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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, Q3 2022

Institutional positions in Wayfair Inc. as of Sep 30, 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
321
−4 vs. Q2 2022
Shares held
95.2M
−1.33M (−1.4%) vs. Q2 2022
Total value
$3.10B
−$1.11B (−26.4%) vs. Q2 2022
New holders
55
101 more added
Sold out
59
99 more reduced

3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 321 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 heldQ3 2022: $3.10B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q2 2022.

Institutions holding W in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC12,065,511$392.7M0.04%+163,977+1.4%Added
Baillie Gifford & Co8,882,616$289.1M0.30%−159,529−1.8%Reduced
Vanguard Group Inc6,676,465$217.3M0.01%−4,268−0.1%Reduced
Morgan Stanley6,367,598$207.3M0.03%−1,836,353−22.4%Reduced
Capital World Investors6,031,642$196.3M0.04%+7490.0%Added
Ruane, Cunniff & Goldfarb L.P.4,685,292$152.5M2.27%−245,307−5.0%Reduced
Prescott General Partners LLC3,823,239$124.4M9.77%00.0%Unchanged
BlackRock Inc.3,822,074$124.4M0.00%−267,684−6.5%Reduced
Spruce House Investment Management LLC3,500,000$113.9M20.54%00.0%Unchanged
Bares Capital Management, Inc.2,856,699$93.0M3.63%−2,057,420−41.9%Reduced
Great Hill Partners, L.P.2,788,912$90.8M21.05%00.0%Unchanged
Renaissance Technologies LLC2,522,500$82.1M0.12%+273,400+12.2%Added
Voya Investment Management LLC2,422,074$78.8M0.09%+2,397,534+9,769.9%Added
State Street Corp1,708,037$55.6M0.00%−35,359−2.0%Reduced
Stockbridge Partners LLC1,331,862$43.4M1.23%00.0%Unchanged
Janus Henderson Group PLC1,227,564$40.0M0.03%−290,544−19.1%Reduced
HarbourVest Partners LLC1,062,126$34.6M11.30%00.0%Unchanged
Geode Capital Management, LLC978,477$31.8M0.00%−7,025−0.7%Reduced
Wishbone Management, LP870,000$28.3M8.15%−30,000−3.3%Reduced
UBS Asset Management Americas Inc860,456$28.0M0.02%+95,928+12.5%Added
Allen Investment Management LLC833,038$27.1M0.47%00.0%Unchanged
Norges Bank798,433$26.0M0.01%+149,687+23.1%Added
Goldman Sachs Group Inc765,133$24.9M0.01%+51,839+7.3%Added
Millennium Management LLC745,955$24.3M0.03%+594,717+393.2%Added
Citigroup Inc683,594$22.3M0.03%+258,419+60.8%Added
Two Sigma Advisers, LP651,400$21.2M0.06%−526,900−44.7%Reduced
DF Dent & Co Inc602,197$19.6M0.30%+331,605+122.5%Added
JPMorgan Chase & Co592,825$19.3M0.00%+90,806+18.1%Added
Bank of America Corp556,315$18.1M0.00%−185,614−25.0%Reduced
Whitebox Advisors LLC500,000$16.3M0.45%+500,000New
Connor, Clark & Lunn Investment Management Ltd.492,861$16.0M0.11%+203,383+70.3%Added
Voloridge Investment Management, LLC485,964$15.8M0.09%+464,728+2,188.4%Added
Price T Rowe Associates Inc477,037$15.5M0.00%+4,812+1.0%Added
Northern Trust Corp426,309$13.9M0.00%−39,728−8.5%Reduced
Steadview Capital Management LLC363,120$11.8M3.34%00.0%Unchanged
Bank of New York Mellon Corp359,002$11.7M0.00%+58,071+19.3%Added
Citadel Advisors LLC343,750$11.2M0.01%+313,552+1,038.3%Added
Swiss National Bank326,577$10.6M0.01%−600−0.2%Reduced
Jarislowsky, Fraser Ltd292,558$9.52M0.07%+6,204+2.2%Added
Atreides Management, LP271,158$8.83M0.33%+120,846+80.4%Added
Legal & General Group Plc269,905$8.79M0.00%−99,994−27.0%Reduced
Bank of Montreal233,202$8.73M0.01%+43,737+23.1%Added
Mitsubishi UFJ Trust & Banking Corp265,034$8.63M0.02%+10,208+4.0%Added
Charles Schwab Investment Management Inc248,828$8.10M0.00%−19,636−7.3%Reduced
Cubist Systematic Strategies, LLC242,359$7.89M0.06%−48,642−16.7%Reduced
Barclays PLC238,331$7.76M0.01%−222,067−48.2%Reduced
Erste Asset Management GmbH231,000$7.52M0.17%+45,000+24.2%Added
Nuveen Asset Management, LLC208,061$6.77M0.00%−9,278−4.3%Reduced
Goodnow Investment Group, LLC200,778$6.54M1.10%+800.0%Added
Sumitomo Mitsui Trust Holdings, Inc.195,295$6.36M0.01%−21,308−9.8%Reduced
Check Capital Management Inc189,826$6.18M0.67%+690+0.4%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.189,444$6.17M0.02%+189,444New
D. E. Shaw & Co., Inc.177,904$5.79M0.01%+47,009+35.9%Added
Teachers Retirement System of the State of Kentucky176,554$5.75M0.07%+176,554New
Smith Thomas W172,500$5.62M10.30%−50,000−22.5%Reduced
Schonfeld Strategic Advisors LLC169,556$5.52M0.05%+154,856+1,053.4%Added
California Public Employees Retirement System165,611$5.39M0.00%+35,395+27.2%Added
Mayflower Financial Advisors, LLC162,553$5.29M0.85%+30.0%Added
Brandywine Global Investment Management, LLC155,019$5.05M0.05%+155,019New
Wolverine Asset Management LLC154,040$5.01M0.07%+139,672+972.1%Added
Hound Partners, LLC153,873$5.01M0.95%−29,065−15.9%Reduced
BNP Paribas Arbitrage, SA153,624$5.00M0.01%−90.0%Reduced
Point72 Asset Management, L.P.150,600$4.90M0.02%+150,600New
Lido Advisors, LLC148,384$4.83M0.10%−659−0.4%Reduced
Royal Bank of Canada146,313$4.76M0.00%+31,026+26.9%Added
Prescott Investors Profit Sharing Trust145,302$4.73M10.19%00.0%Unchanged
Storebrand Asset Management AS135,663$4.42M0.03%+3,317+2.5%Added
Susquehanna International Group, LLP130,281$4.24M0.01%+48,591+59.5%Added
California State Teachers Retirement System125,740$4.09M0.01%−899−0.7%Reduced
Worldquant Millennium Advisors LLC117,304$3.82M0.09%+117,304New
Linden Advisors LP116,523$3.79M0.03%+116,523New
Signaturefd, LLC115,309$3.75M0.13%+63,002+120.4%Added
ProShare Advisors LLC113,669$3.70M0.01%−19,010−14.3%Reduced
Occudo Quantitative Strategies LP112,124$3.65M0.28%+39,505+54.4%Added
Walleye Capital LLC107,931$3.51M0.08%+47,658+79.1%Added
KBC Group NV106,905$3.48M0.02%+103,490+3,030.5%Added
HBK Investments L P100,437$3.27M0.09%+1,928+2.0%Added
State Board of Administration of Florida Retirement System98,755$3.21M0.01%−4,610−4.5%Reduced
K2 Principal Fund, L.P.93,209$3.03M0.73%−91,689−49.6%Reduced
New York State Common Retirement Fund92,317$3.00M0.00%−6,418−6.5%Reduced
Credit Suisse AG90,669$2.95M0.00%−21,385−19.1%Reduced
Jane Street Group, LLC87,260$2.84M0.01%−276,833−76.0%Reduced
Eaton Vance Management84,957$2.77M0.00%+671+0.8%Added
Invesco Ltd.83,680$2.72M0.00%−3,019−3.5%Reduced
Wells Fargo & Company82,114$2.67M0.00%+21,125+34.6%Added
Ingalls & Snyder LLC81,188$2.64M0.15%−3,261−3.9%Reduced
Rhumbline Advisers78,352$2.55M0.00%+5,370+7.4%Added
PEAK6 Investments LLC75,841$2.47M0.09%+75,841New
Deutsche Bank AG73,671$2.40M0.00%−3,811−4.9%Reduced
Caas Capital Management LP71,920$2.34M0.31%−11,050−13.3%Reduced
JNE Partners LLP67,800$2.21M1.28%00.0%Unchanged
Ilmarinen Mutual Pension Insurance Co67,600$2.20M0.04%+21,200+45.7%Added
Penserra Capital Management LLC65,888$2.14M0.06%−5,767−8.0%Reduced
Howland Capital Management LLC63,709$2.07M0.13%−1,547−2.4%Reduced
Ensign Peak Advisors, Inc61,855$2.01M0.01%−1,098−1.7%Reduced
Parallax Volatility Advisers, L.P.55,582$1.81M0.04%−46,398−45.5%Reduced
ExodusPoint Capital Management, LP53,216$1.73M0.02%+53,216New
Andra AP-fonden53,000$1.73M0.06%−13,000−19.7%Reduced
Amundi48,305$1.72M0.00%−13,155−21.4%Reduced
State of New Jersey Common Pension Fund D51,267$1.67M0.01%+6,597+14.8%Added