Chegg
CHGG on NYSE. Market value $80m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
1 long-term investor we follow owns it, unchanged from 1 last quarter. 97 funds in all.
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Cannell CapitalJ. Carlo Cannell | $871,901 | 0.6% | Added |
Largest holders overall
- Vanguard Capital Management$5mAdded
- Acadian Asset Management$5mAdded
- Renaissance Technologies$3m
- Charles Schwab Investment Management$3mCut
- Jane Street Group$2mAdded
- BlackRock$2mAdded
- Quinn Opportunity Partners$2m
- Arrowstreet Capital, Limited Partnership$1mCut
- Geode Capital Management$1mAdded
- FMR$1mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
1 investor owns more than 5%.
- Galloway Capital Partners, LLCat least 5.4%(filed with 2 related holders)Since 8 April 2026
What they said
Each Reporting Person acquired the securities described in this Schedule 13D for investment purposes and intend to review its investment in the Issuer on a continuing basis. Each Reporting Person may from time to time acquire additional securities of the Issuer or retain or sell…
Read the filing - BlackRock, Inc.Passive investorSold down below 5%Since 30 June 2025
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Galloway Capital Partners, LLC | at least 5.4% (filed with 2 related holders) | 8 April 2026 | What they saidEach Reporting Person acquired the securities described in this Schedule 13D for investment purposes and intend to review its investment in the Issuer on a continuing basis. Each Reporting Person may from time to time acquire additional securities of the Issuer or retain or sell… Read the filing |
BlackRock, Inc. Passive investor | Sold down below 5% | 30 June 2025 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 1 insider bought $56,000 of shares on the open market. 1 sold $42,146, $42,146 of it under preset trading plans.
- BUDIG RENEE VARNIDirectorSoldunder a preset trading plan
- Date
- 13 August 2026
- Shares
- 54,347
- Price
- $0.78
- Value
- $42,146
- ROSENSWEIG DANIELPRESIDENT, CEO, EXEC CHAIRMAN, DirectorBought
- Date
- 13 February 2026
- Shares
- 100,000
- Price
- $0.56
- Value
- $56,000
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 13 August 2026 | BUDIG RENEE VARNI Director | Sold under a preset trading plan | 54,347 | $0.78 | $42,146 |
| 13 February 2026 | ROSENSWEIG DANIEL PRESIDENT, CEO, EXEC CHAIRMAN, Director | Bought | 100,000 | $0.56 | $56,000 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the serious warning signs we check for were found. 1 thing worth knowing.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 9 Mar 2026, plus the 10-Q filed 6 Aug 2026 and 7 later 8-Ks.
Changed auditor
Worth knowingThe company changed its auditor (the firm that checks its books) in the last two years.
“As a result of this process and following careful deliberation, on April 13, 2026 , the Audit Committee dismissed Deloitte as the Company's independent registered public accounting firm, effective immediately.”
From an 8-K filed 15 April 2026: Change of auditor. Read it in the filing
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.