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 -9,300	-23%	-$211K	﹤0.01%	4012
2026 Q1	$1.08M	Sell	40,100 -5,500	-12%	-$153K	﹤0.01%	3209
2025 Q4	$1.51M	Buy	+45,600	New	+$1.58M	﹤0.01%	2657
2023 Q2	–	Sell	-747,200	Closed	-$27.9M	–	3042
2023 Q1	$27.9M	Buy	+747,200	New	+$30.9M	0.08%	295
2022 Q1	–	Sell	-160,200	Closed	-$9.45M	–	2921
2021 Q4	$9.45M	Buy	160,200 +77,800	+94%	+$5.09M	0.02%	821
2021 Q3	$5.61M	Sell	82,400 -13,900	-14%	-$1.15M	0.01%	1148
2021 Q2	$7.68M	Sell	96,300 -26,800	-22%	-$2.07M	0.02%	959
2021 Q1	$10.4M	Sell	123,100 -65,900	-35%	-$6.41M	0.03%	694
2020 Q4	$17M	Buy	189,000 +91,700	+94%	+$6.69M	0.05%	419
2020 Q3	$5.33M	Buy	97,300 +42,900	+79%	+$2.31M	0.02%	768
2020 Q2	$2.43M	Buy	54,400 +2,300	+4%	+$100K	0.01%	1000
2020 Q1	$1.95M	Buy	+52,100	New	+$1.53M	0.02%	977

Other funds holding CHWY

BC Partners New York $4.43B AUM 49.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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.