TWO SIGMA INVESTMENTS, LP

Position in CHWY — Chewy, Inc.

CIK 1179392 NEW YORK, NY

Back to CHWY Full portfolio

Position in CHWY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$130,652,771

-$37,095,313 QoQ

Shares Held

6,648,996

+7.0% QoQ

Ownership

1.62%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#10

of 511 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in CHWY Over Time

Shares Held

Position Value (USD)

Derivatives in CHWY

reported options exposure · as of Jun 30, 2026

CallValue

$605,220

CallShares

30,800

PutValue

$605,220

PutShares

30,800

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 Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $2,441,054,688 across 23 Internet Retail names. CHWY ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	5,716,287	$1,362,419,843
2	MELI	Mercadolibre Inc	187,255	$317,844,764
3	W	Wayfair Inc.	2,612,733	$241,468,783
4	SE	Sea Ltd	2,345,857	$224,803,476
5	CHWY	Chewy, Inc. This page	6,648,996	$130,652,771
6	CPNG	Coupang, Inc.	2,464,743	$42,812,585
7	PDD	PDD Holdings Inc.	476,800	$36,370,304
8	VIPS	Vipshop Holdings Ltd	1,980,054	$26,255,516

All Filings in CHWY

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48 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$605,220	30,800	-22.8%	Call	Sole	2026-08-14
2026-06-30	$130,652,771	6,648,996	+7.0%	Shares	Sole	2026-08-14
2026-06-30	$605,220	30,800	-23.2%	Put	Sole	2026-08-14
2026-03-31	$1,077,300	39,900	-13.3%	Call	Sole	2026-05-15
2026-03-31	$167,748,084	6,212,892	+137.1%	Shares	Sole	2026-05-15
2026-03-31	$1,082,700	40,100	-12.1%	Put	Sole	2026-05-15
2025-12-31	$86,612,879	2,620,662	+14.1%	Shares	Sole	2026-02-17
2025-12-31	$1,507,080	45,600	-93.9%	Put	Sole	2026-02-17
2025-12-31	$1,520,300	46,000	-77.0%	Call	Sole	2026-02-17
2025-09-30	$92,942,369	2,297,710	-16.6%	Shares	Sole	2025-11-14
2025-06-30	$117,446,996	2,755,678	+515.3%	Shares	Sole	2025-08-14
2025-03-31	$14,560,091	447,865	+150.5%	Shares	Sole	2025-05-15
2024-12-31	$5,988,815	178,824	-70.2%	Shares	Sole	2025-02-14
2024-09-30	$17,579,272	600,180	-12.0%	Shares	Sole	2024-11-14
2024-06-30	$18,579,859	682,080	-60.0%	Shares	Sole	2024-08-14
2024-03-31	$27,107,712	1,703,816	-7.4%	Shares	Sole	2024-05-15
2023-12-31	$43,462,210	1,839,281	+887.8%	Shares	Sole	2024-02-14
2023-09-30	$3,399,920	186,195	-91.9%	Shares	Sole	2023-11-14
2023-06-30	$90,847,743	2,301,691	+5.1%	Shares	Sole	2023-08-14
2023-03-31	$27,930,336	747,200	+366.4%	Put	Sole	2023-05-15
2023-03-31	$7,476,000	200,000	-20.0%	Call	Sole	2023-05-15
2023-03-31	$81,885,973	2,190,636	+3.4%	Shares	Sole	2023-05-15
2022-12-31	$9,270,000	250,000	+105.4%	Call	Sole	2023-02-14
2022-12-31	$78,521,535	2,117,625	+24.5%	Shares	Sole	2023-02-14
2022-09-30	$52,259,911	1,701,169	-22.3%	Shares	Sole	2022-11-14
2022-06-30	$75,977,255	2,188,285	+190.9%	Shares	Sole	2022-08-15
2021-12-31	$44,366,551	752,358	+139.1%	Shares	Sole	2022-02-14
2021-12-31	$7,176,649	121,700	+48.2%	Call	Sole	2022-02-14
2021-12-31	$9,446,994	160,200	+94.4%	Put	Sole	2022-02-14
2021-09-30	$21,433,195	314,685	-69.0%	Shares	Sole	2021-11-15
2021-09-30	$5,591,831	82,100	-1.3%	Call	Sole	2021-11-15
2021-09-30	$5,612,264	82,400	-14.4%	Put	Sole	2021-11-15
2021-06-30	$81,030,236	1,016,563	+114.1%	Shares	Sole	2021-08-16
2021-06-30	$6,631,872	83,200	-8.2%	Call	Sole	2021-08-16
2021-06-30	$7,676,073	96,300	-21.8%	Put	Sole	2021-08-16
2021-03-31	$10,427,801	123,100	-34.9%	Put	Sole	2021-05-17
2021-03-31	$7,674,726	90,600	-43.3%	Call	Sole	2021-05-17
2021-03-31	$40,229,287	474,906	-3.8%	Shares	Sole	2021-05-17
2020-12-31	$14,364,422	159,800	+93.7%	Call	Sole	2021-02-16
2020-12-31	$44,366,917	493,569	-12.8%	Shares	Sole	2021-02-16
2020-12-31	$16,989,210	189,000	+94.2%	Put	Sole	2021-02-16
2020-09-30	$5,334,959	97,300	+78.9%	Put	Sole	2020-11-16
2020-09-30	$4,523,475	82,500	+62.1%	Call	Sole	2020-11-16
2020-06-30	$2,431,136	54,400	+4.4%	Put	Sole	2020-08-14
2020-06-30	$2,274,721	50,900	-6.6%	Call	Sole	2020-08-14
2020-06-30	$25,293,869	565,985	—	Shares	Sole	2020-08-14
2020-03-31	$1,953,229	52,100	—	Put	Sole	2020-05-15
2020-03-31	$2,043,205	54,500	—	Call	Sole	2020-05-15
No filing history on record for this holder in this stock.