Skip to main content

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
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund22,803$4.33M0.04%−1,200−5.0%Reduced
Aviva PLC23,124$4.39M0.02%+133+0.6%Added
Russell Investments Group, Ltd.23,901$4.58M0.01%+312+1.3%Added
Rbo & Co LLC25,000$4.75M0.75%00.0%Unchanged
HSBC Holdings PLC25,496$4.83M0.01%+945+3.8%Added
Storebrand Asset Management AS25,678$4.88M0.02%−6,504−20.2%Reduced
Voya Investment Management LLC25,687$4.88M0.01%+7,146+38.5%Added
Proficio Capital Partners LLC25,696$4.88M0.68%−96−0.4%Reduced
Saber Capital Managment, LLC25,914$4.92M4.28%+25,914New
Victory Capital Management Inc26,473$5.03M0.00%+417+1.6%Added
Royal London Asset Management Ltd26,622$5.06M0.02%−792−2.9%Reduced
Great West Life Assurance Co27,856$5.28M0.01%−25,804−48.1%Reduced
Wolverine Trading, LLC27,859$5.37M0.07%−10,442−27.3%Reduced
Treasurer of the State of North Carolina28,644$5.44M0.03%+400+1.4%Added
Swedbank AB30,120$5.81M0.01%−3,650−10.8%Reduced
AIA Group Ltd30,669$5.83M0.28%+2,930+10.6%Added
SEI Investments Co30,787$5.84M0.01%−25,574−45.4%Reduced
Asset Management One Co.,Ltd.31,543$6.04M0.02%−386−1.2%Reduced
State of Wisconsin Investment Board34,971$6.64M0.01%−632−1.8%Reduced
Crow's Nest Holdings LP37,300$7.09M5.48%+37,300New
Alliancebernstein L.P.37,641$7.15M0.00%−1,377−3.5%Reduced
Public Employees Retirement System of Ohio40,992$7.79M0.03%−1,631−3.8%Reduced
Titleist Asset Management, Ltd.42,080$7.99M1.58%+42,080New
State of New Jersey Common Pension Fund D43,079$8.18M0.02%−354−0.8%Reduced
Mirae Asset Global Investments Co., Ltd.43,303$8.23M0.02%+431+1.0%Added
Pictet Asset Management SA44,413$8.44M0.01%+2,186+5.2%Added
First Republic Investment Management, Inc.45,782$8.70M0.02%+18,313+66.7%Added
Bridgeway Capital Management, LLC46,550$8.84M0.16%−5,400−10.4%Reduced
Natixis47,299$8.98M0.03%+956+2.1%Added
Telemark Asset Management, LLC50,000$9.50M0.68%−20,000−28.6%Reduced
Penserra Capital Management LLC52,259$9.93M0.21%−7,415−12.4%Reduced
Adage Capital Partners GP, L.L.C.54,181$10.3M0.02%−500,000−90.2%Reduced
Howland Capital Management LLC54,615$10.4M0.53%+2,133+4.1%Added
Wells Fargo & Company56,441$10.7M0.00%−28,381−33.5%Reduced
Caas Capital Management LP58,779$11.2M1.02%+53,560+1,026.3%Added
Walleye Trading LLC65,878$12.5M0.20%+65,878New
Rhumbline Advisers66,506$12.6M0.02%+2,323+3.6%Added
Ballentine Partners, LLC66,748$12.7M0.38%+47,197+241.4%Added
Millennium Management LLC70,074$13.3M0.01%−124,702−64.0%Reduced
Jane Street Group, LLC70,083$13.3M0.03%+27,560+64.8%Added
CMT Capital Markets Trading GmbH70,594$13.4M3.85%+70,594New
ProShare Advisors LLC71,042$13.5M0.03%−9,249−11.5%Reduced
Eaton Vance Management72,759$13.8M0.02%+251+0.3%Added
Citadel Advisors LLC77,719$14.8M0.02%+47,913+160.7%Added
Royal Bank of Canada78,407$14.9M0.00%+7,649+10.8%Added
Deutsche Bank AG79,720$15.1M0.01%−21,483−21.2%Reduced
Credit Suisse AG81,762$15.5M0.01%−33,774−29.2%Reduced
Invesco Ltd.84,044$16.0M0.00%−1,812−2.1%Reduced
Ingalls & Snyder LLC84,936$16.1M0.74%−1,047−1.2%Reduced
Amundi97,806$16.6M0.01%−20,225−17.1%Reduced
KBC Group NV89,560$17.0M0.06%−11,273−11.2%Reduced
State Board of Administration of Florida Retirement System89,719$17.0M0.03%−3,726−4.0%Reduced
D. E. Shaw & Co., Inc.96,999$18.4M0.02%−9,166−8.6%Reduced
New York State Common Retirement Fund102,651$19.5M0.02%−1,459−1.4%Reduced
Lido Advisors, LLC103,395$19.6M0.38%+10,100+10.8%Added
Nomura Holdings Inc111,154$21.1M0.12%−286−0.3%Reduced
Parametric Portfolio Associates LLC119,131$22.6M0.01%+30,909+35.0%Added
Public Sector Pension Investment Board120,000$22.8M0.12%00.0%Unchanged
National Pension Service120,246$22.8M0.04%+18,657+18.4%Added
Jarislowsky, Fraser Ltd127,042$24.1M0.11%+127,042New
California State Teachers Retirement System131,320$24.9M0.03%+1,014+0.8%Added
AustralianSuper Pty Ltd134,400$25.0M0.14%+13,707+11.4%Added
Teachers Retirement System of the State of Kentucky132,648$25.2M0.22%+1,000+0.8%Added
Prescott Investors Profit Sharing Trust145,302$27.6M26.15%+145,302New
California Public Employees Retirement System147,325$28.0M0.02%−20,367−12.1%Reduced
Caption Management, LLC149,022$28.3M1.76%−2,500−1.6%Reduced
Ensign Peak Advisors, Inc149,104$28.3M0.05%+31,735+27.0%Added
Bank of Montreal151,278$29.3M0.02%−52,989−25.9%Reduced
HAP Trading, LLC157,116$29.8M2.07%+157,116New
Quinn Opportunity Partners LLC159,152$30.2M1.84%−23,000−12.6%Reduced
ING Groep NV160,000$30.4M0.27%+85,000+113.3%Added
Mayflower Financial Advisors, LLC162,554$30.9M4.10%+260.0%Added
Check Capital Management Inc162,709$30.9M2.43%+189+0.1%Added
Hound Partners, LLC164,663$31.3M1.84%+26,591+19.3%Added
JPMorgan Chase & Co174,154$33.1M0.00%−944,304−84.4%Reduced
Squarepoint Ops LLC193,462$36.8M0.18%+122,953+174.4%Added
Holocene Advisors, LP194,726$37.0M0.20%−205,385−51.3%Reduced
Dimensional Fund Advisors LP194,999$37.0M0.01%+1,400+0.7%Added
Sumitomo Mitsui Trust Holdings, Inc.204,237$38.8M0.02%−7,467−3.5%Reduced
Nuveen Asset Management, LLC208,545$39.6M0.01%−288,478−58.0%Reduced
Ameriprise Financial Inc214,325$40.7M0.01%−289,769−57.5%Reduced
Smith Thomas W222,500$42.3M28.11%00.0%Unchanged
Citigroup Inc233,060$44.3M0.04%+139,579+149.3%Added
DF Dent & Co Inc236,086$44.8M0.45%+51,218+27.7%Added
Charles Schwab Investment Management Inc236,395$44.9M0.01%+7,085+3.1%Added
BloombergSen Inc.248,909$47.3M2.77%−685−0.3%Reduced
Goodnow Investment Group, LLC250,078$47.5M4.02%−71,792−22.3%Reduced
Mitsubishi UFJ Trust & Banking Corp256,094$48.6M0.10%−5,719−2.2%Reduced
Bank of New York Mellon Corp264,274$50.2M0.01%+4,156+1.6%Added
Susquehanna International Group, LLP274,556$52.2M0.08%+227,473+483.1%Added
Swiss National Bank279,277$53.1M0.03%−12,400−4.3%Reduced
Atreides Management, LP312,968$59.5M1.88%+10,695+3.5%Added
Eventide Asset Management, LLC334,477$63.5M0.81%00.0%Unchanged
Steadview Capital Management LLC363,120$69.0M6.45%−6,342−1.7%Reduced
Legal & General Group Plc389,410$74.0M0.02%−57,949−13.0%Reduced
Barclays PLC391,227$74.3M0.05%+29,072+8.0%Added
Parallax Volatility Advisers, L.P.409,180$77.7M0.95%+119,857+41.4%Added
UBS Asset Management Americas Inc417,293$79.3M0.03%+97,607+30.5%Added
Artisan Partners Limited Partnership423,022$80.4M0.10%−733,755−63.4%Reduced
Healthcare of Ontario Pension Plan Trust Fund464,000$88.1M0.19%−20,900−4.3%Reduced