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 ($25.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.61. Options: 30 managers hold calls ($464.5m notional), 29 hold puts ($428.0m).
Trends to Q2 2025
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 |
| Q1 2025 | 498 |
| Q2 2025 | 567 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 191 | 181 |
| Q4 2023 | 170 | 208 |
| Q1 2024 | 192 | 185 |
| Q2 2024 | 204 | 181 |
| Q3 2024 | 196 | 196 |
| Q4 2024 | 238 | 196 |
| Q1 2025 | 288 | 190 |
| Q2 2025 | 336 | 221 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $397.7m | $435.6m | 1.10 |
| Q4 2024 | $438.6m | $429.7m | 0.98 |
| Q1 2025 | $387.1m | $363.7m | 0.94 |
| Q2 2025 | $464.5m | $428.0m | 0.92 |
Biggest buyers
| BlackRock, Inc. | Added | +8.3m |
| VANGUARD GROUP INC | Added | +4.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +3.8m |
| AQR CAPITAL MANAGEMENT LLC | Added | +3.2m |
| TWO SIGMA ADVISERS, LP | Added | +3.1m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +2.8m |
| Balyasny Asset Management L.P. | Added | +2.8m |
| STATE STREET CORP | Added | +2.7m |
| BANK OF AMERICA CORP /DE/ | Added | +2.3m |
| TWO SIGMA INVESTMENTS, LP | Added | +2.3m |
Biggest sellers
| BC Partners PE LP | Reduced | -29.9m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -5.6m |
| Holocene Advisors, LP | Reduced | -3.8m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.8m |
| MORGAN STANLEY | Reduced | -2.6m |
| ArrowMark Colorado Holdings LLC | Reduced | -1.2m |
| Cubist Systematic Strategies, LLC | Reduced | -1.2m |
| D. E. Shaw & Co., Inc. | Reduced | -1.1m |
| Assenagon Asset Management S.A. | Reduced | -1.1m |
| Qube Research & Technologies Ltd | Reduced | -1.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $94.5m2.2m shares |
| CITADEL ADVISORS LLC | Added | $86.1m2.0m shares |
| PEAK6 LLC | Added | $58.0m1.4m shares |
| Walleye Trading LLC | Reduced | $39.0m915.9k shares |
| IMC-Chicago, LLC | Added | $31.9m748.0k shares |
| JANE STREET GROUP, LLC | Reduced | $28.1m659.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $26.2m615.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $16.6m388.5k shares |
| WOLVERINE TRADING, LLC | Added | $16.0m374.5k shares |
| WELLS FARGO & COMPANY/MN | Added | $12.0m282.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $88.6m2.1m shares |
| PEAK6 LLC | Added | $73.0m1.7m shares |
| CITADEL ADVISORS LLC | Reduced | $42.2m991.3k shares |
| JANE STREET GROUP, LLC | Reduced | $34.7m815.1k shares |
| Walleye Trading LLC | Added | $32.5m762.8k shares |
| IMC-Chicago, LLC | Reduced | $26.8m627.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $14.4m338.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $13.6m318.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $12.1m283.5k shares |
| Twin Tree Management, LP | Reduced | $11.4m267.1k 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 2025
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 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 |
| Q1 2025 | 0 | — | 3 | $60.5m | $60.5m |
| Q2 2025 | 0 | — | 3 | $20.4m | $20.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-25 | CIE Management IX Ltd +4 10% owner · See footnotes | Sold | $1.3bn29.9m shares |
| 2025-05-19 | Singh Sumit Chief Executive Officer, director | Sold plan | $3.2m75.1k shares |
| 2025-05-16 | Singh Sumit Chief Executive Officer, director | Sold plan | $5.6m132.9k shares |
| 2025-05-14 | Singh Sumit Chief Executive Officer, director | Sold plan | $6.0m148.1k shares |
| 2025-05-13 | Singh Sumit Chief Executive Officer, director | Sold plan | $2.0m50.7k shares |
| 2025-05-05 | Reeder David Chief Financial Officer | Sold plan | $422.0k11.6k shares |
| 2025-05-02 | Singh Sumit Chief Executive Officer, director | Sold plan | $2.1m56.5k shares |
| 2025-05-02 | Mehta Satish Chief Technology Officer | Sold plan | $337.4k9.2k shares |
| 2025-05-02 | Reeder David Chief Financial Officer | Sold plan | $287.0k7.9k shares |
| 2025-05-02 | Singh Sumit Chief Executive Officer, director | Sold plan | $104.6k2.9k shares |
| 2025-04-02 | Singh Sumit Chief Executive Officer, director · By Spouse | Sold plan | $285.2k8.6k 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 2025
| Manager | Shares | Change |
|---|---|---|
| BC Partners PE LP 84.16% of their portfolio | 189.8m $8.1bn | Reduced -29.9m |
| BlackRock, Inc. 0.02% of their portfolio | 20.1m $855.7m | Added +8.3m |
| VANGUARD GROUP INC 0.01% of their portfolio | 18.9m $805.9m | Added +4.5m |
| Invesco Ltd. 0.05% of their portfolio | 7.2m $306.3m | Added +1.9m |
| Holocene Advisors, LP 0.73% of their portfolio | 6.9m $295.7m | Reduced -3.8m |
| FMR LLC 0.02% of their portfolio | 6.4m $274.8m | Added +920.5k |
| STATE STREET CORP 0.01% of their portfolio | 6.2m $263.0m | Added +2.7m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 5.9m $250.6m | Added +2.3m |
| MORGAN STANLEY 0.02% of their portfolio | 5.8m $248.8m | Reduced -2.6m |
| BAILLIE GIFFORD & CO 0.18% of their portfolio | 5.7m $242.8m | Reduced -283.7k |
| Balyasny Asset Management L.P. 0.50% of their portfolio | 5.1m $218.0m | Added +2.8m |
| AQR CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 4.6m $196.3m | Added +3.2m |
| RENAISSANCE TECHNOLOGIES LLC 0.26% of their portfolio | 4.6m $195.7m | Added +2.8m |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 4.5m $189.7m | Added +3.8m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 4.2m $180.0m | Reduced -144.5k |
| Point72 Asset Management, L.P. 0.42% of their portfolio | 4.1m $176.7m | Added +1.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.1m $174.1m | Added +1.9m |
| Clearbridge Investments, LLC 0.13% of their portfolio | 3.6m $155.4m | Reduced -194.5k |
| TWO SIGMA ADVISERS, LP 0.29% of their portfolio | 3.3m $142.4m | Added +3.1m |
| MARSHALL WACE, LLP 0.17% of their portfolio | 3.3m $140.0m | Added +1.7m |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 3.0m $129.0m | Added +1.4m |
| CITADEL ADVISORS LLC 0.11% of their portfolio | 2.9m $124.8m | Reduced -821.7k |
| D. E. Shaw & Co., Inc. 0.12% of their portfolio | 2.9m $123.3m | Reduced -1.1m |
| TWO SIGMA INVESTMENTS, LP 0.21% of their portfolio | 2.8m $117.4m | Added +2.3m |
| VOYA INVESTMENT MANAGEMENT LLC 0.12% of their portfolio | 2.7m $116.6m | Reduced -5.6m |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 2.1m $88.5m | Reduced -227.0k |
| Ghisallo Capital Management LLC 2.28% of their portfolio | 2.0m $85.2m | New |
| Allspring Global Investments Holdings, LLC 0.13% of their portfolio | 1.9m $79.2m | Added +1.3m |
| UBS Group AG 0.02% of their portfolio | 1.8m $75.8m | Added +360.0k |
| Freestone Grove Partners LP 0.57% of their portfolio | 1.8m $75.4m | Added +766.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.6m $68.5m | Added +702.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 1.6m $66.9m | New |
| Fiera Capital Corp 0.22% of their portfolio | 1.6m $66.2m | Reduced -11.4k |
| JANE STREET GROUP, LLC 0.11% of their portfolio | 1.5m $65.8m | Added +1.2m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.5m $64.0m | Added +325.8k |
| Zimmer Partners, LP 1.46% of their portfolio | 1.5m $63.9m | New |
| Man Group plc 0.13% of their portfolio | 1.4m $61.6m | Added +1.2m |
| Allianz Asset Management GmbH 0.08% of their portfolio | 1.4m $60.6m | Added +247.3k |
| SCOPUS ASSET MANAGEMENT, L.P. 1.60% of their portfolio | 1.4m $59.8m | Added +502.8k |
| Candlestick Capital Management LP 1.89% of their portfolio | 1.3m $57.1m | Reduced -477.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.3m $56.4m | Added +378.4k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 1.3m $53.9m | Added +454.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.2m $51.7m | Added +24.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.1m $47.5m | Added +598.5k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 1.1m $45.9m | Added +797.1k |
| BLAIR WILLIAM & CO/IL 0.13% of their portfolio | 1.1m $45.6m | Added +219.6k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.80% of their portfolio | 1.1m $45.4m | Added +651.7k |
| Verition Fund Management LLC 0.25% of their portfolio | 1.0m $43.4m | Added +382.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 958.3k $40.8m | Added +151.7k |
| Burkehill Global Management, LP 2.83% of their portfolio | 900.0k $38.4m | Added +650.0k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 896.3k $38.2m | Reduced -2.8m |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 860.4k $36.7m | Added +246.1k |
| AMI ASSET MANAGEMENT CORP 2.03% of their portfolio | 834.5k $35.6m | Added +247.0k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 761.4k $32.5m | Reduced -1.1m |
| TUDOR INVESTMENT CORP ET AL 0.23% of their portfolio | 716.9k $30.6m | Added +34.5k |
| MANE GLOBAL CAPITAL MANAGEMENT LP 1.33% of their portfolio | 686.2k $29.2m | Reduced -1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 672.4k $28.7m | Added +288.4k |
| Nuveen, LLC 0.01% of their portfolio | 670.4k $28.6m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 628.2k $26.8m | Added +407.7k |
| ArrowMark Colorado Holdings LLC 0.46% of their portfolio | 595.7k $25.4m | Reduced -1.2m |
| Alyeska Investment Group, L.P. 0.09% of their portfolio | 594.4k $25.3m | Added +396.3k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 591.4k $25.2m | Reduced -71.1k |
| Schonfeld Strategic Advisors LLC 0.19% of their portfolio | 587.6k $25.0m | Added +78.6k |
| Davidson Kempner Capital Management LP 0.38% of their portfolio | 585.0k $24.9m | Reduced -565.0k |
| PICTON MAHONEY ASSET MANAGEMENT 0.34% of their portfolio | 565.6k $24.1m | Reduced -205.1k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 551.2k $23.5m | New |
| J. Goldman & Co LP 0.72% of their portfolio | 539.4k $23.0m | Added +101.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 512.5k $21.8m | Reduced -149.4k |
| Artisan Partners Limited Partnership 0.03% of their portfolio | 502.8k $21.4m | Reduced -7.0k |
| Fortress Investment Group LLC 2.98% of their portfolio | 494.1k $21.1m | Added +304.9k |
| Zuckerman Investment Group, LLC 2.04% of their portfolio | 493.9k $21.1m | Reduced -22.8k |
| Retirement Systems of Alabama 0.07% of their portfolio | 477.4k $20.3m | Added +34.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 477.1k $20.3m | Added +84.0k |
| Twin Tree Management, LP 0.49% of their portfolio | 459.0k $19.6m | New |
| Driehaus Capital Management LLC 0.15% of their portfolio | 452.2k $19.3m | Added +138.5k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 445.0k $19.0m | Reduced -69.7k |
| Nishkama Capital, LLC 3.04% of their portfolio | 435.7k $18.6m | Added +228.8k |
| Legal & General Group Plc 0.00% of their portfolio | 428.5k $18.3m | Added +171.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 420.2k $17.9m | Added +218.6k |
| Swiss National Bank 0.01% of their portfolio | 416.4k $17.7m | Added +53.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 415.1k $17.7m | Added +126.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 405.6k $17.3m | Added +43.3k |
| Ardmore Road Asset Management LP 1.43% of their portfolio | 404.1k $17.2m | New |
| Cubist Systematic Strategies, LLC 0.19% of their portfolio | 403.0k $17.2m | Reduced -1.2m |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 387.8k $16.5m | Reduced -112.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.17% of their portfolio | 371.4k $15.8m | New |
| CITIGROUP INC 0.01% of their portfolio | 366.1k $15.6m | Added +166.6k |
| Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio | 346.9k $14.8m | Reduced -1.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 332.2k $14.2m | Added +192.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 332.1k $14.2m | Reduced -306.3k |
| Torque Asset Management LLC 6.13% of their portfolio | 326.0k $13.9m | Unchanged |
| Birch Hill Investment Advisors LLC 0.60% of their portfolio | 319.5k $13.6m | Added +217.7k |
| ALGERT GLOBAL LLC 0.28% of their portfolio | 319.2k $13.6m | Added +17.9k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 282.8k $12.1m | Reduced -1.1m |
| Washington Trust Advisors, Inc. 0.97% of their portfolio | 279.1k $11.9m | Reduced -761 |
| Pembroke Management, LTD 1.42% of their portfolio | 274.6k $11.7m | Reduced -71.3k |
| Engineers Gate Manager LP 0.14% of their portfolio | 261.7k $11.2m | Added +55.3k |
| Trexquant Investment LP 0.12% of their portfolio | 252.7k $10.8m | Reduced -551.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 251.2k $10.7m | Reduced -36.7k |
| Polar Asset Management Partners Inc. 0.25% of their portfolio | 239.0k $10.2m | New |