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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
Artisan Partners Limited Partnership1,156,777$295.6M0.36%+45,863+4.1%Added
Whale Rock Capital Management LLC1,591,646$406.7M2.67%−231,653−12.7%Reduced
State Street Corp1,610,345$411.5M0.02%+6,244+0.4%Added
Janus Henderson Group PLC1,979,071$505.7M0.22%+163,178+9.0%Added
Ruane, Cunniff & Goldfarb L.P.2,380,289$608.2M5.47%+1,077,098+82.7%Added
Bares Capital Management, Inc.2,723,289$695.8M12.48%+202,667+8.0%Added
Vulcan Value Partners, LLC2,813,084$718.8M3.86%+108,291+4.0%Added
Capital World Investors3,290,985$840.9M0.14%+2,175,692+195.1%Added
BlackRock Inc.3,606,278$921.4M0.03%−34,545−0.9%Reduced
Prescott General Partners LLC3,823,239$976.9M32.94%00.0%Unchanged
Spruce House Investment Management LLC4,800,000$1.23B31.77%00.0%Unchanged
Vanguard Group Inc6,346,167$1.62B0.04%−21,357−0.3%Reduced
Morgan Stanley8,326,165$2.13B0.29%+904,569+12.2%Added
Baillie Gifford & Co9,986,944$2.55B1.34%−121,542−1.2%Reduced
FMR LLC11,596,828$2.96B0.24%−44,801−0.4%Reduced
Sofos Investments, Inc.14––00.0%Unchanged
Renaissance Technologies LLC0$00.00%−303,500−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−136,700−100.0%Sold out
HAP Trading, LLC0$00.00%−122,647−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−104,804−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−75,800−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−70,715−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−64,050−100.0%Sold out
Scout Investments, Inc.0$00.00%−29,496−100.0%Sold out
Parkwood LLC0$00.00%−16,749−100.0%Sold out
Stormborn Capital Management, LLC0$00.00%−15,070−100.0%Sold out
HRT Financial LP0$00.00%−14,557−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−13,603−100.0%Sold out
Twinbeech Capital LP0$00.00%−12,882−100.0%Sold out
Engineers Gate Manager LP0$00.00%−12,556−100.0%Sold out
PGGM Investments0$00.00%−12,395−100.0%Sold out
Maytus Capital Management, LLC0$00.00%−11,500−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−9,992−100.0%Sold out
Trexquant Investment LP0$00.00%−9,810−100.0%Sold out
Blue Rock Advisors, LLC0$00.00%−8,605−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−7,200−100.0%Sold out
PDT Partners, LLC0$00.00%−6,300−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−6,026−100.0%Sold out
Ibex Investors LLC0$00.00%−4,800−100.0%Sold out
Symmetry Partners, LLC0$00.00%−3,903−100.0%Sold out
Duality Advisers, LP0$00.00%−3,699−100.0%Sold out
E. Ohman J:or Asset Management AB0$00.00%−3,300−100.0%Sold out
Arabesque Asset Management Ltd0$00.00%−3,211−100.0%Sold out
Myriad Asset Management Ltd.0$00.00%−3,085−100.0%Sold out
Pearl River Capital, LLC0$00.00%−2,876−100.0%Sold out
Kemnay Advisory Services Inc.0$00.00%−2,638−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−2,554−100.0%Sold out
Motley Fool Asset Management LLC0$00.00%−2,537−100.0%Sold out
Capula Management Ltd0$00.00%−2,117−100.0%Sold out
FORA Capital, LLC0$00.00%−2,085−100.0%Sold out
BP PLC0$00.00%−1,718−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−1,574−100.0%Sold out
Fulton Breakefield Broenniman LLC0$00.00%−1,571−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−1,460−100.0%Sold out
Clear Street Markets LLC0$00.00%−1,350−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,217−100.0%Sold out
Teza Capital Management LLC0$00.00%−1,101−100.0%Sold out
Alps Advisors Inc0$00.00%−1,078−100.0%Sold out
JustInvest LLC0$00.00%−1,004−100.0%Sold out
Oak Grove Capital LLC0$00.00%−1,000−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−981−100.0%Sold out
Nations Financial Group Inc,0$00.00%−825−100.0%Sold out
People's United Financial, Inc.0$00.00%−776−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−767−100.0%Sold out
Buckingham Strategic Wealth, LLC0$00.00%−767−100.0%Sold out
Wetherby Asset Management Inc0$00.00%−764−100.0%Sold out
Dai-Ichi Life Insurance Company, Ltd0$00.00%−763−100.0%Sold out
Boston Financial Mangement LLC0$00.00%−755−100.0%Sold out
QCM Cayman, Ltd.0$00.00%−750−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−747−100.0%Sold out
Circle Wealth Management, LLC0$00.00%−731−100.0%Sold out
Chevy Chase Trust Holdings, Inc.0$00.00%−723−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−709−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−675−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−667−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−658−100.0%Sold out
Independent Advisor Alliance0$00.00%−637−100.0%Sold out
Neo Ivy Capital Management0$00.00%−340−100.0%Sold out
Beck Bode, LLC0$00.00%−302−100.0%Sold out
Lazard Asset Management LLC0$00.00%−280−100.0%Sold out
Shell Asset Management Co0$00.00%−268−100.0%Sold out
Savior LLC0$00.00%−175−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−148−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−95−100.0%Sold out
Modus Advisors, LLC0$00.00%−71−100.0%Sold out
Private Ocean, LLC0$00.00%−60−100.0%Sold out
CVA Family Office, LLC0$00.00%−35−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−30−100.0%Sold out
BDO Wealth Advisors, LLC0$00.00%−25−100.0%Sold out
Covington Capital Management0$00.00%−15−100.0%Sold out
Ford Financial Group, LLC0$00.00%−12−100.0%Sold out
Eubel Brady & Suttman Asset Management Inc0$00.00%−3−100.0%Sold out
Standard Family Office LLC0$00.00%−4−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
QS Investors, LLC––––Not filed
Elmwood Wealth Management, Inc.––––Not filed
CWM, LLC––––Not filed
Hoover Financial Advisors, Inc.––––Not filed
First Horizon Corp––––Not filed