CHWYNYSERetail-Catalog & Mail-Order HousesFiscal year ends February 1
Chewy, Inc.
Financials through Q2 FY2026, quarter ended Aug 2, 2026Last filing: 10-Q on Sep 9, 2026
$20.53−0.44 (-2.10%)
Close on Oct 19, 2026
- Market cap
- $8.42B
- P/E (TTM)
- 31.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.5%
400M of 402M shares
Institutional holders
516
87 new, 159 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 18 sales
Net sold $6.94M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Voya Financial, Inc. | 6,572,376 | 5.50% | 13G (passive) | Dec 29, 2023 |
| Argos Holdings L.P. | 246,525,803 | 60.44% | 13G (passive) amendment | Sep 30, 2024 |
| Canada Pension Plan Investment Board | 20,176,907 | 8.70% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 19,401,973 | 8.80% | 13G (passive) amendment | Jun 30, 2025 |
| Citrus Intermediate Holdings L.P. | 176,478,229 | 42.56% | 13G (passive) amendment | Sep 30, 2025 |
| Wellington Management Company LLP | 17,622,768 | 5.70% | 13G (passive) | Sep 30, 2025 |
| AQR Capital Management Holdings, LLC | 16,342,838 | 6.80% | 13G (passive) | Mar 31, 2026 |
| Viking Global Investors LP | 13,536,645 | 5.70% | 13G (passive) | Dec 18, 2025 |
| AQR Capital Management, LLC | 12,934,175 | 5.55% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 12,189,628 | 5.07% | 13G (passive) | Mar 31, 2026 |
| J. Brandon Haley | 10,749,107 | 5.54% | 13G (passive) | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CHWY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BC Partners PE LP | 176,478,228 | 43.91% | $3.47B | – | 78.23% |
| BlackRock, Inc. | 22,701,688 | 5.65% | $446.09M | +974,464 | 0.01% |
| Canada Pension Plan Investment Board | 20,176,907 | 5.02% | $396.48M | +14,945,614 | 0.22% |
| Aqr Capital Management LLC | 12,934,175 | 3.22% | $250.41M | −3,408,663 | 0.09% |
| Morgan Stanley | 11,067,051 | 2.75% | $217.47M | +2,947,867 | 0.01% |
| Vanguard Capital Management LLC | 9,896,798 | 2.46% | $194.47M | −484,655 | 0.00% |
| Vanguard Portfolio Management LLC | 9,702,109 | 2.41% | $190.65M | −343,544 | 0.01% |
| State Street Corp | 7,606,741 | 1.89% | $149.47M | +432,468 | 0.00% |
| Federated Hermes, Inc. | 7,434,526 | 1.85% | $146.09M | +4,306,954 | 0.21% |
| Two Sigma Investments, LP | 6,648,996 | 1.65% | $130.65M | +436,104 | 0.09% |
| Geode Capital Management, LLC | 6,281,496 | 1.56% | $123.45M | +358,016 | 0.01% |
| Neuberger Berman Group LLC | 5,063,909 | 1.26% | $99.51M | +1,141,693 | 0.07% |
| Bank Of America Corp /De/ | 4,609,616 | 1.15% | $90.58M | −207,308 | 0.01% |
| Norges Bank | 4,402,672 | 1.10% | $86.51M | New | 0.01% |
| Clearbridge Investments, LLC | 3,611,217 | 0.90% | $70.96M | −93,016 | 0.06% |
| Bank of New York Mellon Corp | 3,603,895 | 0.90% | $70.82M | −649,012 | 0.01% |
| Invesco Ltd. | 3,460,886 | 0.86% | $68.01M | +559,393 | 0.01% |
| UBS Group AG | 3,215,952 | 0.80% | $63.19M | +1,284,883 | 0.01% |
| Alyeska Investment Group, L.P. | 3,046,484 | 0.76% | $59.86M | −726,191 | 0.15% |
| Goldman Sachs Group Inc | 2,883,419 | 0.72% | $56.66M | +1,396,268 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 516 | 400M | 99.5% | 87 / 194 | 157 / 159 | 53M | 56M |
| Q1 2026 | 594 | 403M | 100.0% | 123 / 249 | 150 / 102 | 71M | 53M |
| Q4 2025 | 584 | 405M | 100.0% | 103 / 213 | 185 / 119 | 52M | 53M |
| Q3 2025 | 612 | 407M | 100.0% | 130 / 224 | 184 / 79 | 45M | 40M |
| Q2 2025 | 565 | 402M | 100.0% | 140 / 199 | 154 / 68 | 73M | 65M |
| Q1 2025 | 497 | 394M | 98.1% | 112 / 183 | 129 / 60 | 272M | 33M |
| Q4 2024 | 451 | 382M | 95.1% | 131 / 135 | 123 / 73 | 46M | 40M |
| Q3 2024 | 399 | 378M | 94.2% | 87 / 113 | 132 / 64 | 37M | 43M |
| Q2 2024 | 380 | 388M | 96.6% | 99 / 110 | 107 / 74 | 304M | 24M |
| Q1 2024 | 358 | 109M | 27.0% | 77 / 118 | 91 / 93 | 22M | 22M |
| Q4 2023 | 377 | 108M | 27.0% | 95 / 98 | 126 / 82 | 25M | 20M |
| Q3 2023 | 368 | 103M | 25.7% | 66 / 130 | 106 / 74 | 19M | 341M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CHWY | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 8,226,013 | 2.05% | $161.64M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 7,013,755 | 1.75% | $137.82M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 5,069,719 | 1.26% | $99.62M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,918,187 | 0.73% | $57.34M | 0.12% | Jun 30, 2026 |
| Federated Hermes MDT Mid Cap Growth Fund | 2,758,972 | 0.69% | $62.35M | 0.95% | Jul 31, 2026 |
| Janus Henderson Contrarian Fund | 2,600,543 | 0.65% | $51.10M | 0.93% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,446,629 | 0.61% | $48.08M | 0.05% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 2,331,081 | 0.58% | $52.68M | 0.97% | Jul 31, 2026 |
| VIP Mid Cap Portfolio | 2,051,300 | 0.51% | $40.31M | 0.42% | Jun 30, 2026 |
| Morgan Stanley Discovery Portfolio | 1,965,912 | 0.49% | $38.63M | 3.09% | Jun 30, 2026 |
| Vanguard Explorer Fund | 1,702,100 | 0.42% | $38.47M | 0.17% | Jul 31, 2026 |
| AQR Long-Short Equity Fund | 1,587,116 | 0.39% | $31.19M | 0.40% | Jun 30, 2026 |
| Eventide Gilead Fund | 1,388,791 | 0.35% | $27.29M | 0.79% | Jun 30, 2026 |
| iShares Russell Mid-Cap Growth ETF | 1,378,592 | 0.34% | $27.09M | 0.13% | Jun 30, 2026 |
| Carillon Eagle Mid Cap Growth Fund | 1,253,555 | 0.31% | $24.63M | 0.47% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sumit Singh | Chief Executive Officer, Director | 1,084,874 | 0.27% | Sep 3, 2026 |
| William G. Billings | Chief Accounting Officer | 57,055 | 0.01% | Sep 3, 2026 |
| Christopher S. Deppe | Chief Financial Officer | 9,576 | 0.00% | Sep 3, 2026 |
| Da-Wai Hu | General Counsel & Secretary | 4,203 | 0.00% | Sep 3, 2026 |
| Satish Mehta | Chief Technology Officer | 273,835 | 0.07% | Feb 3, 2026 |
| David Reeder | Chief Financial Officer | 0 | – | May 6, 2025 |
| Nathaniel Goldhaber | Director | 10,665 | 0.00% | Jul 13, 2026 |
| Martin H. Nesbitt | Director | 10,665 | 0.00% | Jul 13, 2026 |
| James Larry Nelson | Director | 10,665 | 0.00% | Jul 13, 2026 |
| Kristine Dickson | Director | 10,665 | 0.00% | Jul 13, 2026 |
| James A. Star | Director | 336,652 | 0.08% | Jul 13, 2026 |
| Deborah G. Ellinger | Director | 10,665 | 0.00% | Jul 13, 2026 |
| Partners Holdings Ltd BC | 10% owner | 246,525,803 | 61.34% | Oct 14, 2025 |
| Holdings L.P. Argos | 10% owner | 189,758,441 | 47.21% | Oct 14, 2025 |
| Intermediate Holdings L.P. Citrus | 10% owner | 226,698,561 | 56.40% | Oct 14, 2025 |
| Holdings GP LLC Argos | 10% owner | 191,477,454 | 47.64% | Oct 14, 2025 |
| Management IX Ltd CIE | 10% owner | 192,153,651 | 47.81% | Oct 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sumit Singh Chief Executive Officer, Director | Sep 1, 2026 | Tax withholding | −1,273 | $23.80 | $30.30K | 127,364 |
| Sumit Singh Chief Executive Officer, Director | Sep 1, 2026 | Tax withholding | −7,567 | $23.80 | $180.09K | 898,291 |
| Christopher S. Deppe Chief Financial Officer | Sep 1, 2026 | Tax withholding | −1,541 | $23.80 | $36.68K | 9,576 |
| William G. Billings Chief Accounting Officer | Sep 1, 2026 | Tax withholding | −625 | $23.80 | $14.88K | 57,055 |
| Da-Wai Hu General Counsel & Secretary | Sep 1, 2026 | Tax withholding | −445 | $23.80 | $10.59K | 4,203 |
| Sumit Singh Chief Executive Officer, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −43,244 | $23.01 | $995.04K | 886,630 |
| Sumit Singh Chief Executive Officer, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −6,233 | $23.01 | $143.42K | 125,404 |
| Sumit Singh Chief Executive Officer, Director | Jul 31, 2026 | Tax withholding | −28,649 | $22.82 | $653.77K | 929,874 |
| Sumit Singh Chief Executive Officer, Director | Jul 31, 2026 | Tax withholding | −3,715 | $22.82 | $84.78K | 131,637 |
| Christopher S. Deppe Chief Financial Officer | Jul 31, 2026 | Tax withholding | −624 | $22.82 | $14.24K | 7,206 |
| Da-Wai Hu General Counsel & Secretary | Jul 31, 2026 | Tax withholding | −909 | $22.82 | $20.74K | 2,823 |
| William G. Billings Chief Accounting Officer | Jul 31, 2026 | Tax withholding | −11,134 | $22.82 | $254.08K | 56,094 |
| Nathaniel Goldhaber Director | Jul 9, 2026 | Award | +10,665 | – | – | 10,665 |
| James A. Star Director | Jul 9, 2026 | Award | +10,665 | – | – | 10,665 |
| Martin H. Nesbitt Director | Jul 9, 2026 | Award | +10,665 | – | – | 10,665 |
| James Larry Nelson Director | Jul 9, 2026 | Award | +10,665 | – | – | 10,665 |
| Deborah G. Ellinger Director | Jul 9, 2026 | Award | +10,665 | – | – | 10,665 |
| Kristine Dickson Director | Jul 9, 2026 | Award | +10,665 | – | – | 10,665 |
| Da-Wai Hu General Counsel & Secretary | Jun 29, 2026 | Sale | −4,103 | $19.49 | $79.97K | 0 |
| Da-Wai Hu General Counsel & Secretary | Jun 29, 2026 | Sale | −100 | $19.48 | $1.95K | 4,103 |
| Sumit Singh Chief Executive Officer, Director | Jun 1, 2026 | Tax withholding | −7,567 | $22.54 | $170.56K | 885,722 |
| Sumit Singh Chief Executive Officer, Director | Jun 1, 2026 | Tax withholding | −1,273 | $22.54 | $28.69K | 125,915 |
| William G. Billings Chief Accounting Officer | Jun 1, 2026 | Tax withholding | −625 | $22.54 | $14.09K | 38,937 |
| Da-Wai Hu General Counsel & Secretary | Jun 1, 2026 | Tax withholding | −445 | $22.54 | $10.03K | 4,203 |
| Christopher S. Deppe Chief Financial Officer | Jun 1, 2026 | Tax withholding | −182 | $22.54 | $4.10K | 6,247 |
| Sumit Singh Chief Executive Officer, Director | May 4, 2026 | Sale(10b5-1 plan) | −83,306 | $25.60 | $2.13M | 874,061 |
| Sumit Singh Chief Executive Officer, Director | May 4, 2026 | Sale(10b5-1 plan) | −4,220 | $25.60 | $108.03K | 123,955 |
| Sumit Singh Chief Executive Officer, Director | May 1, 2026 | Tax withholding | −15,462 | $25.42 | $393.04K | 957,367 |
| Sumit Singh Chief Executive Officer, Director | May 1, 2026 | Tax withholding | −2,172 | $25.42 | $55.21K | 128,175 |
| Da-Wai Hu General Counsel & Secretary | May 1, 2026 | Tax withholding | −909 | $25.42 | $23.11K | 2,823 |
| Christopher S. Deppe Chief Financial Officer | May 1, 2026 | Tax withholding | −2,857 | $25.42 | $72.62K | 5,969 |
| William G. Billings Chief Accounting Officer | May 1, 2026 | Tax withholding | −1,064 | $25.42 | $27.05K | 37,976 |
| Da-Wai Hu General Counsel & Secretary | Apr 8, 2026 | Award | +37,486 | – | – | 37,486 |
| Sumit Singh Chief Executive Officer, Director | Apr 8, 2026 | Award | +92,381 | – | – | 92,381 |
| Sumit Singh Chief Executive Officer, Director | Apr 8, 2026 | Award | +394,868 | – | – | 394,868 |
| Sumit Singh Chief Executive Officer, Director | Apr 8, 2026 | Award | +59,219 | – | – | 59,219 |
| Sumit Singh Chief Executive Officer, Director | Apr 8, 2026 | Award | +13,818 | – | – | 13,818 |
| Christopher S. Deppe Chief Financial Officer | Apr 8, 2026 | Award | +346,670 | – | – | 346,670 |
| Christopher S. Deppe Chief Financial Officer | Apr 8, 2026 | Award | +71,062 | – | – | 71,062 |
| Christopher S. Deppe Chief Financial Officer | Apr 8, 2026 | Award | +5,922 | – | – | 5,922 |
| William G. Billings Chief Accounting Officer | Apr 8, 2026 | Award | +32,571 | – | – | 32,571 |
| Da-Wai Hu General Counsel & Secretary | Apr 1, 2026 | Sale | −8,149 | $26.91 | $219.29K | 0 |
| Sumit Singh Chief Executive Officer, Director | Apr 1, 2026 | Tax withholding | −1,021 | $27.00 | $27.57K | 124,830 |
| William G. Billings Chief Accounting Officer | Mar 25, 2026 | Award | +14,470 | – | – | 14,470 |
| Sumit Singh Chief Executive Officer, Director | Mar 25, 2026 | Award | +526,284 | – | – | 526,284 |
| Sumit Singh Chief Executive Officer, Director | Mar 25, 2026 | Award | +47,653 | – | – | 47,653 |
| Da-Wai Hu General Counsel & Secretary | Mar 25, 2026 | Award | +49,962 | – | – | 49,962 |
| Christopher S. Deppe Chief Financial Officer | Mar 25, 2026 | Award | +4,342 | – | – | 4,342 |
| Christopher S. Deppe Chief Financial Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −3,043 | $26.87 | $81.77K | 1,566 |
| Da-Wai Hu General Counsel & Secretary | Feb 27, 2026 | Tax withholding | −1,777 | $26.97 | $47.93K | 8,149 |
| William G. Billings Chief Accounting Officer | Feb 27, 2026 | Tax withholding | −2,546 | $26.97 | $68.67K | 36,338 |
| Sumit Singh Chief Executive Officer, Director | Feb 27, 2026 | Tax withholding | −30,267 | $26.97 | $816.30K | 933,538 |
| Sumit Singh Chief Executive Officer, Director | Feb 27, 2026 | Tax withholding | −5,090 | $26.97 | $137.28K | 123,258 |
| Christopher S. Deppe Chief Financial Officer | Feb 27, 2026 | Tax withholding | −1,976 | $26.97 | $53.29K | 2,302 |
| Satish Mehta Chief Technology Officer | Feb 2, 2026 | Sale(10b5-1 plan) | −13,013 | $28.99 | $377.25K | 273,835 |
| William G. Billings Chief Accounting Officer | Jan 30, 2026 | Tax withholding | −1,207 | $30.14 | $36.38K | 32,540 |
| Sumit Singh Chief Executive Officer, Director | Jan 30, 2026 | Tax withholding | −17,290 | $30.14 | $521.12K | 115,415 |
| Sumit Singh Chief Executive Officer, Director | Jan 30, 2026 | Tax withholding | −163,018 | $30.14 | $4.91M | 886,890 |
| Satish Mehta Chief Technology Officer | Jan 30, 2026 | Tax withholding | −29,243 | $30.14 | $881.38K | 273,320 |
| Satish Mehta Chief Technology Officer | Dec 3, 2025 | Sale(10b5-1 plan) | −8,872 | $33.53 | $297.48K | 229,702 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| William G. Billings Officer | Oct 15, 2026 | 17,283 | $362.94K | Oct 15, 2026 | Restricted Stock Vesting |
| Sumit Singh Officer, Director | Aug 3, 2026 | 43,244 | $995.04K | Aug 3, 2026 | Restricted Stock Vesting |
| Sumit Singh Member of immediate family of any of the foregoing | Aug 3, 2026 | 6,233 | $143.42K | Aug 3, 2026 | Restricted Stock Vesting |
| Da-Wai Hu Officer | Jun 29, 2026 | 4,203 | $81.92K | Jun 29, 2026 | Restricted Stock Vesting |
| Sumit Singh Officer, Director | May 4, 2026 | 83,306 | $2.13M | May 4, 2026 | Restricted Stock Vesting |
| Sumit Singh Member of immediate family of any of the foregoing | May 4, 2026 | 4,220 | $108.03K | May 4, 2026 | Restricted Stock Vesting |
| Da-Wai Hu Officer | Apr 1, 2026 | 8,149 | $219.29K | Apr 1, 2026 | Restricted Stock Vesting |
| Christopher S. Deppe Officer | Mar 2, 2026 | 3,043 | $81.77K | Mar 2, 2026 | Restricted Stock Vesting |
| Satish Mehta Officer | Feb 2, 2026 | 13,013 | $377.25K | Feb 2, 2026 | Restricted Stock Vesting |
| Satish Mehta Officer | Dec 3, 2025 | 8,872 | $297.48K | Dec 3, 2025 | Restricted Stock Vesting |
| Sumit Singh Member of immediate family of any of the foregoing | Dec 2, 2025 | 639 | $21.56K | Dec 2, 2025 | Restricted Stock Vesting |
| Satish Mehta Officer | Dec 2, 2025 | 6,056 | $204.30K | Dec 2, 2025 | Restricted Stock Vesting |
| Sumit Singh Officer, Director | Dec 2, 2025 | 40,789 | $1.38M | Dec 2, 2025 | Restricted Stock Vesting |
| Satish Mehta Officer | Nov 4, 2025 | 4,642 | $151.56K | Nov 4, 2025 | Restricted Stock Vesting |
| William G. Billings Officer | Nov 3, 2025 | 1,121 | $36.68K | Nov 3, 2025 | Restricted Stock Vesting |