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, Q3 2021
Institutional positions in Wayfair Inc. as of Sep 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
- 416
- −19 vs. Q2 2021
- Shares held
- 90.4M
- +2.83M (+3.2%) vs. Q2 2021
- Total value
- $23.1B
- −$4.53B (−16.4%) vs. Q2 2021
- New holders
- 58
- 134 more added
- Sold out
- 77
- 154 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 456 | $11.2B |
| Q1 2026 | 449 | $9.27B |
| Q4 2025 | 482 | $12.5B |
| Q3 2025 | 415 | $10.7B |
| Q2 2025 | 337 | $6.08B |
| Q1 2025 | 318 | $3.82B |
| Q4 2024 | 341 | $4.90B |
| Q3 2024 | 355 | $6.41B |
| Q2 2024 | 337 | $6.05B |
| Q1 2024 | 365 | $7.59B |
| Q4 2023 | 356 | $6.86B |
| Q3 2023 | 328 | $6.53B |
| Q2 2023 | 309 | $6.78B |
| Q1 2023 | 290 | $3.44B |
| Q4 2022 | 302 | $3.29B |
| Q3 2022 | 321 | $3.10B |
| Q2 2022 | 328 | $4.21B |
| Q1 2022 | 367 | $9.98B |
| Q4 2021 | 427 | $17.2B |
| Q3 2021 | 416 | $23.1B |
| Q2 2021 | 441 | $27.6B |
| Q1 2021 | 450 | $27.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 11,596,828 | $2.96B | 0.24% | −44,801−0.4% | Reduced |
| Baillie Gifford & Co | 9,986,944 | $2.55B | 1.34% | −121,542−1.2% | Reduced |
| Morgan Stanley | 8,326,165 | $2.13B | 0.29% | +904,569+12.2% | Added |
| Vanguard Group Inc | 6,346,167 | $1.62B | 0.04% | −21,357−0.3% | Reduced |
| Spruce House Investment Management LLC | 4,800,000 | $1.23B | 31.77% | 00.0% | Unchanged |
| Prescott General Partners LLC | 3,823,239 | $976.9M | 32.94% | 00.0% | Unchanged |
| BlackRock Inc. | 3,606,278 | $921.4M | 0.03% | −34,545−0.9% | Reduced |
| Capital World Investors | 3,290,985 | $840.9M | 0.14% | +2,175,692+195.1% | Added |
| Vulcan Value Partners, LLC | 2,813,084 | $718.8M | 3.86% | +108,291+4.0% | Added |
| Bares Capital Management, Inc. | 2,723,289 | $695.8M | 12.48% | +202,667+8.0% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 2,380,289 | $608.2M | 5.47% | +1,077,098+82.7% | Added |
| Janus Henderson Group PLC | 1,979,071 | $505.7M | 0.22% | +163,178+9.0% | Added |
| State Street Corp | 1,610,345 | $411.5M | 0.02% | +6,244+0.4% | Added |
| Whale Rock Capital Management LLC | 1,591,646 | $406.7M | 2.67% | −231,653−12.7% | Reduced |
| Artisan Partners Limited Partnership | 1,156,777 | $295.6M | 0.36% | +45,863+4.1% | Added |
| JPMorgan Chase & Co | 1,118,458 | $285.8M | 0.04% | −1,595,798−58.8% | Reduced |
| HarbourVest Partners LLC | 1,062,126 | $271.4M | 25.49% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,035,414 | $264.6M | 0.02% | −84,507−7.5% | Reduced |
| Geode Capital Management, LLC | 887,875 | $226.5M | 0.03% | +15,347+1.8% | Added |
| Goldman Sachs Group Inc | 858,352 | $219.3M | 0.06% | −435,573−33.7% | Reduced |
| Allen Investment Management LLC | 806,038 | $206.0M | 2.82% | −75,000−8.5% | Reduced |
| First Trust Advisors LP | 787,826 | $201.3M | 0.22% | +85,591+12.2% | Added |
| Stockbridge Partners LLC | 783,240 | $200.1M | 4.12% | +783,240 | New |
| Norges Bank | 678,848 | $173.5M | 0.04% | −13,299−1.9% | Reduced |
| Bank of America Corp | 669,579 | $171.1M | 0.02% | −42,704−6.0% | Reduced |
| Northern Trust Corp | 597,746 | $152.7M | 0.03% | +41,837+7.5% | Added |
| Adage Capital Partners GP, L.L.C. | 554,181 | $141.6M | 0.28% | −150,000−21.3% | Reduced |
| Ameriprise Financial Inc | 504,094 | $128.8M | 0.04% | +16,967+3.5% | Added |
| Nuveen Asset Management, LLC | 497,023 | $127.0M | 0.04% | −48,247−8.8% | Reduced |
| Bank of Nova Scotia | 490,096 | $125.2M | 0.23% | +376,800+332.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 484,900 | $123.9M | 0.31% | −247,100−33.8% | Reduced |
| Legal & General Group Plc | 447,359 | $114.3M | 0.04% | +14,615+3.4% | Added |
| Holocene Advisors, LP | 400,111 | $102.2M | 0.59% | +400,111 | New |
| Steadview Capital Management LLC | 369,462 | $94.4M | 7.55% | +23,500+6.8% | Added |
| Barclays PLC | 362,155 | $92.5M | 0.07% | +59,987+19.9% | Added |
| Eventide Asset Management, LLC | 334,477 | $85.5M | 1.13% | +915+0.3% | Added |
| Goodnow Investment Group, LLC | 321,870 | $82.2M | 6.85% | +11,898+3.8% | Added |
| UBS Asset Management Americas Inc | 319,686 | $81.7M | 0.03% | +11,827+3.8% | Added |
| Atreides Management, LP | 302,273 | $77.2M | 1.98% | +6,009+2.0% | Added |
| Swiss National Bank | 291,677 | $74.5M | 0.05% | −6,600−2.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 289,323 | $73.9M | 0.79% | +82,525+39.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 261,813 | $66.9M | 0.15% | −8,483−3.1% | Reduced |
| Bank of New York Mellon Corp | 260,118 | $66.5M | 0.01% | +4,164+1.6% | Added |
| BloombergSen Inc. | 249,594 | $63.8M | 4.09% | +3,344+1.4% | Added |
| Wellington Management Group LLP | 243,936 | $62.3M | 0.01% | −72,665−23.0% | Reduced |
| Charles Schwab Investment Management Inc | 229,310 | $58.6M | 0.02% | +14,230+6.6% | Added |
| Smith Thomas W | 222,500 | $56.9M | 39.10% | 00.0% | Unchanged |
| Bank of Montreal | 204,267 | $56.3M | 0.03% | −54,335−21.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 211,704 | $54.1M | 0.03% | −10,306−4.6% | Reduced |
| Millennium Management LLC | 194,776 | $49.8M | 0.07% | +118,184+154.3% | Added |
| Dimensional Fund Advisors LP | 193,599 | $49.5M | 0.02% | +698+0.4% | Added |
| American Century Companies Inc | 189,130 | $48.3M | 0.03% | −4,077−2.1% | Reduced |
| DF Dent & Co Inc | 184,868 | $47.2M | 0.48% | +179,250+3,190.6% | Added |
| Quinn Opportunity Partners LLC | 182,152 | $46.5M | 2.98% | +33,760+22.8% | Added |
| Wishbone Management, LP | 170,000 | $43.4M | 5.99% | +170,000 | New |
| California Public Employees Retirement System | 167,692 | $42.8M | 0.03% | −660−0.4% | Reduced |
| Check Capital Management Inc | 162,520 | $41.5M | 3.56% | +64,001+65.0% | Added |
| Franklin Resources Inc | 162,232 | $41.5M | 0.02% | +22,122+15.8% | Added |
| Mayflower Financial Advisors, LLC | 162,528 | $40.5M | 5.46% | 00.0% | Unchanged |
| Caption Management, LLC | 151,522 | $38.7M | 2.54% | −142,421−48.5% | Reduced |
| Hound Partners, LLC | 138,072 | $35.3M | 1.93% | +13,184+10.6% | Added |
| Teachers Retirement System of the State of Kentucky | 131,648 | $33.6M | 0.31% | −350−0.3% | Reduced |
| California State Teachers Retirement System | 130,306 | $33.3M | 0.04% | −4,103−3.1% | Reduced |
| AustralianSuper Pty Ltd | 120,693 | $30.8M | 0.20% | +52,964+78.2% | Added |
| Public Sector Pension Investment Board | 120,000 | $30.7M | 0.18% | +120,000 | New |
| Amundi | 118,031 | $30.2M | 0.02% | −11,298−8.7% | Reduced |
| Ensign Peak Advisors, Inc | 117,369 | $30.0M | 0.06% | +104,804+834.1% | Added |
| Credit Suisse AG | 115,536 | $29.5M | 0.02% | +24,189+26.5% | Added |
| Nomura Holdings Inc | 111,440 | $28.2M | 0.21% | +98+0.1% | Added |
| D. E. Shaw & Co., Inc. | 106,165 | $27.1M | 0.03% | −76,712−41.9% | Reduced |
| New York State Common Retirement Fund | 104,110 | $26.6M | 0.03% | +2,800+2.8% | Added |
| National Pension Service | 101,589 | $26.0M | 0.05% | −2,599−2.5% | Reduced |
| Deutsche Bank AG | 101,203 | $25.9M | 0.01% | +13,140+14.9% | Added |
| KBC Group NV | 100,833 | $25.8M | 0.09% | −4,789−4.5% | Reduced |
| Simcoe Capital Management, LLC | 94,020 | $24.0M | 2.74% | +16,740+21.7% | Added |
| Citigroup Inc | 93,481 | $23.9M | 0.02% | +3,145+3.5% | Added |
| State Board of Administration of Florida Retirement System | 93,445 | $23.9M | 0.05% | −2,148−2.2% | Reduced |
| Lido Advisors, LLC | 93,295 | $23.8M | 0.53% | +93,295 | New |
| Parametric Portfolio Associates LLC | 88,222 | $22.5M | 0.01% | −6,476−6.8% | Reduced |
| Ingalls & Snyder LLC | 85,983 | $22.0M | 1.02% | −350.0% | Reduced |
| Invesco Ltd. | 85,856 | $21.9M | 0.01% | +4,965+6.1% | Added |
| Wells Fargo & Company | 84,822 | $21.7M | 0.00% | +4,953+6.2% | Added |
| ProShare Advisors LLC | 80,291 | $20.5M | 0.06% | −49,049−37.9% | Reduced |
| Samlyn Capital, LLC | 76,877 | $19.6M | 0.29% | −137,438−64.1% | Reduced |
| ING Groep NV | 75,000 | $19.2M | 0.25% | +75,000 | New |
| Eaton Vance Management | 72,508 | $18.4M | 0.03% | +225+0.3% | Added |
| Royal Bank of Canada | 70,758 | $18.1M | 0.01% | +3,664+5.5% | Added |
| Squarepoint Ops LLC | 70,509 | $18.0M | 0.12% | +40,339+133.7% | Added |
| Telemark Asset Management, LLC | 70,000 | $17.9M | 1.29% | 00.0% | Unchanged |
| Rhumbline Advisers | 64,183 | $16.4M | 0.02% | −4,205−6.1% | Reduced |
| Penserra Capital Management LLC | 59,674 | $15.2M | 0.32% | −12,678−17.5% | Reduced |
| SEI Investments Co | 56,361 | $14.4M | 0.03% | −696−1.2% | Reduced |
| Great West Life Assurance Co | 53,660 | $13.8M | 0.03% | +7,947+17.4% | Added |
| Howland Capital Management LLC | 52,482 | $13.4M | 0.71% | +2,137+4.2% | Added |
| Bridgeway Capital Management, LLC | 51,950 | $13.3M | 0.25% | −7,800−13.1% | Reduced |
| Susquehanna International Group, LLP | 47,083 | $12.0M | 0.02% | +28,059+147.5% | Added |
| Natixis | 46,343 | $11.8M | 0.04% | +46,343 | New |
| State of New Jersey Common Pension Fund D | 43,433 | $11.1M | 0.03% | −67−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 42,872 | $11.0M | 0.03% | +291+0.7% | Added |
| Public Employees Retirement System of Ohio | 42,623 | $10.9M | 0.04% | −887−2.0% | Reduced |