Follow-The-Filings

Security

Chewy Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 3 exits max 0.2% (Cliff Asness - Aqr Capita...)

owners 14
max % 0.2%
tracked value $1.7B
qoq A 5 R 6 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add +0.01 pp 16,342,838 $438M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Reduce -0.02 pp 5,272,958 $142M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.12 pp 2,620,662 $87M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.04 pp 3,107,696 $84M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -0.01 pp 1,351,444 $36M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.02 pp 496,935 $13M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 3,034,687 $82M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 4,679,171 $155M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 19,920,347 $658M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 1,564,381 $42M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 181,003 $5M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 25,256 $682 hist
First Eagle Investment Management, LLC 2026 Q1 0.0% 21,500 $581 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 12 hist
Andreas Halvorsen - Viking Global Investors LP exited 2026 Q1 last 2025 Q4 1.2% Exit -1.19 pp 13,536,645 $447M hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.0% Exit -0.03 pp 74,985 $2M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 37,028 $1M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 5.07
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
8-K 1.01,2.03,9.01
8-K 2.02,9.01
10-Q 10-Q
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
DEFA14A DEFA14A
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
8-K 7.01,9.01
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT
4 PRIMARY DOCUMENT

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $10.12B $11.15B $11.86B
Gross profit $2.83B $3.16B $3.47B
Gross margin * 28.0% 28.4% 29.2%
Net income $49.9M $39.58M $392.7M
Net margin * 0.5% 0.4% 3.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.52B $2.1B $1.66B
Total non-current assets * $995.04M $1.08B $1.35B
Total assets $2.52B $3.19B $3.01B
Total current liabilities $1.83B $2.11B $2.21B
Total non-current liabilities * $531.83M $565.73M $546.3M
Total equity $160.27M $510.24M $261.5M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $349.78M $486.21M $596.3M
Cash from investing -$615.5M -$287.36M $394.6M
Cash from financing -$6.73M $71.6M -$996.7M
Net change in cash -$272.46M $270.59M -$6.4M

ownership over time

filing count by report period · click a bar for that quarter’s holders