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 ($9.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.50. Options: 34 managers hold calls ($438.6m notional), 27 hold puts ($429.7m).
Trends to Q4 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 |
| Q3 2024 | 399 |
| Q4 2024 | 454 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 197 | 171 |
| Q2 2023 | 179 | 184 |
| Q3 2023 | 191 | 181 |
| Q4 2023 | 170 | 208 |
| Q1 2024 | 192 | 185 |
| Q2 2024 | 204 | 181 |
| Q3 2024 | 196 | 196 |
| Q4 2024 | 238 | 196 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $351.3m | $364.5m | 1.04 |
| Q2 2024 | $730.8m | $683.9m | 0.94 |
| Q3 2024 | $397.7m | $435.6m | 1.10 |
| Q4 2024 | $438.6m | $429.7m | 0.98 |
Biggest buyers
| BlackRock, Inc. | Added | +8.6m |
| VANGUARD GROUP INC | Added | +3.5m |
| Durable Capital Partners LP | New | +2.4m |
| STATE STREET CORP | Added | +2.3m |
| Invesco Ltd. | Added | +2.1m |
| D. E. Shaw & Co., Inc. | Added | +1.8m |
| Alyeska Investment Group, L.P. | Added | +1.6m |
| FMR LLC | Added | +1.3m |
| Clearbridge Investments, LLC | Added | +1.2m |
| Davidson Kempner Capital Management LP | Added | +1.1m |
Biggest sellers
| BC Partners Advisors L.P. | Reduced | -21.1m |
| MORGAN STANLEY | Reduced | -2.2m |
| BAILLIE GIFFORD & CO | Reduced | -2.0m |
| Point72 Asset Management, L.P. | Reduced | -914.4k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -883.0k |
| JANE STREET GROUP, LLC | Reduced | -798.2k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -652.1k |
| ELEMENT CAPITAL MANAGEMENT LLC | Sold out | -589.7k |
| Hook Mill Capital Partners, LP | Sold out | -515.7k |
| Qube Research & Technologies Ltd | Reduced | -512.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $86.1m2.6m shares |
| CITADEL ADVISORS LLC | Reduced | $56.0m1.7m shares |
| PEAK6 LLC | First filing | $37.8m1.1m shares |
| IMC-Chicago, LLC | Added | $26.7m796.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $24.7m737.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $24.6m734.9k shares |
| Walleye Trading LLC | Added | $20.5m611.6k shares |
| WOLVERINE TRADING, LLC | Added | $19.6m573.8k shares |
| BARCLAYS PLC | Added | $16.7m497.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $15.4m459.8k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $53.9m1.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $52.2m1.6m shares |
| CITADEL ADVISORS LLC | Reduced | $48.9m1.5m shares |
| D. E. Shaw & Co., Inc. | Reduced | $45.4m1.4m shares |
| Twin Tree Management, LP | Added | $33.6m1.0m shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $31.2m932.0k shares |
| Walleye Trading LLC | Added | $19.4m578.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $18.8m561.8k shares |
| IMC-Chicago, LLC | Reduced | $18.3m547.0k shares |
| Parallax Volatility Advisers, L.P. | Added | $15.8m473.2k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 2 | $416.2k | $416.2k |
| Q4 2024 | 0 | — | 2 | $26.5m | $26.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-26 | Singh Sumit Chief Executive Officer, director | Sold plan | $19.7m571.9k shares |
| 2024-12-24 | Singh Sumit Chief Executive Officer, director · By Spouse | Sold plan | $2.5m71.2k shares |
| 2024-12-19 | Singh Sumit Chief Executive Officer, director · By Spouse | Sold plan | $2.3m71.2k shares |
| 2024-12-13 | CIE Management IX Ltd +4 10% owner · See footnotes | Sold | $621.0m19.8m shares |
| 2024-12-02 | Singh Sumit Chief Executive Officer, director | Sold plan | $1.6m46.3k shares |
| 2024-12-02 | Mehta Satish Chief Technology Officer | Sold plan | $269.6k8.1k shares |
| 2024-12-02 | Singh Sumit Chief Executive Officer, director | Sold plan | $142.0k4.2k shares |
| 2024-10-15 | CIE Management IX Ltd +4 10% owner · See footnotes | Sold | $36.8m1.2m 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 2024
| Manager | Shares | Change |
|---|---|---|
| BC Partners Advisors L.P. 82.83% of their portfolio | 226.7m $7.6bn | Reduced -21.1m |
| BAILLIE GIFFORD & CO 0.43% of their portfolio | 16.6m $554.7m | Reduced -2.0m |
| VANGUARD GROUP INC 0.01% of their portfolio | 14.5m $485.1m | Added +3.5m |
| BlackRock, Inc. 0.01% of their portfolio | 11.8m $394.6m | Added +8.6m |
| Balyasny Asset Management L.P. 0.47% of their portfolio | 6.1m $203.9m | Reduced -199.3k |
| MORGAN STANLEY 0.01% of their portfolio | 5.4m $180.1m | Reduced -2.2m |
| FMR LLC 0.01% of their portfolio | 5.3m $177.1m | Added +1.3m |
| MARSHALL WACE, LLP 0.19% of their portfolio | 4.6m $154.2m | Reduced -285.1k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 4.5m $150.3m | Added +399.3k |
| D. E. Shaw & Co., Inc. 0.15% of their portfolio | 4.1m $135.7m | Added +1.8m |
| MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio | 4.0m $134.2m | Added +888.3k |
| Clearbridge Investments, LLC 0.11% of their portfolio | 3.9m $129.5m | Added +1.2m |
| VOYA INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 3.8m $128.4m | Reduced -652.1k |
| STATE STREET CORP 0.00% of their portfolio | 3.3m $110.9m | Added +2.3m |
| CITADEL ADVISORS LLC 0.10% of their portfolio | 3.2m $107.6m | Added +133.3k |
| ArrowMark Colorado Holdings LLC 1.24% of their portfolio | 2.8m $92.1m | Reduced -15.0k |
| Durable Capital Partners LP 0.64% of their portfolio | 2.4m $79.1m | New |
| Invesco Ltd. 0.01% of their portfolio | 2.2m $73.4m | Added +2.1m |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 2.1m $69.8m | First filing |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 2.0m $66.3m | Reduced -10.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.9m $64.4m | Added +370.9k |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 1.7m $56.8m | Reduced -883.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.7m $55.7m | Added +427.6k |
| Allianz Asset Management GmbH 0.08% of their portfolio | 1.6m $54.3m | Added +929.1k |
| Alyeska Investment Group, L.P. 0.20% of their portfolio | 1.6m $53.9m | Added +1.6m |
| Fiera Capital Corp 0.17% of their portfolio | 1.6m $52.5m | Reduced -26.7k |
| Woodline Partners LP 0.32% of their portfolio | 1.4m $46.9m | Reduced -351.9k |
| MANE GLOBAL CAPITAL MANAGEMENT LP 1.87% of their portfolio | 1.2m $40.8m | Added +700.0k |
| Nishkama Capital, LLC 6.36% of their portfolio | 1.2m $38.9m | Added +591.2k |
| Davidson Kempner Capital Management LP 0.68% of their portfolio | 1.2m $38.9m | Added +1.1m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.2m $38.8m | Added +417.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.09% of their portfolio | 1.1m $37.9m | Reduced -222.6k |
| Verition Fund Management LLC 0.18% of their portfolio | 1.0m $35.1m | Reduced -491.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 971.0k $32.5m | Added +439.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 970.2k $32.5m | Added +145.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 921.6k $30.9m | Added +555.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 891.3k $29.8m | Added +736.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.03% of their portfolio | 814.6k $27.3m | Added +482.6k |
| BLAIR WILLIAM & CO/IL 0.08% of their portfolio | 797.7k $26.7m | Reduced -18.5k |
| Squarepoint Ops LLC 0.07% of their portfolio | 775.0k $26.0m | Added +136.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 715.9k $24.0m | Reduced -205.9k |
| PICTON MAHONEY ASSET MANAGEMENT 0.90% of their portfolio | 711.3k $23.8m | Added +428.9k |
| BARCLAYS PLC 0.01% of their portfolio | 700.1k $23.4m | Added +540.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 674.2k $22.6m | Added +1.3k |
| Bridgewater Associates, LP 0.10% of their portfolio | 650.7k $21.8m | Added +611.5k |
| UBS Group AG 0.00% of their portfolio | 609.3k $20.4m | Added +177.9k |
| AMI ASSET MANAGEMENT CORP 1.08% of their portfolio | 607.5k $20.3m | Added +1.3k |
| Freestone Grove Partners LP 0.24% of their portfolio | 576.6k $19.3m | First filing |
| Trexquant Investment LP 0.22% of their portfolio | 568.7k $19.0m | Added +107.6k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 557.5k $18.7m | Added +2.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 554.1k $18.6m | Added +340.0k |
| Zuckerman Investment Group, LLC 1.95% of their portfolio | 532.1k $20.3m | Reduced -10.6k |
| Walleye Capital LLC 0.17% of their portfolio | 530.3k $17.8m | Reduced -65.5k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 516.0k $17.3m | Added +7.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 493.4k $16.5m | Reduced -292.1k |
| Ghisallo Capital Management LLC 0.94% of their portfolio | 479.5k $16.1m | Reduced -420.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 442.5k $14.8m | Unchanged |
| Retirement Systems of Alabama 0.05% of their portfolio | 442.3k $14.8m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 439.1k $14.7m | Reduced -89.1k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.25% of their portfolio | 437.4k $14.6m | First filing |
| Man Group plc 0.04% of their portfolio | 426.3k $14.3m | Added +288.8k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 423.8k $14.2m | Added +45.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 360.7k $12.1m | Reduced -104.7k |
| Swiss National Bank 0.01% of their portfolio | 354.9k $11.9m | Added +55.8k |
| Pembroke Management, LTD 1.48% of their portfolio | 353.7k $11.8m | New |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 333.8k $11.2m | Added +247.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 332.5k $11.1m | New |
| Torque Asset Management LLC 5.11% of their portfolio | 326.0k $10.9m | Unchanged |
| ProShare Advisors LLC 0.02% of their portfolio | 307.7k $10.3m | Reduced -51.8k |
| ALGERT GLOBAL LLC 0.24% of their portfolio | 305.3k $10.2m | Added +132.2k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 303.5k $10.2m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 291.8k $9.8m | Added +54.4k |
| Polar Asset Management Partners Inc. 0.14% of their portfolio | 288.7k $9.7m | Added +60.5k |
| Washington Trust Advisors, Inc. 0.77% of their portfolio | 275.0k $9.2m | Reduced -3.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 255.1k $8.5m | Added +249.0k |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 252.8k $8.5m | Added +165.2k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 244.2k $8.2m | Reduced -914.4k |
| Jain Global LLC 0.24% of their portfolio | 240.6k $8.1m | First filing |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.07% of their portfolio | 240.1k $8.0m | Added +53.6k |
| THOMPSON INVESTMENT MANAGEMENT, INC. 1.13% of their portfolio | 234.9k $7.9m | Reduced -49.5k |
| Hidden Lake Asset Management LP 5.31% of their portfolio | 232.1k $7.8m | Added +58.1k |
| Legal & General Group Plc 0.00% of their portfolio | 232.0k $7.8m | Added +93.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 226.2k $7.6m | Added +171.3k |
| Senvest Management, LLC 0.23% of their portfolio | 222.3k $7.4m | Added +50.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 216.4k $7.2m | Added +1.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 216.0k $7.2m | Reduced -512.4k |
| Twin Tree Management, LP 0.16% of their portfolio | 203.3k $6.8m | Reduced -5.7k |
| Point72 (DIFC) Ltd 0.61% of their portfolio | 203.1k $6.8m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 202.5k $6.8m | Reduced -16.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 200.6k $6.7m | Added +194.6k |
| Corebridge Financial, Inc. 0.03% of their portfolio | 185.4k $6.2m | New |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 185.0k $6.2m | Added +32.0k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 178.8k $6.0m | Reduced -421.4k |
| Castellan Group 2.59% of their portfolio | 178.2k $6.0m | Reduced -2.2k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 178.0k $6.0m | Added +1.6k |
| COUNTRY CLUB BANK 0.40% of their portfolio | 176.0k $6.0m | Reduced -2.2k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 174.0k $5.8m | New |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 167.5k $5.6m | Added +156.1k |
| Rip Road Capital Partners LP 4.48% of their portfolio | 158.2k $5.3m | Added +4.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 155.8k $5.2m | Added +22.0k |