JCM
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Junto Capital Management’s Chewy CHWY Stock Holding History

Junto Capital 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 		$19.8M Buy
+733,697
New +$20.5M 0.42% 83
2025
Q4 		– Sell
-854,671
Closed -$34.6M – 79
2025
Q3 		$34.6M Buy
+854,671
New +$33M 0.71% 54

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 $147M AUM 25.76% 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

Junto Capital Management's CHWY Position: Q1 2026 in Review

Junto Capital Management opened a new position in Chewy (CHWY) in Q1 2026: 733,697 shares worth $19.8M. The stake represents 0.42% of the portfolio and ranks #83 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in CHWY as recently as Q3 2025.

Junto Capital Management first reported a position in CHWY in Q3 2025 and has held it in 2 quarters since. The position peaked at $34.6M in Q3 2025. 591 funds tracked by Wall St. Rank hold CHWY as of Q1 2026.

  • Junto Capital Management held 733,697 shares of Chewy worth $19.8M as of Q1 2026.
  • Chewy was a new Junto Capital Management position in Q1 2026.
  • Chewy made up 0.42% of Junto Capital Management's portfolio in Q1 2026, its #83 holding.
  • Junto Capital Management first reported a position in Chewy in Q3 2025 and has held it in 2 quarters since.
  • Junto Capital Management's Chewy position peaked at $34.6M in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Chewy as of Q1 2026.

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