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 ($578.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.97. Options: 31 managers hold calls ($437.8m notional), 32 hold puts ($512.9m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 359 |
| Q4 2022 | 387 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $299.2m | $417.0m | 1.39 |
| Q4 2022 | $437.8m | $512.9m | 1.17 |
Biggest buyers
| Contour Asset Management LLC | New | +1.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +694.1k |
| MARSHALL WACE, LLP | Added | +692.6k |
| GOLDMAN SACHS GROUP INC | Added | +665.9k |
| TWO SIGMA ADVISERS, LP | Added | +537.3k |
| NATIONAL BANK OF CANADA /FI/ | Added | +468.1k |
| BAILLIE GIFFORD & CO | Added | +458.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +416.5k |
| CITADEL ADVISORS LLC | Added | +333.0k |
| VANGUARD GROUP INC | Added | +297.4k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -983.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -746.0k |
| BROWN ADVISORY INC | Reduced | -636.7k |
| BANK OF MONTREAL /CAN/ | Reduced | -634.5k |
| AMERIPRISE FINANCIAL INC | Reduced | -552.5k |
| Balyasny Asset Management L.P. | Reduced | -425.2k |
| JUPITER ASSET MANAGEMENT LTD | Reduced | -363.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -323.9k |
| Twin Tree Management, LP | Sold out | -302.9k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Reduced | -298.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $113.9m3.1m shares |
| CITADEL ADVISORS LLC | Added | $79.1m2.1m shares |
| Twin Tree Management, LP | Added | $29.3m790.1k shares |
| D. E. Shaw & Co., Inc. | Added | $28.0m755.0k shares |
| BARCLAYS PLC | First filing | $19.6m529.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $19.6m527.9k shares |
| NATIONAL BANK OF CANADA /FI/ | New | $16.7m4.5k shares |
| NOMURA HOLDINGS INC | Unchanged | $16.6m446.4k shares |
| JANE STREET GROUP, LLC | Reduced | $16.4m441.2k shares |
| IMC-Chicago, LLC | Reduced | $15.9m428.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $84.5m2.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $83.9m2.3m shares |
| GOLDMAN SACHS GROUP INC | Added | $58.0m1.6m shares |
| SIMPLEX TRADING, LLC | Added | $34.2m921.9k shares |
| JANE STREET GROUP, LLC | Added | $31.0m835.2k shares |
| Twin Tree Management, LP | Reduced | $29.9m807.7k shares |
| Weiss Asset Management LP | Unchanged | $22.2m600.0k shares |
| Walleye Trading LLC | Reduced | $21.2m571.6k shares |
| IMC-Chicago, LLC | Added | $19.1m515.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $18.7m504.5k 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 in Q4 2022
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 |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $1.8m | 5 | $27.8m | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 1 | $10.0m | 5 | $10.0m | — |
| Q3 2022 | 0 | — | 4 | $15.3m | — |
| Q4 2022 | 0 | — | 5 | $21.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-16 | Helfrick Susan General Counsel | Sold | $1.4m34.4k shares |
| 2022-12-15 | Singh Sumit Chief Executive Officer, director | Sold | $3.3m81.9k shares |
| 2022-12-15 | Marte Mario Jesus Chief Financial Officer | Sold | $1.6m39.3k shares |
| 2022-12-15 | Mehta Satish Chief Technology Officer | Sold | $1.3m33.2k shares |
| 2022-12-15 | Helfrick Susan General Counsel | Sold | $795.9k19.7k shares |
| 2022-12-15 | Bowman Stacy Principal Accounting Officer | Sold | $636.7k15.7k shares |
| 2022-12-15 | Singh Sumit Chief Executive Officer, director | Sold | $318.4k7.9k shares |
| 2022-12-14 | Singh Sumit Chief Executive Officer, director | Sold | $3.3m77.5k shares |
| 2022-12-14 | Marte Mario Jesus Chief Financial Officer | Sold | $1.6m37.2k shares |
| 2022-12-14 | Mehta Satish Chief Technology Officer | Sold | $1.3m31.5k shares |
| 2022-12-14 | Helfrick Susan General Counsel | Sold | $796.1k18.6k shares |
| 2022-12-14 | Bowman Stacy Principal Accounting Officer | Sold | $636.8k14.9k shares |
| 2022-12-14 | Singh Sumit Chief Executive Officer, director · By spouse | Sold | $318.5k7.4k shares |
| 2022-12-13 | Helfrick Susan General Counsel | Sold | $2.4m52.4k shares |
| 2022-11-15 | Marte Mario Jesus Chief Financial Officer | Sold | $1.2m28.2k 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, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BC Partners Advisors L.P. 99.20% of their portfolio | 311.9m $11.5bn | Unchanged |
| MORGAN STANLEY 0.09% of their portfolio | 20.3m $752.3m | Reduced -259.6k |
| BAILLIE GIFFORD & CO 0.66% of their portfolio | 17.1m $633.4m | Added +458.4k |
| VANGUARD GROUP INC 0.01% of their portfolio | 7.6m $282.5m | Added +297.4k |
| BROWN ADVISORY INC 0.40% of their portfolio | 5.8m $213.5m | Reduced -636.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 5.1m $189.0m | Added +694.1k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.6m $96.5m | Added +665.9k |
| MARSHALL WACE, LLP 0.25% of their portfolio | 2.6m $96.0m | Added +692.6k |
| MACQUARIE GROUP LTD 0.11% of their portfolio | 2.5m $92.1m | Added +102.6k |
| BlackRock Inc. 0.00% of their portfolio | 2.5m $91.5m | Added +57.5k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 2.4m $89.3m | Reduced -552.5k |
| TWO SIGMA INVESTMENTS, LP 0.25% of their portfolio | 2.1m $78.5m | Added +416.5k |
| TWO SIGMA ADVISERS, LP 0.20% of their portfolio | 2.0m $72.9m | Added +537.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.9m $69.9m | Reduced -746.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.8m $67.7m | Added +155.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.7m $64.0m | Added +260.1k |
| D. E. Shaw & Co., Inc. 0.09% of their portfolio | 1.5m $55.8m | Reduced -105.6k |
| Contour Asset Management LLC 3.03% of their portfolio | 1.3m $49.1m | New |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $44.0m | Reduced -16.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.22% of their portfolio | 1.1m $39.3m | Reduced -323.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.10% of their portfolio | 1.0m $37.2m | Reduced -35.0k |
| Man Group plc 0.13% of their portfolio | 1.0m $37.1m | Added +16.5k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 930.1k $34.5m | Added +95.9k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 880.4k $32.6m | Added +3.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 862.2k $31.9m | Added +35.7k |
| DF DENT & CO INC 0.45% of their portfolio | 804.7k $29.8m | Reduced -22.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.32% of their portfolio | 792.8k $29.4m | Reduced -20.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 722.8k $26.8m | Added +36.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 706.5k $26.2m | Reduced -41.4k |
| Balyasny Asset Management L.P. 0.09% of their portfolio | 698.6k $25.9m | Reduced -425.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 651.4k $24.2m | Reduced -70.2k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 556.1k $20.6m | Reduced -1.7k |
| NATIONAL BANK OF CANADA /FI/ 0.05% of their portfolio | 475.0k $17.6m | Added +468.1k |
| BLAIR WILLIAM & CO/IL 0.08% of their portfolio | 474.3k $17.6m | Added +9.7k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.18% of their portfolio | 466.0k $17.3m | Added +23.9k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 442.1k $16.4m | Reduced -2.0k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 388.4k $14.4m | Added +333.0k |
| Swiss National Bank 0.01% of their portfolio | 376.0k $13.9m | Reduced -27.1k |
| Squarepoint Ops LLC 0.09% of their portfolio | 369.5k $13.7m | Reduced -175.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 357.1k $13.2m | Added +3.5k |
| STOREBRAND ASSET MANAGEMENT AS 0.07% of their portfolio | 322.5k $12.0m | Reduced -22.3k |
| Parallax Volatility Advisers, L.P. 0.31% of their portfolio | 321.5k $11.9m | Reduced -108.8k |
| Cubist Systematic Strategies, LLC 0.10% of their portfolio | 315.1k $11.7m | Added +56.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 312.3k $11.6m | Reduced -983.6k |
| Legal & General Group Plc 0.00% of their portfolio | 292.9k $10.9m | Reduced -8.3k |
| Tower Research Capital LLC (TRC) 0.38% of their portfolio | 249.8k $9.3m | Added +121.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 243.1k $9.0m | Reduced -297 |
| BARCLAYS PLC 0.01% of their portfolio | 231.7k $8.6m | First filing |
| Amundi 0.01% of their portfolio | 215.2k $9.4m | Added +61.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 209.4k $7.4m | Reduced -14.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 205.5k $7.6m | Added +836 |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 199.3k $7.4m | Added +116.4k |
| Waratah Capital Advisors Ltd. 0.44% of their portfolio | 187.9k $7.0m | New |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 175.5k $6.5m | Reduced -26.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 169.0k $6.3m | Added +9.2k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 162.2k $6.0m | Added +55.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 155.9k $5.8m | Reduced -4.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 144.5k $5.4m | Added +74.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 140.0k $5.2m | Reduced -1.4k |
| Driehaus Capital Management LLC 0.08% of their portfolio | 138.3k $5.1m | New |
| DAVENPORT & Co LLC 0.04% of their portfolio | 135.5k $5.0m | Added +44.1k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 133.2k $4.9m | Added +72.5k |
| ProShare Advisors LLC 0.02% of their portfolio | 132.5k $4.9m | Reduced -50.8k |
| Penserra Capital Management LLC 0.11% of their portfolio | 131.3k $4.9m | Reduced -34.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 128.6k $4.8m | Added +2.0k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 122.5k $4.5m | Added +21.8k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 121.3k $4.5m | Added +5.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 117.0k $4.3m | Added +48.8k |
| CITIGROUP INC 0.01% of their portfolio | 115.6k $4.3m | Reduced -92.0k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 106.0k $3.9m | Added +58.6k |
| Andra AP-fonden 0.11% of their portfolio | 98.9k $3.7m | Added +5.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 90.8k $3.4m | Added +46.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 88.1k $3.3m | Reduced -7.3k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 86.9k $3.2m | Added +33.6k |
| Federation des caisses Desjardins du Quebec 0.04% of their portfolio | 84.7k $3.1m | Reduced -3 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 79.7k $3.0m | Added +5.5k |
| Walleye Trading LLC 0.07% of their portfolio | 79.0k $2.9m | Reduced -240.0k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 77.2k $2.9m | Added +17.3k |
| Baltimore-Washington Financial Advisors, Inc. 0.27% of their portfolio | 74.8k $2.8m | Reduced -4.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 74.6k $2.8m | Added +442 |
| US BANCORP \DE\ 0.00% of their portfolio | 74.1k $2.7m | Reduced -6.4k |
| Legacy Trust 0.79% of their portfolio | 69.4k $2.6m | First filing |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 66.3k $2.5m | Reduced -3.4k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 65.1k $2.4m | Reduced -233.5k |
| TWINBEECH CAPITAL LP 0.05% of their portfolio | 64.1k $2.4m | Reduced -180.7k |
| TORONTO DOMINION BANK 0.00% of their portfolio | 62.9k $2.3m | Added +35.8k |
| REGIONS FINANCIAL CORP 0.02% of their portfolio | 62.9k $2.3m | Reduced -7.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 61.7k $2.3m | Added +37.1k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 60.9k $2.3m | Unchanged |
| DUALITY ADVISERS, LP 0.25% of their portfolio | 58.6k $2.2m | Reduced -36.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 56.7k $2.1m | Reduced -8.0k |
| Invesco Ltd. 0.00% of their portfolio | 56.4k $2.1m | Added +1.0k |
| Summit Place Financial Advisors, LLC 1.65% of their portfolio | 54.2k $2.0m | Added +10.9k |
| Aigen Investment Management, LP 0.28% of their portfolio | 53.6k $2.0m | Reduced -26.3k |
| Bridgewater Associates, LP 0.01% of their portfolio | 52.7k $2.0m | Added +34.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 51.5k $1.9m | New |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 48.6k $1.8m | Reduced -52.8k |
| Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio | 48.4k $1.8m | Added +32.1k |
| LPL Financial LLC 0.00% of their portfolio | 47.7k $1.8m | Reduced -12.4k |
| Dynamic Technology Lab Private Ltd 0.17% of their portfolio | 47.0k $1.7m | Added +35.2k |