§ RETAIL
USD · RetailCHWY
CHEWY INC - CLASS A
USDSector · RetailMarket cap · $6.5BBeta · 1.64
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
372 increased/new, 141 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 29.0 | P/B | 23.66 |
| EPS (TTM) | 0.52 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BC Partners PE LP | 176.5M | 80.0% | ±0% |
| AQR Capital Management | 16.1M | 0.2% | +46% |
| BlackRock, Inc. | 13.9M | 0.0% | +8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.4M | 0.0% | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.4M | 0.0% | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.0M | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for CHWY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER73.0% · 458 holders
DEALER / BANK9.1% · 40 holders
PASSIVE / INDEX8.5% · 9 holders
QUALITY / COMPOUNDER7.9% · 30 holders
TACTICAL / MACRO2.3% · 4 holders
SYSTEMATIC / QUANT2.2% · 14 holders
INCOME / DEFENSIVE1.2% · 35 holders
ACTIVIST0.2% · 1 holder
DEEP VALUE0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CHWY in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CHWY yet.