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 ($6.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.05. Options: 33 managers hold calls ($325.6m notional), 32 hold puts ($279.7m).
Trends to Q4 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 |
| Q4 2025 | 584 |
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 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 |
| Q4 2025 | 285 | 304 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $387.1m | $363.7m | 0.94 |
| Q2 2025 | $464.5m | $428.0m | 0.92 |
| Q3 2025 | $457.9m | $496.3m | 1.08 |
| Q4 2025 | $325.6m | $279.7m | 0.86 |
Biggest buyers
| VIKING GLOBAL INVESTORS LP | Added | +8.1m |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +3.9m |
| CITADEL ADVISORS LLC | Added | +2.9m |
| MORGAN STANLEY | Added | +1.9m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.9m |
| Point72 Asset Management, L.P. | Added | +1.8m |
| UBS Group AG | Added | +1.8m |
| Assenagon Asset Management S.A. | Added | +1.6m |
| Alyeska Investment Group, L.P. | Added | +1.3m |
| MAPLELANE CAPITAL, LLC | New | +1.1m |
Biggest sellers
| BC Partners PE LP | Reduced | -13.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -12.0m |
| BAILLIE GIFFORD & CO | Sold out | -5.5m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -2.3m |
| Invesco Ltd. | Reduced | -1.7m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.5m |
| Candlestick Capital Management LP | Sold out | -1.5m |
| Allspring Global Investments Holdings, LLC | Reduced | -1.4m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -1.1m |
| Junto Capital Management LP | Sold out | -854.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $55.0m1.7m shares |
| CITADEL ADVISORS LLC | Added | $46.3m1.4m shares |
| PEAK6 LLC | Reduced | $38.1m1.2m shares |
| MAPLELANE CAPITAL, LLC | New | $33.8m1.0m shares |
| IMC-Chicago, LLC | Reduced | $21.9m663.2k shares |
| JANE STREET GROUP, LLC | Reduced | $20.5m619.3k shares |
| Walleye Trading LLC | Reduced | $17.5m528.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $12.9m389.4k shares |
| WELLS FARGO & COMPANY/MN | Added | $11.3m341.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.4m315.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $41.4m1.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $41.3m1.2m shares |
| PEAK6 LLC | Reduced | $35.0m1.1m shares |
| Walleye Trading LLC | Reduced | $27.0m816.0k shares |
| JANE STREET GROUP, LLC | Reduced | $23.6m712.7k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $17.8m537.7k shares |
| IMC-Chicago, LLC | Reduced | $16.3m492.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $12.2m368.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $12.1m365.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $9.2m279.1k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2025 | 0 | — | 3 | $2.8m | $2.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-03 | Mehta Satish Chief Technology Officer | Sold plan | $297.5k8.9k shares |
| 2025-12-02 | Singh Sumit Chief Executive Officer, director | Sold plan | $1.4m40.8k shares |
| 2025-12-02 | Mehta Satish Chief Technology Officer | Sold plan | $204.3k6.1k shares |
| 2025-12-02 | Singh Sumit Chief Executive Officer, director | Sold plan | $21.6k639 shares |
| 2025-11-04 | Mehta Satish Chief Technology Officer | Sold plan | $151.6k4.6k shares |
| 2025-11-03 | Singh Sumit Chief Executive Officer, director | Sold plan | $533.0k16.3k shares |
| 2025-11-03 | Mehta Satish Chief Technology Officer | Sold plan | $107.6k3.3k shares |
| 2025-11-03 | Singh Sumit Chief Executive Officer, director | Sold plan | $74.9k2.3k shares |
| 2025-11-03 | Billings William G. Chief Accounting Officer | Sold plan | $36.7k1.1k shares |
| 2025-10-09 | CIE Management IX Ltd +4 10% owner · See footnotes | Sold | $500.0m13.3m 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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BC Partners PE LP 83.49% of their portfolio | 176.5m $5.8bn | Reduced -13.3m |
| BlackRock, Inc. 0.01% of their portfolio | 20.2m $667.9m | Reduced -3.9k |
| VANGUARD GROUP INC 0.01% of their portfolio | 19.9m $658.4m | Added +1.0m |
| VIKING GLOBAL INVESTORS LP 1.19% of their portfolio | 13.5m $447.4m | Added +8.1m |
| AQR CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 11.2m $370.6m | Added +1.0m |
| MORGAN STANLEY 0.02% of their portfolio | 7.7m $253.2m | Added +1.9m |
| Holocene Advisors, LP 0.50% of their portfolio | 7.2m $238.7m | Added +765.1k |
| STATE STREET CORP 0.01% of their portfolio | 6.7m $220.0m | Added +193.9k |
| CITADEL ADVISORS LLC 0.13% of their portfolio | 5.7m $187.6m | Added +2.9m |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 5.6m $184.7m | Reduced -12.0m |
| Point72 Asset Management, L.P. 0.28% of their portfolio | 5.4m $178.0m | Added +1.8m |
| FMR LLC 0.01% of their portfolio | 4.8m $160.3m | Reduced -163.5k |
| NORGES BANK 0.02% of their portfolio | 4.7m $154.6m | Not comparable |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.4m $146.5m | Added +145.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.10% of their portfolio | 4.4m $145.4m | Added +3.9m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 4.3m $143.3m | Added +642.6k |
| Invesco Ltd. 0.01% of their portfolio | 4.3m $142.9m | Reduced -1.7m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 4.3m $141.3m | Reduced -1.5m |
| Clearbridge Investments, LLC 0.09% of their portfolio | 3.6m $118.2m | Reduced -93.1k |
| Alyeska Investment Group, L.P. 0.32% of their portfolio | 3.4m $112.6m | Added +1.3m |
| TWO SIGMA ADVISERS, LP 0.19% of their portfolio | 3.0m $98.4m | Added +131.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 2.9m $94.5m | Reduced -16.0k |
| Champlain Investment Partners, LLC 0.95% of their portfolio | 2.9m $94.2m | Added +650.0k |
| UBS Group AG 0.02% of their portfolio | 2.8m $93.2m | Added +1.8m |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 2.6m $86.8m | Reduced -262.4k |
| TWO SIGMA INVESTMENTS, LP 0.13% of their portfolio | 2.6m $86.6m | Added +323.0k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 2.1m $69.1m | Added +1.9m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.1m $69.0m | Added +21.6k |
| Assenagon Asset Management S.A. 0.10% of their portfolio | 2.1m $68.8m | Added +1.6m |
| Fiera Capital Corp 0.21% of their portfolio | 2.0m $66.8m | Added +499.9k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 1.9m $63.8m | Added +417.6k |
| Woodline Partners LP 0.21% of their portfolio | 1.7m $55.1m | Added +276 |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.6m $54.5m | Added +9.2k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 1.6m $53.2m | Added +601.4k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 1.5m $50.2m | Reduced -1.1m |
| BANK OF NOVA SCOTIA 0.07% of their portfolio | 1.4m $47.8m | Added +1.1m |
| EVENTIDE ASSET MANAGEMENT, LLC 0.73% of their portfolio | 1.4m $46.7m | Added +3.6k |
| Balyasny Asset Management L.P. 0.09% of their portfolio | 1.4m $46.0m | Reduced -99.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.2m $38.4m | Added +55.4k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 1.2m $38.7m | Reduced -1.4m |
| MAPLELANE CAPITAL, LLC 2.16% of their portfolio | 1.1m $37.9m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.1m $36.6m | Added +442.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio | 1.1m $35.9m | New |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 1.1m $35.6m | Reduced -1.7k |
| Man Group plc 0.06% of their portfolio | 1.0m $33.6m | Reduced -435.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 967.6k $32.0m | Added +562.0k |
| TUDOR INVESTMENT CORP ET AL 0.17% of their portfolio | 948.3k $31.3m | Added +846.7k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 945.5k $31.2m | Added +793.3k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.84% of their portfolio | 909.0k $30.0m | Reduced -116.8k |
| Nuveen, LLC 0.01% of their portfolio | 882.8k $29.2m | Added +86.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 853.9k $28.2m | Reduced -428.5k |
| BLAIR WILLIAM & CO/IL 0.07% of their portfolio | 838.1k $27.7m | Reduced -306.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 836.0k $27.6m | Added +708.5k |
| AMI ASSET MANAGEMENT CORP 1.48% of their portfolio | 790.5k $26.1m | Reduced -18.1k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 789.5k $26.1m | Added +150.3k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 752.7k $24.9m | Added +88.6k |
| Burkehill Global Management, LP 1.63% of their portfolio | 750.0k $24.8m | Unchanged |
| Allianz Asset Management GmbH 0.03% of their portfolio | 696.9k $23.0m | Reduced -361.4k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 646.7k $21.4m | Added +638.0k |
| Squarepoint Ops LLC 0.04% of their portfolio | 642.5k $21.2m | Added +437.9k |
| Retirement Systems of Alabama 0.06% of their portfolio | 551.9k $18.2m | Added +13.6k |
| PANAGORA ASSET MANAGEMENT INC 0.06% of their portfolio | 525.4k $17.4m | Reduced -55.3k |
| Amundi 0.00% of their portfolio | 502.4k $16.6m | Added +29.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 500.3k $16.5m | Added +16.2k |
| Freestone Grove Partners LP 0.12% of their portfolio | 498.5k $16.5m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 498.3k $16.5m | Added +13.9k |
| Jain Global LLC 0.16% of their portfolio | 487.5k $16.1m | Added +297.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 482.3k $15.9m | Reduced -17.0k |
| Schonfeld Strategic Advisors LLC 0.08% of their portfolio | 480.3k $15.9m | Added +465.6k |
| IEQ CAPITAL, LLC 0.05% of their portfolio | 475.8k $15.7m | Reduced -35.1k |
| Engineers Gate Manager LP 0.19% of their portfolio | 474.6k $15.7m | Added +171.0k |
| Zuckerman Investment Group, LLC 1.39% of their portfolio | 471.6k $15.6m | Added +3.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 470.2k $15.5m | Added +63.3k |
| Birch Hill Investment Advisors LLC 0.63% of their portfolio | 457.3k $15.1m | Added +10.4k |
| ArrowMark Colorado Holdings LLC 0.33% of their portfolio | 448.3k $14.8m | Reduced -138.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 444.2k $14.7m | Reduced -690.3k |
| Swiss National Bank 0.01% of their portfolio | 443.7k $14.7m | Added +11.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 421.4k $13.9m | Reduced -244.7k |
| Trexquant Investment LP 0.12% of their portfolio | 416.7k $13.8m | Added +155.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 395.3k $13.1m | Reduced -109.9k |
| Concentric Capital Strategies, LP 0.66% of their portfolio | 387.4k $12.8m | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio | 377.0k $12.1m | Added +225.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 375.7k $12.4m | Added +22.8k |
| Legal & General Group Plc 0.00% of their portfolio | 340.1k $11.2m | Reduced -81.1k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 331.8k $11.0m | Added +11.2k |
| Torque Asset Management LLC 3.73% of their portfolio | 326.0k $10.8m | Unchanged |
| Walleye Capital LLC 0.06% of their portfolio | 310.8k $10.3m | Added +103.7k |
| Walleye Trading LLC 0.16% of their portfolio | 307.6k $10.2m | Added +188.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 304.0k $10.0m | Reduced -139.5k |
| Jump Financial, LLC 0.13% of their portfolio | 302.1k $10.0m | Added +246.0k |
| OP Asset Management Ltd 0.12% of their portfolio | 301.9k $10.0m | Added +158.7k |
| Pembroke Management, LTD 1.01% of their portfolio | 297.0k $9.8m | Reduced -5.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 286.0k $9.5m | Reduced -14.6k |
| Aquatic Capital Management LLC 0.27% of their portfolio | 285.6k $9.4m | Added +187.5k |
| Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio | 285.1k $9.4m | Reduced -70.8k |
| Washington Trust Advisors, Inc. 0.72% of their portfolio | 284.9k $9.4m | Reduced -1.9k |
| ALGERT GLOBAL LLC 0.14% of their portfolio | 270.3k $8.9m | Added +14.4k |
| SG Americas Securities, LLC 0.01% of their portfolio | 255.9k $8.5m | Added +231.9k |
| ProShare Advisors LLC 0.01% of their portfolio | 253.1k $8.4m | Added +6.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 251.0k $8.3m | Added +103.5k |