EVGO INC EVGO
CL A COM · Common Stock · CUSIP 30052F100 · ISIN US30052F1003
United States based Electric Vehicle DC charging brand
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.74. Options: 13 managers hold calls ($16.7m notional), 13 hold puts ($13.4m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 183 |
| Q4 2022 | 202 |
| Q1 2023 | 185 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 92 | 87 |
| Q1 2023 | 83 | 82 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $18.6m | $15.5m | 0.83 |
| Q4 2022 | $7.4m | $8.3m | 1.11 |
| Q1 2023 | $16.7m | $13.4m | 0.80 |
Biggest buyers
| NATIONAL BANK OF CANADA /FI/ | Added | +500.6k |
| Private Advisory Group LLC | New | +405.5k |
| D. E. Shaw & Co., Inc. | Added | +343.7k |
| STATE STREET CORP | Added | +339.1k |
| HRT FINANCIAL LP | New | +254.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +227.2k |
| JANE STREET GROUP, LLC | Added | +194.3k |
| WELLS FARGO & COMPANY/MN | Added | +164.7k |
| VANGUARD GROUP INC | Added | +160.2k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +156.6k |
Biggest sellers
| Point72 Asset Management, L.P. | Sold out | -801.1k |
| Invesco Ltd. | Reduced | -722.8k |
| CIBC Private Wealth Group LLC | Sold out | -500.0k |
| CITADEL ADVISORS LLC | Reduced | -282.8k |
| Raymond James Financial Services Advisors, Inc. | Reduced | -192.7k |
| Squarepoint Ops LLC | Sold out | -191.2k |
| Vontobel Holding Ltd. | Sold out | -161.9k |
| GSA CAPITAL PARTNERS LLP | Reduced | -116.0k |
| Virtu Financial LLC | Sold out | -108.0k |
| Cubist Systematic Strategies, LLC | Sold out | -99.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.5m832.9k shares |
| GROUP ONE TRADING LLC | Reduced | $2.7m344.0k shares |
| JANE STREET GROUP, LLC | Added | $2.2m284.5k shares |
| Ionic Capital Management LLC | Added | $1.6m200.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.5m190.3k shares |
| NATIONAL BANK OF CANADA /FI/ | Reduced | $841.3k1.1k shares |
| CITADEL ADVISORS LLC | Reduced | $584.2k75.0k shares |
| Belvedere Trading LLC | Added | $559.3k71.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $181.0k25.8k shares |
| Perennial Investment Advisors, LLC | New | $116.8k15.0k shares |
Biggest puts
| NATIONAL BANK OF CANADA /FI/ | Added | $6.6m8.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.9m369.4k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m153.9k shares |
| GROUP ONE TRADING LLC | Reduced | $818.0k105.0k shares |
| CITADEL ADVISORS LLC | Reduced | $571.0k73.3k shares |
| JANE STREET GROUP, LLC | Reduced | $409.0k52.5k shares |
| Walleye Trading LLC | Reduced | $331.1k42.5k shares |
| CSS LLC/IL | Reduced | $194.8k25.0k shares |
| BANK OF MONTREAL /CAN/ | Added | $143.8k18.2k shares |
| Belvedere Trading LLC | Added | $120.0k15.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.0% |
| MORGAN STANLEY 13G · institution new · filed 2026-05-11 | 6.4% |
| BARCLAYS PLC 13G · institution no change · filed 2025-03-21 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 5 | $1.6m | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 6.6m $51.1m | Added +160.2k |
| BlackRock Inc. 0.00% of their portfolio | 5.0m $39.1m | Reduced -50.6k |
| STATE STREET CORP 0.00% of their portfolio | 2.8m $21.6m | Added +339.1k |
| PICTET ASSET MANAGEMENT SA 0.03% of their portfolio | 2.7m $20.7m | Added +128.2k |
| BANQUE PICTET & CIE SA 0.17% of their portfolio | 2.3m $17.9m | Reduced -74.0k |
| Invesco Ltd. 0.00% of their portfolio | 2.1m $16.3m | Reduced -722.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $11.2m | Added +67.0k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 1.0m $8.0m | Reduced -12.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.0m $7.9m | Added +156.6k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 649.0k $5.1m | Added +500.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 599.7k $4.7m | Added +832 |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 477.1k $3.7m | Added +343.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 448.8k $3.5m | Reduced -11.9k |
| Private Advisory Group LLC 0.67% of their portfolio | 405.5k $3.2m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 361.0k $2.8m | Added +164.7k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 358.2k $2.8m | Reduced -66.1k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 352.0k $905.0k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 310.5k $2.4m | Added +113.6k |
| ALPS ADVISORS INC 0.02% of their portfolio | 307.5k $2.4m | Reduced -82.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 286.4k $2.2m | Added +227.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 268.5k $2.1m | Added +101.8k |
| HRT FINANCIAL LP 0.02% of their portfolio | 254.1k $2.0m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 252.0k $2.0m | Added +194.3k |
| Tidal Investments LLC 0.03% of their portfolio | 241.6k $1.9m | Added +100.3k |
| MORGAN STANLEY 0.00% of their portfolio | 237.9k $1.9m | Reduced -56.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 222.8k $1.7m | Reduced -9.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 211.7k $1.6m | Reduced -19.0k |
| Swiss Life Asset Management Ltd 0.02% of their portfolio | 211.1k $1.6m | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 185.1k $1.4m | Reduced -18.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 182.8k $1.4m | Unchanged |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 176.3k $1.4m | Added +24.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 161.5k $1.3m | Reduced -20.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 157.0k $1.2m | Reduced -44.2k |
| Swiss National Bank 0.00% of their portfolio | 142.2k $1.1m | Reduced -16.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 128.6k $1.0m | Added +109.8k |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 125.1k $974.0k | Reduced -116.0k |
| KBC Group NV 0.00% of their portfolio | 120.5k $939.0k | Added +52.7k |
| Vident Investment Advisory, LLC 0.03% of their portfolio | 113.4k $883.2k | Added +31.0k |
| BARCLAYS PLC 0.00% of their portfolio | 112.0k $872.4k | Added +93.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 104.2k $812.0k | Added +4.0k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 104.2k $811.0k | Added +102.8k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 98.5k $767.2k | Added +17.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 96.6k $752.5k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 89.1k $693.0k | Reduced -11.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 83.2k $647.8k | Reduced -1.0k |
| Holocene Advisors, LP 0.00% of their portfolio | 80.5k $627.4k | Added +3.1k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 77.4k $602.6k | Reduced -192.7k |
| GRAND JEAN CAPITAL MANAGEMENT INC 0.22% of their portfolio | 72.1k $561.7k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 72.0k $561.1k | Added +12.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 64.3k $500.7k | Added +14.7k |
| Firsthand Capital Management, Inc. 0.51% of their portfolio | 60.0k $467.4k | Unchanged |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 59.8k $466.0k | Added +38.0k |
| Blueshift Asset Management, LLC 0.19% of their portfolio | 59.4k $462.6k | Added +15.2k |
| ETF MANAGERS GROUP, LLC 0.01% of their portfolio | 56.1k $437.2k | Added +837 |
| Creative Planning 0.00% of their portfolio | 53.9k $419.8k | Reduced -763 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 51.5k $401.1k | Added +5.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 51.0k $395.4k | Added +7.1k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.04% of their portfolio | 50.0k $389.5k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 49.3k $384.0k | Reduced -8.4k |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 49.0k $382.0k | New |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 48.0k $374.2k | Added +1.8k |
| Gruss & Co., LLC 2.34% of their portfolio | 47.5k $370.0k | Reduced -2.5k |
| LPL Financial LLC 0.00% of their portfolio | 46.6k $363.1k | Added +1.2k |
| Sage Investment Advisers LLC 0.48% of their portfolio | 46.0k $358.3k | Unchanged |
| GABELLI FUNDS LLC 0.00% of their portfolio | 43.7k $340.4k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 43.6k $340.0k | Added +1.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 37.6k $292.6k | Unchanged |
| Zullo Investment Group, Inc. 0.18% of their portfolio | 37.4k $291.5k | Added +225 |
| Capital Advisors Wealth Management, LLC 0.08% of their portfolio | 35.6k $277.2k | Added +8.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 35.3k $275.2k | Reduced -2.3k |
| Inspire Investing, LLC 0.03% of their portfolio | 35.0k $272.5k | Reduced -17.9k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 34.3k $267.3k | Added +6.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 33.5k $260.9k | Reduced -14.5k |
| Pinnacle Wealth Management Group, Inc. 0.22% of their portfolio | 33.0k $257.1k | Reduced -900 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 32.8k $255.5k | Added +653 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 31.6k $246.2k | Added +16.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 28.6k $226.2k | Added +14.7k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 28.1k $219.0k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 27.5k $214.2k | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 26.8k $208.6k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 26.5k $206.4k | Added +1.1k |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 26.4k $205.5k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 25.6k $200.0k | Added +1.1k |
| ATALANTA SOSNOFF CAPITAL, LLC 0.01% of their portfolio | 24.4k $189.7k | Reduced -120 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 22.1k $171.8k | Added +2.3k |
| PFG Investments, LLC 0.03% of their portfolio | 20.2k $157.2k | First filing |
| Bayesian Capital Management, LP 0.02% of their portfolio | 20.1k $156.6k | New |
| Private Advisor Group, LLC 0.00% of their portfolio | 19.8k $154.4k | Reduced -3.1k |
| Snowden Capital Advisors LLC 0.01% of their portfolio | 19.8k $154.2k | Added +3.0k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 19.1k $148.7k | Added +575 |
| UBS Group AG 0.00% of their portfolio | 18.5k $144.5k | Reduced -19.9k |
| Advisors Asset Management, Inc. 0.00% of their portfolio | 18.3k $142.3k | Added +1.2k |
| Cetera Investment Advisers 0.00% of their portfolio | 18.1k $140.7k | Reduced -500 |
| Aigen Investment Management, LP 0.02% of their portfolio | 18.1k $140.6k | New |
| Mariner, LLC 0.00% of their portfolio | 17.6k $137.0k | Reduced -715 |
| HB Wealth Management, LLC 0.00% of their portfolio | 16.5k $128.3k | Added +70 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 15.8k $123.0k | Added +2.9k |
| Arete Wealth Advisors, LLC 0.00% of their portfolio | 15.5k $1.0k | Unchanged |
| Perennial Investment Advisors, LLC 0.02% of their portfolio | 15.0k $116.8k | Reduced -15.0k |
| Eagle Ridge Investment Management 0.01% of their portfolio | 14.3k $111.1k | Unchanged |