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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
Caption Management, LLC293,943$92.8M8.33%−11,362−3.7%Reduced
Atreides Management, LP296,264$93.5M2.39%+23,050+8.4%Added
Swiss National Bank298,277$94.2M0.06%+32,340+12.2%Added
Barclays PLC302,168$95.4M0.08%+36,762+13.9%Added
Renaissance Technologies LLC303,500$95.8M0.12%+175,200+136.6%Added
UBS Asset Management Americas Inc307,859$97.2M0.04%+35,114+12.9%Added
Goodnow Investment Group, LLC309,972$97.9M8.21%−30,156−8.9%Reduced
Wellington Management Group LLP316,601$100.0M0.02%−32,996−9.4%Reduced
Eventide Asset Management, LLC333,562$105.3M1.41%+87,130+35.4%Added
Steadview Capital Management LLC345,962$109.2M9.48%+9,500+2.8%Added
Legal & General Group Plc432,744$136.6M0.05%+60,570+16.3%Added
Ameriprise Financial Inc487,127$153.8M0.05%+204,790+72.5%Added
Nuveen Asset Management, LLC545,270$172.1M0.05%−1,582−0.3%Reduced
Northern Trust Corp555,909$175.5M0.03%+9,172+1.7%Added
Norges Bank692,147$218.5M0.05%+35,435+5.4%Added
First Trust Advisors LP702,235$221.7M0.24%+34,197+5.1%Added
Adage Capital Partners GP, L.L.C.704,181$222.3M0.44%+60,000+9.3%Added
Bank of America Corp712,283$224.9M0.03%+101,333+16.6%Added
Healthcare of Ontario Pension Plan Trust Fund732,000$231.1M0.51%+731,765+311,389.4%Added
Geode Capital Management, LLC872,528$275.0M0.04%+44,487+5.4%Added
Allen Investment Management LLC881,038$278.2M3.75%−50,000−5.4%Reduced
HarbourVest Partners LLC1,062,126$335.3M32.05%00.0%Unchanged
Artisan Partners Limited Partnership1,110,914$350.7M0.42%+169,949+18.1%Added
Capital World Investors1,115,293$352.1M0.06%+392,040+54.2%Added
Price T Rowe Associates Inc1,119,921$353.6M0.03%+54,729+5.1%Added
Goldman Sachs Group Inc1,293,925$408.5M0.11%+259,958+25.1%Added
Ruane, Cunniff & Goldfarb L.P.1,303,191$411.4M3.65%−15,842−1.2%Reduced
State Street Corp1,604,101$506.4M0.03%+227,273+16.5%Added
Janus Henderson Group PLC1,815,893$573.3M0.25%+101,053+5.9%Added
Whale Rock Capital Management LLC1,823,299$575.6M3.76%+214,988+13.4%Added
Bares Capital Management, Inc.2,520,622$795.8M14.15%−67,326−2.6%Reduced
Vulcan Value Partners, LLC2,704,793$853.9M4.63%+108,547+4.2%Added
JPMorgan Chase & Co2,714,256$856.9M0.11%+211,170+8.4%Added
BlackRock Inc.3,640,823$1.15B0.03%−495,509−12.0%Reduced
Prescott General Partners LLC3,823,239$1.21B39.28%−149,991−3.8%Reduced
Spruce House Investment Management LLC4,800,000$1.52B36.08%00.0%Unchanged
Vanguard Group Inc6,367,524$2.01B0.05%+15,546+0.2%Added
Morgan Stanley7,421,596$2.34B0.31%+3,339,317+81.8%Added
Baillie Gifford & Co10,108,486$3.19B1.56%+1,574,228+18.4%Added
FMR LLC11,641,629$3.68B0.29%+96,302+0.8%Added
Sofos Investments, Inc.14––+14New
Two Sigma Investments, LP0$00.00%−693,753−100.0%Sold out
Cadian Capital Management, LP0$00.00%−100,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−65,368−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−60,000−100.0%Sold out
Natixis0$00.00%−51,793−100.0%Sold out
6elm Capital LP0$00.00%−39,100−100.0%Sold out
Hidden Lake Asset Management LP0$00.00%−40,093−100.0%Sold out
Capital Fund Management S.A.0$00.00%−30,133−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−28,826−100.0%Sold out
Carlson Capital L P0$00.00%−25,069−100.0%Sold out
Andra AP-fonden0$00.00%−21,500−100.0%Sold out
Tabor Asset Management, LP0$00.00%−15,816−100.0%Sold out
DnB Asset Management AS0$00.00%−15,530−100.0%Sold out
Mackay Shields LLC0$00.00%−13,062−100.0%Sold out
SCS Capital Management LLC0$00.00%−11,305−100.0%Sold out
Oregon Public Employees Retirement Fund0$00.00%−11,265−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−11,084−100.0%Sold out
Highland Capital Management, LLC0$00.00%−8,058−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−7,080−100.0%Sold out
Jump Financial, LLC0$00.00%−6,975−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−6,400−100.0%Sold out
Sciencast Management LP0$00.00%−5,694−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−5,316−100.0%Sold out
Hamilton Lane Advisors LLC0$00.00%−5,187−100.0%Sold out
SWS Partners0$00.00%−4,701−100.0%Sold out
Ferris Capital, LLC0$00.00%−4,234−100.0%Sold out
Quilter Plc0$00.00%−4,219−100.0%Sold out
Hershey Trust Co0$00.00%−4,203−100.0%Sold out
J. Goldman & Co LP0$00.00%−3,005−100.0%Sold out
Crawford Lake Capital Management, LLC0$00.00%−2,971−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−2,862−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−2,236−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−2,000−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−1,652−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−1,382−100.0%Sold out
Atom Investors LP0$00.00%−1,185−100.0%Sold out
Virtu Financial LLC0$00.00%−976−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−923−100.0%Sold out
Ballentine Partners, LLC0$00.00%−920−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−1,003−100.0%Sold out
Man Group plc0$00.00%−836−100.0%Sold out
Monument Capital Management0$00.00%−825−100.0%Sold out
Enlightenment Research, LLC0$00.00%−800−100.0%Sold out
Sawtooth Solutions, LLC0$00.00%−781−100.0%Sold out
Banco Santander, S.A.0$00.00%−759−100.0%Sold out
Colony Group LLC0$00.00%−749−100.0%Sold out
Keel Point, LLC0$00.00%−691−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−669−100.0%Sold out
Algert Global LLC0$00.00%−667−100.0%Sold out
Cipher Capital LP0$00.00%−639−100.0%Sold out
Independent Financial Group, LLC0$00.00%−636−100.0%Sold out
Moors & Cabot, Inc.0$00.00%−640−100.0%Sold out
Sowell Financial Services LLC0$00.00%−504−100.0%Sold out
Laurion Capital Management LP0$00.00%−231−100.0%Sold out
RWM Asset Management, LLC0$00.00%−200−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−163−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−97−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−52−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−47−100.0%Sold out