Wayfair Inc.
W- Exchange
- NYSE
- Industry
- Retail-Catalog & Mail-Order Houses
- SEC CIK
- 0001616707
In the last 90 days, Wayfair Inc. insiders filed 0 open-market purchases and 6 sales; 471 institutions reported holding it in 13F filings for Q2 2026, worth $11.7B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Wayfair Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 471
- +12 vs. Q1 2026
- Shares held
- 160.4M
- +33.1M (+26.0%) vs. Q1 2026
- Total value
- $11.7B
- +$2.40B (+25.8%) vs. Q1 2026
- New holders
- 93
- 159 more added
- Sold out
- 81
- 143 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting W on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 471 | $11.7B |
| Q1 2026 | 461 | $9.58B |
| Q4 2025 | 501 | $13.2B |
| Q3 2025 | 438 | $11.8B |
| Q2 2025 | 370 | $6.94B |
| Q1 2025 | 352 | $4.75B |
| Q4 2024 | 385 | $6.30B |
| Q3 2024 | 400 | $8.32B |
| Q2 2024 | 382 | $7.81B |
| Q1 2024 | 410 | $9.83B |
| Q4 2023 | 399 | $8.93B |
| Q3 2023 | 366 | $8.25B |
| Q2 2023 | 339 | $7.50B |
| Q1 2023 | 322 | $4.47B |
| Q4 2022 | 333 | $3.80B |
| Q3 2022 | 347 | $3.76B |
| Q2 2022 | 356 | $5.21B |
| Q1 2022 | 387 | $11.0B |
| Q4 2021 | 445 | $19.5B |
| Q3 2021 | 433 | $24.9B |
| Q2 2021 | 459 | $30.0B |
| Q1 2021 | 470 | $29.6B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 16,277,047 | $1.51B | 0.07% | −8120.0% | Reduced |
| Capital World Investors | 11,177,483 | $1.03B | 0.12% | −2,614,300−19.0% | Reduced |
| BlackRock, Inc. | 5,035,150 | $465.3M | 0.01% | −703,528−12.3% | Reduced |
| Vanguard Capital Management LLC | 4,776,475 | $441.4M | 0.01% | +113,276+2.4% | Added |
| Renaissance Technologies LLC | 4,514,426 | $417.2M | 0.57% | −457,999−9.2% | Reduced |
| Jupiter Topco LLC | 4,469,109 | $413.0M | 0.17% | +4,469,109 | New |
| Vanguard Portfolio Management LLC | 4,198,629 | $388.0M | 0.02% | −190,032−4.3% | Reduced |
| AQR Capital Management LLC | 3,101,936 | $284.9M | 0.10% | +1,248,779+67.4% | Added |
| Spruce House Investment Management LLC | 2,909,700 | $268.9M | 7.91% | +309,700+11.9% | Added |
| D. E. Shaw & Co., Inc. | 2,467,411 | $268.5M | 0.17% | +1,538,183+165.5% | Added |
| Baillie Gifford & Co | 2,811,620 | $259.8M | 0.24% | −50,589−1.8% | Reduced |
| Great Hill Partners, L.P. | 2,788,912 | $257.8M | 100.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,612,733 | $241.5M | 0.18% | +108,738+4.3% | Added |
| Castle Hook Partners LP | 2,455,952 | $227.0M | 2.43% | +2,430,328+9,484.6% | Added |
| Contour Asset Management LLC | 2,396,292 | $221.5M | 5.24% | +2,067,584+629.0% | Added |
| Prescott General Partners LLC | 2,322,401 | $214.6M | 10.97% | 00.0% | Unchanged |
| Wellington Management Group LLP | 2,259,111 | $208.8M | 0.04% | −197,587−8.0% | Reduced |
| Geode Capital Management, LLC | 1,918,415 | $178.5M | 0.01% | −295,482−13.3% | Reduced |
| State Street Corp | 1,839,140 | $170.0M | 0.01% | +102,315+5.9% | Added |
| Assenagon Asset Management S.A. | 1,637,182 | $151.3M | 0.10% | +1,061,382+184.3% | Added |
| Anomaly Capital Management, LP | 1,379,204 | $127.5M | 4.87% | +911,962+195.2% | Added |
| Norges Bank | 1,309,943 | $121.1M | 0.01% | +1,309,943 | New |
| Jane Street Group, LLC | 1,257,610 | $116.5M | 0.07% | +780,753+163.7% | Added |
| Dimensional Fund Advisors LP | 1,232,815 | $114.0M | 0.02% | +196,284+18.9% | Added |
| Charles Schwab Investment Management Inc | 1,151,457 | $106.4M | 0.01% | −4,576−0.4% | Reduced |
| Goldman Sachs Group Inc | 1,117,663 | $103.9M | 0.01% | +396,564+55.0% | Added |
| Clearbridge Investments, LLC | 1,057,745 | $97.8M | 0.08% | +96,632+10.1% | Added |
| Wolf Hill Capital Management, LP | 1,049,318 | $97.0M | 9.39% | +1,049,318 | New |
| UBS Group AG | 892,727 | $82.6M | 0.01% | −1,079,692−54.7% | Reduced |
| Linden Advisors LP | – | $81.0M | 0.42% | – | – |
| Atreides Management, LP | 843,860 | $78.0M | 0.70% | −587,137−41.0% | Reduced |
| Hook Mill Capital Partners, LP | 826,823 | $76.4M | 7.09% | −213,002−20.5% | Reduced |
| BNP Paribas Arbitrage, SA | 645,458 | $74.0M | 0.04% | −283,421−30.5% | Reduced |
| American Century Companies Inc | 785,206 | $72.6M | 0.03% | +16,658+2.2% | Added |
| Bank of Montreal | 568,988 | $69.8M | 0.03% | +37,903+7.1% | Added |
| Alyeska Investment Group, L.P. | 753,236 | $69.6M | 0.18% | +270,955+56.2% | Added |
| Allen Investment Management LLC | 749,250 | $69.2M | 0.82% | 00.0% | Unchanged |
| Morgan Stanley | 735,155 | $67.9M | 0.00% | −242,202−24.8% | Reduced |
| Bank of Nova Scotia | 720,053 | $66.5M | 0.10% | +19,053+2.7% | Added |
| Calamos Advisors LLC | 509,226 | $65.8M | 0.24% | – | – |
| Vanguard Fiduciary Trust Co | 696,006 | $64.3M | 0.01% | +34,918+5.3% | Added |
| Quantinno Capital Management LP | 633,235 | $58.5M | 0.07% | +330,903+109.5% | Added |
| Citadel Advisors LLC | 627,846 | $58.0M | 0.03% | −31,226−4.7% | Reduced |
| Goodnow Investment Group, LLC | 623,772 | $57.6M | 5.98% | −14,820−2.3% | Reduced |
| JPMorgan Chase & Co | 583,160 | $56.3M | 0.00% | −2,278,886−79.6% | Reduced |
| Bank of America Corp | 554,024 | $51.2M | 0.00% | −85,759−13.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 549,450 | $50.8M | 0.10% | +19,646+3.7% | Added |
| Ovata Capital Management Ltd | 33,184,000 | $49.4M | 3.71% | +33,184,000 | New |
| Northern Trust Corp | 527,382 | $48.7M | 0.01% | +11,129+2.2% | Added |
| Artemis Investment Management LLP | 511,868 | $47.3M | 0.42% | −365,249−41.6% | Reduced |
| Check Capital Management Inc | 507,075 | $46.9M | 0.91% | +339,127+201.9% | Added |
| Invesco Ltd. | 472,405 | $43.7M | 0.00% | +135,905+40.4% | Added |
| Jacobs Levy Equity Management, Inc | 469,638 | $43.4M | 0.16% | −211,850−31.1% | Reduced |
| Phoenix Asset Management Partners Ltd | 469,360 | $43.4M | 28.49% | +9,000+2.0% | Added |
| Federated Hermes, Inc. | 453,019 | $41.9M | 0.06% | −33,096−6.8% | Reduced |
| Hennessy Advisors Inc | 416,500 | $38.5M | 1.23% | 00.0% | Unchanged |
| Portman Square Capital LLP | 409,349 | $37.8M | 6.44% | +227,310+124.9% | Added |
| Balyasny Asset Management LLC | 201,718 | $37.2M | 0.07% | −1,390,152−87.3% | Reduced |
| Franklin Resources Inc | 9,005 | $36.9M | 0.01% | −118,619−92.9% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 350,803 | $32.4M | 0.47% | +52,986+17.8% | Added |
| Benchstone Capital Management LP | 331,642 | $30.7M | 3.82% | +331,642 | New |
| Bank of New York Mellon Corp | 318,846 | $29.5M | 0.00% | +8,021+2.6% | Added |
| Gilder Gagnon Howe & Co LLC | 299,898 | $27.7M | 0.29% | +299,898 | New |
| Mane Global Capital Management LP | 297,573 | $27.5M | 2.27% | +297,573 | New |
| Price T Rowe Associates Inc | 293,431 | $27.1M | 0.00% | +121,815+71.0% | Added |
| Adage Capital Partners GP, L.L.C. | 285,000 | $26.3M | 0.04% | −48,000−14.4% | Reduced |
| UBS Asset Management Americas Inc | 248,494 | $26.2M | 0.00% | +695+0.3% | Added |
| SG Americas Securities, LLC | 279,449 | $25.8M | 0.01% | +68,444+32.4% | Added |
| Wells Fargo & Company | 176,435 | $25.0M | 0.00% | +37,473+27.0% | Added |
| Gluskin Sheff & Assoc Inc | 244,785 | $22.6M | 3.48% | +36,792+17.7% | Added |
| Boothbay Fund Management, LLC | 240,611 | $22.2M | 0.41% | −14,504−5.7% | Reduced |
| Gotham Asset Management, LLC | 233,888 | $21.6M | 0.05% | +67,243+40.4% | Added |
| Marshall Wace, LLP | 233,494 | $21.6M | 0.02% | −16,038−6.4% | Reduced |
| Millennium Management LLC | 227,312 | $21.0M | 0.01% | −239,108−51.3% | Reduced |
| Smith Thomas W | 225,850 | $20.9M | 18.53% | −11,250−4.7% | Reduced |
| Tabor Asset Management, LP | 217,280 | $20.1M | 6.15% | +27,389+14.4% | Added |
| Qube Research & Technologies Ltd | 216,480 | $20.0M | 0.02% | −554,962−71.9% | Reduced |
| Swiss National Bank | 207,400 | $19.2M | 0.01% | +3,600+1.8% | Added |
| Walleye Capital LLC | 202,873 | $18.7M | 0.09% | −5,277−2.5% | Reduced |
| Alliancebernstein L.P. | 243,369 | $18.3M | 0.01% | +88,633+57.3% | Added |
| Nuveen, LLC | 196,182 | $18.1M | 0.00% | −149,107−43.2% | Reduced |
| STRS Ohio | 195,894 | $18.1M | 0.07% | +20,152+11.5% | Added |
| Trexquant Investment LP | 195,820 | $18.1M | 0.11% | +165,791+552.1% | Added |
| Ameriprise Financial Inc | 190,828 | $17.6M | 0.00% | −364−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 181,188 | $16.7M | 0.11% | +16,028+9.7% | Added |
| Baird Financial Group, Inc. | 177,043 | $16.4M | 0.02% | +177,043 | New |
| Citigroup Inc | 164,790 | $15.8M | 0.01% | −328,809−66.6% | Reduced |
| Barclays PLC | 163,565 | $15.5M | 0.00% | −13,336−7.5% | Reduced |
| Arvin Capital Management LP | 159,515 | $14.7M | 2.76% | +159,515 | New |
| California Public Employees Retirement System | 159,282 | $14.7M | 0.01% | −61,166−27.7% | Reduced |
| K2 Principal Fund, L.P. | – | $14.3M | 1.31% | – | New |
| Sona Asset Management (US) LLC | – | $14.1M | 0.52% | – | – |
| Russell Investments Group, Ltd. | 149,679 | $13.8M | 0.01% | −31,235−17.3% | Reduced |
| Royal Bank of Canada | 149,257 | $13.8M | 0.00% | +17,898+13.6% | Added |
| IMC-Chicago, LLC | 145,868 | $13.5M | 0.12% | +121,731+504.3% | Added |
| HRT Financial LP | 140,672 | $13.0M | 0.02% | −4,389−3.0% | Reduced |
| Ofi Invest Asset Management | 155,077 | $12.5M | 0.13% | +33,787+27.9% | Added |
| CI Private Wealth, LLC | 135,582 | $12.5M | 0.02% | +81,719+151.7% | Added |
| LMR Partners LLP | 127,100 | $11.7M | 0.09% | +127,100 | New |
| Avalon Global Asset Management LLC | 120,000 | $11.1M | 1.63% | +120,000 | New |