CHEWY INC CHWY
CL A · Common Stock · CUSIP 16679L109 · ISIN US16679L1098
Internet retailer of pet items
* 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 ($7.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.66. Options: 27 managers hold calls ($205.2m notional), 24 hold puts ($180.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 359 |
| Q4 2022 | 387 |
| Q1 2023 | 387 |
| Q2 2023 | 381 |
| Q3 2023 | 369 |
| Q4 2023 | 379 |
| Q1 2024 | 359 |
| Q2 2024 | 381 |
| Q3 2024 | 399 |
| Q4 2024 | 454 |
| Q1 2025 | 498 |
| Q2 2025 | 567 |
| Q3 2025 | 612 |
| Q4 2025 | 584 |
| Q1 2026 | 593 |
| Q2 2026 | 516 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 196 | 196 |
| Q4 2024 | 238 | 196 |
| Q1 2025 | 288 | 190 |
| Q2 2025 | 336 | 221 |
| Q3 2025 | 348 | 261 |
| Q4 2025 | 285 | 304 |
| Q1 2026 | 358 | 250 |
| Q2 2026 | 271 | 314 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $457.9m | $496.3m | 1.08 |
| Q4 2025 | $325.6m | $279.7m | 0.86 |
| Q1 2026 | $326.6m | $166.1m | 0.51 |
| Q2 2026 | $205.2m | $180.4m | 0.88 |
Biggest buyers
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +14.9m |
| FEDERATED HERMES, INC. | Added | +4.3m |
| MORGAN STANLEY | Added | +2.9m |
| GOLDMAN SACHS GROUP INC | Added | +1.4m |
| UBS Group AG | Added | +1.3m |
| NEUBERGER BERMAN GROUP LLC | Added | +1.1m |
| Park West Asset Management LLC | New | +1.1m |
| Pacer Advisors, Inc. | Added | +1.1m |
| BlackRock, Inc. | Added | +974.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +926.8k |
Biggest sellers
| Holocene Advisors, LP | Reduced | -4.0m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -3.4m |
| Point72 Asset Management, L.P. | Reduced | -3.4m |
| MARSHALL WACE, LLP | Sold out | -3.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.8m |
| MANE GLOBAL CAPITAL MANAGEMENT LP | Sold out | -1.9m |
| Champlain Investment Partners, LLC | Reduced | -1.6m |
| SG Americas Securities, LLC | Reduced | -1.6m |
| FMR LLC | Reduced | -1.5m |
| SG Capital Management LLC | Sold out | -1.4m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $51.4m2.6m shares |
| JANE STREET GROUP, LLC | Added | $50.7m2.6m shares |
| CITADEL ADVISORS LLC | Reduced | $21.5m1.1m shares |
| IMC-Chicago, LLC | Added | $21.2m1.1m shares |
| Point72 Asset Management, L.P. | Added | $17.1m867.8k shares |
| Squarepoint Ops LLC | Added | $9.4m476.2k shares |
| WELLS FARGO & COMPANY/MN | Reduced | $5.6m286.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.6m284.9k shares |
| Walleye Capital LLC | Added | $4.2m214.3k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $4.0m203.1k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $51.0m2.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $50.5m2.6m shares |
| CITADEL ADVISORS LLC | Added | $23.8m1.2m shares |
| IMC-Chicago, LLC | Added | $9.8m498.7k shares |
| D. E. Shaw & Co., Inc. | Added | $7.3m373.5k shares |
| Jefferies Financial Group Inc. | New | $6.9m349.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $4.5m231.1k shares |
| Squarepoint Ops LLC | Added | $4.1m210.8k shares |
| Walleye Trading LLC | Reduced | $3.7m189.5k shares |
| GROUP ONE TRADING LLC | Added | $3.2m161.9k 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 |
|---|---|
| Argos Holdings GP LLC 13G · exempt (held before listing) -3.4 pts · filed 2025-11-10 | 42.6% |
| BlackRock, Inc. 13G · institution +1.1 pts · filed 2026-10-27 | 9.9% |
| CANADA PENSION PLAN INVESTMENT BOARD 13G · institution new · filed 2026-08-14 | 8.7% |
| AQR CAPITAL MANAGEMENT LLC 13G · institution -1.2 pts · filed 2026-08-13 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VIKING GLOBAL INVESTORS LP (0.0%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), WELLINGTON MANAGEMENT GROUP LLP (2.3%, 2026-02-10)
Insider purchases and sales since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $26.5m | $26.5m |
| Q1 2025 | 0 | — | 3 | $60.5m | $60.5m |
| Q2 2025 | 0 | — | 3 | $20.4m | $20.4m |
| Q3 2025 | 0 | — | 3 | $4.1m | $4.1m |
| Q4 2025 | 0 | — | 3 | $2.8m | $2.8m |
| Q1 2026 | 0 | — | 2 | $459.0k | $459.0k |
| Q2 2026 | 0 | — | 2 | $2.5m | $2.2m |
| Q3 2026 | 0 | — | 1 | $1.1m | $1.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-03 | Singh Sumit Chief Executive Officer, director | Sold plan | $995.0k43.2k shares |
| 2026-08-03 | Singh Sumit Chief Executive Officer, director | Sold plan | $143.4k6.2k shares |
| 2026-06-29 | Hu Da-Wai General Counsel & Secretary | Sold | $81.9k4.2k shares |
| 2026-05-04 | Singh Sumit Chief Executive Officer, director | Sold plan | $2.1m83.3k shares |
| 2026-05-04 | Singh Sumit Chief Executive Officer, director | Sold plan | $108.0k4.2k shares |
| 2026-04-01 | Hu Da-Wai General Counsel & Secretary | Sold | $219.3k8.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BC Partners PE LP 78.23% of their portfolio | 176.5m $3.5bn | Unchanged |
| BlackRock, Inc. 0.01% of their portfolio | 22.7m $446.1m | Added +974.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.22% of their portfolio | 20.2m $396.5m | Added +14.9m |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 12.9m $250.4m | Reduced -3.4m |
| MORGAN STANLEY 0.01% of their portfolio | 11.1m $217.5m | Added +2.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 9.9m $194.5m | Reduced -484.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 9.7m $190.6m | Reduced -343.5k |
| STATE STREET CORP 0.00% of their portfolio | 7.6m $149.5m | Added +432.5k |
| FEDERATED HERMES, INC. 0.21% of their portfolio | 7.4m $146.1m | Added +4.3m |
| TWO SIGMA INVESTMENTS, LP 0.10% of their portfolio | 6.6m $130.7m | Added +436.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 6.3m $123.5m | Added +358.0k |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 5.1m $99.5m | Added +1.1m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 4.6m $90.6m | Reduced -207.3k |
| NORGES BANK 0.01% of their portfolio | 4.4m $86.5m | Not comparable |
| Clearbridge Investments, LLC 0.06% of their portfolio | 3.6m $71.0m | Reduced -93.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 3.6m $70.8m | Reduced -649.0k |
| Invesco Ltd. 0.01% of their portfolio | 3.5m $68.0m | Added +559.4k |
| UBS Group AG 0.01% of their portfolio | 3.2m $63.2m | Added +1.3m |
| Alyeska Investment Group, L.P. 0.15% of their portfolio | 3.0m $59.9m | Reduced -726.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.9m $56.7m | Added +1.4m |
| FMR LLC 0.00% of their portfolio | 2.8m $55.6m | Reduced -1.5m |
| Jupiter Topco LLC 0.02% of their portfolio | 2.7m $53.2m | First filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.6m $50.6m | Added +177.4k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.0m $39.9m | Added +289.0k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 1.9m $37.1m | Reduced -3.4m |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 1.8m $35.7m | Reduced -59.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.8m $35.4m | Added +96.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.5m $30.4m | Added +926.8k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.5m $30.2m | Added +21.0k |
| Fiera Capital Corp 0.11% of their portfolio | 1.5m $29.2m | Reduced -1.1m |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 1.5m $29.0m | Reduced -7.6k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.37% of their portfolio | 1.4m $27.8m | Added +1.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 1.4m $26.6m | Added +76.6k |
| Zuckerman Investment Group, LLC 1.95% of their portfolio | 1.2m $23.1m | Added +682.6k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 1.2m $22.7m | Added +857.6k |
| Park West Asset Management LLC 1.50% of their portfolio | 1.1m $21.9m | New |
| Champlain Investment Partners, LLC 0.56% of their portfolio | 1.1m $21.9m | Reduced -1.6m |
| Pacer Advisors, Inc. 0.06% of their portfolio | 1.1m $21.6m | Added +1.1m |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 946.2k $18.3m | Added +461.2k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 942.3k $18.5m | Reduced -1.1m |
| BARCLAYS PLC 0.01% of their portfolio | 927.5k $18.2m | Added +581.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 873.7k $17.2m | Reduced -72.3k |
| FIRST NATIONAL BANK OF OMAHA 0.46% of their portfolio | 832.5k $16.2m | Added +242.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 828.6k $16.3m | Added +127.9k |
| Amundi 0.00% of their portfolio | 824.0k $16.2m | Reduced -642.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 814.1k $16.0m | New |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 751.2k $14.8m | Reduced -600.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 750.6k $14.7m | Added +248.0k |
| HIGHLAND PEAK CAPITAL, LLC 4.13% of their portfolio | 722.7k $14.2m | New |
| Gotham Asset Management, LLC 0.03% of their portfolio | 687.7k $13.5m | Added +190.7k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 649.2k $12.8m | Added +183.4k |
| Senvest Management, LLC 0.37% of their portfolio | 647.3k $12.7m | Added +237.3k |
| Retirement Systems of Alabama 0.04% of their portfolio | 643.3k $12.6m | Added +30.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 643.0k $12.6m | Reduced -483.1k |
| Trexquant Investment LP 0.08% of their portfolio | 639.2k $12.6m | Reduced -593.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 627.8k $12.3m | Added +485.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 621.5k $12.2m | Reduced -942.9k |
| Invenomic Capital Management LP 0.72% of their portfolio | 614.0k $12.1m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 606.6k $11.9m | Added +464 |
| SG Americas Securities, LLC 0.01% of their portfolio | 591.9k $11.6m | Reduced -1.6m |
| SHAPIRO CAPITAL MANAGEMENT LLC 0.68% of their portfolio | 574.3k $11.3m | New |
| Nuveen, LLC 0.00% of their portfolio | 561.7k $11.0m | Reduced -397.3k |
| THOMPSON INVESTMENT MANAGEMENT, INC. 1.26% of their portfolio | 559.9k $11.0m | Added +293.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 542.8k $10.7m | Added +6.8k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 526.1k $14.2m | Unchanged |
| Birch Hill Investment Advisors LLC 0.38% of their portfolio | 475.0k $9.3m | Reduced -239.3k |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 470.4k $9.2m | Reduced -136.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 465.2k $9.1m | Reduced -181.6k |
| Swiss National Bank 0.00% of their portfolio | 445.3k $8.8m | Unchanged |
| Holocene Advisors, LP 0.02% of their portfolio | 438.2k $8.6m | Reduced -4.0m |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 424.5k $8.3m | Reduced -809.2k |
| BRIGHTON JONES LLC 0.15% of their portfolio | 417.5k $8.2m | Added +230.8k |
| CITIGROUP INC 0.00% of their portfolio | 401.7k $7.9m | Added +40.0k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 391.1k $7.7m | New |
| Kazazian Asset Management, LLC 6.90% of their portfolio | 390.9k $7.7m | Added +189.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 360.7k $7.1m | Reduced -61.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 358.6k $7.0m | Added +9.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 354.8k $7.0m | Added +29.8k |
| Jefferies Financial Group Inc. 0.06% of their portfolio | 349.0k $6.9m | Added +100.5k |
| Bridgewater Associates, LP 0.03% of their portfolio | 343.3k $6.7m | New |
| Engineers Gate Manager LP 0.09% of their portfolio | 333.9k $6.6m | Reduced -140.2k |
| Moran Wealth Management, LLC 0.18% of their portfolio | 332.1k $6.5m | New |
| Torque Asset Management LLC 2.59% of their portfolio | 326.0k $6.4m | Unchanged |
| ProShare Advisors LLC 0.01% of their portfolio | 310.1k $6.1m | Added +30.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 309.0k $6.1m | Added +53.1k |
| Legal & General Group Plc 0.00% of their portfolio | 302.8k $6.0m | Reduced -11.9k |
| California Public Employees Retirement System 0.00% of their portfolio | 300.8k $5.9m | Added +551 |
| Ardmore Road Asset Management LP 0.35% of their portfolio | 300.0k $5.9m | New |
| ArrowMark Colorado Holdings LLC 0.24% of their portfolio | 295.8k $5.8m | Reduced -318.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 293.8k $7.9m | Reduced -38.0k |
| LPL Financial LLC 0.00% of their portfolio | 289.6k $5.7m | Added +89.1k |
| COMMERCE BANK 0.02% of their portfolio | 284.1k $5.6m | Reduced -614 |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 277.8k $5.5m | Added +40.8k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 265.5k $5.5m | Reduced -635.6k |
| Galvin, Gaustad & Stein, LLC 0.38% of their portfolio | 264.4k $5.2m | Added +254.3k |
| Washington Trust Advisors, Inc. 0.38% of their portfolio | 259.7k $5.1m | Reduced -17.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 256.6k $5.0m | Reduced -4.9k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 243.9k $4.5m | Reduced -23.7k |
| Quantinno Capital Management LP 0.01% of their portfolio | 232.4k $4.6m | Added +41.1k |
| Man Group plc 0.01% of their portfolio | 229.6k $4.5m | Reduced -494.6k |