Chewy, Inc.
US ˙ NYSE ˙ US16679L1098

SecurityCHWY / Chewy, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership314,795 shares
Latest Disclosed Value $ 8,499,465
Cwm, Llc reports 113.29% increase in ownership of CHWY / Chewy, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 314,795 shares of Chewy, Inc. (US:CHWY) valued at $8,499,465 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 147,590 shares of Chewy, Inc.. This represents a change in shares of 113.29% during the quarter. The current value of the position is $6,623,287 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F CHEWY CL A 16679L109 314,795 167,205 113.29 8,499 212,375.00 0.0221
2026-01-26 2025-12-31 13F CHEWY CL A 16679L109 147,590 -136,909 -48.12 5 -63.64 0.0132
2025-10-15 2025-09-30 13F CHEWY CL A 16679L109 284,499 281,297 8,785.04 12 0.0346
2025-07-25 2025-06-30 13F CHEWY CL A 16679L109 3,202 214 7.16 0 0.0005
2025-05-01 2025-03-31 13F CHEWY CL A 16679L109 2,988 801 36.63 0 0.0004
2025-02-04 2024-12-31 13F CHEWY CL A 16679L109 2,187 13 0.60 0 0.0003
2024-10-08 2024-09-30 13F CHEWY CL A 16679L109 2,174 108 5.23 0 0.0003
2024-07-10 2024-06-30 13F CHEWY CL A 16679L109 2,066 -595 -22.36 0 0.0003
2024-04-05 2024-03-31 13F CHEWY CL A 16679L109 2,661 1,288 93.81 0 0.0002
2024-02-01 2023-12-31 13F CHEWY CL A 16679L109 1,373 151 12.36 0 0.0002
2023-10-11 2023-09-30 13F CHEWY CL A 16679L109 1,222 -35 -2.78 0 0.0001
2023-08-03 2023-06-30 13F CHEWY CL A 16679L109 1,257 491 64.10 0 0.0003
2023-05-01 2023-03-31 13F CHEWY CL A 16679L109 766 -248 -24.46 0 0.0002
2023-02-01 2022-12-31 13F CHEWY CL A 16679L109 1,014 286 39.29 0 -100.00 0.0003
2022-10-27 2022-09-30 13F CHEWY CL A 16679L109 728 1 0.14 22 -12.00 0.0002
2022-07-28 2022-06-30 13F CHEWY CL A 16679L109 727 -118 -13.96 25 -26.47 0.0002
2022-04-21 2022-03-31 13F CHEWY CL A 16679L109 845 388 84.90 34 25.93 0.0002
2022-01-31 2021-12-31 13F CHEWY CL A 16679L109 457 282 161.14 27 92.86 0.0002
2021-09-15 2021-06-30 13F/A-1 CHEWY CL A 16679L109 175 0 0.00 14 0.00 0.0001
2021-07-29 2021-06-30 13F CHEWY CL A 16679L109 175 0 14 0.0001
2021-09-15 2021-03-31 13F/A-1 CHEWY CL A 16679L109 175 0 0.00 14 0.00 0.0001
2021-04-27 2021-03-31 13F CHEWY CL A 16679L109 40 -135 3 0.0000
2021-09-15 2020-12-31 13F/A-1 CHEWY CL A 16679L109 175 0 0.00 14 0.00 0.0001
2021-01-27 2020-12-31 13F CHEWY CL A 16679L109 211 36 19 0.0002
2021-09-15 2020-09-30 13F/A-1 CHEWY CL A 16679L109 175 0 0.00 14 0.00 0.0001
2020-10-19 2020-09-30 13F CHEWY CL A 16679L109 242 67 13 0.0001
2021-09-15 2020-06-30 13F/A-1 CHEWY CL A 16679L109 175 0 0.00 14 0.00 0.0001
2020-07-22 2020-06-30 13F CHEWY CL A 16679L109 32 -143 1 0.0000
2021-09-15 2020-03-31 13F/A-1 CHEWY CL A 16679L109 175 0 0.00 14 0.00 0.0001
2020-04-28 2020-03-31 13F CHEWY CL A 16679L109 32 -143 1 0.0000
2021-09-14 2019-12-31 13F/A-1 CHEWY CL A 16679L109 175 0 0.00 14 0.00 0.0001
2020-01-27 2019-12-31 13F CHEWY CL A 16679L109 32 -143 1 0.0000
2021-09-14 2019-09-30 13F/A-1 CHEWY CL A 16679L109 175 0 0.00 14 0.00 0.0001
2021-09-14 2019-06-30 13F/A-1 CHEWY CL A 16679L109 175 0 0.00 14 0.00 0.0001
2021-09-02 2019-03-31 13F/A-1 CHEWY CL A 16679L109 175 175 14 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.