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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, Q2 2021

Institutional positions in Wayfair Inc. as of Jun 30, 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
441
−5 vs. Q1 2021
Shares held
87.6M
+5.29M (+6.4%) vs. Q1 2021
Total value
$27.6B
+$1.72B (+6.7%) vs. Q1 2021
New holders
61
181 more added
Sold out
66
126 more reduced

4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 441 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 heldQ2 2021: $27.6B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q1 2021.

Institutions holding W in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC11,641,629$3.68B0.29%+96,302+0.8%Added
Baillie Gifford & Co10,108,486$3.19B1.56%+1,574,228+18.4%Added
Morgan Stanley7,421,596$2.34B0.31%+3,339,317+81.8%Added
Vanguard Group Inc6,367,524$2.01B0.05%+15,546+0.2%Added
Spruce House Investment Management LLC4,800,000$1.52B36.08%00.0%Unchanged
Prescott General Partners LLC3,823,239$1.21B39.28%−149,991−3.8%Reduced
BlackRock Inc.3,640,823$1.15B0.03%−495,509−12.0%Reduced
JPMorgan Chase & Co2,714,256$856.9M0.11%+211,170+8.4%Added
Vulcan Value Partners, LLC2,704,793$853.9M4.63%+108,547+4.2%Added
Bares Capital Management, Inc.2,520,622$795.8M14.15%−67,326−2.6%Reduced
Whale Rock Capital Management LLC1,823,299$575.6M3.76%+214,988+13.4%Added
Janus Henderson Group PLC1,815,893$573.3M0.25%+101,053+5.9%Added
State Street Corp1,604,101$506.4M0.03%+227,273+16.5%Added
Ruane, Cunniff & Goldfarb L.P.1,303,191$411.4M3.65%−15,842−1.2%Reduced
Goldman Sachs Group Inc1,293,925$408.5M0.11%+259,958+25.1%Added
Price T Rowe Associates Inc1,119,921$353.6M0.03%+54,729+5.1%Added
Capital World Investors1,115,293$352.1M0.06%+392,040+54.2%Added
Artisan Partners Limited Partnership1,110,914$350.7M0.42%+169,949+18.1%Added
HarbourVest Partners LLC1,062,126$335.3M32.05%00.0%Unchanged
Allen Investment Management LLC881,038$278.2M3.75%−50,000−5.4%Reduced
Geode Capital Management, LLC872,528$275.0M0.04%+44,487+5.4%Added
Healthcare of Ontario Pension Plan Trust Fund732,000$231.1M0.51%+731,765+311,389.4%Added
Bank of America Corp712,283$224.9M0.03%+101,333+16.6%Added
Adage Capital Partners GP, L.L.C.704,181$222.3M0.44%+60,000+9.3%Added
First Trust Advisors LP702,235$221.7M0.24%+34,197+5.1%Added
Norges Bank692,147$218.5M0.05%+35,435+5.4%Added
Northern Trust Corp555,909$175.5M0.03%+9,172+1.7%Added
Nuveen Asset Management, LLC545,270$172.1M0.05%−1,582−0.3%Reduced
Ameriprise Financial Inc487,127$153.8M0.05%+204,790+72.5%Added
Legal & General Group Plc432,744$136.6M0.05%+60,570+16.3%Added
Steadview Capital Management LLC345,962$109.2M9.48%+9,500+2.8%Added
Eventide Asset Management, LLC333,562$105.3M1.41%+87,130+35.4%Added
Wellington Management Group LLP316,601$100.0M0.02%−32,996−9.4%Reduced
Goodnow Investment Group, LLC309,972$97.9M8.21%−30,156−8.9%Reduced
UBS Asset Management Americas Inc307,859$97.2M0.04%+35,114+12.9%Added
Renaissance Technologies LLC303,500$95.8M0.12%+175,200+136.6%Added
Barclays PLC302,168$95.4M0.08%+36,762+13.9%Added
Swiss National Bank298,277$94.2M0.06%+32,340+12.2%Added
Atreides Management, LP296,264$93.5M2.39%+23,050+8.4%Added
Caption Management, LLC293,943$92.8M8.33%−11,362−3.7%Reduced
Mitsubishi UFJ Trust & Banking Corp270,296$85.3M0.18%+56,176+26.2%Added
Bank of New York Mellon Corp255,954$80.8M0.02%−561,098−68.7%Reduced
Bank of Montreal258,602$79.8M0.04%−7,551−2.8%Reduced
BloombergSen Inc.246,250$77.8M5.32%+173,000+236.2%Added
Smith Thomas W222,500$70.2M45.41%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.222,010$70.1M0.04%−2,879−1.3%Reduced
Charles Schwab Investment Management Inc215,080$67.9M0.02%+5,930+2.8%Added
Samlyn Capital, LLC214,315$67.7M1.03%−137,950−39.2%Reduced
Parallax Volatility Advisers, L.P.206,798$65.3M0.82%+30,149+17.1%Added
American Century Companies Inc193,207$61.0M0.04%+192,169+18,513.4%Added
Dimensional Fund Advisors LP192,901$60.9M0.02%+1,708+0.9%Added
D. E. Shaw & Co., Inc.182,877$57.7M0.07%−229,476−55.7%Reduced
California Public Employees Retirement System168,352$53.1M0.04%+5,197+3.2%Added
Mayflower Financial Advisors, LLC162,528$51.3M7.18%−202−0.1%Reduced
Quinn Opportunity Partners LLC148,392$46.8M2.92%+6,000+4.2%Added
Nordea Investment Management AB145,570$46.0M0.06%+17,318+13.5%Added
Franklin Resources Inc140,110$44.2M0.02%+25,436+22.2%Added
Two Sigma Advisers, LP136,700$43.2M0.11%−533,900−79.6%Reduced
California State Teachers Retirement System134,409$42.4M0.05%+1,648+1.2%Added
Teachers Retirement System of the State of Kentucky131,998$41.7M0.38%+3,500+2.7%Added
ProShare Advisors LLC129,340$40.8M0.12%−118,833−47.9%Reduced
Amundi129,329$40.8M0.03%+129,329New
Hound Partners, LLC124,888$39.4M1.97%+13,936+12.6%Added
HAP Trading, LLC122,647$38.7M2.40%+122,647New
Bank of Nova Scotia113,296$35.8M0.07%−67,391−37.3%Reduced
SG Americas Securities, LLC112,919$35.6M0.18%+79,797+240.9%Added
Nomura Holdings Inc111,342$35.1M0.29%+1,763+1.6%Added
KBC Group NV105,622$33.3M0.12%+79,055+297.6%Added
Arrowstreet Capital, Limited Partnership104,804$33.1M0.04%+98,204+1,487.9%Added
National Pension Service104,188$32.9M0.06%+192+0.2%Added
New York State Common Retirement Fund101,310$32.0M0.03%+10,009+11.0%Added
Check Capital Management Inc98,519$31.1M2.59%+96,944+6,155.2%Added
State Board of Administration of Florida Retirement System95,593$30.2M0.06%+5,176+5.7%Added
Parametric Portfolio Associates LLC94,698$29.9M0.02%+12,814+15.6%Added
Citigroup Inc90,336$28.5M0.03%−350,905−79.5%Reduced
Credit Suisse AG91,347$28.2M0.02%+6,816+8.1%Added
Deutsche Bank AG88,063$27.8M0.01%−75,094−46.0%Reduced
Ingalls & Snyder LLC86,018$27.2M1.22%−8,439−8.9%Reduced
Invesco Ltd.80,891$25.5M0.01%−84,342−51.0%Reduced
Wells Fargo & Company79,869$25.2M0.01%−14,308−15.2%Reduced
Simcoe Capital Management, LLC77,280$24.4M3.05%+65,880+577.9%Added
Millennium Management LLC76,592$24.2M0.03%−18,092−19.1%Reduced
Railway Pension Investments Ltd75,800$23.9M0.20%+1,500+2.0%Added
Penserra Capital Management LLC72,352$22.8M0.41%−69,360−48.9%Reduced
Eaton Vance Management72,283$22.8M0.03%+13,071+22.1%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management70,715$22.3M0.40%+51,755+273.0%Added
Telemark Asset Management, LLC70,000$22.1M1.76%00.0%Unchanged
Rhumbline Advisers68,388$21.6M0.03%−2,839−4.0%Reduced
AustralianSuper Pty Ltd67,729$21.4M0.15%+35,672+111.3%Added
Royal Bank of Canada67,094$21.2M0.01%−1,576−2.3%Reduced
Assenagon Asset Management S.A.64,050$20.2M0.09%+9,939+18.4%Added
Bridgeway Capital Management, LLC59,750$18.9M0.34%+59,750New
SEI Investments Co57,057$18.0M0.04%+20,766+57.2%Added
Citadel Advisors LLC50,975$16.1M0.02%−128,199−71.6%Reduced
Howland Capital Management LLC50,345$15.9M0.82%−1,464−2.8%Reduced
Ergoteles LLC46,793$14.8M0.34%+46,793New
Great West Life Assurance Co45,713$14.4M0.03%+5,510+13.7%Added
Fred Alger Management, LLC43,522$13.7M0.03%−15,421−26.2%Reduced
Public Employees Retirement System of Ohio43,510$13.7M0.05%+5,331+14.0%Added
State of New Jersey Common Pension Fund D43,500$13.7M0.04%+2,091+5.0%Added