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 ($504.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.23. Options: 41 managers hold calls ($730.8m notional), 33 hold puts ($683.9m).
Trends to Q2 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 |
| Q2 2024 | 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 |
| Q3 2023 | 191 | 181 |
| Q4 2023 | 170 | 208 |
| Q1 2024 | 192 | 185 |
| Q2 2024 | 204 | 181 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $318.8m | $298.3m | 0.94 |
| Q4 2023 | $413.2m | $459.8m | 1.11 |
| Q1 2024 | $351.3m | $364.5m | 1.04 |
| Q2 2024 | $730.8m | $683.9m | 0.94 |
Biggest buyers
| BC Partners Advisors L.P. | New | +276.0m |
| MARSHALL WACE, LLP | Added | +2.6m |
| ArrowMark Colorado Holdings LLC | New | +2.6m |
| Balyasny Asset Management L.P. | New | +1.9m |
| JANE STREET GROUP, LLC | Added | +1.9m |
| Fiera Capital Corp | New | +1.6m |
| Clearbridge Investments, LLC | New | +1.5m |
| FMR LLC | Added | +1.4m |
| TWO SIGMA ADVISERS, LP | Added | +1.2m |
| EAGLE ASSET MANAGEMENT INC | New | +996.5k |
Biggest sellers
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -1.9m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.2m |
| SCOPUS ASSET MANAGEMENT, L.P. | Sold out | -1.1m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -1.1m |
| DF DENT & CO INC | Reduced | -1.1m |
| MORGAN STANLEY | Reduced | -1.0m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.0m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -858.7k |
| BlackRock Inc. | Reduced | -772.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -730.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $122.1m4.5m shares |
| CITADEL ADVISORS LLC | Reduced | $99.0m3.6m shares |
| JANE STREET GROUP, LLC | Added | $98.4m3.6m shares |
| PEAK6 Investments LLC | Added | $66.0m2.4m shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $46.9m1.7m shares |
| IMC-Chicago, LLC | Added | $46.5m1.7m shares |
| BARCLAYS PLC | Added | $38.7m1.4m shares |
| SIMPLEX TRADING, LLC | Reduced | $36.1m1.3m shares |
| D. E. Shaw & Co., Inc. | Reduced | $28.7m1.1m shares |
| GROUP ONE TRADING LLC | Added | $25.8m946.2k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $108.2m4.0m shares |
| CITADEL ADVISORS LLC | Added | $94.2m3.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $92.3m3.4m shares |
| D. E. Shaw & Co., Inc. | Added | $67.5m2.5m shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $60.6m2.2m shares |
| SIMPLEX TRADING, LLC | Added | $41.5m1.5m shares |
| IMC-Chicago, LLC | Added | $33.6m1.2m shares |
| Twin Tree Management, LP | Added | $30.5m1.1m shares |
| PEAK6 Investments LLC | Added | $23.0m845.6k shares |
| WS MANAGEMENT LLLP | New | $19.7m724.3k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 3 | $1.1m | $1.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-27 | CIE Management IX Ltd +4 10% owner · See footnotes | Sold | $160.4m5.3m shares |
| 2024-06-26 | CIE Management IX Ltd +4 10% owner · See footnotes | Sold | $500.0m17.6m shares |
| 2024-05-02 | Singh Sumit Chief Executive Officer, director | Sold plan | $696.9k46.1k shares |
| 2024-05-02 | Mehta Satish Chief Technology Officer | Sold plan | $121.2k8.0k shares |
| 2024-05-02 | Singh Sumit Chief Executive Officer, director | Sold plan | $39.9k2.6k shares |
| 2024-04-02 | Bowman Stacy Chief Accounting Officer | Sold plan | $124.6k8.0k shares |
| 2024-04-02 | Singh Sumit Chief Executive Officer, director · By spouse | Sold plan | $104.5k6.7k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BC Partners Advisors L.P. 99.98% of their portfolio | 276.0m $7.5bn | New |
| BAILLIE GIFFORD & CO 0.41% of their portfolio | 19.3m $526.6m | Reduced -486.1k |
| VANGUARD GROUP INC 0.01% of their portfolio | 10.3m $279.8m | Reduced -208.5k |
| MORGAN STANLEY 0.02% of their portfolio | 9.8m $266.7m | Reduced -1.0m |
| VOYA INVESTMENT MANAGEMENT LLC 0.12% of their portfolio | 4.5m $122.2m | Reduced -1.1m |
| Bank of New York Mellon Corp 0.02% of their portfolio | 3.6m $96.8m | Added +258.5k |
| JANE STREET GROUP, LLC 0.10% of their portfolio | 3.2m $88.4m | Added +1.9m |
| MARSHALL WACE, LLP 0.11% of their portfolio | 2.9m $78.8m | Added +2.6m |
| BlackRock Inc. 0.00% of their portfolio | 2.8m $76.6m | Reduced -772.4k |
| ArrowMark Colorado Holdings LLC 0.85% of their portfolio | 2.6m $71.6m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 2.5m $68.7m | Added +200.9k |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 2.3m $63.5m | Reduced -858.7k |
| TWO SIGMA ADVISERS, LP 0.14% of their portfolio | 2.3m $61.4m | Added +1.2m |
| Balyasny Asset Management L.P. 0.14% of their portfolio | 1.9m $52.7m | New |
| Fiera Capital Corp 0.14% of their portfolio | 1.6m $44.4m | New |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 1.6m $42.6m | Reduced -1.2m |
| Clearbridge Investments, LLC 0.03% of their portfolio | 1.5m $40.8m | New |
| FMR LLC 0.00% of their portfolio | 1.5m $40.8m | Added +1.4m |
| Mitsubishi UFJ Trust & Banking Corp 0.09% of their portfolio | 1.4m $39.2m | Reduced -276.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $39.0m | Added +154.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio | 1.3m $34.1m | Added +533.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $32.9m | Added +57.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $30.0m | Reduced -42.3k |
| EAGLE ASSET MANAGEMENT INC 0.14% of their portfolio | 996.5k $25.4m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 913.1k $24.9m | Reduced -238.3k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 873.9k $23.8m | Added +870.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 864.8k $23.6m | Added +6.6k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 852.0k $23.2m | Added +426.2k |
| BLAIR WILLIAM & CO/IL 0.07% of their portfolio | 834.1k $22.7m | Reduced -62.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 809.5k $22.0m | Reduced -26.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 778.2k $21.2m | Added +92.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 755.6k $20.6m | Reduced -586.4k |
| Davidson Kempner Capital Management LP 0.31% of their portfolio | 688.7k $18.8m | Not comparable |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 682.1k $18.6m | Reduced -1.0m |
| Trexquant Investment LP 0.28% of their portfolio | 663.2k $18.1m | Reduced -39.8k |
| Hook Mill Capital Partners, LP 2.39% of their portfolio | 587.1k $16.0m | New |
| MANE GLOBAL CAPITAL MANAGEMENT LP 1.12% of their portfolio | 586.8k $16.0m | New |
| ProShare Advisors LLC 0.04% of their portfolio | 563.8k $15.4m | Reduced -114.7k |
| TUDOR INVESTMENT CORP ET AL 0.17% of their portfolio | 563.7k $15.4m | Reduced -514.5k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 557.6k $15.2m | Added +399.4k |
| Squarepoint Ops LLC 0.06% of their portfolio | 555.8k $15.1m | Reduced -128.5k |
| Zuckerman Investment Group, LLC 1.73% of their portfolio | 550.3k $15.0m | Added +540.3k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 542.2k $14.8m | Added +10.4k |
| UBS Group AG 0.00% of their portfolio | 540.3k $14.7m | Added +264.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 527.9k $14.4m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 503.4k $13.7m | Reduced -1.9m |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 491.0k $13.4m | Added +444.1k |
| Twin Tree Management, LP 0.37% of their portfolio | 460.5k $12.5m | Added +58.2k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.27% of their portfolio | 437.4k $11.9m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 366.2k $10.0m | Added +62.1k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 358.4k $9.8m | Added +32.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 342.0k $9.3m | Reduced -546.6k |
| Torque Asset Management LLC 4.57% of their portfolio | 326.0k $8.9m | Unchanged |
| WS MANAGEMENT LLLP 0.83% of their portfolio | 323.0k $8.8m | Added +264.5k |
| Woodline Partners LP 0.08% of their portfolio | 318.9k $8.7m | New |
| Kodai Capital Management LP 0.16% of their portfolio | 300.6k $8.2m | Added +225.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 295.7k $8.1m | New |
| THOMPSON INVESTMENT MANAGEMENT, INC. 1.19% of their portfolio | 283.8k $7.7m | Reduced -10.7k |
| Washington Trust Advisors, Inc. 0.69% of their portfolio | 277.5k $7.6m | Reduced -15.9k |
| Penserra Capital Management LLC 0.09% of their portfolio | 274.9k $7.5m | Added +119.9k |
| Swiss National Bank 0.01% of their portfolio | 267.6k $7.3m | Added +30.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 250.3k $6.8m | Reduced -203.0k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.13% of their portfolio | 245.0k $6.7m | Added +187.0k |
| Generate Investment Management Ltd 0.48% of their portfolio | 244.5k $6.7m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 237.9k $6.5m | Added +152.9k |
| Walleye Capital LLC 0.07% of their portfolio | 234.5k $6.4m | Reduced -12.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.06% of their portfolio | 227.7k $6.2m | Reduced -30.2k |
| Verition Fund Management LLC 0.05% of their portfolio | 225.8k $6.2m | Reduced -180.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 208.4k $5.4m | Reduced -544.6k |
| CenterBook Partners LP 0.35% of their portfolio | 205.0k $5.6m | New |
| GTS SECURITIES LLC 0.11% of their portfolio | 186.5k $5.1m | Added +839 |
| COUNTRY CLUB BANK 0.37% of their portfolio | 184.3k $5.4m | Reduced -47.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 181.7k $4.9m | Reduced -11.0k |
| Tabor Asset Management, LP 2.35% of their portfolio | 180.9k $4.4m | New |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 180.4k $4.9m | Reduced -236.3k |
| Varma Mutual Pension Insurance Co 0.04% of their portfolio | 166.9k $4.5m | Reduced -183.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 165.7k $4.5m | Added +117.5k |
| Man Group plc 0.01% of their portfolio | 164.7k $4.5m | Reduced -169.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 163.5k $4.5m | Added +73.1k |
| Nishkama Capital, LLC 0.65% of their portfolio | 160.0k $4.4m | Added +49.1k |
| Walleye Trading LLC 0.08% of their portfolio | 156.7k $4.3m | Added +46.7k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 154.6k $4.2m | New |
| FORMULA GROWTH LTD 1.44% of their portfolio | 145.5k $4.0m | New |
| Capricorn Fund Managers Ltd 2.65% of their portfolio | 138.0k $3.8m | Reduced -76.8k |
| MAVERICK CAPITAL LTD 0.07% of their portfolio | 133.5k $3.6m | Added +92.5k |
| JOHN G ULLMAN & ASSOCIATES INC 0.54% of their portfolio | 130.3k $3.5m | Reduced -33.9k |
| IMC-Chicago, LLC 0.11% of their portfolio | 127.4k $3.5m | Added +10.2k |
| Legal & General Group Plc 0.00% of their portfolio | 125.9k $3.4m | Added +15.9k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 124.3k $3.3m | Reduced -20.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 122.9k $3.3m | Added +14.4k |
| Rip Road Capital Partners LP 2.92% of their portfolio | 122.3k $3.3m | Reduced -208.1k |
| PICTON MAHONEY ASSET MANAGEMENT 0.14% of their portfolio | 118.1k $3.2m | New |
| BARCLAYS PLC 0.00% of their portfolio | 115.4k $3.1m | Reduced -248.1k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.09% of their portfolio | 109.0k $3.0m | New |
| ALGERT GLOBAL LLC 0.10% of their portfolio | 106.8k $2.9m | Reduced -36.8k |
| OMERS ADMINISTRATION Corp 0.03% of their portfolio | 105.6k $2.9m | New |
| LPL Financial LLC 0.00% of their portfolio | 104.0k $2.8m | Added +1.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 98.3k $2.7m | Reduced -51.1k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 96.9k $2.6m | Added +18.6k |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 95.2k $2.6m | Added +8.2k |