🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Chewy, Inc.

CHWY Consumer Discretionary
$21.93 $-0.4 (-1.79%)
Market Cap: $8.81 B
Gurus Holding
8
Popularity Rank
#814
% of Shares Held
4.34%
Net Activity (Q2 2026)
-$99.76 M

Guru Ownership Trend

Guru Analysis for Chewy, Inc. (CHWY)

Chewy, Inc. (CHWY), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $382.45 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $99.76 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 79.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$36.15 M
Total Buy Value
New Buys 3
Additions 2
-$135.91 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
5

FAQs for Chewy, Inc. (CHWY)

Major holders include Cliff Asness ($250.41 M), Steven Cohen ($37.1 M), Renaissance Technologies (RenTech) ($16 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 17.44 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $99.76 M, with 5 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited CHWY. The total reported sell value was $135.91 M.

Yes, 3 managers opened new positions in CHWY, and 2 increased their existing holdings. The total reported buy value was $36.15 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Reduce -20.9% 12,934,175 $250.41 M Q2 2026
0.04% Reduce -64.2% 1,887,805 $37.1 M Q2 2026
0.02% New Buy 814,100 $16 M Q2 2026
0.03% Add 38.4% 687,651 $13.51 M Q2 2026
0.06% New Buy 391,077 $7.68 M Q2 2026
0.05% Add 40.4% 349,000 $6.86 M Q2 2026
0.03% New Buy 343,281 $6.75 M Q2 2026
0.00% Reduce -79.4% 32,486 $638,350 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form