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Equibles

TWO SIGMA INVESTMENTS, LP

Position in CHWY — Chewy, Inc.

CIK 1179392 NEW YORK, NY
Back to CHWY Full portfolio

Position in CHWY

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$167,748,084
+$81,135,205 QoQ
Shares Held
6,212,892
+137.1% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 98.06209411011812.ToString("F0")% Shared 0.ToString("F0")% None 1.9379058898818777.ToString("F0")%

Common Shares in CHWY Over Time

Shares Held

Position Value (USD)

Derivatives in CHWY

reported options exposure · as of Mar 31, 2026
CallValue
$1,077,300
CallShares
39,900
PutValue
$1,082,700
PutShares
40,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Internet Retail

Consumer Cyclical · as of Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $2,100,681,044 across 21 Internet Retail names. CHWY ranks #4 (8.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMZN
Amazon Com Inc
 6,335,167 $1,319,425,231
2 SE
Sea Ltd
 3,303,648 $273,575,090
3 W
Wayfair Inc.
 2,503,995 $188,325,463
4 CHWY
Chewy, Inc.
This page 		6,212,892 $167,748,084
5 MELI
Mercadolibre Inc
 28,816 $49,823,440
6 PDD
PDD Holdings Inc.
 392,088 $40,063,551
7 JMIA
Jumia Technologies AG
 2,957,600 $20,407,440
8 VIPS
Vipshop Holdings Ltd
 506,401 $7,960,623

All Filings in CHWY

Export CSV
45 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,077,300 39,900
2026-03-31 $167,748,084 6,212,892
2026-03-31 $1,082,700 40,100
2025-12-31 $86,612,879 2,620,662
2025-12-31 $1,507,080 45,600
2025-12-31 $1,520,300 46,000
2025-09-30 $92,942,369 2,297,710
2025-06-30 $117,446,996 2,755,678
2025-03-31 $14,560,091 447,865
2024-12-31 $5,988,815 178,824
2024-09-30 $17,579,272 600,180
2024-06-30 $18,579,859 682,080
2024-03-31 $27,107,712 1,703,816
2023-12-31 $43,462,210 1,839,281
2023-09-30 $3,399,920 186,195
2023-06-30 $90,847,743 2,301,691
2023-03-31 $27,930,336 747,200
2023-03-31 $7,476,000 200,000
2023-03-31 $81,885,973 2,190,636
2022-12-31 $9,270,000 250,000
2022-12-31 $78,521,535 2,117,625
2022-09-30 $52,259,911 1,701,169
2022-06-30 $75,977,255 2,188,285
2021-12-31 $44,366,551 752,358
2021-12-31 $7,176,649 121,700
2021-12-31 $9,446,994 160,200
2021-09-30 $21,433,195 314,685
2021-09-30 $5,591,831 82,100
2021-09-30 $5,612,264 82,400
2021-06-30 $81,030,236 1,016,563
2021-06-30 $6,631,872 83,200
2021-06-30 $7,676,073 96,300
2021-03-31 $10,427,801 123,100
2021-03-31 $7,674,726 90,600
2021-03-31 $40,229,287 474,906
2020-12-31 $14,364,422 159,800
2020-12-31 $44,366,917 493,569
2020-12-31 $16,989,210 189,000
2020-09-30 $5,334,959 97,300
2020-09-30 $4,523,475 82,500
2020-06-30 $2,431,136 54,400
2020-06-30 $2,274,721 50,900
2020-06-30 $25,293,869 565,985
2020-03-31 $1,953,229 52,100
2020-03-31 $2,043,205 54,500

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