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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, 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.

Institutional holdersQ3 2021: 416 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 heldQ3 2021: $23.1B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q2 2021.

Institutions holding W in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Nordea Investment Management AB4,070$1.08M0.00%−141,500−97.2%Reduced
Hyperion Asset Management Ltd4,365$1.11M0.05%−180−4.0%Reduced
Banque Cantonale Vaudoise4,438$1.14M0.05%+684+18.2%Added
Point72 Hong Kong Ltd4,517$1.15M0.09%+4,517New
Azzad Asset Management Inc4,970$1.27M0.19%+647+15.0%Added
Quantbot Technologies LP5,039$1.29M0.09%+1,217+31.8%Added
Xponance, Inc.5,128$1.31M0.02%−281−5.2%Reduced
Caas Capital Management LP5,219$1.33M0.10%+5,219New
Giverny Capital Inc.SuperinvestorGiverny Capital5,439$1.39M0.08%+5,439New
Rockefeller Capital Management L.P.5,499$1.41M0.01%−379−6.4%Reduced
Alberta Investment Management Corp5,500$1.41M0.01%+5,500New
Westpac Banking Corp5,546$1.42M0.02%00.0%Unchanged
Maryland State Retirement & Pension System5,665$1.48M0.04%00.0%Unchanged
Raymond James & Associates5,826$1.49M0.00%+1,198+25.9%Added
Illinois Municipal Retirement Fund5,836$1.49M0.05%00.0%Unchanged
Optimal Asset Management, Inc.5,842$1.49M0.19%00.0%Unchanged
Ocean Capital Management, LLC5,797$1.50M0.65%−155−2.6%Reduced
BI Asset Management Fondsmaeglerselskab A/S6,137$1.57M0.06%+1,128+22.5%Added
Cubist Systematic Strategies, LLC6,149$1.57M0.02%−4,169−40.4%Reduced
AlphaCrest Capital Management LLC6,307$1.61M0.08%−875−12.2%Reduced
Veracity Capital LLC6,528$1.67M0.73%−20.0%Reduced
Envestnet Asset Management Inc6,557$1.68M0.00%+2,737+71.6%Added
Susquehanna Fundamental Investments, LLC6,700$1.71M0.03%+4,990+291.8%Added
Amalgamated Bank6,762$1.73M0.01%−731−9.8%Reduced
Korea Investment CORP6,800$1.74M0.01%+3,900+134.5%Added
Paloma Partners Management Co6,965$1.78M0.08%+3,469+99.2%Added
Homrich & Berg7,083$1.81M0.04%00.0%Unchanged
Bourne Lent Asset Management Inc7,229$1.85M0.53%00.0%Unchanged
Nissay Asset Management Corp7,263$1.86M0.02%+360+5.2%Added
Daiwa Securities Group Inc.7,361$1.88M0.01%+505+7.4%Added
Venator Capital Management Ltd.7,500$1.92M1.29%−27,500−78.6%Reduced
Rafferty Asset Management, LLC7,570$1.93M0.01%+1,605+26.9%Added
Van Eck Associates Corp7,645$1.95M0.00%−923−10.8%Reduced
DekaBank Deutsche Girozentrale7,458$2.02M0.01%+744+11.1%Added
Standard Life Aberdeen plc8,164$2.21M0.00%+1,754+27.4%Added
Cardan Capital Partners, LLC8,746$2.23M0.25%−20.0%Reduced
Cutler Group LP8,960$2.29M0.17%+1,052+13.3%Added
Public Employees Retirement Association of Colorado9,016$2.30M0.01%00.0%Unchanged
Commonwealth Equity Services, LLC9,033$2.31M0.01%+383+4.4%Added
O'Shares Investment Advisers, LLC9,046$2.31M0.17%−444−4.7%Reduced
IFM Investors Pty Ltd9,566$2.44M0.05%−105−1.1%Reduced
Man Group plc9,613$2.46M0.01%+9,613New
Toronto Dominion Bank9,629$2.46M0.00%−840−8.0%Reduced
APG Asset Management N.V.11,226$2.48M0.00%−18,900−62.7%Reduced
Handelsbanken Fonder AB9,889$2.53M0.01%00.0%Unchanged
Vontobel Holding Ltd.9,990$2.55M0.02%+2,866+40.2%Added
DnB Asset Management AS10,158$2.60M0.02%+10,158New
LPL Financial LLC10,304$2.63M0.00%−3,943−27.7%Reduced
Mission Creek Capital Partners, Inc.10,384$2.65M0.49%+10,384New
Los Angeles Capital Management LLC10,394$2.66M0.01%−1,910−15.5%Reduced
Brown Brothers Harriman & Co10,678$2.73M0.02%−1,151−9.7%Reduced
Nisa Investment Advisors, LLC10,785$2.76M0.02%−495−4.4%Reduced
State of Alaska, Department of Revenue10,790$2.76M0.03%−133−1.2%Reduced
Caisse de Depot Et Placement du Quebec11,284$2.88M0.01%+1,300+13.0%Added
Clough Capital Partners L P11,300$2.89M0.18%+11,300New
Advisor Group Holdings, Inc.12,196$3.12M0.01%+1,931+18.8%Added
Teacher Retirement System of Texas12,214$3.12M0.02%+2,853+30.5%Added
Robeco Institutional Asset Management B.V.12,530$3.20M0.01%−3,119−19.9%Reduced
Capstone Investment Advisors, LLC12,636$3.23M0.06%+12,636New
Gulf International Bank (UK) Ltd12,930$3.30M0.04%−215−1.6%Reduced
Profund Advisors LLC12,977$3.32M0.11%+1,130+9.5%Added
CWM Advisors, LLC13,012$3.33M0.42%+13,012New
Tudor Investment Corp Et Al13,086$3.34M0.07%+11,274+622.2%Added
Principal Financial Group Inc13,436$3.43M0.00%−1,180−8.1%Reduced
NN Investment Partners Holdings N.V.13,529$3.46M0.02%+3,640+36.8%Added
British Columbia Investment Management Corp13,612$3.48M0.02%+52+0.4%Added
Utah Retirement Systems13,667$3.49M0.05%−642−4.5%Reduced
Panagora Asset Management Inc13,874$3.54M0.02%+822+6.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)14,122$3.61M0.02%+477+3.5%Added
Hamilton Lane Advisors LLC14,135$3.61M0.61%+14,135New
BNP Paribas Arbitrage, SA14,241$3.64M0.01%−4,388−23.6%Reduced
Forsta Ap-Fonden14,400$3.68M0.04%−300−2.0%Reduced
Nomura Asset Management Co Ltd14,444$3.69M0.02%+515+3.7%Added
Fred Alger Management, LLC14,447$3.69M0.01%−29,075−66.8%Reduced
Greenline Partners, LLC14,797$3.78M0.79%−32−0.2%Reduced
AMP Capital Investors Ltd15,067$3.85M0.02%−5,684−27.4%Reduced
Thrivent Financial for Lutherans15,828$4.04M0.01%+15,828New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.16,180$4.13M0.02%−31−0.2%Reduced
USS Investment Management Ltd18,259$4.66M0.04%+1,186+6.9%Added
Andra AP-fonden18,500$4.73M0.10%+18,500New
Voya Investment Management LLC18,541$4.74M0.01%−295−1.6%Reduced
Erste Asset Management GmbH19,000$4.85M0.10%+6,000+46.2%Added
UBS Group AG19,079$4.88M0.00%−5,942−23.7%Reduced
Skandinaviska Enskilda Banken AB (publ)19,145$4.89M0.03%+1,313+7.4%Added
Ballentine Partners, LLC19,551$5.00M0.17%+19,551New
Schonfeld Strategic Advisors LLC20,000$5.11M0.06%+20,000New
Arizona State Retirement System20,698$5.29M0.04%+18+0.1%Added
Federation des caisses Desjardins du Quebec21,422$5.47M0.06%−916−4.1%Reduced
Ergoteles LLC21,462$5.48M0.20%−25,331−54.1%Reduced
Blair William & Co21,728$5.55M0.02%+6,522+42.9%Added
Sands Capital Management, LLC22,109$5.65M0.01%+22,109New
TD Asset Management Inc22,270$5.69M0.01%+4,073+22.4%Added
Aviva PLC22,991$5.87M0.03%−458−2.0%Reduced
Brown Advisory Inc23,243$5.94M0.01%−19,325−45.4%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund24,003$6.13M0.06%00.0%Unchanged
Russell Investments Group, Ltd.23,589$6.26M0.01%+2,742+13.2%Added
HSBC Holdings PLC24,551$6.34M0.01%+2,907+13.4%Added
Atlas Principals, LLC25,000$6.39M5.62%−55−0.2%Reduced
Rbo & Co LLC25,000$6.39M1.12%00.0%Unchanged
Proficio Capital Partners LLC25,792$6.59M0.87%+13+0.1%Added