$143.5K 23 2026-09-22
2 Jagdeep CA Singh CCXO 182,381 $1.50M -$323.9K 16 2026-09-22
3 Mansi Khetani CFO 174,417 $1.43M -$319.8K 19 2026-09-22
4 John David Vice CRO 171,507 $1.41M -$73.3K 8 2026-06-23
5 Michael Linse Director 163,962 $1.35M -$69.78M 10 2026-07-22
6 Eric Batill General Counsel 139,329 $1.14M -$136.2K 7 2026-09-22
7 Rebecca Chavez CLO and Corp Secretary 131,874 $1.08M -$484.8K 26 2025-06-24
8 Mark Leschly Director 60,792 $499.1K $0 6 2026-07-22
9 Roxanne Bowman Director 56,873 $466.9K $0 7 2026-07-22
10 Bruce R Chizen Director 51,077 $419.3K $1.03M 12 2026-07-22
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

CHPT Board & Officers

As of SEC filings through Sep 22, 2026

Directors 12

Officers 6

Changes in the last 10 years (102)
Apr 14, 2026Natella Fakhradovna Novruzova became CAO
Jul 28, 2025Eric Batill became General Counsel
Jul 7, 2025The company announced the departure of Rebecca Chavez as CLO and Corp Secretary in an SEC filing
Sep 16, 2024John David Vice became CRO
Jul 11, 2024Mansi Khetani listed as CFO (previously Interim CFO) in SEC filings
Jul 9, 2024Mitesh Dhruv became a director
Mar 21, 2024Rebecca Chavez listed as CLO and Corp Secretary (previously General Counsel and Secretary) in SEC filings
Feb 29, 2024Jagdeep CA Singh became Ccxo
Jan 7, 2024The company announced the departure of Michael D Hughes as Chief Commercial and Revenue Officer in an SEC filing
Dec 4, 2023Richard Wilmer listed as President and CEO (previously Chief Customer and Operations Officer) in SEC filings
Dec 4, 2023Richard Wilmer first listed as a director in an SEC filing
Nov 16, 2023The company announced the departure of Rex S Jackson as Chief Financial Officer in an SEC filing
Nov 16, 2023The company announced the departure of Pasquale Romano from the board in an SEC filing
Nov 16, 2023Mansi Khetani became Interim CFO
Sep 22, 2023S Wil Vanloh Jr first listed as a 10% owner in an SEC filing
Sep 22, 2023Qem Vii, LLC first listed as a 10% owner in an SEC filing
Sep 22, 2023Q-GRG VII (CP) Investment Partners, LLC first listed as a 10% owner in an SEC filing
Jun 16, 2023Michael Linse no longer listed as a 10% owner in SEC filings
Jun 15, 2023Michael Linse first listed as a 10% owner in an SEC filing
Apr 17, 2023Linse Capital LLC no longer listed as a 10% owner in SEC filings
Not reported recently (9)
  • Henrik Gerdes · Last reported as Chief Accounting Officer in an SEC filing dated Dec 23, 2024
  • Q-GRG VII (CP) Investment Partners, LLC · Last reported as a 10% owner in an SEC filing dated Sep 22, 2023
  • Qem Vii, LLC · Last reported as a 10% owner in an SEC filing dated Sep 22, 2023
  • S Wil Vanloh Jr · Last reported as a 10% owner in an SEC filing dated Sep 22, 2023
  • Pasquale Romano · Last reported as President and CEO in an SEC filing dated Aug 18, 2023
  • William J Loewenthal · Last reported as Chief Product Officer in an SEC filing dated Jan 11, 2023
  • Lawrence Lee · Last reported as Senior Vice President, Operations and Support in an SEC filing dated Sep 23, 2022
  • Christopher Burghardt · Last reported as Managing Director, Europe in an SEC filing dated Oct 14, 2021
  • Josh Rosinski · Last reported as Chief Operating Officer in an SEC filing dated Jul 30, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

CHPT Proposed Insider Sales (Form 144)

Latest: 2026-09-22
Last 30d: 4 filings · $164K notice value  ·  Last 90d: 4 filings · $164K notice value · 4 unique filers

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Jagdeep Singh (1, $59K) · Mansi Khetani (1, $49K) · Eric Batill (1, $42K) · Natella Novruzova (1, $15K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-22 Natella Novruzova Officer 1,484 $14.6K 2026-09-22 ETRADE FINANCIAL CORPORATION — EDGAR
2026-09-22 Eric Batill Officer 4,302 $42.4K 2026-09-22 ETRADE FINANCIAL CORPORATION — EDGAR
2026-09-22 Jagdeep Singh Officer 5,965 $58.8K 2026-09-22 ETRADE FINANCIAL CORPORATION — EDGAR
2026-09-22 Mansi Khetani Officer 4,931 $48.6K 2026-09-22 ETRADE FINANCIAL CORPORATION — EDGAR
2026-06-23 Natella Novruzova Officer 2,242 $16.0K 2026-06-23 ETRADE FINANCIAL CORPORATION — EDGAR
2026-06-23 Eric Batill Officer 4,979 $35.5K 2026-06-23 ETRADE FINANCIAL CORPORATION — EDGAR
2026-06-23 David Vice Officer 4,072 $29.1K 2026-06-23 ETRADE FINANCIAL CORPORATION — EDGAR
2026-06-23 Jagdeep Singh Officer 9,719 $69.4K 2026-06-23 ETRADE FINANCIAL CORPORATION — EDGAR
2026-06-23 Mansi Khetani Officer 8,152 $58.2K 2026-06-23 ETRADE FINANCIAL CORPORATION — EDGAR
2026-03-23 Eric Batill Officer 2,695 $14.3K 2026-03-23 ETRADE FINANCIAL CORPORATION — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
20 ETFs hold CHPT
20 shown · $20.58M total exposure · 0.01% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $7.0M — 2026-09-30
2 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.01% $5.0M $75.1B 2026-10-20
3 VXF Vanguard Extended Market ETF Vanguard 0.00% $2.6M — 2026-09-30
4 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.01% $1.8M $13.6B 2026-10-20
5 VTWO Vanguard Russell 2000 ETF Vanguard 0.01% $1.5M — 2026-09-30
6 SCHA Schwab U.S. Small-Cap ETF Nport 0.00% $791,007 — 2026-05-31
7 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.05% $605,400 $1.2B 2026-10-20
8 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.02% $425,318 — 2026-07-31
9 VTWG Vanguard Russell 2000 Growth ETF Vanguard 0.02% $289,165 — 2026-09-30
10 VIS Vanguard Industrials ETF Vanguard 0.00% $284,538 — 2026-09-30
11 SCHB Schwab U.S. Broad Market ETF Nport 0.00% $113,850 — 2026-05-31
12 RSSL Global X Russell 2000 ETF Global X 0.01% $98,960 — 2026-10-21
13 SIMS State Street® SPDR® S&P Kensho Intelligent Structures ETF SPDR (State Street) 1.01% $79,960 $7.9M 2026-10-20
14 VTHR Vanguard Russell 3000 ETF Vanguard 0.00% $27,035 — 2026-09-30
15 FSEG Fidelity Enhanced Small Cap Growth ETF Fidelity 0.19% $14,548 $7.7M 2026-10-20
16 ITWO ProShares Russell 2000 High Income ETF ProShares 0.01% $12,400 — 2026-10-21
17 URTY ProShares UltraPro Russell2000 ProShares 0.00% $9,657 — 2026-10-21
18 UWM ProShares Ultra Russell2000 ProShares 0.00% $6,242 — 2026-10-21
19 HDG ProShares Hedge Replication ETF ProShares 0.00% $260 — 2026-10-21
20 RB ProShares Russell 2000 Dynamic Buffer ETF ProShares 0.01% $101 — 2026-10-21
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$-7.18
TTM Revenue
$432.89M
TTM Net Income
$-175.72M
TTM Op. Cash Flow
$-64.51M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '272026-07-31$116.08M$-35.62M$-1.35$-4.23M
Q1 '272026-04-30$101.82M$-43.20M$-1.75$-36.56M
Q4 '262026-01-31$109.32M$-44.42M$-1.84$-1.23M
Q3 '262025-10-31$105.67M$-52.48M$-2.23$-22.49M
Q2 '262025-07-31$98.59M$-66.18M$-2.85$-6.15M
Q1 '262025-04-30$97.64M$-57.12M$-2.49$-32.97M
Q4 '252025-01-31$101.89M$-58.80M$-2.60$-2.68M
Q3 '252024-10-31$99.61M$-77.59M$-3.56$-30.56M
Q2 '252024-07-31$108.54M$-68.87M$-3.22$-51.16M
Q1 '252024-04-30$107.04M$-71.80M$-3.40$-62.54M
Q4 '242024-01-31$115.83M$-94.75M$-4.20$-41.45M
Q3 '242023-10-31$110.28M$-158.22M$-8.60$-96.89M
Q2 2027 • period ending 2026-07-31 • filed 2026-09-04
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
—
P/S
0.46
EV/EBITDA
—
EV/Sales
0.75
ROE
—
ROA
-25.3%
Div Yield
0.00%
FCF Yield
-32.06%
Debt/Equity
—
Current Ratio
—
Market Cap
$201.18M
as of 2026-10-22
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
5.08M
SI % of Float
21.41%
Days to Cover
3.38
Short Vol Ratio
64.6%
Free Float
23.73M
Float %
88.4%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-09-22