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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
Wishbone Management, LP535,000$101.6M13.83%+365,000+214.7%Added
Bank of America Corp542,284$103.0M0.01%−127,295−19.0%Reduced
Northern Trust Corp604,630$114.9M0.02%+6,884+1.2%Added
First Trust Advisors LP643,903$122.3M0.12%−143,923−18.3%Reduced
Norges Bank673,248$127.9M0.03%−5,600−0.8%Reduced
Bank of Nova Scotia722,662$137.3M0.20%+232,566+47.5%Added
Whale Rock Capital Management LLC760,720$144.5M1.22%−830,926−52.2%Reduced
Stockbridge Partners LLC783,240$148.8M3.00%00.0%Unchanged
Price T Rowe Associates Inc819,889$155.8M0.01%−215,525−20.8%Reduced
Allen Investment Management LLC833,038$158.3M1.99%+27,000+3.3%Added
Geode Capital Management, LLC925,784$175.6M0.02%+37,909+4.3%Added
Goldman Sachs Group Inc985,333$187.2M0.05%+126,981+14.8%Added
HarbourVest Partners LLC1,062,126$201.8M25.79%00.0%Unchanged
State Street Corp1,631,484$309.9M0.01%+21,139+1.3%Added
Janus Henderson Group PLC2,213,670$420.5M0.18%+234,599+11.9%Added
Bares Capital Management, Inc.2,902,633$551.4M11.02%+179,344+6.6%Added
Ruane, Cunniff & Goldfarb L.P.3,154,288$599.2M5.12%+773,999+32.5%Added
Capital World Investors3,580,783$680.2M0.11%+289,798+8.8%Added
BlackRock Inc.3,586,275$681.3M0.02%−20,003−0.6%Reduced
Vulcan Value Partners, LLC3,680,883$699.3M3.57%+867,799+30.8%Added
Prescott General Partners LLC3,823,239$726.3M24.86%00.0%Unchanged
Spruce House Investment Management LLC4,800,000$911.9M28.60%00.0%Unchanged
Vanguard Group Inc6,407,441$1.22B0.03%+61,274+1.0%Added
Morgan Stanley8,572,414$1.63B0.20%+246,249+3.0%Added
Baillie Gifford & Co10,249,184$1.95B1.07%+262,240+2.6%Added
FMR LLC11,693,368$2.22B0.16%+96,540+0.8%Added
Sofos Investments, Inc.4,180––+4,166+29,757.1%Added
Simcoe Capital Management, LLC0$00.00%−94,020−100.0%Sold out
Samlyn Capital, LLC0$00.00%−76,877−100.0%Sold out
Ergoteles LLC0$00.00%−21,462−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−20,000−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−15,828−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−15,067−100.0%Sold out
Forsta Ap-Fonden0$00.00%−14,400−100.0%Sold out
Hamilton Lane Advisors LLC0$00.00%−14,135−100.0%Sold out
Clough Capital Partners L P0$00.00%−11,300−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−11,284−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−10,384−100.0%Sold out
Venator Capital Management Ltd.0$00.00%−7,500−100.0%Sold out
Korea Investment CORP0$00.00%−6,800−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−6,700−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,039−100.0%Sold out
Virtu Financial LLC0$00.00%−4,107−100.0%Sold out
National Asset Management, Inc.0$00.00%−2,840−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−2,957−100.0%Sold out
Comerica Bank0$00.00%−2,286−100.0%Sold out
Advisory Services Network, LLC0$00.00%−2,424−100.0%Sold out
Avitas Wealth Management LLC0$00.00%−2,305−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−2,184−100.0%Sold out
D.A. Davidson & Co.0$00.00%−2,147−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−2,131−100.0%Sold out
Bridgewater Associates, LP0$00.00%−1,751−100.0%Sold out
Enlightenment Research, LLC0$00.00%−1,701−100.0%Sold out
Advisory Research Inc0$00.00%−1,487−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−1,352−100.0%Sold out
Bokf, NA0$00.00%−1,339−100.0%Sold out
Cetera Investment Advisers0$00.00%−1,256−100.0%Sold out
B. Riley Wealth Management, Inc.0$00.00%−1,167−100.0%Sold out
Veriti Management LLC0$00.00%−1,141−100.0%Sold out
Glenmede Trust Co NA0$00.00%−1,071−100.0%Sold out
First Midwest Bank Trust Division0$00.00%−1,051−100.0%Sold out
Source Financial Advisors LLC0$00.00%−1,006−100.0%Sold out
Personal Wealth Partners0$00.00%−1,000−100.0%Sold out
GWM Advisors LLC0$00.00%−967−100.0%Sold out
Davenport & Co LLC0$00.00%−964−100.0%Sold out
OneAscent Wealth Management LLC0$00.00%−945−100.0%Sold out
Yorktown Management & Research Co Inc0$00.00%−940−100.0%Sold out
Prospera Financial Services Inc0$00.00%−866−100.0%Sold out
Formidable Asset Management, LLC0$00.00%−865−100.0%Sold out
Corient Capital Partners, LLC0$00.00%−824−100.0%Sold out
Wedbush Securities Inc0$00.00%−823−100.0%Sold out
Creative Planning0$00.00%−821−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−818−100.0%Sold out
AQR Capital Management LLC0$00.00%−797−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−642−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−500−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−457−100.0%Sold out
Bessemer Group Inc0$00.00%−238−100.0%Sold out
Washington Trust Co0$00.00%−200−100.0%Sold out
Gables Capital Management Inc.0$00.00%−200−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−110−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−62−100.0%Sold out
Stonebridge Financial Planning Group, LLC0$00.00%−50−100.0%Sold out
Piscataqua Savings Bank0$00.00%−40−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−35−100.0%Sold out
Sandy Spring Bank0$00.00%−29−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−25−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−21−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−18−100.0%Sold out
Better Money Decisions, LLC0$00.00%−17−100.0%Sold out
Berkshire Capital Holdings Inc0$00.00%−10−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−10−100.0%Sold out
Sterling Financial Planning, Inc.0$00.00%−10−100.0%Sold out
RPG Investment Advisory, LLC0$00.00%−9−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−2−100.0%Sold out
BerganKDV Wealth Management, LLC0$00.00%−2−100.0%Sold out
Sugarloaf Wealth Management, LLC0$00.00%−3−100.0%Sold out
PEAK6 Investments LLC0$00.00%−4−100.0%Sold out
Fieldpoint Private Securities, LLC0$00.00%−1−100.0%Sold out
Cardan Capital Partners, LLC––––Not filed