Cliff Asness's CHWY Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 11.22 M shares of Chewy, Inc. (CHWY) worth $370.56 M, representing 0.19% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in CHWY, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 5.56 M shares. Largest reduction occurred in Q2 2024, reducing 544,619 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Chewy (CHWY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Chewy (CHWY) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.02 M | Add 10.03% | 11.22 M | $33.03 |
| Q3 2025 | +5.56 M | Add 120.16% | 10.2 M | $40.01 |
| Q2 2025 | +3.23 M | Add 231.15% | 4.63 M | $42.39 |
| Q1 2025 | +1.35 M | Add 3005.13% | 1.4 M | $31.49 |
| Q4 2024 | -15,537 | Reduce 25.65% | 45,041 | $33.49 |
| Q3 2024 | -147,827 | Reduce 70.93% | 60,578 | $29.29 |
| Q2 2024 | -544,619 | Reduce 72.32% | 208,405 | $26.05 |
| Q1 2024 | +42,822 | Add 6.03% | 753,024 | $15.76 |
| Q4 2023 | -89,438 | Reduce 11.18% | 710,202 | $23.63 |
| Q3 2023 | +93,708 | Add 13.27% | 799,640 | $18.26 |
| Q2 2023 | +511,854 | Add 263.74% | 705,932 | $39.11 |
| Q1 2023 | +18,559 | Add 10.57% | 194,078 | $37.38 |
| Q4 2022 | -26,102 | Reduce 12.95% | 175,519 | $36.80 |
| Q3 2022 | -32,370 | Reduce 13.83% | 201,621 | $30.72 |
| Q2 2022 | +93,524 | Add 66.58% | 233,991 | $34.43 |
| Q1 2022 | +109,307 | Add 350.79% | 140,467 | $40.78 |
| Q4 2021 | +14,326 | Add 85.10% | 31,160 | $58.99 |
| Q3 2021 | +5,856 | Add 53.34% | 16,834 | $68.14 |
| Q2 2021 | -69,254 | Reduce 86.32% | 10,978 | $79.70 |
| Q1 2021 | +80,232 | New Buy | 80,232 | $84.70 |
Cliff Asness's Chewy Investment FAQs
Cliff Asness first purchased Chewy, Inc. (CHWY) in Q1 2021, acquiring 80,232 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Chewy, Inc. (CHWY) for 20 quarters since Q1 2021.
Cliff Asness's largest addition to Chewy, Inc. (CHWY) was in Q3 2025, adding 10,196,146 shares worth $407.95 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 11,218,840 shares of Chewy, Inc. (CHWY), valued at approximately $370.56 M.
As of the Q4 2025 filing, Chewy, Inc. (CHWY) represents approximately 0.19% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Chewy, Inc. (CHWY) was 11,218,840 shares, as reported at the end of Q4 2025.