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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; 456 institutions reported holding it in 13F filings for Q2 2026, worth $11.2B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Wayfair Inc. as of Mar 31, 2021. 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
450
No complete 13F data for Q4 2020
Shares held
87.3M
No complete 13F data for Q4 2020
Total value
$27.5B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 450 institutions
Q1 2021: 450 institutionsQ2 2021: 441 institutionsQ3 2021: 416 institutionsQ4 2021: 427 institutionsQ1 2022: 367 institutionsQ2 2022: 328 institutionsQ3 2022: 321 institutionsQ4 2022: 302 institutionsQ1 2023: 290 institutionsQ2 2023: 309 institutionsQ3 2023: 328 institutionsQ4 2023: 356 institutionsQ1 2024: 365 institutionsQ2 2024: 337 institutionsQ3 2024: 355 institutionsQ4 2024: 341 institutionsQ1 2025: 318 institutionsQ2 2025: 337 institutionsQ3 2025: 415 institutionsQ4 2025: 482 institutionsQ1 2026: 449 institutionsQ2 2026: 456 institutions
Value heldQ1 2021: $27.5B
Q1 2021: $27.5BQ2 2021: $27.6BQ3 2021: $23.1BQ4 2021: $17.2BQ1 2022: $9.98BQ2 2022: $4.21BQ3 2022: $3.10BQ4 2022: $3.29BQ1 2023: $3.44BQ2 2023: $6.78BQ3 2023: $6.53BQ4 2023: $6.86BQ1 2024: $7.59BQ2 2024: $6.05BQ3 2024: $6.41BQ4 2024: $4.90BQ1 2025: $3.82BQ2 2025: $6.08BQ3 2025: $10.7BQ4 2025: $12.5BQ1 2026: $9.27BQ2 2026: $11.2B
Institutions holding W and their total value by quarter
QuarterHoldersValue
Q2 2026456$11.2B
Q1 2026449$9.27B
Q4 2025482$12.5B
Q3 2025415$10.7B
Q2 2025337$6.08B
Q1 2025318$3.82B
Q4 2024341$4.90B
Q3 2024355$6.41B
Q2 2024337$6.05B
Q1 2024365$7.59B
Q4 2023356$6.86B
Q3 2023328$6.53B
Q2 2023309$6.78B
Q1 2023290$3.44B
Q4 2022302$3.29B
Q3 2022321$3.10B
Q2 2022328$4.21B
Q1 2022367$9.98B
Q4 2021427$17.2B
Q3 2021416$23.1B
Q2 2021441$27.6B
Q1 2021450$27.5B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Wayfair Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding W in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC11,545,327$3.63B0.31%––
Baillie Gifford & Co8,534,258$2.69B1.50%––
Vanguard Group Inc6,351,978$2.00B0.05%––
Spruce House Investment Management LLC4,800,000$1.51B43.33%––
Spruce House Partnership LLC4,800,000$1.51B43.33%––
BlackRock Inc.4,136,332$1.30B0.04%––
Morgan Stanley4,082,279$1.28B0.19%––
Prescott General Partners LLC3,973,230$1.25B43.09%––
Vulcan Value Partners, LLC2,596,246$817.2M4.83%––
Bares Capital Management, Inc.2,587,948$814.6M15.23%––
JPMorgan Chase & Co2,503,086$787.8M0.11%––
Janus Henderson Group PLC1,714,840$539.8M0.25%––
Whale Rock Capital Management LLC1,608,311$506.2M4.16%––
State Street Corp1,376,828$433.4M0.02%––
Ruane, Cunniff & Goldfarb L.P.1,319,033$415.2M3.90%––
Price T Rowe Associates Inc1,065,192$335.3M0.03%––
HarbourVest Partners LLC1,062,126$334.3M44.84%––
Goldman Sachs Group Inc1,033,967$325.4M0.10%––
Artisan Partners Limited Partnership940,965$296.2M0.38%––
Allen Investment Management LLC931,038$293.0M4.50%––
Geode Capital Management, LLC828,041$260.3M0.04%––
Bank of New York Mellon Corp817,052$257.2M0.05%––
Capital World Investors723,253$227.6M0.04%––
Two Sigma Investments, LP693,753$218.4M0.67%––
Two Sigma Advisers, LP670,600$211.1M0.58%––
First Trust Advisors LP668,038$210.3M0.25%––
Norges Bank656,712$206.7M0.05%––
Adage Capital Partners GP, L.L.C.644,181$202.8M0.41%––
Bank of America Corp610,950$192.3M0.02%––
Nuveen Asset Management, LLC546,852$172.1M0.05%––
Northern Trust Corp546,737$172.1M0.03%––
Citigroup Inc441,241$138.9M0.13%––
D. E. Shaw & Co., Inc.412,353$129.8M0.16%––
Legal & General Group Plc372,174$117.1M0.04%––
Samlyn Capital, LLC352,265$110.9M1.65%––
Wellington Management Group LLP349,597$110.0M0.02%––
Goodnow Investment Group, LLC340,128$107.1M9.77%––
Steadview Capital Management LLC336,462$105.9M10.52%––
Caption Management, LLC305,305$96.1M12.35%––
Ameriprise Financial Inc282,337$88.9M0.03%––
Bank of Montreal266,153$88.4M0.06%––
Atreides Management, LP273,214$86.0M2.77%––
UBS Asset Management Americas Inc272,745$85.8M0.04%––
Swiss National Bank265,937$83.7M0.06%––
Barclays PLC265,406$83.5M0.08%––
ProShare Advisors LLC248,173$78.1M0.25%––
Eventide Asset Management, LLC246,432$77.6M1.15%––
Sumitomo Mitsui Trust Holdings, Inc.224,889$70.8M0.04%––
Smith Thomas W222,500$70.0M48.73%––
Mitsubishi UFJ Trust & Banking Corp214,120$67.3M0.15%––
Charles Schwab Investment Management Inc209,150$65.8M0.02%––
Dimensional Fund Advisors LP191,193$60.2M0.02%––
Bank of Nova Scotia180,687$56.9M0.11%––
Citadel Advisors LLC179,174$56.4M0.06%––
Parallax Volatility Advisers, L.P.176,649$55.6M0.49%––
Invesco Ltd.165,233$52.0M0.01%––
Deutsche Bank AG163,157$51.4M0.03%––
California Public Employees Retirement System163,155$51.4M0.04%––
Mayflower Financial Advisors, LLC162,730$51.2M7.69%––
Quinn Opportunity Partners LLC142,392$44.8M2.84%––
Penserra Capital Management LLC141,712$44.6M0.82%––
Scout Investments, Inc.137,869$43.4M0.65%––
Amundi Asset Management US, Inc.133,368$42.0M0.03%––
California State Teachers Retirement System132,761$41.8M0.06%––
Nordea Investment Management AB128,252$41.0M0.06%––
Teachers Retirement System of the State of Kentucky128,498$40.4M0.40%––
Renaissance Technologies LLC128,300$40.4M0.05%––
Franklin Resources Inc114,674$36.1M0.01%––
Hound Partners, LLC110,952$34.9M1.72%––
Nomura Holdings Inc109,579$34.6M0.25%––
National Pension Service103,996$32.7M0.07%––
Cadian Capital Management, LP100,000$31.5M1.16%––
Millennium Management LLC94,684$29.8M0.04%––
Ingalls & Snyder LLC94,457$29.7M1.40%––
Wells Fargo & Company94,177$29.6M0.01%––
Berkshire Capital Holdings Inc93,380$29.4M3.36%––
New York State Common Retirement Fund91,301$28.7M0.03%––
State Board of Administration of Florida Retirement System90,417$28.5M0.06%––
Credit Suisse AG84,531$26.6M0.02%––
Parametric Portfolio Associates LLC81,884$25.8M0.01%––
Railway Pension Investments Ltd74,300$23.4M0.22%––
BloombergSen Inc.73,250$23.1M1.68%––
Rhumbline Advisers71,227$22.4M0.03%––
Telemark Asset Management, LLC70,000$22.0M1.87%––
Royal Bank of Canada68,670$21.6M0.01%––
Voloridge Investment Management, LLC65,368$20.6M0.15%––
Davidson Kempner Capital Management LP60,000$18.9M0.19%––
Eaton Vance Management59,212$18.6M0.03%––
Fred Alger Management, LLC58,943$18.6M0.05%––
Assenagon Asset Management S.A.54,111$17.0M0.09%––
Howland Capital Management LLC51,809$16.3M0.91%––
Natixis51,793$16.3M0.05%––
Cubist Systematic Strategies, LLC43,434$13.7M0.17%––
Squarepoint Ops LLC41,836$13.2M0.12%––
State of New Jersey Common Pension Fund D41,409$13.0M0.05%––
Panagora Asset Management Inc41,030$12.9M0.07%––
Brown Advisory Inc40,692$12.8M0.02%––
Alliancebernstein L.P.40,590$12.8M0.01%––
Great West Life Assurance Co40,203$12.6M0.03%––
6elm Capital LP39,100$12.3M6.93%––