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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
Victory Capital Management Inc26,056$6.66M0.01%+37+0.1%Added
Royal London Asset Management Ltd27,414$7.00M0.03%+228+0.8%Added
First Republic Investment Management, Inc.27,469$7.02M0.02%+1,125+4.3%Added
AIA Group Ltd27,739$7.09M0.40%+4,622+20.0%Added
Treasurer of the State of North Carolina28,244$7.22M0.04%+919+3.4%Added
Citadel Advisors LLC29,806$7.62M0.01%−21,169−41.5%Reduced
Asset Management One Co.,Ltd.31,929$8.16M0.03%+814+2.6%Added
Storebrand Asset Management AS32,182$8.22M0.04%−140.0%Reduced
Swedbank AB33,770$8.63M0.02%−3,498−9.4%Reduced
State of Wisconsin Investment Board35,603$9.10M0.02%+2,610+7.9%Added
Alliancebernstein L.P.39,018$9.97M0.00%−128−0.3%Reduced
SG Americas Securities, LLC39,915$10.2M0.06%−73,004−64.7%Reduced
Wolverine Trading, LLC38,301$10.4M0.21%+12,757+49.9%Added
Pictet Asset Management SA42,227$10.8M0.01%+42,227New
Jane Street Group, LLC42,523$10.9M0.03%+31,418+282.9%Added
Public Employees Retirement System of Ohio42,623$10.9M0.04%−887−2.0%Reduced
Mirae Asset Global Investments Co., Ltd.42,872$11.0M0.03%+291+0.7%Added
State of New Jersey Common Pension Fund D43,433$11.1M0.03%−67−0.2%Reduced
Natixis46,343$11.8M0.04%+46,343New
Susquehanna International Group, LLP47,083$12.0M0.02%+28,059+147.5%Added
Bridgeway Capital Management, LLC51,950$13.3M0.25%−7,800−13.1%Reduced
Howland Capital Management LLC52,482$13.4M0.71%+2,137+4.2%Added
Great West Life Assurance Co53,660$13.8M0.03%+7,947+17.4%Added
SEI Investments Co56,361$14.4M0.03%−696−1.2%Reduced
Penserra Capital Management LLC59,674$15.2M0.32%−12,678−17.5%Reduced
Rhumbline Advisers64,183$16.4M0.02%−4,205−6.1%Reduced
Telemark Asset Management, LLC70,000$17.9M1.29%00.0%Unchanged
Squarepoint Ops LLC70,509$18.0M0.12%+40,339+133.7%Added
Royal Bank of Canada70,758$18.1M0.01%+3,664+5.5%Added
Eaton Vance Management72,508$18.4M0.03%+225+0.3%Added
ING Groep NV75,000$19.2M0.25%+75,000New
Samlyn Capital, LLC76,877$19.6M0.29%−137,438−64.1%Reduced
ProShare Advisors LLC80,291$20.5M0.06%−49,049−37.9%Reduced
Wells Fargo & Company84,822$21.7M0.00%+4,953+6.2%Added
Invesco Ltd.85,856$21.9M0.01%+4,965+6.1%Added
Ingalls & Snyder LLC85,983$22.0M1.02%−350.0%Reduced
Parametric Portfolio Associates LLC88,222$22.5M0.01%−6,476−6.8%Reduced
Lido Advisors, LLC93,295$23.8M0.53%+93,295New
State Board of Administration of Florida Retirement System93,445$23.9M0.05%−2,148−2.2%Reduced
Citigroup Inc93,481$23.9M0.02%+3,145+3.5%Added
Simcoe Capital Management, LLC94,020$24.0M2.74%+16,740+21.7%Added
KBC Group NV100,833$25.8M0.09%−4,789−4.5%Reduced
Deutsche Bank AG101,203$25.9M0.01%+13,140+14.9%Added
National Pension Service101,589$26.0M0.05%−2,599−2.5%Reduced
New York State Common Retirement Fund104,110$26.6M0.03%+2,800+2.8%Added
D. E. Shaw & Co., Inc.106,165$27.1M0.03%−76,712−41.9%Reduced
Nomura Holdings Inc111,440$28.2M0.21%+98+0.1%Added
Credit Suisse AG115,536$29.5M0.02%+24,189+26.5%Added
Ensign Peak Advisors, Inc117,369$30.0M0.06%+104,804+834.1%Added
Amundi118,031$30.2M0.02%−11,298−8.7%Reduced
Public Sector Pension Investment Board120,000$30.7M0.18%+120,000New
AustralianSuper Pty Ltd120,693$30.8M0.20%+52,964+78.2%Added
California State Teachers Retirement System130,306$33.3M0.04%−4,103−3.1%Reduced
Teachers Retirement System of the State of Kentucky131,648$33.6M0.31%−350−0.3%Reduced
Hound Partners, LLC138,072$35.3M1.93%+13,184+10.6%Added
Caption Management, LLC151,522$38.7M2.54%−142,421−48.5%Reduced
Mayflower Financial Advisors, LLC162,528$40.5M5.46%00.0%Unchanged
Franklin Resources Inc162,232$41.5M0.02%+22,122+15.8%Added
Check Capital Management Inc162,520$41.5M3.56%+64,001+65.0%Added
California Public Employees Retirement System167,692$42.8M0.03%−660−0.4%Reduced
Wishbone Management, LP170,000$43.4M5.99%+170,000New
Quinn Opportunity Partners LLC182,152$46.5M2.98%+33,760+22.8%Added
DF Dent & Co Inc184,868$47.2M0.48%+179,250+3,190.6%Added
American Century Companies Inc189,130$48.3M0.03%−4,077−2.1%Reduced
Dimensional Fund Advisors LP193,599$49.5M0.02%+698+0.4%Added
Millennium Management LLC194,776$49.8M0.07%+118,184+154.3%Added
Sumitomo Mitsui Trust Holdings, Inc.211,704$54.1M0.03%−10,306−4.6%Reduced
Bank of Montreal204,267$56.3M0.03%−54,335−21.0%Reduced
Smith Thomas W222,500$56.9M39.10%00.0%Unchanged
Charles Schwab Investment Management Inc229,310$58.6M0.02%+14,230+6.6%Added
Wellington Management Group LLP243,936$62.3M0.01%−72,665−23.0%Reduced
BloombergSen Inc.249,594$63.8M4.09%+3,344+1.4%Added
Bank of New York Mellon Corp260,118$66.5M0.01%+4,164+1.6%Added
Mitsubishi UFJ Trust & Banking Corp261,813$66.9M0.15%−8,483−3.1%Reduced
Parallax Volatility Advisers, L.P.289,323$73.9M0.79%+82,525+39.9%Added
Swiss National Bank291,677$74.5M0.05%−6,600−2.2%Reduced
Atreides Management, LP302,273$77.2M1.98%+6,009+2.0%Added
UBS Asset Management Americas Inc319,686$81.7M0.03%+11,827+3.8%Added
Goodnow Investment Group, LLC321,870$82.2M6.85%+11,898+3.8%Added
Eventide Asset Management, LLC334,477$85.5M1.13%+915+0.3%Added
Barclays PLC362,155$92.5M0.07%+59,987+19.9%Added
Steadview Capital Management LLC369,462$94.4M7.55%+23,500+6.8%Added
Holocene Advisors, LP400,111$102.2M0.59%+400,111New
Legal & General Group Plc447,359$114.3M0.04%+14,615+3.4%Added
Healthcare of Ontario Pension Plan Trust Fund484,900$123.9M0.31%−247,100−33.8%Reduced
Bank of Nova Scotia490,096$125.2M0.23%+376,800+332.6%Added
Nuveen Asset Management, LLC497,023$127.0M0.04%−48,247−8.8%Reduced
Ameriprise Financial Inc504,094$128.8M0.04%+16,967+3.5%Added
Adage Capital Partners GP, L.L.C.554,181$141.6M0.28%−150,000−21.3%Reduced
Northern Trust Corp597,746$152.7M0.03%+41,837+7.5%Added
Bank of America Corp669,579$171.1M0.02%−42,704−6.0%Reduced
Norges Bank678,848$173.5M0.04%−13,299−1.9%Reduced
Stockbridge Partners LLC783,240$200.1M4.12%+783,240New
First Trust Advisors LP787,826$201.3M0.22%+85,591+12.2%Added
Allen Investment Management LLC806,038$206.0M2.82%−75,000−8.5%Reduced
Goldman Sachs Group Inc858,352$219.3M0.06%−435,573−33.7%Reduced
Geode Capital Management, LLC887,875$226.5M0.03%+15,347+1.8%Added
Price T Rowe Associates Inc1,035,414$264.6M0.02%−84,507−7.5%Reduced
HarbourVest Partners LLC1,062,126$271.4M25.49%00.0%Unchanged
JPMorgan Chase & Co1,118,458$285.8M0.04%−1,595,798−58.8%Reduced