Balyasny Asset Management
CHWY icon

Balyasny Asset Management’s Chewy CHWY Stock Holding History

Balyasny Asset Management’s Portfolio CHWY Stock Details CHWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-170,400
Closed -$5.63M – 2953
2025
Q4 		$5.63M Sell
170,400
-420,600
-71% -$14.6M 0.01% 1333
2025
Q3 		$23.9M Buy
591,000
+533,300
+924% +$20.6M 0.03% 638
2025
Q2 		$2.46M Hold
57,700
– – ﹤0.01% 1628
2025
Q1 		$1.88M Buy
+57,700
New +$2.07M ﹤0.01% 1734
2024
Q1 		– Sell
-150,000
Closed -$3.54M – 2672
2023
Q4 		$3.54M Buy
+150,000
New +$2.96M 0.01% 1252
2021
Q1 		– Sell
-68,800
Closed -$6.18M – 1792
2020
Q4 		$6.18M Buy
+68,800
New +$5.02M 0.03% 580

Other funds holding CHWY

BP
BC Partners New York $5.96B AUM 15.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's CHWY Position: Q1 2026 in Review

Balyasny Asset Management reduced its Chewy (CHWY) stake by 2.9% in Q1 2026, selling an estimated $1.14M and leaving 1,351,444 shares worth $36.5M. The position accounts for 0.05% of the portfolio, ranked #457.

Balyasny Asset Management first reported a position in CHWY in Q3 2019 and has held it in 19 quarters since. The position peaked at $218M in Q2 2025. 591 funds tracked by Wall St. Rank hold CHWY as of Q1 2026.

  • Balyasny Asset Management held 1,351,444 shares of Chewy worth $36.5M as of Q1 2026.
  • Balyasny Asset Management sold 40,833 Chewy shares in Q1 2026, an estimated $1.14M.
  • Chewy made up 0.05% of Balyasny Asset Management's portfolio in Q1 2026, its #457 holding.
  • Balyasny Asset Management first reported a position in Chewy in Q3 2019 and has held it in 19 quarters since.
  • Balyasny Asset Management's Chewy position peaked at $218M in Q2 2025.
  • 591 funds tracked by Wall St. Rank held Chewy as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.