- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 1 May 2024
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 6 listed it in both
- Shares listed
- 32,751,094
- combined, among listed positions
- Reported value
- $521m
- combined, at the quarter end
Among the 93 comparable managers: 8 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing CHWY in Q1 2024
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Baillie Gifford & Co | 19,819,195 | $315m | 0.25% | Added | +1,336,431 | 1 May 2024 (the filing on sec.gov) |
| Neuberger Berman Group LLC | 3,191,046 | $51m | under 0.1% | Trimmed | -889,614 | 14 Nov 2024 (the filing on sec.gov) |
| MFS Investment Management | 2,393,574 | $38m | under 0.1% | Added | +606,750 | 14 May 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 2,320,855 | $37m | 0.06% | Added | +785,900 | 13 May 2024 (the filing on sec.gov) |
| Two Sigma Investments LP | 1,703,816 | $27m | 0.06% | Trimmed | -135,465 | 15 May 2024 (the filing on sec.gov) |
| Tudor Investment Corp | 1,078,268 | $17m | 0.11% | Added | n.a. | 15 May 2024 (the filing on sec.gov) |
| Two Sigma Advisers LP | 1,015,900 | $16m | under 0.1% | Added | +518,100 | 15 May 2024 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 806,950 | $13m | under 0.1% | Added | n.a. | 15 May 2024 (the filing on sec.gov) |
| Holocene Advisors LP | 380,487 | $6.1m | under 0.1% | New | new | 15 May 2024 (the filing on sec.gov) |
| Maverick Capital Ltd | 41,003 | $652k | under 0.1% | New | new | 15 May 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Baillie Gifford & Coexisting position · 19,819,195 shares now+1,336,431
- Renaissance Technologies LLCexisting position · 2,320,855 shares now+785,900
- MFS Investment Managementexisting position · 2,393,574 shares now+606,750
- Two Sigma Advisers LPexisting position · 1,015,900 shares now+518,100
- Holocene Advisors LPnew position · 380,487 shares now+380,487
Reductions
- Neuberger Berman Group LLCexisting position · 3,191,046 shares now-889,614
- Two Sigma Investments LPexisting position · 1,703,816 shares now-135,465
New positions and exits
New (2)
- Holocene Advisors LP$6.1m
- Maverick Capital Ltd$652k
Exited (1)
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2019 | 14 | $605m | n.a. | n.a. |
| Q3 2019 | 12 | $476m | n.a. | n.a. |
| Q4 2019 | 16 | $675m | n.a. | n.a. |
| Q1 2020 | 14 | $684m | n.a. | n.a. |
| Q2 2020 | 15 | $684m | n.a. | n.a. |
| Q3 2020 | 12 | $762m | n.a. | n.a. |
| Q4 2020 | 17 | $1.4bn | n.a. | n.a. |
| Q1 2021 | 9 | $1.1bn | n.a. | n.a. |
| Q2 2021 | 15 | $1.2bn | n.a. | n.a. |
| Q3 2021 | 12 | $1.6bn | n.a. | n.a. |
| Q4 2021 | 11 | $1.8bn | n.a. | n.a. |
| Q1 2022 | 6 | $886m | n.a. | n.a. |
| Q2 2022 | 14 | $1.0bn | n.a. | n.a. |
| Q3 2022 | 15 | $988m | n.a. | n.a. |
| Q4 2022 | 13 | $1.3bn | n.a. | n.a. |
| Q1 2023 | 12 | $1.3bn | n.a. | n.a. |
| Q2 2023 | 17 | $1.5bn | n.a. | n.a. |
| Q3 2023 | 8 | $518m | n.a. | n.a. |
| Q4 2023 | 9 | $696m | 6 | 4 |
| Q1 2024 | 10 | $521m | 8 | 3 |
| Q2 2024 | 12 | $1.0bn | 8 | 4 |
| Q3 2024 | 16 | $1.4bn | 10 | 6 |
| Q4 2024 | 20 | $1.6bn | 10 | 10 |
| Q1 2025 | 25 | $1.4bn | 15 | 12 |
| Q2 2025 | 27 | $2.8bn | 19 | 12 |
| Q3 2025 | 21 | $2.7bn | 11 | 13 |
| Q4 2025 | 19 | $2.0bn | 25 | 17 |
| Q1 2026 | 12 | $1.1bn | 13 | 26 |
| Q2 2026 | 7 | $550m | 11 | 24 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own CHWY, latest filings →Back to the 13F Explorer →