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Chewy, Inc.

CHWY Consumer Discretionary
$19.92 $-0.25 (-1.24%)
Market Cap: $8.3 B
Gurus Holding
7
Popularity Rank
#1060
% of Shares Held
5.41%
Net Activity (Q1 2026)
-$325.64 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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $449.27 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $325.64 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 265.6%. Conversely, Paul Tudor Jones reduced exposure by 83.4%.

Key Holders

Top 5 by Value

$437.82 M
$142.37 M
$13.42 M
$6.71 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$151.91 M
Total Buy Value
New Buys 2
Additions 3
-$477.55 M
Total Sell Value
Reductions 2
Sold Out 4

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for Chewy, Inc. (CHWY)

Major holders include Cliff Asness ($437.82 M), Steven Cohen ($142.37 M), Joel Greenblatt ($13.42 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 22.55 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $325.64 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 4 fully exited CHWY. The total reported sell value was $477.55 M.

Yes, 2 managers opened new positions in CHWY, and 3 increased their existing holdings. The total reported buy value was $151.91 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.20% Add 45.7% 16,342,838 $437.82 M Q1 2026
0.18% Reduce -2.1% 5,272,958 $142.37 M Q1 2026
0.04% Add 265.6% 496,935 $13.42 M Q1 2026
0.05% Add 143.1% 248,527 $6.71 M Q1 2026
0.01% Reduce -83.4% 157,860 $4.26 M Q1 2026
0.00% New Buy 21,500 $580,500 Q1 2026
0.01% New Buy 13,266 $358,182 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form