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Chewy, Inc.

CHWY Consumer Discretionary
$26.87 +$0.25 (0.94%)
Market Cap: $11.2 B
Gurus Holding
9
Popularity Rank
#627
% of Shares Held
7.56%
Net Activity (Q4 2025)
+$312.07 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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $846.47 M.

Top institutional holders include Andreas Halvorsen and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $312.07 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 833.8%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 98.4%.

Key Holders

Top 5 by Value

$447.39 M
$370.56 M
$177.98 M
$31.34 M
$4.49 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$392.89 M
Total Buy Value
New Buys 0
Additions 7
-$80.82 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
7

FAQs for Chewy, Inc. (CHWY)

Major holders include Andreas Halvorsen ($447.39 M), Cliff Asness ($370.56 M), Steven Cohen ($177.98 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 31.5 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $312.07 M, with 7 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited CHWY. The total reported sell value was $80.82 M.

Yes, 0 managers opened new positions in CHWY, and 7 increased their existing holdings. The total reported buy value was $392.89 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.19% Add 146.9% 13,536,645 $447.39 M Q4 2025
0.19% Add 10.0% 11,218,840 $370.56 M Q4 2025
0.20% Add 52.2% 5,385,301 $177.98 M Q4 2025
0.06% Add 833.8% 948,289 $31.34 M Q4 2025
0.02% Add 19.7% 135,934 $4.49 M Q4 2025
0.02% Add 550.3% 102,249 $3.38 M Q4 2025
0.03% Reduce -55.4% 74,985 $2.48 M Q4 2025
0.50% Add 20.0% 63,000 $2.08 M Q4 2025
0.00% Reduce -98.4% 37,028 $1.22 M Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form