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
Giverny Capital Inc.SuperinvestorGiverny Capital5,602$1.06M0.06%+163+3.0%Added
Westpac Banking Corp5,546$1.05M0.01%00.0%Unchanged
Jefferies Group LLC5,506$1.05M0.02%+3,570+184.4%Added
Xponance, Inc.5,157$980.0K0.02%+29+0.6%Added
AlphaCrest Capital Management LLC5,048$959.0K0.04%−1,259−20.0%Reduced
Atlas Principals, LLC5,000$950.0K1.50%−20,000−80.0%Reduced
Hyperion Asset Management Ltd4,835$919.0K0.04%+470+10.8%Added
CIBC Asset Management Inc4,592$872.0K0.00%+372+8.8%Added
Candriam Luxembourg S.C.A.4,573$869.0K0.01%+697+18.0%Added
Banque Cantonale Vaudoise4,306$818.0K0.03%−132−3.0%Reduced
Ferris Capital, LLC4,234$804.0K0.17%00.0%Unchanged
Two Sigma Advisers, LP4,200$798.0K0.00%+4,200New
National Bank of Canada4,204$790.0K0.00%+4,204New
Exchange Traded Concepts, LLC4,088$777.0K0.02%−10.0%Reduced
Nordea Investment Management AB4,070$776.0K0.00%00.0%Unchanged
Winton Group Ltd4,082$775.0K0.05%+97+2.4%Added
Sumitomo Mitsui DS Asset Management Company, Ltd3,986$757.0K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)3,980$756.0K0.01%+3,790+1,994.7%Added
Stephens Inc3,786$719.0K0.01%+1,278+51.0%Added
Hunter Perkins Capital Management, LLC3,725$708.0K0.13%+3,725New
Advisors Asset Management, Inc.3,681$699.3K0.01%−377−9.3%Reduced
Sit Investment Associates Inc3,525$670.0K0.02%+3,525New
Metropolitan Life Insurance Co3,488$662.6K0.01%+17+0.5%Added
Alpine Global Management, LLC3,426$651.0K0.10%+3,426New
Brown Advisory Inc3,388$644.0K0.00%−19,855−85.4%Reduced
APG Asset Management N.V.3,826$639.0K0.00%−7,400−65.9%Reduced
Commerce Bank3,357$638.0K0.00%+113+3.5%Added
Ibex Investors LLC3,300$627.0K0.34%+3,300New
Lattice Capital Management, LLC3,200$608.0K0.63%+3,200New
Capital International Sarl3,174$603.0K0.03%+3,174New
Transform Wealth, LLC3,105$590.0K0.06%+850+37.7%Added
Private Advisor Group, LLC3,094$588.0K0.00%−182−5.6%Reduced
Half Sky Capital (UK) Ltd3,064$582.0K0.29%+3,064New
Lavaca Capital LLC3,000$570.0K0.25%+3,000New
Northeast Investment Management2,952$561.0K0.03%+78+2.7%Added
XR Securities LLC2,946$560.0K0.07%+64+2.2%Added
Raymond James Financial Services Advisors, Inc.2,928$556.0K0.00%−1,004−25.5%Reduced
Values First Advisors, Inc.2,904$552.0K0.33%+370+14.6%Added
Cambridge Investment Research Advisors, Inc.2,754$523.0K0.00%+991+56.2%Added
Equitable Trust Co2,749$523.0K0.03%+1,349+96.4%Added
XTX Topco Ltd2,748$522.0K0.30%+2,748New
Guggenheim Capital LLC2,670$507.0K0.00%+491+22.5%Added
NuWave Investment Management, LLC2,664$506.0K0.57%+2,664New
Eqis Capital Management, Inc.2,657$505.0K0.04%−96−3.5%Reduced
Oppenheimer & Co Inc2,515$478.0K0.01%+104+4.3%Added
Redmond Asset Management, LLC2,490$473.0K0.13%+19+0.8%Added
Franklin Resources Inc2,463$468.0K0.00%−159,769−98.5%Reduced
Centiva Capital, LP2,459$467.0K0.03%+353+16.8%Added
Schroder Investment Management Group2,437$462.0K0.00%+884+56.9%Added
Raymond James & Associates2,406$457.0K0.00%−3,420−58.7%Reduced
Prudential Financial Inc2,393$455.0K0.00%−140−5.5%Reduced
M&T Bank Corp2,342$444.0K0.00%+63+2.8%Added
State of Alaska, Department of Revenue2,320$440.0K0.00%−8,470−78.5%Reduced
Capstone Investment Advisors, LLC2,312$439.0K0.01%−10,324−81.7%Reduced
Allianz Asset Management GmbH2,300$436.0K0.00%00.0%Unchanged
Bayesian Capital Management, LP2,200$418.0K0.13%+2,200New
Kestra Advisory Services, LLC2,184$415.0K0.00%−832−27.6%Reduced
Credential Qtrade Securities Inc.2,135$405.6K0.03%+2,135New
Alberta Investment Management Corp2,100$399.0K0.00%−3,400−61.8%Reduced
Nisa Investment Advisors, LLC2,500$390.0K0.00%−8,285−76.8%Reduced
HighTower Advisors, LLC2,018$383.0K0.00%+64+3.3%Added
Mackenzie Financial Corp2,007$381.0K0.00%−91−4.3%Reduced
American Century Companies Inc1,914$364.0K0.00%−187,216−99.0%Reduced
Los Angeles Capital Management LLC1,879$357.0K0.00%−8,515−81.9%Reduced
Waycross Partners, LLC1,859$353.0K0.20%00.0%Unchanged
Manufacturers Life Insurance Company, The1,829$347.0K0.00%−98−5.1%Reduced
Redpoint Investment Management Pty Ltd1,826$347.0K0.03%00.0%Unchanged
Moneta Group Investment Advisors LLC1,748$332.0K0.01%−1−0.1%Reduced
B. Metzler seel. Sohn & Co. AG1,714$330.0K0.00%+1,714New
Geneos Wealth Management Inc.1,688$320.0K0.01%−206−10.9%Reduced
Garner Asset Management Corp1,650$313.0K0.13%+214+14.9%Added
Keybank National Association1,631$310.0K0.00%−72−4.2%Reduced
Cerity Partners LLC1,614$309.0K0.00%+1,614New
CenterBook Partners LP1,584$301.0K0.18%+1,584New
Leonteq Securities AG1,563$296.9K0.01%+1,563New
Panagora Asset Management Inc1,545$294.0K0.00%−12,329−88.9%Reduced
Bluestein R H & Co1,500$285.0K0.01%−500−25.0%Reduced
Baird Financial Group, Inc.1,447$275.0K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC1,422$270.0K0.14%−700−33.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,401$266.0K0.00%+1,401New
US Bancorp1,383$263.0K0.00%−257−15.7%Reduced
Duality Advisers, LP1,375$261.0K0.03%+1,375New
Baystate Wealth Management LLC1,363$259.0K0.02%+1,363New
Simplex Trading, LLC1,345$255.0K0.01%−1,446−51.8%Reduced
Macquarie Group Ltd1,324$252.0K0.00%−251−15.9%Reduced
Yarbrough Capital, LLC1,304$248.0K0.01%+1,304New
Carson Advisory Inc.1,298$247.0K0.25%+1,298New
Weiss Asset Management LP1,270$241.0K0.01%+1,270New
IBM Retirement Fund1,254$238.0K0.03%−872−41.0%Reduced
Point72 Hong Kong Ltd1,245$237.0K0.02%−3,272−72.4%Reduced
Mount Vernon Associates Inc1,250$237.0K0.21%00.0%Unchanged
Toroso Investments, LLC1,230$234.0K0.01%+146+13.5%Added
Gsa Capital Partners LLP1,219$232.0K0.03%+1,219New
OPSEU Pension Plan Trust Fund1,212$231.0K0.05%+8+0.7%Added
Pathstone Family Office, LLC1,206$229.0K0.01%−119−9.0%Reduced
Allstate Corp1,201$228.0K0.00%−457−27.6%Reduced
Pensionfund DSM Netherlands1,200$228.0K0.03%00.0%Unchanged
JustInvest LLC1,178$224.0K0.01%+1,178New
American International Group, Inc.1,166$222.0K0.00%−29−2.4%Reduced
Truist Financial Corp1,171$222.0K0.00%+4+0.3%Added