undamentalytics Newsletter

Chewy, Inc.: which funds bought and sold

Institutions that bought and sold Chewy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 267 institutions that filed 13F reports for both quarters added to or opened positions in Chewy, and 310 cut or closed them. Together they sold a net 8.0M shares, −2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 21.5M shares (−27.1%); index fund managers were net buyers of 784K shares (+1.3%). 76 opened a new position and 155 sold out entirely.

Bought, Q2 2026 267 institutions, 76 of them new holders Sold, Q2 2026 310 institutions, 155 of them sold out
Net change, all compared −8.0M shares (−2.0%)
Net change, active managers −21.5M shares (−27.1%), 23 bought, 48 sold

Buyers versus sellers

institutions compared, 654
Active managers and hedge funds 23 bought · 48 sold · −21.5M
Index fund managers 8 bought · 4 sold · +784K
Other institutions 236 bought · 258 sold · +12.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Canada Pension Plan Investment Board +14.9M +285.7% 20.2M $396M
Federated Hermes, Inc. Active manager +4.3M +137.7% 7.4M $146M
Morgan Stanley +2.9M +36.3% 11.1M $217M
Goldman Sachs Group Inc +1.4M +93.9% 2.9M $56.7M
UBS Group AG +1.3M +66.5% 3.2M $63.2M
Zuckerman Investment Group, LLC +1.2M New position 1.2M $23.1M
Neuberger Berman Group LLC Active manager +1.1M +29.1% 5.1M $99.5M
Park West Asset Management LLC Hedge fund +1.1M New position 1.1M $21.9M
Pacer Advisors, Inc. +1.1M +2936.6% 1.1M $21.6M
Blackrock, Inc. Index funds +974K +4.5% 22.7M $446M
Price T Rowe Associates Inc Active manager +927K +149.9% 1.5M $30.4M
Jane Street Group, LLC +858K +288.5% 1.2M $22.7M
Renaissance Technologies LLC Hedge fund +814K New position 814K $16M
Highland Peak Capital, LLC +723K New position 723K $14.2M
Invenomic Capital Management LP Hedge fund +614K New position 614K $12.1M
Barclays PLC +581K +167.9% 927K $18.2M
Shapiro Capital Management LLC +574K New position 574K $11.3M
Invesco Ltd. +559K +19.3% 3.5M $68M
Connor, Clark & Lunn Investment Management Ltd. +486K +341.6% 628K $12.3M
Ameriprise Financial Inc +461K +95.1% 946K $18.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Holocene Advisors, LP Hedge fund −4.0M −90.2% 438K $8.6M
AQR Capital Management LLC Hedge fund −3.4M −20.9% 12.9M $250M
Point72 Asset Management, L.P. Hedge fund −3.4M −64.2% 1.9M $37.1M
Marshall Wace, LLP Hedge fund −3.1M Sold out 0 —
Millennium Management LLC Hedge fund −2.8M −92.6% 226K $4.4M
Mane Global Capital Management LP −1.9M Sold out 0 —
Champlain Investment Partners, LLC Active manager −1.6M −59.5% 1.1M $21.9M
SG Americas Securities, LLC −1.6M −73.3% 592K $11.6M
FMR LLC Active manager −1.5M −34.5% 2.8M $55.6M
SG Capital Management LLC −1.4M Sold out 0 —
Hook Mill Capital Partners, LP −1.3M −99.2% 11K $213,261
Qube Research & Technologies Ltd Hedge fund −1.2M Sold out 0 —
Fiera Capital Corp −1.1M −42.8% 1.5M $29.2M
Assenagon Asset Management S.A. −1.1M −53.7% 942K $18.5M
Citadel Advisors LLC Hedge fund −943K −60.3% 622K $12.2M
Walleye Capital LLC Hedge fund −892K −93.1% 66K $1.3M
Bank Of Nova Scotia −809K −65.6% 425K $8.3M
Jennison Associates LLC Active manager −765K −97.3% 21K $421,984
Junto Capital Management LP Hedge fund −734K Sold out 0 —
Alyeska Investment Group, L.P. Hedge fund −726K −19.2% 3.0M $59.9M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Zuckerman Investment Group, LLC 1.2M $23.1M
Park West Asset Management LLCHedge fund 1.1M $21.9M
Renaissance Technologies LLCHedge fund 814K $16M
Highland Peak Capital, LLC 723K $14.2M
Invenomic Capital Management LPHedge fund 614K $12.1M
Shapiro Capital Management LLC 574K $11.3M
Royce & Associates LPActive manager 391K $7.7M
Bridgewater Associates, LPHedge fund 343K $6.7M
Moran Wealth Management, LLC 332K $6.5M
Ardmore Road Asset Management LP 300K $5.9M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Marshall Wace, LLPHedge fund 3.1M $83.9M
Mane Global Capital Management LP 1.9M $50.3M
SG Capital Management LLC 1.4M $38M
Qube Research & Technologies LtdHedge fund 1.2M $33.2M
Junto Capital Management LPHedge fund 734K $19.8M
Jump Financial, LLC 673K $18.2M
Maplelane Capital, LLCHedge fund 640K $17.3M
Burkehill Global Management, LPHedge fund 600K $16.2M
Woodline Partners LPHedge fund 445K $12M
Tabor Asset Management, LP 373K $10.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
510
Ten largest holders
71.3%
of 13F-reported shares
Index fund managers
15.8%
of 13F-reported shares
Active managers and hedge funds
14.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 48 8 22 −21.5M −27.1%
Index fund managers 8 4 0 0 +784K +1.3%
Other institutions 236 258 68 133 +12.7M +4.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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