CHWY — CHEWY INC
As of Q2 2026, 36 SEC-registered investment managers reported holding CHWY (CHEWY INC) in their latest 13F filings, with a combined reported value of $2.40B across 123.69M shares. That is +8.2% by share count (+9.32M shares) versus the previous quarter, while reported value moved -21.9%. Ownership is concentrated: the five largest holders account for 60.2% of reported value and the top ten for 78.5%.
Compared with the prior quarter, 4 opened new positions, 15 added to existing stakes, 17 trimmed, 7 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CHWY is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 19.92M | $658.37M | 0.01% | Add |
| Viking Global Investors history | Q4 2025 | 13.54M | $447.39M | 1.19% | Add |
| BlackRock Inc history | Q2 2026 | 22.70M | $446.09M | 0.01% | Add |
| CPP Investments history | Q2 2026 | 20.18M | $396.48M | 0.22% | Add |
| AQR Capital Management history | Q2 2026 | 12.93M | $250.41M | 0.09% | Reduce |
| Baillie Gifford & Co history | Q3 2025 | 5.52M | $223.18M | 0.17% | Reduce |
| Morgan Stanley history | Q2 2026 | 11.07M | $217.47M | 0.01% | Add |
| Two Sigma Investments history | Q2 2026 | 6.71M | $131.86M | 0.10% | Add |
| Geode Capital Management history | Q2 2026 | 6.28M | $123.45M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 4.61M | $90.58M | 0.01% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 4.40M | $86.51M | 0.01% | Reduce |
| Marshall Wace history | Q1 2026 | 3.11M | $83.94M | 0.08% | Add |
| BNY Mellon history | Q2 2026 | 3.60M | $70.82M | 0.01% | Reduce |
| Invesco Ltd history | Q2 2026 | 3.46M | $68.01M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 3.27M | $64.32M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 2.93M | $57.51M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 2.88M | $56.66M | 0.01% | Add |
| Point72 Asset Management history | Q2 2026 | 2.84M | $55.76M | 0.07% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 2.83M | $55.62M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 2.58M | $50.62M | 0.01% | Add |
New Positions (Q2 2026)
- Renaissance Technologies 814.10K sh · $16.00M
- Royce & Associates 391.08K sh · $7.68M
- Bridgewater Associates 343.28K sh · $6.75M
- JPMorgan Chase & Co 20.00K sh · $388.40K
Fully Exited (vs previous quarter)
- Marshall Wace sold 3.11M sh · $83.94M
- MFS Investment Management sold 146.89K sh · $3.97M
- Janus Henderson Group sold 96.26K sh · $2.60M
- Capital World Investors sold 38.49K sh · $1.04M
- Prudential Financial sold 34.17K sh · $922.73K
- First Eagle Investment Management sold 21.50K sh · $580.50K
- Moore Capital Management sold 13.27K sh · $358.18K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.22M | 11.78M | 11.75M | 20.08M | 20.21M | 20.21M | 21.73M | 22.70M |
| CPP Investments | — | — | — | 316 | — | 2.12K | 241.40K | 432.50K | 432.50K | 320.70K | 888.60K | 342.00K | 332.00K | 814.60K | 661.90K | 512.50K | 460.80K | 4.40M | 5.23M | 20.18M |
| AQR Capital Management | 16.83K | 31.16K | 140.47K | 233.99K | 201.62K | 175.52K | 194.08K | 705.93K | 799.64K | 710.20K | 753.02K | 208.41K | 60.58K | 45.04K | 1.40M | 4.63M | 10.20M | 11.22M | 16.34M | 12.93M |
| Morgan Stanley | 4.61M | 8.96M | 20.93M | 20.97M | 20.55M | 20.29M | 17.16M | 16.10M | 7.01M | 5.78M | 3.61M | 9.79M | 7.62M | 5.38M | 8.45M | 5.84M | 5.72M | 7.66M | 8.12M | 11.07M |
| Two Sigma Investments | 479.19K | 1.03M | — | 2.19M | 1.70M | 2.37M | 3.14M | 2.30M | 186.19K | 1.84M | 1.70M | 682.08K | 600.18K | 178.82K | 447.87K | 2.76M | 2.30M | 2.71M | 6.29M | 6.71M |
| Geode Capital Management | 746.82K | 788.04K | 808.32K | 818.83K | 826.48K | 862.21K | 893.56K | 939.27K | 1.15M | 1.23M | 1.28M | 1.43M | 1.55M | 1.92M | 2.17M | 4.08M | 4.29M | 4.43M | 5.92M | 6.28M |
| Bank of America Corp | 1.87M | 1.58M | 2.73M | 3.73M | 3.27M | 1.89M | 2.48M | 1.19M | 1.36M | 846.99K | 1.73M | 1.41M | 1.44M | 1.76M | 3.76M | 5.88M | 5.77M | 4.27M | 4.82M | 4.61M |
| Norges Bank Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 89.79K | — | — | — | 4.68M | — | 4.40M |
| BNY Mellon | 147.05K | 142.56K | 146.37K | 1.43M | 1.47M | 1.73M | 1.71M | 1.73M | 3.48M | 3.52M | 3.29M | 3.55M | 4.09M | 4.49M | 4.37M | 4.22M | 3.69M | 4.34M | 4.25M | 3.60M |
| Invesco Ltd | 915.44K | 59.51K | 49.47K | 56.95K | 55.37K | 56.37K | 50.98K | 54.51K | 59.23K | 40.41K | 36.90K | 44.30K | 46.84K | 2.19M | 5.33M | 7.19M | 6.05M | 4.32M | 2.90M | 3.46M |
| UBS Group AG | 418.91K | 167.55K | 220.88K | 176.98K | 281.08K | 34.15K | 405.44K | 204.93K | 385.70K | 76.52K | 276.01K | 540.48K | 709.50K | 976.55K | 2.04M | 1.92M | 1.10M | 2.85M | 2.06M | 3.27M |
| Citadel Advisors | 1.76M | 2.70M | 4.45M | 3.79M | 3.16M | 4.80M | 5.90M | 4.39M | 6.37M | 4.08M | 7.28M | 7.95M | 6.88M | 6.34M | 5.92M | 5.94M | 5.65M | 8.33M | 4.80M | 2.93M |
| Goldman Sachs Group | 1.69M | 7.90M | 6.84M | 3.89M | 3.57M | 4.57M | 4.29M | 5.36M | 1.45M | 999.76K | 1.15M | 993.08K | 810.48K | 1.16M | 1.18M | 1.50M | 1.14M | 1.71M | 1.82M | 2.88M |
| Point72 Asset Management | — | 85.00K | 157.40K | 144.00K | — | — | 1.98M | 1.80M | 3.29M | 921.13K | — | 28.40K | 1.43M | 348.68K | 2.46M | 4.24M | 3.55M | 5.50M | 5.94M | 2.84M |
| Fidelity Management & Research (FMR) | 6.52M | 7.73M | 5.48M | 2.74K | 1.26K | 1.32K | 1.76M | 2.73K | 1.25K | 888.22K | 72.77K | 1.50M | 4.00M | 5.29M | 5.53M | 6.45M | 5.01M | 4.85M | 4.32M | 2.83M |
| Charles Schwab Investment Management | 645.84K | 673.90K | 693.58K | 704.33K | 686.43K | 722.82K | 724.81K | 747.03K | 627.95K | 667.25K | 686.23K | 778.20K | 824.82K | 970.23K | 944.97K | 1.32M | 2.07M | 2.09M | 2.40M | 2.58M |
| Northern Trust Corp | 379.50K | 350.91K | 335.18K | 334.63K | 353.69K | 357.14K | 343.56K | 336.08K | 384.00K | 309.83K | 304.14K | 366.24K | 366.21K | 921.58K | 905.51K | 1.61M | 1.64M | 1.65M | 1.70M | 1.80M |
| Amundi US | 361.16K | 331.59K | 395.16K | 280.09K | 153.96K | 215.19K | 255.83K | 178.83K | 58.39K | — | — | 115 | 98.04K | 42.08K | 261.24K | 76.88K | 473.02K | 502.38K | 1.47M | 823.97K |
| Renaissance Technologies | 420.30K | — | — | — | 11.40K | — | — | 1.11M | 3.07M | 1.53M | 2.32M | 2.52M | 1.99M | 1.98M | 1.76M | 4.59M | 2.33M | 37.03K | — | 814.10K |
| Balyasny Asset Management | — | — | 111.90K | 465.22K | 1.12M | 811.12K | 1.15M | 947.78K | 549.33K | 255.00K | — | 1.93M | 6.29M | 6.09M | 2.52M | 5.37M | 2.27M | 1.74M | 1.35M | 751.17K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details