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 ($7.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.36. Options: 39 managers hold calls ($318.8m notional), 32 hold puts ($298.3m).
Trends to Q3 2023
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 |
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 |
| Q3 2023 | 191 | 181 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $437.8m | $512.9m | 1.17 |
| Q1 2023 | $433.1m | $566.7m | 1.31 |
| Q2 2023 | $413.5m | $376.0m | 0.91 |
| Q3 2023 | $318.8m | $298.3m | 0.94 |
Biggest buyers
| NEUBERGER BERMAN GROUP LLC | Added | +2.5m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +2.0m |
| Bank of New York Mellon Corp | Added | +1.8m |
| Point72 Asset Management, L.P. | Added | +1.5m |
| CITADEL ADVISORS LLC | Added | +885.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +762.4k |
| CAPITAL FUND MANAGEMENT S.A. | Added | +762.0k |
| Qube Research & Technologies Ltd | Added | +695.9k |
| Man Group plc | New | +578.3k |
| BlackRock Inc. | Added | +546.0k |
Biggest sellers
| BC Partners Advisors L.P. | Sold out | -311.9m |
| MORGAN STANLEY | Reduced | -9.1m |
| GOLDMAN SACHS GROUP INC | Reduced | -3.0m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -2.1m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.9m |
| MARSHALL WACE, LLP | Reduced | -1.8m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.3m |
| Man Group plc | Sold out | -1.1m |
| Contour Asset Management LLC | Sold out | -805.2k |
| BROWN ADVISORY INC | Reduced | -748.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $56.0m3.1m shares |
| CITADEL ADVISORS LLC | Added | $39.0m2.1m shares |
| GROUP ONE TRADING LLC | Added | $21.4m1.2m shares |
| SIMPLEX TRADING, LLC | Added | $20.1m1.1m shares |
| JANE STREET GROUP, LLC | Added | $18.4m1.0m shares |
| Apollo Management Holdings, L.P. | New | $18.3m1.0m shares |
| D. E. Shaw & Co., Inc. | Reduced | $17.1m934.2k shares |
| IMC-Chicago, LLC | Added | $16.8m922.6k shares |
| PEAK6 Investments LLC | Added | $14.5m795.5k shares |
| GTS SECURITIES LLC | New | $14.0m765.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $48.6m2.7m shares |
| CITADEL ADVISORS LLC | Added | $47.3m2.6m shares |
| CITIGROUP INC | New | $39.2m2.1m shares |
| JANE STREET GROUP, LLC | Added | $24.1m1.3m shares |
| SIMPLEX TRADING, LLC | Added | $21.7m1.2m shares |
| D. E. Shaw & Co., Inc. | Added | $15.4m846.0k shares |
| WS MANAGEMENT LLLP | Added | $14.6m800.0k shares |
| PEAK6 Investments LLC | Added | $13.7m749.0k shares |
| GTS SECURITIES LLC | New | $12.5m683.1k shares |
| IMC-Chicago, LLC | Added | $8.9m489.7k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2023 | 0 | — | 3 | $1.2m | $1.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-05 | Bowman Stacy Interim CFO & CAO | Sold plan | $22.5k900 shares |
| 2023-09-05 | Singh Sumit Chief Executive Officer, director · By spouse | Sold plan | $19.6k785 shares |
| 2023-08-02 | Bowman Stacy Interim CFO & CAO | Sold plan | $15.2k465 shares |
| 2023-08-02 | Singh Sumit Chief Executive Officer, director · By spouse | Sold plan | $14.2k434 shares |
| 2023-08-02 | Morant Michael General Counsel | Sold plan | $6.2k189 shares |
| 2023-07-26 | Bowman Stacy Chief Accounting Officer | Sold plan | $508.4k15.2k shares |
| 2023-07-12 | Bowman Stacy Chief Accounting Officer | Sold plan | $573.3k14.7k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| BAILLIE GIFFORD & CO 0.26% of their portfolio | 15.8m $289.0m | Reduced -242.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 8.5m $154.6m | Added +344.3k |
| MORGAN STANLEY 0.01% of their portfolio | 7.0m $128.1m | Reduced -9.1m |
| BROWN ADVISORY INC 0.17% of their portfolio | 5.8m $105.5m | Reduced -748.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 5.1m $93.7m | Added +12.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 4.9m $88.7m | Reduced -1.3m |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 3.7m $67.8m | Added +2.5m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 3.5m $63.5m | Added +1.8m |
| Point72 Asset Management, L.P. 0.20% of their portfolio | 3.3m $59.6m | Added +1.5m |
| BlackRock Inc. 0.00% of their portfolio | 3.2m $58.5m | Added +546.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 3.1m $56.1m | Added +2.0m |
| MARSHALL WACE, LLP 0.07% of their portfolio | 1.7m $30.4m | Reduced -1.8m |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 1.6m $30.0m | Added +885.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $27.1m | Added +215.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.4m $24.8m | Added +165.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.3m $23.0m | Reduced -3.0m |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 1.2m $21.7m | Added +695.9k |
| DF DENT & CO INC 0.31% of their portfolio | 1.2m $21.1m | Added +373.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $20.9m | Added +208.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.23% of their portfolio | 922.1k $16.8m | Added +762.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 915.1k $16.7m | Added +1.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 868.4k $15.9m | Added +164.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 842.1k $15.4m | Added +178.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 812.0k $14.8m | Added +762.4k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 799.6k $14.6m | Added +93.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 746.7k $13.6m | Added +32.1k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 743.4k $13.6m | Added +24.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 724.1k $13.2m | Added +285.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 627.9k $11.5m | Reduced -119.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 588.8k $10.8m | Reduced -307.1k |
| Man Group plc 0.03% of their portfolio | 578.3k $10.6m | New |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 549.3k $10.0m | Reduced -398.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.05% of their portfolio | 546.3k $10.0m | Added +43.9k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 538.4k $9.8m | Added +130.3k |
| Squarepoint Ops LLC 0.05% of their portfolio | 520.4k $9.5m | Added +2.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.09% of their portfolio | 503.2k $9.2m | Reduced -95.9k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 470.9k $8.6m | Added +283.1k |
| ProShare Advisors LLC 0.03% of their portfolio | 456.3k $8.3m | Added +69.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 449.4k $8.2m | Added +242.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 432.5k $7.9m | Unchanged |
| Cubist Systematic Strategies, LLC 0.10% of their portfolio | 423.7k $7.7m | Reduced -146.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 384.0k $7.0m | Added +47.9k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 377.7k $6.9m | Reduced -1.9m |
| BLAIR WILLIAM & CO/IL 0.03% of their portfolio | 375.4k $6.9m | Reduced -25.9k |
| Swiss National Bank 0.01% of their portfolio | 373.9k $6.8m | Added +20.1k |
| BARCLAYS PLC 0.00% of their portfolio | 371.5k $6.8m | Added +234.6k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 349.3k $6.4m | Reduced -68.7k |
| WS MANAGEMENT LLLP 0.81% of their portfolio | 342.8k $6.3m | New |
| UBS Group AG 0.00% of their portfolio | 335.7k $6.1m | Added +180.8k |
| Alyeska Investment Group, L.P. 0.04% of their portfolio | 325.0k $5.9m | New |
| Aquatic Capital Management LLC 0.24% of their portfolio | 317.7k $5.8m | Added +312.5k |
| Legal & General Group Plc 0.00% of their portfolio | 304.7k $5.6m | Reduced -2.6k |
| GMT Capital Corp 0.20% of their portfolio | 292.6k $5.3m | Unchanged |
| Engineers Gate Manager LP 0.18% of their portfolio | 261.1k $4.8m | Added +156.3k |
| Walleye Capital LLC 0.07% of their portfolio | 259.4k $4.7m | New |
| GTS SECURITIES LLC 0.10% of their portfolio | 252.6k $4.6m | New |
| Washington Trust Advisors, Inc. 0.46% of their portfolio | 243.2k $4.4m | Added +75.1k |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 241.2k $4.4m | Reduced -54.1k |
| J. Goldman & Co LP 0.21% of their portfolio | 233.8k $4.3m | Reduced -202.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 226.1k $4.1m | Added +22.2k |
| Nine27 Capital Management, LP 6.67% of their portfolio | 220.0k $4.0m | Reduced -5.0k |
| THOMPSON INVESTMENT MANAGEMENT, INC. 0.70% of their portfolio | 214.3k $3.9m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 209.2k $3.8m | Reduced -732.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 208.1k $3.8m | Reduced -1.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 197.4k $3.6m | Reduced -11.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.04% of their portfolio | 193.3k $3.5m | Reduced -660.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 186.2k $3.4m | Reduced -2.1m |
| CITIGROUP INC 0.00% of their portfolio | 182.3k $3.3m | Added +57.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 181.5k $3.3m | Added +17.6k |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 180.4k $3.3m | Reduced -55.5k |
| Trexquant Investment LP 0.08% of their portfolio | 176.3k $3.2m | Reduced -99.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 171.6k $3.1m | Added +9.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 160.0k $2.9m | Added +2.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 158.9k $2.9m | Added +33.9k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 157.5k $2.9m | Reduced -4.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 148.7k $2.7m | Added +41.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 143.9k $2.6m | Reduced -47.1k |
| Penserra Capital Management LLC 0.05% of their portfolio | 142.3k $2.6m | Added +20.1k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 131.8k $2.4m | Reduced -3.8k |
| Capricorn Fund Managers Ltd 0.83% of their portfolio | 131.1k $2.4m | Added +58.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 128.4k $2.3m | Added +54.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 127.7k $2.3m | Added +70.8k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 109.4k $2.0m | Added +24.0k |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 108.9k $2.0m | Reduced -33.3k |
| Achmea Investment Management B.V. 0.04% of their portfolio | 99.1k $1.8m | Reduced -393 |
| Davidson Kempner Capital Management LP 0.03% of their portfolio | 95.0k $1.7m | New |
| LPL Financial LLC 0.00% of their portfolio | 92.7k $1.7m | Added +41.6k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 91.4k $1.7m | Added +10.2k |
| Legacy Trust 0.48% of their portfolio | 89.9k $1.6m | Added +13.9k |
| Blueshift Asset Management, LLC 0.96% of their portfolio | 89.0k $1.6m | Added +18.7k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.05% of their portfolio | 88.0k $1.6m | Reduced -57.5k |
| Pearl River Capital, LLC 0.25% of their portfolio | 87.3k $1.6m | Reduced -350 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 86.5k $1.6m | Reduced -6.1k |
| Aigen Investment Management, LP 0.30% of their portfolio | 86.0k $1.6m | Added +426 |
| PEAK6 Investments LLC 0.07% of their portfolio | 80.7k $1.5m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 80.2k $1.5m | Reduced -8.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 77.4k $1.4m | Reduced -203.5k |
| Cinctive Capital Management LP 0.08% of their portfolio | 76.4k $1.4m | Added +23.2k |
| DAVENPORT & Co LLC 0.01% of their portfolio | 76.1k $1.4m | Reduced -7.3k |
| Qsemble Capital Management, LP 0.25% of their portfolio | 74.0k $1.4m | New |