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. Holder counts are more reliable. Implied quarter-end price ≈ $15.89. Options: 37 managers hold calls ($351.3m notional), 32 hold puts ($364.5m).
Trends to Q1 2024
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 |
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 |
| Q4 2023 | 170 | 208 |
| Q1 2024 | 192 | 185 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $413.5m | $376.0m | 0.91 |
| Q3 2023 | $318.8m | $298.3m | 0.94 |
| Q4 2023 | $413.2m | $459.8m | 1.11 |
| Q1 2024 | $351.3m | $364.5m | 1.04 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +1.9m |
| BAILLIE GIFFORD & CO | Added | +1.3m |
| SCOPUS ASSET MANAGEMENT, L.P. | New | +1.1m |
| Mitsubishi UFJ Trust & Banking Corp | Added | +963.5k |
| TUDOR INVESTMENT CORP ET AL | Added | +907.0k |
| VANGUARD GROUP INC | Added | +875.5k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +785.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +606.8k |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +567.9k |
| TWO SIGMA ADVISERS, LP | Added | +518.1k |
Biggest sellers
| BROWN ADVISORY INC | Reduced | -5.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.7m |
| T. Rowe Price Investment Management, Inc. | Reduced | -1.5m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -967.4k |
| Point72 Asset Management, L.P. | Sold out | -921.1k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -889.6k |
| FMR LLC | Reduced | -815.4k |
| MORGAN STANLEY | Reduced | -719.4k |
| CITADEL ADVISORS LLC | Reduced | -576.1k |
| Susquehanna Portfolio Strategies, LLC | Sold out | -417.6k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $72.1m4.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $46.0m2.9m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $45.7m2.9m shares |
| SIMPLEX TRADING, LLC | Added | $35.9m2.3m shares |
| D. E. Shaw & Co., Inc. | Added | $25.1m1.6m shares |
| NOMURA HOLDINGS INC | Added | $19.4m1.2m shares |
| IMC-Chicago, LLC | Reduced | $13.7m858.1k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $11.9m750.0k shares |
| JANE STREET GROUP, LLC | Added | $9.6m604.7k shares |
| Weiss Asset Management LP | Reduced | $8.0m500.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $66.9m4.2m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $55.2m3.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $54.5m3.4m shares |
| D. E. Shaw & Co., Inc. | Added | $37.5m2.4m shares |
| CITADEL ADVISORS LLC | Added | $37.0m2.3m shares |
| SIMPLEX TRADING, LLC | Added | $20.2m1.3m shares |
| Twin Tree Management, LP | Added | $13.1m821.8k shares |
| IMC-Chicago, LLC | Reduced | $11.3m707.6k shares |
| TWO SIGMA SECURITIES, LLC | Added | $9.4m589.1k shares |
| GTS SECURITIES LLC | Added | $8.4m526.4k 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 |
|---|---|
| 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 Q1 2024
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 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 |
| Q4 2023 | 1 | $550.4k | 1 | $208.4k | $208.4k |
| Q1 2024 | 0 | — | 3 | $4.2m | $4.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-04 | Bowman Stacy Chief Accounting Officer | Sold plan | $10.7k604 shares |
| 2024-03-04 | Singh Sumit Chief Executive Officer, director · By spouse | Sold plan | $9.4k527 shares |
| 2024-02-02 | Singh Sumit Chief Executive Officer, director | Sold plan | $3.4m192.6k shares |
| 2024-02-02 | Mehta Satish Chief Technology Officer | Sold plan | $717.3k40.5k shares |
| 2024-02-02 | Singh Sumit Chief Executive Officer, director | Sold plan | $61.2k3.5k shares |
| 2024-02-02 | Bowman Stacy Interim CFO & CAO | Sold plan | $19.8k1.1k shares |
| 2024-01-09 | CIE Management IX Ltd +4 10% owner · See footnotes | Sold | $250.1m12.3m 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BAILLIE GIFFORD & CO 0.25% of their portfolio | 19.8m $315.3m | Added +1.3m |
| MORGAN STANLEY 0.00% of their portfolio | 10.8m $172.3m | Reduced -719.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 10.5m $166.7m | Added +875.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 5.6m $89.0m | Reduced -967.4k |
| BlackRock Inc. 0.00% of their portfolio | 3.6m $57.0m | Added +366.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 3.3m $52.4m | Reduced -227.7k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 3.2m $50.8m | Reduced -889.6k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 2.7m $43.5m | Added +1.9m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 2.4m $38.1m | Added +606.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 2.3m $36.9m | Added +785.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 1.7m $27.3m | Added +963.5k |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 1.7m $27.1m | Reduced -135.5k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 1.4m $22.0m | Reduced -89.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.3m $21.4m | Reduced -2.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $20.3m | Added +46.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $18.3m | Added +346.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $18.3m | Added +303.7k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.60% of their portfolio | 1.1m $18.3m | New |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $18.2m | Added +102.0k |
| DF DENT & CO INC 0.21% of their portfolio | 1.1m $17.5m | Added +30.6k |
| TUDOR INVESTMENT CORP ET AL 0.21% of their portfolio | 1.1m $17.2m | Added +907.0k |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 1.0m $16.2m | Added +518.1k |
| BLAIR WILLIAM & CO/IL 0.04% of their portfolio | 896.4k $14.3m | Added +185.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 888.6k $14.1m | Added +567.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 858.2k $13.7m | Added +223.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 835.6k $13.3m | Reduced -80.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 807.0k $12.8m | Added +471.8k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 753.0k $11.9m | Added +42.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 717.7k $11.4m | Added +303.7k |
| Trexquant Investment LP 0.22% of their portfolio | 703.1k $11.2m | Added +28.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 686.2k $10.9m | Added +19.0k |
| Squarepoint Ops LLC 0.04% of their portfolio | 684.3k $10.9m | Added +219.2k |
| ProShare Advisors LLC 0.03% of their portfolio | 678.4k $10.8m | Added +133.3k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 641.8k $10.2m | Added +316.2k |
| Ardmore Road Asset Management LP 1.68% of their portfolio | 600.0k $9.5m | Added +250.0k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 531.8k $8.5m | Reduced -211.5k |
| Cubist Systematic Strategies, LLC 0.09% of their portfolio | 479.3k $7.6m | Added +211.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 453.3k $7.2m | Reduced -271.8k |
| Polar Asset Management Partners Inc. 0.19% of their portfolio | 444.4k $7.1m | New |
| Engineers Gate Manager LP 0.18% of their portfolio | 431.5k $6.9m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 425.8k $6.8m | Reduced -576.1k |
| CAPITAL FUND MANAGEMENT S.A. 0.08% of their portfolio | 418.2k $6.7m | Added +366.6k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 416.6k $6.6m | Added +416.6k |
| Verition Fund Management LLC 0.06% of their portfolio | 405.9k $6.5m | Added +368.4k |
| Twin Tree Management, LP 0.15% of their portfolio | 402.3k $6.4m | Added +54.8k |
| Holocene Advisors, LP 0.02% of their portfolio | 380.5k $6.1m | New |
| BARCLAYS PLC 0.00% of their portfolio | 363.5k $5.8m | Added +244.5k |
| NOMURA HOLDINGS INC 0.05% of their portfolio | 353.6k $5.6m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 352.3k $5.6m | Added +50.3k |
| Varma Mutual Pension Insurance Co 0.05% of their portfolio | 350.0k $5.6m | New |
| Man Group plc 0.01% of their portfolio | 334.0k $5.3m | Reduced -162.0k |
| Rip Road Capital Partners LP 4.66% of their portfolio | 330.4k $5.3m | Added +115.4k |
| Sculptor Capital LP 0.12% of their portfolio | 329.6k $5.2m | New |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 326.1k $5.2m | Added +152.4k |
| Torque Asset Management LLC 2.71% of their portfolio | 326.0k $5.2m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 304.1k $4.8m | Reduced -5.7k |
| THOMPSON INVESTMENT MANAGEMENT, INC. 0.71% of their portfolio | 294.5k $4.7m | Added +69.2k |
| Washington Trust Advisors, Inc. 0.43% of their portfolio | 293.4k $4.7m | Added +59.8k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.08% of their portfolio | 282.2k $4.5m | New |
| UBS Group AG 0.00% of their portfolio | 276.0k $4.4m | Added +249.5k |
| TWO SIGMA SECURITIES, LLC 0.20% of their portfolio | 259.9k $4.1m | New |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio | 257.9k $4.1m | Reduced -235.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 256.3k $4.1m | Reduced -373.7k |
| Walleye Capital LLC 0.04% of their portfolio | 247.3k $3.9m | Added +190.1k |
| Swiss National Bank 0.00% of their portfolio | 237.4k $3.8m | Added +2.4k |
| COUNTRY CLUB BANK 0.26% of their portfolio | 231.8k $3.7m | Added +167.2k |
| Capricorn Fund Managers Ltd 2.06% of their portfolio | 214.8k $3.4m | Added +46.0k |
| Monashee Investment Management LLC 0.38% of their portfolio | 200.0k $3.2m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 192.7k $3.1m | Reduced -3.4k |
| GTS SECURITIES LLC 0.08% of their portfolio | 185.7k $3.0m | Added +90.7k |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 177.7k $2.8m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 171.6k $2.7m | Added +111.3k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 168.0k $2.7m | Added +34.3k |
| JOHN G ULLMAN & ASSOCIATES INC 0.40% of their portfolio | 164.2k $2.6m | Added +59.3k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 163.7k $2.6m | Reduced -36.3k |
| T. Rowe Price Investment Management, Inc. 0.00% of their portfolio | 158.2k $2.5m | Reduced -1.5m |
| Penserra Capital Management LLC 0.03% of their portfolio | 155.0k $2.5m | Reduced -16.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 149.5k $2.4m | Reduced -10.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 145.1k $2.3m | Reduced -57.3k |
| ALGERT GLOBAL LLC 0.09% of their portfolio | 143.6k $2.3m | Added +38.7k |
| HRT FINANCIAL LP 0.01% of their portfolio | 143.3k $2.3m | New |
| Global Assets Advisory, LLC 0.34% of their portfolio | 141.6k $8.8k | New |
| Clearline Capital LP 0.21% of their portfolio | 131.2k $2.1m | New |
| GSA CAPITAL PARTNERS LLP 0.16% of their portfolio | 129.4k $2.1m | Added +93.1k |
| ONTARIO TEACHERS PENSION PLAN BOARD 0.02% of their portfolio | 118.5k $1.9m | Added +24.9k |
| IMC-Chicago, LLC 0.06% of their portfolio | 117.2k $1.9m | New |
| Nishkama Capital, LLC 0.20% of their portfolio | 110.9k $1.8m | New |
| Walleye Trading LLC 0.03% of their portfolio | 110.0k $1.8m | Reduced -117.1k |
| Legal & General Group Plc 0.00% of their portfolio | 109.9k $1.7m | Added +11.3k |
| Bayesian Capital Management, LP 0.17% of their portfolio | 109.2k $1.7m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 108.4k $1.7m | Added +2.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 107.2k $1.7m | Reduced -2.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 105.3k $1.7m | Reduced -164.6k |
| CITIGROUP INC 0.00% of their portfolio | 102.6k $1.6m | Reduced -28.2k |
| LPL Financial LLC 0.00% of their portfolio | 102.2k $1.6m | Added +2.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 90.4k $1.4m | Added +27.7k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 87.0k $1.4m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 86.5k $1.4m | Added +18.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 85.0k $1.4m | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 82.8k $1.3m | Added +64.6k |