CHWY
Chewy, Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +4.5% ·
flujo de acciones +14.3% ·
nuevas posiciones netas +4.3%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 130.87K | $2.46M | n/a | −2 |
| Q2 2026 | 118 | -10 | 179.52M | $3.53B | +6 | −18 |
| Q1 2026 | 133 | -3 | 172.79M | $4.66B | +9 | −13 |
| Q4 2025 | 137 | -1 | 194.04M | $6.41B | +2 | −2 |
| Q3 2025 | 23 | +1 | 113.80M | $4.60B | +1 | n/a |
| Q2 2025 | 19 | +2 | 92.18M | $3.93B | +3 | −1 |
| Q1 2025 | 14 | -2 | 31.65M | $1.03B | n/a | −2 |
| Q4 2024 | 16 | +1 | 41.69M | $1.40B | +1 | n/a |
| Q3 2024 | 14 | +1 | 38.51M | $1.13B | +2 | −1 |
| Q2 2024 | 13 | n/a | 30.34M | $826.26M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 20.21M | +0.7% | $817.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×17 |
| 2 | The Vanguard Group ✦ (pasivo) | 18.90M | 0.0% | $764.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Wellington Management ✦ | 17.62M | +295.9% | $712.84M | 0.1% | ▲ Add | 6 | SEC ↗ ×9 |
| 4 | AQR Capital Management ✦ | 10.20M | +120.2% | $407.95M | 0.3% | ▲ Add | 6 | SEC ↗ ×7 |
| 5 | State Street Global Advisors ✦ (pasivo) | 6.46M | +4.7% | $261.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 5.72M | n/a | $231.51M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 7 | Baillie Gifford ✦ | 5.52M | -3.1% | $223.18M | 0.2% | ▼ Trim | 6 | SEC ↗ ×4 |
| 8 | Viking Global Investors ✦ | 5.48M | Nuevo | $221.82M | 0.6% | New | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 5.01M | -22.3% | $202.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 10 | Geode Capital Management ✦ (pasivo) | 4.29M | +5.2% | $173.89M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 11 | Point72 Asset Management ✦ | 3.54M | -14.7% | $143.14M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 2.77M | -5.4% | $112.03M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 13 | Renaissance Technologies ✦ | 2.33M | -49.2% | $94.32M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 2.30M | -16.6% | $92.94M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.28M | n/a | $51.87M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 16 | Marshall Wace ✦ | 1.01M | -69.3% | $40.84M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 17 | Goldman Sachs Group ✦ | 405.54K | n/a | $16.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Millennium Management ✦ | 209.19K | -76.7% | $8.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 168.77K | +26.6% | $6.83M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 113.56K | +2142.4% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 106.46K | -96.3% | $4.31M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 22 | Capital World Investors ✦ | 95.08K | +128.7% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bridgewater Associates ✦ | 47.04K | +6.0% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Viking Global Investors | $221.82M | 0.6% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 586 tenedores, 401.39M acciones, $10.63B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 17.28K acc. · $362,943
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología