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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, 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.

Institutional holdersQ4 2021: 427 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 heldQ4 2021: $17.2B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q3 2021.

Institutions holding W in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
APG Asset Management N.V.3,826$639.0K0.00%−7,400−65.9%Reduced
Brown Advisory Inc3,388$644.0K0.00%−19,855−85.4%Reduced
Alpine Global Management, LLC3,426$651.0K0.10%+3,426New
Metropolitan Life Insurance Co3,488$662.6K0.01%+17+0.5%Added
Sit Investment Associates Inc3,525$670.0K0.02%+3,525New
Advisors Asset Management, Inc.3,681$699.3K0.01%−377−9.3%Reduced
Hunter Perkins Capital Management, LLC3,725$708.0K0.13%+3,725New
Stephens Inc3,786$719.0K0.01%+1,278+51.0%Added
Tower Research Capital LLC (TRC)3,980$756.0K0.01%+3,790+1,994.7%Added
Sumitomo Mitsui DS Asset Management Company, Ltd3,986$757.0K0.02%00.0%Unchanged
Winton Group Ltd4,082$775.0K0.05%+97+2.4%Added
Nordea Investment Management AB4,070$776.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC4,088$777.0K0.02%−10.0%Reduced
National Bank of Canada4,204$790.0K0.00%+4,204New
Two Sigma Advisers, LP4,200$798.0K0.00%+4,200New
Ferris Capital, LLC4,234$804.0K0.17%00.0%Unchanged
Banque Cantonale Vaudoise4,306$818.0K0.03%−132−3.0%Reduced
Candriam Luxembourg S.C.A.4,573$869.0K0.01%+697+18.0%Added
CIBC Asset Management Inc4,592$872.0K0.00%+372+8.8%Added
Hyperion Asset Management Ltd4,835$919.0K0.04%+470+10.8%Added
Atlas Principals, LLC5,000$950.0K1.50%−20,000−80.0%Reduced
AlphaCrest Capital Management LLC5,048$959.0K0.04%−1,259−20.0%Reduced
Xponance, Inc.5,157$980.0K0.02%+29+0.6%Added
Jefferies Group LLC5,506$1.05M0.02%+3,570+184.4%Added
Westpac Banking Corp5,546$1.05M0.01%00.0%Unchanged
Giverny Capital Inc.SuperinvestorGiverny Capital5,602$1.06M0.06%+163+3.0%Added
Sciencast Management LP5,775$1.07M0.19%+4,790+486.3%Added
Maryland State Retirement & Pension System5,665$1.08M0.03%00.0%Unchanged
Ocean Capital Management, LLC5,716$1.09M0.41%−81−1.4%Reduced
Cutler Group LP5,887$1.12M0.08%−3,073−34.3%Reduced
Verition Fund Management LLC5,993$1.14M0.01%+4,546+314.2%Added
Azzad Asset Management Inc6,488$1.23M0.17%+1,518+30.5%Added
Veracity Capital LLC6,518$1.24M0.50%−10−0.2%Reduced
SG Americas Securities, LLC6,614$1.26M0.01%−33,301−83.4%Reduced
Fred Alger Management, LLC6,708$1.27M0.00%−7,739−53.6%Reduced
Commonwealth Equity Services, LLC6,926$1.31M0.00%−2,107−23.3%Reduced
Daiwa Securities Group Inc.6,923$1.31M0.01%−438−6.0%Reduced
Blair William & Co6,998$1.33M0.00%−14,730−67.8%Reduced
Wolverine Asset Management LLC7,068$1.34M0.02%+7,068New
HB Wealth Management, LLC7,080$1.34M0.03%+7,080New
Standard Life Aberdeen plc7,116$1.35M0.00%−1,048−12.8%Reduced
Bourne Lent Asset Management Inc7,229$1.37M0.37%00.0%Unchanged
Amalgamated Bank7,259$1.38M0.01%+497+7.3%Added
Illinois Municipal Retirement Fund7,351$1.40M0.04%+1,515+26.0%Added
Capital International Inc7,373$1.40M0.01%+7,373New
Advisor Group Holdings, Inc.7,464$1.42M0.00%−4,732−38.8%Reduced
Nissay Asset Management Corp7,528$1.43M0.01%+265+3.6%Added
BI Asset Management Fondsmaeglerselskab A/S7,966$1.51M0.06%+1,829+29.8%Added
Assenagon Asset Management S.A.8,084$1.54M0.01%+8,084New
Banco Santander, S.A.8,099$1.54M0.01%+8,099New
O'Shares Investment Advisers, LLC8,304$1.58M0.11%−742−8.2%Reduced
Vontobel Holding Ltd.8,402$1.62M0.01%−1,588−15.9%Reduced
Robeco Institutional Asset Management B.V.8,562$1.63M0.00%−3,968−31.7%Reduced
Aigen Investment Management, LP8,111$1.67M0.10%+8,111New
Northwest & Ethical Investments L.P.8,900$1.69M0.05%+8,900New
Public Employees Retirement Association of Colorado9,016$1.71M0.01%00.0%Unchanged
Van Eck Associates Corp9,018$1.71M0.00%+1,373+18.0%Added
DekaBank Deutsche Girozentrale9,003$1.72M0.00%+1,545+20.7%Added
Envestnet Asset Management Inc9,115$1.73M0.00%+2,558+39.0%Added
Tudor Investment Corp Et Al9,207$1.75M0.03%−3,879−29.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.9,312$1.77M0.01%+9,312New
LPL Financial LLC9,340$1.77M0.00%−964−9.4%Reduced
IFM Investors Pty Ltd9,640$1.83M0.03%+74+0.8%Added
Stifel Financial Corp9,867$1.88M0.00%+7,869+393.8%Added
NN Investment Partners Holdings N.V.10,120$1.92M0.01%−3,409−25.2%Reduced
Umb Bank N A10,171$1.93M0.02%+10,171New
Handelsbanken Fonder AB10,289$1.96M0.01%+400+4.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)10,349$1.97M0.01%−3,773−26.7%Reduced
IMC-Chicago, LLC10,386$1.97M0.08%+10,386New
Capital International Ltd10,461$1.99M0.10%+10,461New
Gulf International Bank (UK) Ltd10,580$2.01M0.03%−2,350−18.2%Reduced
Brown Brothers Harriman & Co10,678$2.03M0.01%00.0%Unchanged
DnB Asset Management AS10,846$2.06M0.01%+688+6.8%Added
Wellington Management Group LLP11,201$2.13M0.00%−232,735−95.4%Reduced
Skandinaviska Enskilda Banken AB (publ)11,926$2.30M0.01%−7,219−37.7%Reduced
Profund Advisors LLC12,379$2.35M0.08%−598−4.6%Reduced
British Columbia Investment Management Corp12,884$2.45M0.01%−728−5.3%Reduced
Principal Financial Group Inc13,716$2.60M0.00%+280+2.1%Added
Utah Retirement Systems13,767$2.62M0.03%+100+0.7%Added
Rafferty Asset Management, LLC13,828$2.63M0.01%+6,258+82.7%Added
Erste Asset Management GmbH14,000$2.70M0.05%−5,000−26.3%Reduced
Toronto Dominion Bank14,488$2.75M0.00%+4,859+50.5%Added
Andra AP-fonden14,600$2.77M0.06%−3,900−21.1%Reduced
Nomura Asset Management Co Ltd14,616$2.78M0.01%+172+1.2%Added
Teacher Retirement System of Texas14,692$2.79M0.01%+2,478+20.3%Added
Greenline Partners, LLC14,780$2.81M0.53%−17−0.1%Reduced
UBS Group AG14,861$2.82M0.00%−4,218−22.1%Reduced
CWM Advisors, LLC15,962$3.03M0.35%+2,950+22.7%Added
Ilmarinen Mutual Pension Insurance Co16,250$3.09M0.04%+16,250New
Allspring Global Investments Holdings, LLC17,450$3.31M0.00%+17,450New
Cubist Systematic Strategies, LLC17,757$3.37M0.03%+11,608+188.8%Added
USS Investment Management Ltd18,259$3.47M0.03%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.18,085$3.54M0.01%+1,905+11.8%Added
BNP Paribas Arbitrage, SA18,688$3.55M0.01%+4,447+31.2%Added
Balyasny Asset Management LLC18,900$3.59M0.02%+18,900New
TD Asset Management Inc19,368$3.68M0.00%−2,902−13.0%Reduced
Arizona State Retirement System20,004$3.80M0.03%−694−3.4%Reduced
Teca Partners, LP21,100$4.01M3.37%+21,100New
Federation des caisses Desjardins du Quebec21,831$4.15M0.04%+409+1.9%Added
Sands Capital Management, LLC22,109$4.20M0.01%00.0%Unchanged