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 ($23.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.54. Options: 31 managers hold calls ($413.5m notional), 28 hold puts ($376.0m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 359 |
| Q4 2022 | 387 |
| Q1 2023 | 387 |
| Q2 2023 | 381 |
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 | 174 | 175 |
| Q1 2023 | 197 | 171 |
| Q2 2023 | 179 | 184 |
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 |
| Q1 2023 | $433.1m | $566.7m | 1.31 |
| Q2 2023 | $413.5m | $376.0m | 0.91 |
Biggest buyers
| VOYA INVESTMENT MANAGEMENT LLC | New | +5.1m |
| GOLDMAN SACHS GROUP INC | Added | +1.1m |
| RENAISSANCE TECHNOLOGIES LLC | New | +1.1m |
| Man Group plc | New | +1.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +588.3k |
| AQR CAPITAL MANAGEMENT LLC | Added | +511.9k |
| Connor, Clark & Lunn Investment Management Ltd. | New | +502.5k |
| MARSHALL WACE, LLP | Added | +501.5k |
| Twin Tree Management, LP | New | +425.9k |
| NEUBERGER BERMAN GROUP LLC | Added | +357.3k |
Biggest sellers
| FMR LLC | Reduced | -3.5m |
| Man Group plc | Sold out | -1.2m |
| MORGAN STANLEY | Reduced | -1.1m |
| CITADEL ADVISORS LLC | Reduced | -749.2k |
| BAILLIE GIFFORD & CO | Reduced | -458.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -447.7k |
| Cubist Systematic Strategies, LLC | Reduced | -391.5k |
| JENNISON ASSOCIATES LLC | Sold out | -358.3k |
| BANK OF AMERICA CORP /DE/ | Reduced | -349.3k |
| Tower Research Capital LLC (TRC) | Reduced | -294.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $135.7m3.4m shares |
| CITADEL ADVISORS LLC | Added | $63.0m1.6m shares |
| Twin Tree Management, LP | Reduced | $43.6m1.1m shares |
| D. E. Shaw & Co., Inc. | Added | $39.1m991.5k shares |
| SIMPLEX TRADING, LLC | Added | $30.3m767.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $16.5m419.0k shares |
| IMC-Chicago, LLC | Reduced | $15.1m382.7k shares |
| JANE STREET GROUP, LLC | Reduced | $14.4m363.8k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $13.8m350.0k shares |
| PEAK6 Investments LLC | Added | $7.6m193.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $80.3m2.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $51.0m1.3m shares |
| JANE STREET GROUP, LLC | Added | $31.7m803.9k shares |
| Twin Tree Management, LP | Reduced | $30.5m773.0k shares |
| GOLDMAN SACHS GROUP INC | Added | $29.6m749.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $24.3m616.7k shares |
| Walleye Trading LLC | Reduced | $18.7m474.8k shares |
| D. E. Shaw & Co., Inc. | Added | $18.7m474.5k shares |
| IMC-Chicago, LLC | Reduced | $13.7m346.2k shares |
| JPMORGAN CHASE & CO | Added | $10.0m253.1k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 4 | $8.0m | — |
| Q2 2023 | 0 | — | 5 | $17.7m | $13.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-28 | Marte Mario Jesus Chief Financial Officer | Sold | $4.0m100.0k shares |
| 2023-06-28 | Bowman Stacy Chief Accounting Officer | Sold plan | $570.5k14.7k shares |
| 2023-06-15 | Singh Sumit Chief Executive Officer, director | Sold plan | $2.8m70.4k shares |
| 2023-06-15 | Marte Mario Jesus Chief Financial Officer | Sold plan | $1.3m33.8k shares |
| 2023-06-15 | Mehta Satish Chief Technology Officer | Sold plan | $1.0m25.3k shares |
| 2023-06-15 | Helfrick Susan General Counsel | Sold plan | $673.7k16.9k shares |
| 2023-06-15 | Bowman Stacy Principal Accounting Officer | Sold plan | $539.0k13.5k shares |
| 2023-06-15 | Singh Sumit Chief Executive Officer, director | Sold plan | $253.9k6.4k shares |
| 2023-06-14 | Singh Sumit Chief Executive Officer, director | Sold plan | $2.8m70.7k shares |
| 2023-06-14 | Marte Mario Jesus Chief Financial Officer | Sold plan | $1.3m32.4k shares |
| 2023-06-14 | Mehta Satish Chief Technology Officer | Sold plan | $1.0m25.4k shares |
| 2023-06-14 | Helfrick Susan General Counsel | Sold plan | $673.8k17.0k shares |
| 2023-06-14 | Bowman Stacy Principal Accounting Officer | Sold plan | $539.0k13.6k shares |
| 2023-06-14 | Singh Sumit Chief Executive Officer, director | Sold plan | $166.8k4.2k 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| BC Partners Advisors L.P. 89.06% of their portfolio | 311.9m $12.3m | Unchanged |
| MORGAN STANLEY 0.06% of their portfolio | 16.1m $635.4m | Reduced -1.1m |
| BAILLIE GIFFORD & CO 0.54% of their portfolio | 16.1m $634.3m | Reduced -458.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 8.1m $320.5m | Added +247.3k |
| BROWN ADVISORY INC 0.40% of their portfolio | 6.5m $257.5m | Reduced -188.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 6.1m $241.7m | Added +588.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.21% of their portfolio | 5.1m $202.1m | New |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 4.3m $168.3m | Added +1.1m |
| MARSHALL WACE, LLP 0.29% of their portfolio | 3.4m $135.3m | Added +501.5k |
| BlackRock Inc. 0.00% of their portfolio | 2.7m $104.9m | Added +25.5k |
| TWO SIGMA ADVISERS, LP 0.23% of their portfolio | 2.3m $91.6m | Added +33.8k |
| TWO SIGMA INVESTMENTS, LP 0.24% of their portfolio | 2.3m $90.8m | Added +111.1k |
| Point72 Asset Management, L.P. 0.24% of their portfolio | 1.8m $69.2m | Reduced -221.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.7m $68.2m | Added +14.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $50.0m | Added +13.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.2m $47.1m | Reduced -349.3k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 1.2m $45.9m | Added +357.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 1.1m $43.7m | New |
| Man Group plc 0.13% of their portfolio | 1.1m $43.1m | New |
| Balyasny Asset Management L.P. 0.10% of their portfolio | 947.8k $37.4m | Reduced -201.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 941.8k $37.2m | Added +335.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 939.3k $37.0m | Added +45.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.08% of their portfolio | 914.0k $36.1m | Reduced -39.2k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 895.9k $35.4m | Added +15.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.32% of their portfolio | 853.7k $33.7m | Reduced -22.0k |
| Contour Asset Management LLC 1.43% of their portfolio | 805.2k $31.8m | Reduced -33.7k |
| DF DENT & CO INC 0.42% of their portfolio | 779.3k $30.8m | Reduced -30.9k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 755.1k $29.8m | Reduced -749.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 747.0k $29.5m | Added +22.2k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 718.5k $28.4m | Added +154.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 714.6k $28.2m | Reduced -19.0k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 705.9k $27.6m | Added +511.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 704.3k $27.8m | Reduced -41.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 663.4k $26.2m | Added +21.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.23% of their portfolio | 599.2k $23.6m | Added +81.3k |
| Cubist Systematic Strategies, LLC 0.25% of their portfolio | 570.3k $22.5m | Reduced -391.5k |
| Squarepoint Ops LLC 0.11% of their portfolio | 517.6k $20.4m | Reduced -67.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.10% of their portfolio | 502.5k $19.8m | New |
| Qube Research & Technologies Ltd 0.08% of their portfolio | 492.9k $19.5m | Added +162.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 438.3k $17.3m | Added +332.7k |
| J. Goldman & Co LP 0.98% of their portfolio | 436.0k $17.2m | Added +192.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.03% of their portfolio | 432.5k $17.1m | Added +191.1k |
| Twin Tree Management, LP 0.35% of their portfolio | 425.9k $16.8m | New |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 418.0k $16.5m | Reduced -66.4k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 408.0k $16.1m | Added +107.1k |
| BLAIR WILLIAM & CO/IL 0.06% of their portfolio | 401.3k $15.8m | Reduced -58.3k |
| ProShare Advisors LLC 0.04% of their portfolio | 386.7k $15.3m | Added +70.4k |
| TWINBEECH CAPITAL LP 0.28% of their portfolio | 360.4k $14.2m | Added +287.1k |
| Swiss National Bank 0.01% of their portfolio | 353.8k $14.0m | Reduced -21.4k |
| MANE GLOBAL CAPITAL MANAGEMENT LP 1.29% of their portfolio | 347.6k $13.7m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 336.1k $13.3m | Reduced -7.5k |
| Legal & General Group Plc 0.00% of their portfolio | 307.3k $12.1m | Added +8.5k |
| Force Hill Capital Management LP 2.53% of their portfolio | 296.1k $11.7m | Added +148.7k |
| TUDOR INVESTMENT CORP ET AL 0.19% of their portfolio | 295.2k $11.7m | Added +235.9k |
| GMT Capital Corp 0.44% of their portfolio | 292.6k $11.5m | Unchanged |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 280.9k $11.1m | Added +104.4k |
| Trexquant Investment LP 0.29% of their portfolio | 275.9k $10.9m | New |
| NOMURA ASSET MANAGEMENT CO LTD 0.05% of their portfolio | 261.5k $10.3m | Added +240.4k |
| STOREBRAND ASSET MANAGEMENT AS 0.04% of their portfolio | 235.9k $9.3m | Reduced -91.4k |
| Nine27 Capital Management, LP 5.89% of their portfolio | 225.0k $8.9m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 209.4k $8.3m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 209.3k $8.3m | Reduced -4.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 207.3k $8.2m | Added +62.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 203.9k $8.0m | Reduced -38.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 191.0k $7.5m | Added +49.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 187.7k $7.4m | Reduced -447.7k |
| Amundi 0.00% of their portfolio | 178.8k $6.9m | Reduced -77.0k |
| Washington Trust Advisors, Inc. 0.64% of their portfolio | 168.1k $6.6m | Added +142.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 163.9k $6.1m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 162.1k $6.4m | Added +57.5k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 161.6k $6.4m | Added +4.9k |
| CAPITAL FUND MANAGEMENT S.A. 0.10% of their portfolio | 160.1k $6.3m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 158.0k $6.2m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 154.9k $6.1m | Added +74.5k |
| Polar Asset Management Partners Inc. 0.12% of their portfolio | 153.0k $6.0m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.18% of their portfolio | 145.5k $5.7m | Added +121.3k |
| Schonfeld Strategic Advisors LLC 0.05% of their portfolio | 142.2k $5.6m | Reduced -93.4k |
| BARCLAYS PLC 0.00% of their portfolio | 136.9k $5.4m | Reduced -5.7k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 135.6k $5.4m | Added +13.4k |
| Walleye Trading LLC 0.28% of their portfolio | 134.5k $5.3m | Added +95.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 125.0k $4.9m | Reduced -18.3k |
| CITIGROUP INC 0.01% of their portfolio | 124.8k $4.9m | Reduced -2.9k |
| Penserra Capital Management LLC 0.10% of their portfolio | 122.1k $4.8m | Reduced -1.1k |
| Andra AP-fonden 0.11% of their portfolio | 111.1k $4.4m | Reduced -57.8k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 107.7k $4.3m | Added +27.6k |
| Engineers Gate Manager LP 0.16% of their portfolio | 104.8k $4.1m | Added +73.7k |
| Achmea Investment Management B.V. 0.08% of their portfolio | 99.5k $3.9m | Added +43.9k |
| TORONTO DOMINION BANK 0.00% of their portfolio | 98.2k $3.9m | Added +27.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 92.7k $3.7m | Reduced -1.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 88.9k $3.5m | Added +5.4k |
| Pearl River Capital, LLC 0.56% of their portfolio | 87.6k $3.5m | Added +28.0k |
| Aigen Investment Management, LP 0.50% of their portfolio | 85.6k $3.4m | Reduced -51.0k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 85.4k $3.4m | Added +62.0k |
| DAVENPORT & Co LLC 0.02% of their portfolio | 83.4k $3.3m | Reduced -58.4k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 81.2k $3.2m | Added +20.3k |
| Jump Financial, LLC 0.11% of their portfolio | 76.0k $3.0m | Reduced -62.9k |
| Legacy Trust 0.83% of their portfolio | 75.9k $3.0m | Added +4.3k |
| US BANCORP \DE\ 0.00% of their portfolio | 74.6k $2.9m | Added +1.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 73.8k $2.9m | Added +23.5k |
| Capricorn Fund Managers Ltd 1.03% of their portfolio | 72.8k $2.9m | Added +57.8k |