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 ($19.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.96. Options: 33 managers hold calls ($326.6m notional), 28 hold puts ($166.1m).
Trends to Q1 2026
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 |
| Q1 2026 | 593 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 358 | 250 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $464.5m | $428.0m | 0.92 |
| Q3 2025 | $457.9m | $496.3m | 1.08 |
| Q4 2025 | $325.6m | $279.7m | 0.86 |
| Q1 2026 | $326.6m | $166.1m | 0.51 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +5.1m |
| TWO SIGMA INVESTMENTS, LP | Added | +3.6m |
| NEUBERGER BERMAN GROUP LLC | Added | +2.4m |
| FEDERATED HERMES, INC. | Added | +2.4m |
| SG Americas Securities, LLC | Added | +2.0m |
| MANE GLOBAL CAPITAL MANAGEMENT LP | Added | +1.8m |
| BlackRock, Inc. | Added | +1.5m |
| MARSHALL WACE, LLP | Added | +1.5m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.5m |
| SG Capital Management LLC | New | +1.4m |
Biggest sellers
| VIKING GLOBAL INVESTORS LP | Sold out | -13.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -4.9m |
| CITADEL ADVISORS LLC | Reduced | -4.1m |
| TWO SIGMA ADVISERS, LP | Sold out | -3.0m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -2.8m |
| Holocene Advisors, LP | Reduced | -2.7m |
| Invesco Ltd. | Reduced | -1.4m |
| Woodline Partners LP | Reduced | -1.2m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -1.1m |
| SCOPUS ASSET MANAGEMENT, L.P. | Sold out | -909.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $86.0m3.2m shares |
| CITADEL ADVISORS LLC | Added | $61.2m2.3m shares |
| JANE STREET GROUP, LLC | Added | $43.9m1.6m shares |
| WELLS FARGO & COMPANY/MN | Added | $21.2m786.7k shares |
| MAPLELANE CAPITAL, LLC | Reduced | $19.7m291.8k shares |
| IMC-Chicago, LLC | Added | $18.4m683.2k shares |
| Point72 Asset Management, L.P. | Added | $14.1m522.3k shares |
| Walleye Trading LLC | Reduced | $11.2m415.9k shares |
| D. E. Shaw & Co., Inc. | Added | $10.6m393.4k shares |
| SIMPLEX TRADING, LLC | Added | $10.2m378.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $30.4m1.1m shares |
| JANE STREET GROUP, LLC | Added | $28.8m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $26.1m966.3k shares |
| IMC-Chicago, LLC | Reduced | $12.5m461.3k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $9.1m337.7k shares |
| D. E. Shaw & Co., Inc. | Added | $9.0m334.5k shares |
| Walleye Trading LLC | Reduced | $8.5m315.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $7.3m272.0k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $4.2m156.5k shares |
| Point72 Asset Management, L.P. | Added | $3.8m141.2k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2026 | 0 | — | 2 | $459.0k | $459.0k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-02 | Deppe Christopher S. Chief Financial Officer | Sold plan | $81.8k3.0k shares |
| 2026-02-02 | Mehta Satish Chief Technology Officer | Sold plan | $377.2k13.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BC Partners PE LP 79.95% of their portfolio | 176.5m $4.8bn | Unchanged |
| BlackRock, Inc. 0.01% of their portfolio | 21.7m $586.6m | Added +1.5m |
| AQR CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 16.3m $437.8m | Added +5.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 10.4m $280.3m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 10.0m $271.2m | First filing |
| MORGAN STANLEY 0.01% of their portfolio | 8.1m $219.2m | Added +458.9k |
| STATE STREET CORP 0.01% of their portfolio | 7.2m $193.7m | Added +518.7k |
| TWO SIGMA INVESTMENTS, LP 0.14% of their portfolio | 6.2m $167.7m | Added +3.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.9m $160.0m | Added +1.5m |
| Point72 Asset Management, L.P. 0.25% of their portfolio | 5.3m $142.4m | Reduced -112.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.09% of their portfolio | 5.2m $141.2m | Added +831.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 4.8m $130.1m | Added +542.3k |
| Holocene Advisors, LP 0.29% of their portfolio | 4.5m $121.0m | Reduced -2.7m |
| FMR LLC 0.01% of their portfolio | 4.3m $116.7m | Reduced -527.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 4.3m $114.8m | Reduced -83.7k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 3.9m $105.9m | Added +2.4m |
| Alyeska Investment Group, L.P. 0.29% of their portfolio | 3.8m $101.9m | Added +365.6k |
| Clearbridge Investments, LLC 0.09% of their portfolio | 3.7m $100.0m | Added +127.7k |
| FEDERATED HERMES, INC. 0.14% of their portfolio | 3.1m $84.4m | Added +2.4m |
| MARSHALL WACE, LLP 0.09% of their portfolio | 3.1m $83.9m | Added +1.5m |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 3.0m $81.9m | Added +943.1k |
| Invesco Ltd. 0.01% of their portfolio | 2.9m $78.3m | Reduced -1.4m |
| Champlain Investment Partners, LLC 0.94% of their portfolio | 2.8m $74.3m | Reduced -100.5k |
| Fiera Capital Corp 0.24% of their portfolio | 2.6m $70.0m | Added +573.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.4m $64.8m | Added +311.2k |
| SG Americas Securities, LLC 0.07% of their portfolio | 2.2m $59.8m | Added +2.0m |
| Assenagon Asset Management S.A. 0.09% of their portfolio | 2.0m $55.0m | Reduced -44.8k |
| UBS Group AG 0.01% of their portfolio | 1.9m $52.1m | Reduced -888.0k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 1.9m $48.8m | Reduced -762.0k |
| MANE GLOBAL CAPITAL MANAGEMENT LP 5.18% of their portfolio | 1.9m $50.3m | Added +1.8m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.7m $46.9m | Added +578.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.7m $46.0m | Added +55.6k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 1.6m $42.2m | Reduced -4.1m |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.5m $40.9m | First filing |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.5m $40.2m | Added +519.6k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 1.5m $40.1m | Reduced -443.5k |
| Amundi 0.01% of their portfolio | 1.5m $39.6m | Added +963.8k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.63% of their portfolio | 1.4m $38.1m | Reduced -427 |
| SG Capital Management LLC 3.13% of their portfolio | 1.4m $38.0m | New |
| Balyasny Asset Management L.P. 0.07% of their portfolio | 1.4m $36.5m | Reduced -40.8k |
| Hook Mill Capital Partners, LP 3.13% of their portfolio | 1.3m $35.5m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.3m $34.5m | Added +171.5k |
| BANK OF NOVA SCOTIA 0.06% of their portfolio | 1.2m $33.3m | Reduced -213.6k |
| Trexquant Investment LP 0.24% of their portfolio | 1.2m $33.3m | Added +816.2k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 1.2m $33.2m | Added +1.2m |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 1.1m $30.4m | Added +48.2k |
| Nuveen, LLC 0.01% of their portfolio | 959.0k $25.9m | Added +76.3k |
| Walleye Capital LLC 0.16% of their portfolio | 958.2k $25.9m | Added +647.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 946.0k $24.5m | Added +92.1k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 901.1k $24.0m | Reduced -254.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 839.9k $22.7m | Added +3.9k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 786.8k $21.2m | Reduced -2.7k |
| AMI ASSET MANAGEMENT CORP 1.28% of their portfolio | 743.0k $20.1m | Reduced -47.5k |
| Junto Capital Management LP 0.42% of their portfolio | 733.7k $19.8m | New |
| Man Group plc 0.04% of their portfolio | 724.1k $19.6m | Reduced -291.7k |
| Birch Hill Investment Advisors LLC 0.87% of their portfolio | 714.2k $19.3m | Added +256.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 707.2k $19.1m | Reduced -4.9m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 700.8k $18.9m | Added +449.8k |
| Jain Global LLC 0.24% of their portfolio | 688.0k $18.6m | Added +200.5k |
| Jump Financial, LLC 0.27% of their portfolio | 673.2k $18.2m | Added +371.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 646.8k $17.5m | Reduced -298.7k |
| MAPLELANE CAPITAL, LLC 1.45% of their portfolio | 640.0k $17.3m | Reduced -508.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 618.3k $16.7m | Added +436.0k |
| ArrowMark Colorado Holdings LLC 0.44% of their portfolio | 614.4k $16.6m | Added +166.1k |
| Retirement Systems of Alabama 0.06% of their portfolio | 612.8k $16.5m | Added +60.9k |
| BLAIR WILLIAM & CO/IL 0.05% of their portfolio | 606.8k $16.4m | Reduced -231.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 606.2k $16.4m | Added +105.9k |
| Burkehill Global Management, LP 0.80% of their portfolio | 600.0k $16.2m | Reduced -150.0k |
| FIRST NATIONAL BANK OF OMAHA 0.48% of their portfolio | 590.4k $15.5m | Added +406.3k |
| IEQ CAPITAL, LLC 0.07% of their portfolio | 563.6k $15.2m | Added +87.8k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.06% of their portfolio | 538.2k $14.5m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 535.9k $14.5m | Added +53.6k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 526.1k $14.2m | Reduced -170.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 502.7k $13.6m | Added +4.4k |
| Gotham Asset Management, LLC 0.04% of their portfolio | 496.9k $13.4m | Added +361.0k |
| Zuckerman Investment Group, LLC 1.25% of their portfolio | 493.2k $13.3m | Added +21.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 485.0k $13.1m | Added +40.8k |
| Engineers Gate Manager LP 0.16% of their portfolio | 474.1k $12.8m | Reduced -454 |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 465.8k $12.6m | Added +236.9k |
| Swiss National Bank 0.01% of their portfolio | 445.3k $12.0m | Added +1.6k |
| Woodline Partners LP 0.05% of their portfolio | 445.1k $12.0m | Reduced -1.2m |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 422.1k $11.4m | Added +735 |
| Senvest Management, LLC 0.37% of their portfolio | 410.0k $11.1m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 391.0k $10.6m | Reduced -4.2k |
| Tabor Asset Management, LP 4.05% of their portfolio | 372.7k $10.1m | New |
| CITIGROUP INC 0.01% of their portfolio | 361.7k $9.8m | Added +213.2k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio | 357.5k $9.1m | Reduced -19.5k |
| Squarepoint Ops LLC 0.02% of their portfolio | 357.3k $9.6m | Reduced -285.3k |
| DIAMANT ASSET MANAGEMENT, INC. 0.26% of their portfolio | 353.7k $353.7k | Added +340.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 349.3k $9.4m | Added +45.3k |
| BARCLAYS PLC 0.00% of their portfolio | 346.2k $9.3m | Added +164.3k |
| Mariner, LLC 0.01% of their portfolio | 333.9k $9.0m | Added +98.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 331.8k $11.0m | Reduced -138.3k |
| Torque Asset Management LLC 3.46% of their portfolio | 326.0k $8.8m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 325.1k $8.8m | Added +39.1k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.20% of their portfolio | 321.7k $8.7m | New |
| CWM, LLC 0.02% of their portfolio | 314.8k $8.5m | Added +167.2k |
| Legal & General Group Plc 0.00% of their portfolio | 314.7k $8.5m | Reduced -25.3k |
| INTECH INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 308.2k $8.3m | Added +139.1k |
| California Public Employees Retirement System 0.00% of their portfolio | 300.3k $8.1m | Reduced -75.4k |