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 ($15.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.43. Options: 34 managers hold calls ($457.9m notional), 30 hold puts ($496.3m).
Trends to Q3 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 |
| Q3 2025 | 612 |
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 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 |
| Q3 2025 | 348 | 261 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $438.6m | $429.7m | 0.98 |
| Q1 2025 | $387.1m | $363.7m | 0.94 |
| Q2 2025 | $464.5m | $428.0m | 0.92 |
| Q3 2025 | $457.9m | $496.3m | 1.08 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +13.2m |
| AQR CAPITAL MANAGEMENT LLC | Added | +5.6m |
| VIKING GLOBAL INVESTORS LP | New | +5.5m |
| Champlain Investment Partners, LLC | New | +2.2m |
| Woodline Partners LP | New | +1.7m |
| Alyeska Investment Group, L.P. | Added | +1.5m |
| Junto Capital Management LP | New | +854.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +742.2k |
| Allspring Global Investments Holdings, LLC | Added | +665.1k |
| FEDERATED HERMES, INC. | Added | +640.5k |
Biggest sellers
| Balyasny Asset Management L.P. | Reduced | -3.6m |
| D. E. Shaw & Co., Inc. | Reduced | -2.8m |
| MARSHALL WACE, LLP | Reduced | -2.3m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -2.3m |
| Ghisallo Capital Management LLC | Sold out | -2.0m |
| Freestone Grove Partners LP | Sold out | -1.8m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -1.6m |
| JANE STREET GROUP, LLC | Reduced | -1.5m |
| FMR LLC | Reduced | -1.4m |
| Zimmer Partners, LP | Reduced | -1.4m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $98.8m2.4m shares |
| PEAK6 LLC | Added | $93.0m2.3m shares |
| CITADEL ADVISORS LLC | Reduced | $53.1m1.3m shares |
| JANE STREET GROUP, LLC | Added | $35.5m877.7k shares |
| IMC-Chicago, LLC | Reduced | $28.4m702.9k shares |
| Walleye Trading LLC | Reduced | $24.2m597.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $19.0m469.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $18.4m455.8k shares |
| D. E. Shaw & Co., Inc. | Added | $14.9m368.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $10.8m269.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $98.1m2.4m shares |
| CITADEL ADVISORS LLC | Added | $63.3m1.6m shares |
| PEAK6 LLC | Reduced | $52.8m1.3m shares |
| Twin Tree Management, LP | Added | $43.7m1.1m shares |
| Walleye Trading LLC | Added | $40.8m1.0m shares |
| JANE STREET GROUP, LLC | Added | $34.4m850.9k shares |
| IMC-Chicago, LLC | Added | $25.4m629.0k shares |
| Balyasny Asset Management L.P. | Added | $23.9m591.0k shares |
| GOLDMAN SACHS GROUP INC | New | $21.7m537.7k shares |
| SIMPLEX TRADING, LLC | Added | $18.4m455.7k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 3 | $4.1m | $4.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-15 | Mehta Satish Chief Technology Officer | Sold plan | $1.6m46.8k shares |
| 2025-08-05 | Mehta Satish Chief Technology Officer | Sold plan | $312.6k8.7k shares |
| 2025-08-04 | Singh Sumit Chief Executive Officer, director | Sold plan | $1.1m29.6k shares |
| 2025-08-04 | Billings William G. Chief Accounting Officer | Sold plan | $716.5k20.1k shares |
| 2025-08-04 | Mehta Satish Chief Technology Officer | Sold plan | $212.2k6.0k shares |
| 2025-08-04 | Singh Sumit Chief Executive Officer, director | Sold plan | $151.7k4.3k 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 2025
| Manager | Shares | Change |
|---|---|---|
| BC Partners PE LP 84.34% of their portfolio | 189.8m $7.7bn | Unchanged |
| BlackRock, Inc. 0.01% of their portfolio | 20.2m $817.6m | Added +136.9k |
| VANGUARD GROUP INC 0.01% of their portfolio | 18.9m $764.6m | Reduced -4.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.12% of their portfolio | 17.6m $712.8m | Added +13.2m |
| AQR CAPITAL MANAGEMENT LLC 0.26% of their portfolio | 10.2m $407.9m | Added +5.6m |
| STATE STREET CORP 0.01% of their portfolio | 6.5m $261.4m | Added +291.4k |
| Holocene Advisors, LP 0.60% of their portfolio | 6.5m $261.2m | Reduced -481.0k |
| Invesco Ltd. 0.04% of their portfolio | 6.0m $244.5m | Reduced -1.1m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 5.8m $233.3m | Reduced -112.4k |
| MORGAN STANLEY 0.01% of their portfolio | 5.7m $231.5m | Reduced -113.9k |
| BAILLIE GIFFORD & CO 0.17% of their portfolio | 5.5m $223.2m | Reduced -179.7k |
| VIKING GLOBAL INVESTORS LP 0.58% of their portfolio | 5.5m $221.8m | New |
| FMR LLC 0.01% of their portfolio | 5.0m $202.8m | Reduced -1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.3m $173.9m | Added +209.8k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 3.7m $149.4m | Reduced -529.0k |
| Clearbridge Investments, LLC 0.11% of their portfolio | 3.7m $148.4m | Added +22.9k |
| Point72 Asset Management, L.P. 0.31% of their portfolio | 3.5m $143.1m | Reduced -608.3k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 2.9m $117.4m | Reduced -125.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.12% of their portfolio | 2.9m $116.3m | Added +138.4k |
| TWO SIGMA ADVISERS, LP 0.23% of their portfolio | 2.8m $115.1m | Reduced -495.0k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 2.8m $112.0m | Reduced -158.6k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 2.7m $107.2m | Added +574.3k |
| Allspring Global Investments Holdings, LLC 0.16% of their portfolio | 2.6m $101.1m | Added +665.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 2.3m $94.3m | Reduced -2.3m |
| TWO SIGMA INVESTMENTS, LP 0.14% of their portfolio | 2.3m $92.9m | Reduced -458.0k |
| Champlain Investment Partners, LLC 0.67% of their portfolio | 2.2m $89.0m | New |
| Alyeska Investment Group, L.P. 0.26% of their portfolio | 2.1m $85.2m | Added +1.5m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.1m $83.6m | Added +742.2k |
| Woodline Partners LP 0.32% of their portfolio | 1.7m $67.4m | New |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.6m $66.3m | Added +31.2k |
| Fiera Capital Corp 0.20% of their portfolio | 1.5m $61.5m | Reduced -34.0k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 1.5m $61.1m | Added +246.2k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 1.5m $60.3m | Reduced -3.6m |
| Candlestick Capital Management LP 2.32% of their portfolio | 1.5m $59.7m | Added +137.4k |
| Man Group plc 0.11% of their portfolio | 1.5m $58.7m | Added +7.0k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.94% of their portfolio | 1.4m $57.0m | Added +343.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3m $51.9m | Added +167.3k |
| BLAIR WILLIAM & CO/IL 0.12% of their portfolio | 1.1m $46.3m | Added +75.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.1m $45.9m | Reduced -79.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.1m $44.7m | Added +146.8k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 1.1m $43.7m | Added +1.8k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 1.1m $42.8m | Reduced -364.1k |
| UBS Group AG 0.01% of their portfolio | 1.0m $41.7m | Reduced -746.1k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.99% of their portfolio | 1.0m $41.5m | Reduced -376.5k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 1.0m $40.8m | Reduced -2.3m |
| Junto Capital Management LP 0.72% of their portfolio | 854.7k $34.6m | New |
| AMI ASSET MANAGEMENT CORP 1.83% of their portfolio | 808.7k $32.7m | Reduced -25.8k |
| Nuveen, LLC 0.01% of their portfolio | 795.9k $32.2m | Added +125.6k |
| Burkehill Global Management, LP 1.72% of their portfolio | 750.0k $30.3m | Reduced -150.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 666.1k $26.9m | Added +74.6k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 664.1k $26.9m | Added +640.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 664.0k $26.9m | Added +331.9k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 639.2k $25.9m | Added +88.0k |
| Fortress Investment Group LLC 3.25% of their portfolio | 600.0k $24.3m | Added +105.9k |
| ArrowMark Colorado Holdings LLC 0.44% of their portfolio | 587.0k $23.7m | Reduced -8.7k |
| PANAGORA ASSET MANAGEMENT INC 0.09% of their portfolio | 580.7k $23.5m | New |
| MANE GLOBAL CAPITAL MANAGEMENT LP 1.05% of their portfolio | 553.3k $22.4m | Reduced -132.9k |
| Retirement Systems of Alabama 0.07% of their portfolio | 538.4k $21.8m | Added +61.0k |
| Assenagon Asset Management S.A. 0.03% of their portfolio | 522.3k $21.1m | Reduced -239.2k |
| IEQ CAPITAL, LLC 0.06% of their portfolio | 511.0k $20.7m | New |
| SEI INVESTMENTS CO 0.02% of their portfolio | 505.2k $20.4m | Added +266.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 499.4k $20.2m | Reduced -361.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 484.3k $19.6m | Reduced -188.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 484.1k $19.6m | Added +7.0k |
| Amundi 0.01% of their portfolio | 473.0k $18.4m | Added +396.1k |
| Zuckerman Investment Group, LLC 1.75% of their portfolio | 468.5k $18.9m | Reduced -25.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 460.8k $18.6m | Reduced -51.7k |
| Verition Fund Management LLC 0.10% of their portfolio | 448.9k $18.2m | Reduced -570.1k |
| Birch Hill Investment Advisors LLC 0.76% of their portfolio | 446.9k $18.1m | Added +127.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 443.5k $17.9m | Reduced -184.7k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 434.3k $17.6m | Reduced -10.7k |
| Nishkama Capital, LLC 1.57% of their portfolio | 432.6k $17.5m | Reduced -3.1k |
| Swiss National Bank 0.01% of their portfolio | 432.5k $17.5m | Added +16.1k |
| Legal & General Group Plc 0.00% of their portfolio | 421.2k $17.0m | Reduced -7.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 406.8k $16.5m | Added +155.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 405.5k $16.4m | Reduced -1.1m |
| PICTON MAHONEY ASSET MANAGEMENT 0.20% of their portfolio | 396.6k $16.0m | Reduced -169.0k |
| BANK OF NOVA SCOTIA 0.03% of their portfolio | 386.2k $15.6m | New |
| Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio | 356.0k $14.4m | Added +9.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 352.9k $14.3m | New |
| Torque Asset Management LLC 4.73% of their portfolio | 326.0k $13.2m | Unchanged |
| Hudson Bay Capital Management LP 0.08% of their portfolio | 323.6k $13.1m | Added +276.5k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 320.6k $13.0m | Reduced -67.2k |
| Nearwater Capital Markets, Ltd 0.17% of their portfolio | 315.0k $12.7m | New |
| Engineers Gate Manager LP 0.14% of their portfolio | 303.5k $12.3m | Added +41.8k |
| Pembroke Management, LTD 1.21% of their portfolio | 302.1k $12.2m | Added +27.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 300.6k $12.2m | Added +65.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 298.8k $12.1m | Reduced -121.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 294.9k $11.9m | Reduced -37.2k |
| Washington Trust Advisors, Inc. 0.88% of their portfolio | 286.8k $11.6m | Added +7.7k |
| CWM, LLC 0.03% of their portfolio | 284.5k $11.5m | Added +281.3k |
| Trexquant Investment LP 0.11% of their portfolio | 261.0k $10.6m | Added +8.4k |
| ALGERT GLOBAL LLC 0.17% of their portfolio | 255.9k $10.4m | Reduced -63.3k |
| Ardmore Road Asset Management LP 0.65% of their portfolio | 250.0k $10.1m | Reduced -154.1k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.08% of their portfolio | 248.5k $10.1m | Added +17.2k |
| ProShare Advisors LLC 0.02% of their portfolio | 246.3k $10.0m | Added +7.5k |
| Hidden Lake Asset Management LP 3.90% of their portfolio | 241.4k $9.8m | New |
| WINTON GROUP Ltd 0.36% of their portfolio | 239.8k $9.7m | Added +125.9k |
| BARCLAYS PLC 0.00% of their portfolio | 215.6k $8.7m | Added +96.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 209.6k $8.5m | Added +5.4k |