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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
Smith Thomas W222,500$70.0M48.73%––
Sumitomo Mitsui Trust Holdings, Inc.224,889$70.8M0.04%––
Eventide Asset Management, LLC246,432$77.6M1.15%––
ProShare Advisors LLC248,173$78.1M0.25%––
Barclays PLC265,406$83.5M0.08%––
Swiss National Bank265,937$83.7M0.06%––
UBS Asset Management Americas Inc272,745$85.8M0.04%––
Atreides Management, LP273,214$86.0M2.77%––
Bank of Montreal266,153$88.4M0.06%––
Ameriprise Financial Inc282,337$88.9M0.03%––
Caption Management, LLC305,305$96.1M12.35%––
Steadview Capital Management LLC336,462$105.9M10.52%––
Goodnow Investment Group, LLC340,128$107.1M9.77%––
Wellington Management Group LLP349,597$110.0M0.02%––
Samlyn Capital, LLC352,265$110.9M1.65%––
Legal & General Group Plc372,174$117.1M0.04%––
D. E. Shaw & Co., Inc.412,353$129.8M0.16%––
Citigroup Inc441,241$138.9M0.13%––
Northern Trust Corp546,737$172.1M0.03%––
Nuveen Asset Management, LLC546,852$172.1M0.05%––
Bank of America Corp610,950$192.3M0.02%––
Adage Capital Partners GP, L.L.C.644,181$202.8M0.41%––
Norges Bank656,712$206.7M0.05%––
First Trust Advisors LP668,038$210.3M0.25%––
Two Sigma Advisers, LP670,600$211.1M0.58%––
Two Sigma Investments, LP693,753$218.4M0.67%––
Capital World Investors723,253$227.6M0.04%––
Bank of New York Mellon Corp817,052$257.2M0.05%––
Geode Capital Management, LLC828,041$260.3M0.04%––
Allen Investment Management LLC931,038$293.0M4.50%––
Artisan Partners Limited Partnership940,965$296.2M0.38%––
Goldman Sachs Group Inc1,033,967$325.4M0.10%––
HarbourVest Partners LLC1,062,126$334.3M44.84%––
Price T Rowe Associates Inc1,065,192$335.3M0.03%––
Ruane, Cunniff & Goldfarb L.P.1,319,033$415.2M3.90%––
State Street Corp1,376,828$433.4M0.02%––
Whale Rock Capital Management LLC1,608,311$506.2M4.16%––
Janus Henderson Group PLC1,714,840$539.8M0.25%––
JPMorgan Chase & Co2,503,086$787.8M0.11%––
Bares Capital Management, Inc.2,587,948$814.6M15.23%––
Vulcan Value Partners, LLC2,596,246$817.2M4.83%––
Prescott General Partners LLC3,973,230$1.25B43.09%––
Morgan Stanley4,082,279$1.28B0.19%––
BlackRock Inc.4,136,332$1.30B0.04%––
Spruce House Investment Management LLC4,800,000$1.51B43.33%––
Spruce House Partnership LLC4,800,000$1.51B43.33%––
Vanguard Group Inc6,351,978$2.00B0.05%––
Baillie Gifford & Co8,534,258$2.69B1.50%––
FMR LLC11,545,327$3.63B0.31%––
Harel Insurance Investments & Financial Services Ltd.500––––