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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, Q1 2022

Institutional positions in Wayfair Inc. as of Mar 31, 2022. 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
367
−54 vs. Q4 2021
Shares held
90.0M
−272.9K (−0.3%) vs. Q4 2021
Total value
$9.98B
−$7.17B (−41.8%) vs. Q4 2021
New holders
52
156 more added
Sold out
106
103 more reduced

6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 367 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 heldQ1 2022: $9.98B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q4 2021.

Institutions holding W in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC11,882,329$1.32B0.11%+188,961+1.6%Added
Baillie Gifford & Co9,205,597$1.02B0.71%−1,043,587−10.2%Reduced
Morgan Stanley8,527,464$944.7M0.13%−44,950−0.5%Reduced
Vanguard Group Inc6,540,088$724.5M0.02%+132,647+2.1%Added
Bares Capital Management, Inc.4,551,863$504.3M11.73%+1,649,230+56.8%Added
Vulcan Value Partners, LLC3,928,113$435.2M2.67%+247,230+6.7%Added
Prescott General Partners LLC3,823,239$423.5M19.31%00.0%Unchanged
BlackRock Inc.3,737,050$414.0M0.01%+150,775+4.2%Added
Capital World Investors3,681,729$407.9M0.07%+100,946+2.8%Added
Spruce House Investment Management LLC3,500,000$387.7M22.42%−1,300,000−27.1%Reduced
Ruane, Cunniff & Goldfarb L.P.3,440,017$381.1M3.75%+285,729+9.1%Added
Janus Henderson Group PLC1,887,120$209.1M0.10%−326,550−14.8%Reduced
State Street Corp1,646,850$182.4M0.01%+15,366+0.9%Added
Stockbridge Partners LLC1,171,862$129.8M2.80%+388,622+49.6%Added
HarbourVest Partners LLC1,062,126$117.7M24.02%00.0%Unchanged
Goldman Sachs Group Inc1,024,017$113.4M0.03%+38,684+3.9%Added
Geode Capital Management, LLC960,295$106.2M0.01%+34,511+3.7%Added
Bank of America Corp875,308$97.0M0.01%+333,024+61.4%Added
Allen Investment Management LLC833,038$92.3M1.24%00.0%Unchanged
Wishbone Management, LP730,461$80.9M15.86%+195,461+36.5%Added
Jane Street Group, LLC688,879$76.3M0.14%+618,796+882.9%Added
Norges Bank688,615$76.3M0.02%+15,367+2.3%Added
Squarepoint Ops LLC684,991$75.9M0.56%+491,529+254.1%Added
Price T Rowe Associates Inc680,525$75.4M0.01%−139,364−17.0%Reduced
UBS Asset Management Americas Inc627,059$69.5M0.03%+209,766+50.3%Added
Northern Trust Corp571,021$63.3M0.01%−33,609−5.6%Reduced
Healthcare of Ontario Pension Plan Trust Fund413,200$45.8M0.16%−50,800−10.9%Reduced
Whale Rock Capital Management LLC405,920$45.0M0.56%−354,800−46.6%Reduced
Legal & General Group Plc402,915$44.6M0.01%+13,505+3.5%Added
Steadview Capital Management LLC363,120$40.2M5.70%00.0%Unchanged
Renaissance Technologies LLC339,100$37.6M0.04%+339,100New
Swiss National Bank320,877$35.5M0.02%+41,600+14.9%Added
Atreides Management, LP317,677$35.2M1.25%+4,709+1.5%Added
Citigroup Inc308,609$34.2M0.04%+75,549+32.4%Added
JPMorgan Chase & Co286,415$31.7M0.00%+112,261+64.5%Added
Jarislowsky, Fraser Ltd284,736$31.5M0.17%+157,694+124.1%Added
DF Dent & Co Inc266,180$29.5M0.34%+30,094+12.7%Added
Bank of New York Mellon Corp252,545$28.0M0.01%−11,729−4.4%Reduced
Mitsubishi UFJ Trust & Banking Corp250,877$27.8M0.06%−5,217−2.0%Reduced
BloombergSen Inc.249,933$27.7M1.74%+1,024+0.4%Added
Charles Schwab Investment Management Inc245,382$27.2M0.01%+8,987+3.8%Added
Two Sigma Investments, LP242,849$26.9M0.08%+242,849New
Susquehanna International Group, LLP229,008$25.4M0.04%−45,548−16.6%Reduced
Nuveen Asset Management, LLC211,780$25.1M0.01%+3,235+1.6%Added
Smith Thomas W222,500$24.6M22.01%00.0%Unchanged
D. E. Shaw & Co., Inc.215,066$23.8M0.03%+118,067+121.7%Added
Barclays PLC214,882$23.8M0.02%−176,345−45.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.207,244$23.0M0.02%+3,007+1.5%Added
Goodnow Investment Group, LLC206,658$22.9M2.42%−43,420−17.4%Reduced
Samlyn Capital, LLC196,949$21.8M0.33%+196,949New
Dimensional Fund Advisors LP195,007$21.6M0.01%+80.0%Added
Hound Partners, LLC186,715$20.7M1.34%+22,052+13.4%Added
Bank of Montreal170,111$20.7M0.01%+18,833+12.4%Added
Check Capital Management Inc184,168$20.4M1.62%+21,459+13.2%Added
Mayflower Financial Advisors, LLC162,580$18.0M2.42%+260.0%Added
AustralianSuper Pty Ltd158,300$17.5M0.10%+23,900+17.8%Added
Prescott Investors Profit Sharing Trust145,302$16.1M20.56%00.0%Unchanged
Teachers Retirement System of the State of Kentucky144,654$16.0M0.16%+12,006+9.1%Added
Cubist Systematic Strategies, LLC140,488$15.6M0.13%+122,731+691.2%Added
Parametric Portfolio Associates LLC138,914$15.4M0.01%+19,783+16.6%Added
Two Sigma Advisers, LP137,700$15.3M0.04%+133,500+3,178.6%Added
California Public Employees Retirement System137,185$15.2M0.01%−10,140−6.9%Reduced
Millennium Management LLC128,392$14.2M0.02%+58,318+83.2%Added
California State Teachers Retirement System124,330$13.8M0.02%−6,990−5.3%Reduced
Lido Advisors, LLC114,171$12.6M0.24%+10,776+10.4%Added
Credit Suisse AG113,377$12.6M0.01%+31,615+38.7%Added
New York State Common Retirement Fund101,151$11.2M0.01%−1,500−1.5%Reduced
ProShare Advisors LLC98,752$10.9M0.02%+27,710+39.0%Added
Wolverine Asset Management LLC96,006$10.6M0.13%+88,938+1,258.3%Added
State Board of Administration of Florida Retirement System89,434$9.91M0.02%−285−0.3%Reduced
Royal Bank of Canada87,715$9.72M0.00%+9,308+11.9%Added
Eaton Vance Management85,814$9.51M0.01%+13,055+17.9%Added
Nomura Holdings Inc85,412$9.49M0.07%−25,742−23.2%Reduced
Ingalls & Snyder LLC84,962$9.41M0.42%+260.0%Added
KBC Group NV76,126$8.43M0.03%−13,434−15.0%Reduced
Ergoteles LLC75,256$8.34M0.32%+75,256New
Wells Fargo & Company74,454$8.25M0.00%+18,013+31.9%Added
Invesco Ltd.73,273$8.12M0.00%−10,771−12.8%Reduced
Caas Capital Management LP72,970$8.08M1.42%+14,191+24.1%Added
Amundi67,393$7.54M0.01%−30,413−31.1%Reduced
JNE Partners LLP67,800$7.51M3.56%+67,800New
Rhumbline Advisers64,771$7.17M0.01%−1,735−2.6%Reduced
Point72 Asset Management, L.P.64,687$7.17M0.03%+64,687New
Ensign Peak Advisors, Inc62,953$6.97M0.01%−86,151−57.8%Reduced
Howland Capital Management LLC58,023$6.43M0.35%+3,408+6.2%Added
Quantitative Investment Management, LLC57,795$6.40M0.69%+57,795New
First Republic Investment Management, Inc.57,630$6.38M0.01%+11,848+25.9%Added
Deutsche Bank AG57,330$6.35M0.00%−22,390−28.1%Reduced
BNP Paribas Arbitrage, SA53,390$5.91M0.01%+34,702+185.7%Added
Tudor Investment Corp Et Al49,351$5.47M0.14%+40,144+436.0%Added
Erste Asset Management GmbH45,000$4.99M0.10%+31,000+221.4%Added
SG Americas Securities, LLC44,958$4.98M0.04%+38,344+579.7%Added
State of New Jersey Common Pension Fund D44,670$4.95M0.02%+1,591+3.7%Added
Mirae Asset Global Investments Co., Ltd.44,179$4.89M0.01%+876+2.0%Added
Titleist Asset Management, Ltd.43,185$4.78M0.98%+1,105+2.6%Added
Bridgeway Capital Management, LLC42,800$4.74M0.09%−3,750−8.1%Reduced
Penserra Capital Management LLC42,346$4.69M0.11%−9,913−19.0%Reduced
Pictet Asset Management SA41,433$4.59M0.01%−2,980−6.7%Reduced
Wolverine Trading, LLC36,792$4.47M0.13%+8,933+32.1%Added
Public Employees Retirement System of Ohio39,673$4.39M0.02%−1,319−3.2%Reduced