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, Q4 2021
Institutional positions in Wayfair Inc. as of Dec 31, 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
- 427
- +19 vs. Q3 2021
- Shares held
- 90.3M
- −99.3K (−0.1%) vs. Q3 2021
- Total value
- $17.2B
- −$5.95B (−25.8%) vs. Q3 2021
- New holders
- 91
- 128 more added
- Sold out
- 72
- 148 more reduced
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 11,693,368 | $2.22B | 0.16% | +96,540+0.8% | Added |
| Baillie Gifford & Co | 10,249,184 | $1.95B | 1.07% | +262,240+2.6% | Added |
| Morgan Stanley | 8,572,414 | $1.63B | 0.20% | +246,249+3.0% | Added |
| Vanguard Group Inc | 6,407,441 | $1.22B | 0.03% | +61,274+1.0% | Added |
| Spruce House Investment Management LLC | 4,800,000 | $911.9M | 28.60% | 00.0% | Unchanged |
| Prescott General Partners LLC | 3,823,239 | $726.3M | 24.86% | 00.0% | Unchanged |
| Vulcan Value Partners, LLC | 3,680,883 | $699.3M | 3.57% | +867,799+30.8% | Added |
| BlackRock Inc. | 3,586,275 | $681.3M | 0.02% | −20,003−0.6% | Reduced |
| Capital World Investors | 3,580,783 | $680.2M | 0.11% | +289,798+8.8% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 3,154,288 | $599.2M | 5.12% | +773,999+32.5% | Added |
| Bares Capital Management, Inc. | 2,902,633 | $551.4M | 11.02% | +179,344+6.6% | Added |
| Janus Henderson Group PLC | 2,213,670 | $420.5M | 0.18% | +234,599+11.9% | Added |
| State Street Corp | 1,631,484 | $309.9M | 0.01% | +21,139+1.3% | Added |
| HarbourVest Partners LLC | 1,062,126 | $201.8M | 25.79% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 985,333 | $187.2M | 0.05% | +126,981+14.8% | Added |
| Geode Capital Management, LLC | 925,784 | $175.6M | 0.02% | +37,909+4.3% | Added |
| Allen Investment Management LLC | 833,038 | $158.3M | 1.99% | +27,000+3.3% | Added |
| Price T Rowe Associates Inc | 819,889 | $155.8M | 0.01% | −215,525−20.8% | Reduced |
| Stockbridge Partners LLC | 783,240 | $148.8M | 3.00% | 00.0% | Unchanged |
| Whale Rock Capital Management LLC | 760,720 | $144.5M | 1.22% | −830,926−52.2% | Reduced |
| Bank of Nova Scotia | 722,662 | $137.3M | 0.20% | +232,566+47.5% | Added |
| Norges Bank | 673,248 | $127.9M | 0.03% | −5,600−0.8% | Reduced |
| First Trust Advisors LP | 643,903 | $122.3M | 0.12% | −143,923−18.3% | Reduced |
| Northern Trust Corp | 604,630 | $114.9M | 0.02% | +6,884+1.2% | Added |
| Bank of America Corp | 542,284 | $103.0M | 0.01% | −127,295−19.0% | Reduced |
| Wishbone Management, LP | 535,000 | $101.6M | 13.83% | +365,000+214.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 464,000 | $88.1M | 0.19% | −20,900−4.3% | Reduced |
| Artisan Partners Limited Partnership | 423,022 | $80.4M | 0.10% | −733,755−63.4% | Reduced |
| UBS Asset Management Americas Inc | 417,293 | $79.3M | 0.03% | +97,607+30.5% | Added |
| Parallax Volatility Advisers, L.P. | 409,180 | $77.7M | 0.95% | +119,857+41.4% | Added |
| Barclays PLC | 391,227 | $74.3M | 0.05% | +29,072+8.0% | Added |
| Legal & General Group Plc | 389,410 | $74.0M | 0.02% | −57,949−13.0% | Reduced |
| Steadview Capital Management LLC | 363,120 | $69.0M | 6.45% | −6,342−1.7% | Reduced |
| Eventide Asset Management, LLC | 334,477 | $63.5M | 0.81% | 00.0% | Unchanged |
| Atreides Management, LP | 312,968 | $59.5M | 1.88% | +10,695+3.5% | Added |
| Swiss National Bank | 279,277 | $53.1M | 0.03% | −12,400−4.3% | Reduced |
| Susquehanna International Group, LLP | 274,556 | $52.2M | 0.08% | +227,473+483.1% | Added |
| Bank of New York Mellon Corp | 264,274 | $50.2M | 0.01% | +4,156+1.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 256,094 | $48.6M | 0.10% | −5,719−2.2% | Reduced |
| Goodnow Investment Group, LLC | 250,078 | $47.5M | 4.02% | −71,792−22.3% | Reduced |
| BloombergSen Inc. | 248,909 | $47.3M | 2.77% | −685−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 236,395 | $44.9M | 0.01% | +7,085+3.1% | Added |
| DF Dent & Co Inc | 236,086 | $44.8M | 0.45% | +51,218+27.7% | Added |
| Citigroup Inc | 233,060 | $44.3M | 0.04% | +139,579+149.3% | Added |
| Smith Thomas W | 222,500 | $42.3M | 28.11% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 214,325 | $40.7M | 0.01% | −289,769−57.5% | Reduced |
| Nuveen Asset Management, LLC | 208,545 | $39.6M | 0.01% | −288,478−58.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 204,237 | $38.8M | 0.02% | −7,467−3.5% | Reduced |
| Dimensional Fund Advisors LP | 194,999 | $37.0M | 0.01% | +1,400+0.7% | Added |
| Holocene Advisors, LP | 194,726 | $37.0M | 0.20% | −205,385−51.3% | Reduced |
| Squarepoint Ops LLC | 193,462 | $36.8M | 0.18% | +122,953+174.4% | Added |
| JPMorgan Chase & Co | 174,154 | $33.1M | 0.00% | −944,304−84.4% | Reduced |
| Hound Partners, LLC | 164,663 | $31.3M | 1.84% | +26,591+19.3% | Added |
| Check Capital Management Inc | 162,709 | $30.9M | 2.43% | +189+0.1% | Added |
| Mayflower Financial Advisors, LLC | 162,554 | $30.9M | 4.10% | +260.0% | Added |
| ING Groep NV | 160,000 | $30.4M | 0.27% | +85,000+113.3% | Added |
| Quinn Opportunity Partners LLC | 159,152 | $30.2M | 1.84% | −23,000−12.6% | Reduced |
| HAP Trading, LLC | 157,116 | $29.8M | 2.07% | +157,116 | New |
| Bank of Montreal | 151,278 | $29.3M | 0.02% | −52,989−25.9% | Reduced |
| Ensign Peak Advisors, Inc | 149,104 | $28.3M | 0.05% | +31,735+27.0% | Added |
| Caption Management, LLC | 149,022 | $28.3M | 1.76% | −2,500−1.6% | Reduced |
| California Public Employees Retirement System | 147,325 | $28.0M | 0.02% | −20,367−12.1% | Reduced |
| Prescott Investors Profit Sharing Trust | 145,302 | $27.6M | 26.15% | +145,302 | New |
| Teachers Retirement System of the State of Kentucky | 132,648 | $25.2M | 0.22% | +1,000+0.8% | Added |
| AustralianSuper Pty Ltd | 134,400 | $25.0M | 0.14% | +13,707+11.4% | Added |
| California State Teachers Retirement System | 131,320 | $24.9M | 0.03% | +1,014+0.8% | Added |
| Jarislowsky, Fraser Ltd | 127,042 | $24.1M | 0.11% | +127,042 | New |
| National Pension Service | 120,246 | $22.8M | 0.04% | +18,657+18.4% | Added |
| Public Sector Pension Investment Board | 120,000 | $22.8M | 0.12% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 119,131 | $22.6M | 0.01% | +30,909+35.0% | Added |
| Nomura Holdings Inc | 111,154 | $21.1M | 0.12% | −286−0.3% | Reduced |
| Lido Advisors, LLC | 103,395 | $19.6M | 0.38% | +10,100+10.8% | Added |
| New York State Common Retirement Fund | 102,651 | $19.5M | 0.02% | −1,459−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 96,999 | $18.4M | 0.02% | −9,166−8.6% | Reduced |
| State Board of Administration of Florida Retirement System | 89,719 | $17.0M | 0.03% | −3,726−4.0% | Reduced |
| KBC Group NV | 89,560 | $17.0M | 0.06% | −11,273−11.2% | Reduced |
| Amundi | 97,806 | $16.6M | 0.01% | −20,225−17.1% | Reduced |
| Ingalls & Snyder LLC | 84,936 | $16.1M | 0.74% | −1,047−1.2% | Reduced |
| Invesco Ltd. | 84,044 | $16.0M | 0.00% | −1,812−2.1% | Reduced |
| Credit Suisse AG | 81,762 | $15.5M | 0.01% | −33,774−29.2% | Reduced |
| Deutsche Bank AG | 79,720 | $15.1M | 0.01% | −21,483−21.2% | Reduced |
| Royal Bank of Canada | 78,407 | $14.9M | 0.00% | +7,649+10.8% | Added |
| Citadel Advisors LLC | 77,719 | $14.8M | 0.02% | +47,913+160.7% | Added |
| Eaton Vance Management | 72,759 | $13.8M | 0.02% | +251+0.3% | Added |
| ProShare Advisors LLC | 71,042 | $13.5M | 0.03% | −9,249−11.5% | Reduced |
| CMT Capital Markets Trading GmbH | 70,594 | $13.4M | 3.85% | +70,594 | New |
| Jane Street Group, LLC | 70,083 | $13.3M | 0.03% | +27,560+64.8% | Added |
| Millennium Management LLC | 70,074 | $13.3M | 0.01% | −124,702−64.0% | Reduced |
| Ballentine Partners, LLC | 66,748 | $12.7M | 0.38% | +47,197+241.4% | Added |
| Rhumbline Advisers | 66,506 | $12.6M | 0.02% | +2,323+3.6% | Added |
| Walleye Trading LLC | 65,878 | $12.5M | 0.20% | +65,878 | New |
| Caas Capital Management LP | 58,779 | $11.2M | 1.02% | +53,560+1,026.3% | Added |
| Wells Fargo & Company | 56,441 | $10.7M | 0.00% | −28,381−33.5% | Reduced |
| Howland Capital Management LLC | 54,615 | $10.4M | 0.53% | +2,133+4.1% | Added |
| Adage Capital Partners GP, L.L.C. | 54,181 | $10.3M | 0.02% | −500,000−90.2% | Reduced |
| Penserra Capital Management LLC | 52,259 | $9.93M | 0.21% | −7,415−12.4% | Reduced |
| Telemark Asset Management, LLC | 50,000 | $9.50M | 0.68% | −20,000−28.6% | Reduced |
| Natixis | 47,299 | $8.98M | 0.03% | +956+2.1% | Added |
| Bridgeway Capital Management, LLC | 46,550 | $8.84M | 0.16% | −5,400−10.4% | Reduced |
| First Republic Investment Management, Inc. | 45,782 | $8.70M | 0.02% | +18,313+66.7% | Added |