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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
Pictet Asset Management SA44,413$8.44M0.01%+2,186+5.2%Added
Mirae Asset Global Investments Co., Ltd.43,303$8.23M0.02%+431+1.0%Added
State of New Jersey Common Pension Fund D43,079$8.18M0.02%−354−0.8%Reduced
Titleist Asset Management, Ltd.42,080$7.99M1.58%+42,080New
Public Employees Retirement System of Ohio40,992$7.79M0.03%−1,631−3.8%Reduced
Alliancebernstein L.P.37,641$7.15M0.00%−1,377−3.5%Reduced
Crow's Nest Holdings LP37,300$7.09M5.48%+37,300New
State of Wisconsin Investment Board34,971$6.64M0.01%−632−1.8%Reduced
Asset Management One Co.,Ltd.31,543$6.04M0.02%−386−1.2%Reduced
SEI Investments Co30,787$5.84M0.01%−25,574−45.4%Reduced
AIA Group Ltd30,669$5.83M0.28%+2,930+10.6%Added
Swedbank AB30,120$5.81M0.01%−3,650−10.8%Reduced
Treasurer of the State of North Carolina28,644$5.44M0.03%+400+1.4%Added
Wolverine Trading, LLC27,859$5.37M0.07%−10,442−27.3%Reduced
Great West Life Assurance Co27,856$5.28M0.01%−25,804−48.1%Reduced
Royal London Asset Management Ltd26,622$5.06M0.02%−792−2.9%Reduced
Victory Capital Management Inc26,473$5.03M0.00%+417+1.6%Added
Saber Capital Managment, LLC25,914$4.92M4.28%+25,914New
Proficio Capital Partners LLC25,696$4.88M0.68%−96−0.4%Reduced
Voya Investment Management LLC25,687$4.88M0.01%+7,146+38.5%Added
Storebrand Asset Management AS25,678$4.88M0.02%−6,504−20.2%Reduced
HSBC Holdings PLC25,496$4.83M0.01%+945+3.8%Added
Rbo & Co LLC25,000$4.75M0.75%00.0%Unchanged
Russell Investments Group, Ltd.23,901$4.58M0.01%+312+1.3%Added
Aviva PLC23,124$4.39M0.02%+133+0.6%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund22,803$4.33M0.04%−1,200−5.0%Reduced
Sands Capital Management, LLC22,109$4.20M0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec21,831$4.15M0.04%+409+1.9%Added
Teca Partners, LP21,100$4.01M3.37%+21,100New
Arizona State Retirement System20,004$3.80M0.03%−694−3.4%Reduced
TD Asset Management Inc19,368$3.68M0.00%−2,902−13.0%Reduced
Balyasny Asset Management LLC18,900$3.59M0.02%+18,900New
BNP Paribas Arbitrage, SA18,688$3.55M0.01%+4,447+31.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.18,085$3.54M0.01%+1,905+11.8%Added
USS Investment Management Ltd18,259$3.47M0.03%00.0%Unchanged
Cubist Systematic Strategies, LLC17,757$3.37M0.03%+11,608+188.8%Added
Allspring Global Investments Holdings, LLC17,450$3.31M0.00%+17,450New
Ilmarinen Mutual Pension Insurance Co16,250$3.09M0.04%+16,250New
CWM Advisors, LLC15,962$3.03M0.35%+2,950+22.7%Added
UBS Group AG14,861$2.82M0.00%−4,218−22.1%Reduced
Greenline Partners, LLC14,780$2.81M0.53%−17−0.1%Reduced
Teacher Retirement System of Texas14,692$2.79M0.01%+2,478+20.3%Added
Nomura Asset Management Co Ltd14,616$2.78M0.01%+172+1.2%Added
Andra AP-fonden14,600$2.77M0.06%−3,900−21.1%Reduced
Toronto Dominion Bank14,488$2.75M0.00%+4,859+50.5%Added
Erste Asset Management GmbH14,000$2.70M0.05%−5,000−26.3%Reduced
Rafferty Asset Management, LLC13,828$2.63M0.01%+6,258+82.7%Added
Utah Retirement Systems13,767$2.62M0.03%+100+0.7%Added
Principal Financial Group Inc13,716$2.60M0.00%+280+2.1%Added
British Columbia Investment Management Corp12,884$2.45M0.01%−728−5.3%Reduced
Profund Advisors LLC12,379$2.35M0.08%−598−4.6%Reduced
Skandinaviska Enskilda Banken AB (publ)11,926$2.30M0.01%−7,219−37.7%Reduced
Wellington Management Group LLP11,201$2.13M0.00%−232,735−95.4%Reduced
DnB Asset Management AS10,846$2.06M0.01%+688+6.8%Added
Brown Brothers Harriman & Co10,678$2.03M0.01%00.0%Unchanged
Gulf International Bank (UK) Ltd10,580$2.01M0.03%−2,350−18.2%Reduced
Capital International Ltd10,461$1.99M0.10%+10,461New
IMC-Chicago, LLC10,386$1.97M0.08%+10,386New
Zurcher Kantonalbank (Zurich Cantonalbank)10,349$1.97M0.01%−3,773−26.7%Reduced
Handelsbanken Fonder AB10,289$1.96M0.01%+400+4.0%Added
Umb Bank N A10,171$1.93M0.02%+10,171New
NN Investment Partners Holdings N.V.10,120$1.92M0.01%−3,409−25.2%Reduced
Stifel Financial Corp9,867$1.88M0.00%+7,869+393.8%Added
IFM Investors Pty Ltd9,640$1.83M0.03%+74+0.8%Added
LPL Financial LLC9,340$1.77M0.00%−964−9.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.9,312$1.77M0.01%+9,312New
Tudor Investment Corp Et Al9,207$1.75M0.03%−3,879−29.6%Reduced
Envestnet Asset Management Inc9,115$1.73M0.00%+2,558+39.0%Added
DekaBank Deutsche Girozentrale9,003$1.72M0.00%+1,545+20.7%Added
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
Northwest & Ethical Investments L.P.8,900$1.69M0.05%+8,900New
Aigen Investment Management, LP8,111$1.67M0.10%+8,111New
Robeco Institutional Asset Management B.V.8,562$1.63M0.00%−3,968−31.7%Reduced
Vontobel Holding Ltd.8,402$1.62M0.01%−1,588−15.9%Reduced
O'Shares Investment Advisers, LLC8,304$1.58M0.11%−742−8.2%Reduced
Banco Santander, S.A.8,099$1.54M0.01%+8,099New
Assenagon Asset Management S.A.8,084$1.54M0.01%+8,084New
BI Asset Management Fondsmaeglerselskab A/S7,966$1.51M0.06%+1,829+29.8%Added
Nissay Asset Management Corp7,528$1.43M0.01%+265+3.6%Added
Advisor Group Holdings, Inc.7,464$1.42M0.00%−4,732−38.8%Reduced
Capital International Inc7,373$1.40M0.01%+7,373New
Illinois Municipal Retirement Fund7,351$1.40M0.04%+1,515+26.0%Added
Amalgamated Bank7,259$1.38M0.01%+497+7.3%Added
Bourne Lent Asset Management Inc7,229$1.37M0.37%00.0%Unchanged
Standard Life Aberdeen plc7,116$1.35M0.00%−1,048−12.8%Reduced
HB Wealth Management, LLC7,080$1.34M0.03%+7,080New
Wolverine Asset Management LLC7,068$1.34M0.02%+7,068New
Blair William & Co6,998$1.33M0.00%−14,730−67.8%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
Fred Alger Management, LLC6,708$1.27M0.00%−7,739−53.6%Reduced
SG Americas Securities, LLC6,614$1.26M0.01%−33,301−83.4%Reduced
Veracity Capital LLC6,518$1.24M0.50%−10−0.2%Reduced
Azzad Asset Management Inc6,488$1.23M0.17%+1,518+30.5%Added
Verition Fund Management LLC5,993$1.14M0.01%+4,546+314.2%Added
Cutler Group LP5,887$1.12M0.08%−3,073−34.3%Reduced
Ocean Capital Management, LLC5,716$1.09M0.41%−81−1.4%Reduced
Maryland State Retirement & Pension System5,665$1.08M0.03%00.0%Unchanged
Sciencast Management LP5,775$1.07M0.19%+4,790+486.3%Added