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John Overdeck’s Chewy CHWY Stock Holding History

John Overdeck’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
Q2 		$605K Sell
30,800
-9,100
-23% -$207K ﹤0.01% 4011
2026
Q1 		$1.08M Sell
39,900
-6,100
-13% -$170K ﹤0.01% 3214
2025
Q4 		$1.52M Buy
+46,000
New +$1.6M ﹤0.01% 2651
2023
Q2 		– Sell
-200,000
Closed -$7.48M – 3041
2023
Q1 		$7.48M Sell
200,000
-50,000
-20% -$2.07M 0.02% 717
2022
Q4 		$9.27M Buy
+250,000
New +$9.74M 0.03% 586
2022
Q1 		– Sell
-121,700
Closed -$7.18M – 2919
2021
Q4 		$7.18M Buy
121,700
+39,600
+48% +$2.59M 0.02% 986
2021
Q3 		$5.59M Sell
82,100
-1,100
-1% -$91K 0.01% 1151
2021
Q2 		$6.63M Sell
83,200
-7,400
-8% -$572K 0.02% 1024
2021
Q1 		$7.67M Sell
90,600
-69,200
-43% -$6.73M 0.02% 828
2020
Q4 		$14.4M Buy
159,800
+77,300
+94% +$5.64M 0.04% 465
2020
Q3 		$4.52M Buy
82,500
+31,600
+62% +$1.71M 0.02% 840
2020
Q2 		$2.27M Sell
50,900
-3,600
-7% -$157K 0.01% 1033
2020
Q1 		$2.04M Buy
+54,500
New +$1.6M 0.02% 949

Other funds holding CHWY

BP
BC Partners New York $4.43B AUM 49.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's CHWY Position: Q2 2026 in Review

John Overdeck increased its Chewy (CHWY) stake by 7% in Q2 2026, buying an estimated $9.9M and bringing the position to 6,648,996 shares worth $131M. The position accounts for 0.09% of the portfolio, ranked #237.

John Overdeck first reported a position in CHWY in Q2 2020 and has held it in 23 quarters since. The position peaked at $168M in Q1 2026. 513 funds tracked by Wall St. Rank hold CHWY as of Q2 2026.

  • John Overdeck held 6,648,996 shares of Chewy worth $131M as of Q2 2026.
  • John Overdeck bought 436,104 Chewy shares in Q2 2026, an estimated $9.9M.
  • Chewy made up 0.09% of John Overdeck's portfolio in Q2 2026, its #237 holding.
  • John Overdeck first reported a position in Chewy in Q2 2020 and has held it in 23 quarters since.
  • John Overdeck's Chewy position peaked at $168M in Q1 2026.
  • 513 funds tracked by Wall St. Rank held Chewy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.