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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
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund22,803$993.0K0.01%00.0%Unchanged
Hongkou Capital LP30,800$1.00M2.46%+5,000+19.4%Added
Cinctive Capital Management LP31,152$1.01M0.05%+31,152New
Balyasny Asset Management LLC32,600$1.06M0.00%+27,769+574.8%Added
SG Americas Securities, LLC32,921$1.07M0.02%−289,180−89.8%Reduced
Treasurer of the State of North Carolina33,416$1.09M0.01%+820+2.5%Added
Federation des caisses Desjardins du Quebec33,856$1.10M0.01%−329−1.0%Reduced
Wellington Management Group LLP35,333$1.15M0.00%+1,464+4.3%Added
Paloma Partners Management Co35,400$1.15M0.23%+35,400New
Jump Financial, LLC35,867$1.17M0.05%−45,275−55.8%Reduced
Alliancebernstein L.P.37,593$1.22M0.00%−39−0.1%Reduced
Nomura Holdings Inc38,887$1.27M0.01%−68,278−63.7%Reduced
Tower Research Capital LLC (TRC)38,915$1.27M0.02%+23,384+150.6%Added
Public Employees Retirement System of Ohio39,624$1.29M0.01%+963+2.5%Added
HRT Financial LP40,849$1.33M0.01%+40,849New
Titleist Asset Management, Ltd.42,033$1.37M0.33%−367−0.9%Reduced
Mirae Asset Global Investments Co., Ltd.45,191$1.47M0.00%+17,985+66.1%Added
Holocene Advisors, LP45,538$1.48M0.01%+45,538New
PDT Partners, LLC45,876$1.49M0.23%−20,159−30.5%Reduced
CIBC Private Wealth Group, LLC47,516$1.55M0.00%+19,012+66.7%Added
State of New Jersey Common Pension Fund D51,267$1.67M0.01%+6,597+14.8%Added
Amundi48,305$1.72M0.00%−13,155−21.4%Reduced
Andra AP-fonden53,000$1.73M0.06%−13,000−19.7%Reduced
ExodusPoint Capital Management, LP53,216$1.73M0.02%+53,216New
Parallax Volatility Advisers, L.P.55,582$1.81M0.04%−46,398−45.5%Reduced
Ensign Peak Advisors, Inc61,855$2.01M0.01%−1,098−1.7%Reduced
Howland Capital Management LLC63,709$2.07M0.13%−1,547−2.4%Reduced
Penserra Capital Management LLC65,888$2.14M0.06%−5,767−8.0%Reduced
Ilmarinen Mutual Pension Insurance Co67,600$2.20M0.04%+21,200+45.7%Added
JNE Partners LLP67,800$2.21M1.28%00.0%Unchanged
Caas Capital Management LP71,920$2.34M0.31%−11,050−13.3%Reduced
Deutsche Bank AG73,671$2.40M0.00%−3,811−4.9%Reduced
PEAK6 Investments LLC75,841$2.47M0.09%+75,841New
Rhumbline Advisers78,352$2.55M0.00%+5,370+7.4%Added
Ingalls & Snyder LLC81,188$2.64M0.15%−3,261−3.9%Reduced
Wells Fargo & Company82,114$2.67M0.00%+21,125+34.6%Added
Invesco Ltd.83,680$2.72M0.00%−3,019−3.5%Reduced
Eaton Vance Management84,957$2.77M0.00%+671+0.8%Added
Jane Street Group, LLC87,260$2.84M0.01%−276,833−76.0%Reduced
Credit Suisse AG90,669$2.95M0.00%−21,385−19.1%Reduced
New York State Common Retirement Fund92,317$3.00M0.00%−6,418−6.5%Reduced
K2 Principal Fund, L.P.93,209$3.03M0.73%−91,689−49.6%Reduced
State Board of Administration of Florida Retirement System98,755$3.21M0.01%−4,610−4.5%Reduced
HBK Investments L P100,437$3.27M0.09%+1,928+2.0%Added
KBC Group NV106,905$3.48M0.02%+103,490+3,030.5%Added
Walleye Capital LLC107,931$3.51M0.08%+47,658+79.1%Added
Occudo Quantitative Strategies LP112,124$3.65M0.28%+39,505+54.4%Added
ProShare Advisors LLC113,669$3.70M0.01%−19,010−14.3%Reduced
Signaturefd, LLC115,309$3.75M0.13%+63,002+120.4%Added
Linden Advisors LP116,523$3.79M0.03%+116,523New
Worldquant Millennium Advisors LLC117,304$3.82M0.09%+117,304New
California State Teachers Retirement System125,740$4.09M0.01%−899−0.7%Reduced
Susquehanna International Group, LLP130,281$4.24M0.01%+48,591+59.5%Added
Storebrand Asset Management AS135,663$4.42M0.03%+3,317+2.5%Added
Prescott Investors Profit Sharing Trust145,302$4.73M10.19%00.0%Unchanged
Royal Bank of Canada146,313$4.76M0.00%+31,026+26.9%Added
Lido Advisors, LLC148,384$4.83M0.10%−659−0.4%Reduced
Point72 Asset Management, L.P.150,600$4.90M0.02%+150,600New
BNP Paribas Arbitrage, SA153,624$5.00M0.01%−90.0%Reduced
Hound Partners, LLC153,873$5.01M0.95%−29,065−15.9%Reduced
Wolverine Asset Management LLC154,040$5.01M0.07%+139,672+972.1%Added
Brandywine Global Investment Management, LLC155,019$5.05M0.05%+155,019New
Mayflower Financial Advisors, LLC162,553$5.29M0.85%+30.0%Added
California Public Employees Retirement System165,611$5.39M0.00%+35,395+27.2%Added
Schonfeld Strategic Advisors LLC169,556$5.52M0.05%+154,856+1,053.4%Added
Smith Thomas W172,500$5.62M10.30%−50,000−22.5%Reduced
Teachers Retirement System of the State of Kentucky176,554$5.75M0.07%+176,554New
D. E. Shaw & Co., Inc.177,904$5.79M0.01%+47,009+35.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.189,444$6.17M0.02%+189,444New
Check Capital Management Inc189,826$6.18M0.67%+690+0.4%Added
Sumitomo Mitsui Trust Holdings, Inc.195,295$6.36M0.01%−21,308−9.8%Reduced
Goodnow Investment Group, LLC200,778$6.54M1.10%+800.0%Added
Nuveen Asset Management, LLC208,061$6.77M0.00%−9,278−4.3%Reduced
Erste Asset Management GmbH231,000$7.52M0.17%+45,000+24.2%Added
Barclays PLC238,331$7.76M0.01%−222,067−48.2%Reduced
Cubist Systematic Strategies, LLC242,359$7.89M0.06%−48,642−16.7%Reduced
Charles Schwab Investment Management Inc248,828$8.10M0.00%−19,636−7.3%Reduced
Mitsubishi UFJ Trust & Banking Corp265,034$8.63M0.02%+10,208+4.0%Added
Bank of Montreal233,202$8.73M0.01%+43,737+23.1%Added
Legal & General Group Plc269,905$8.79M0.00%−99,994−27.0%Reduced
Atreides Management, LP271,158$8.83M0.33%+120,846+80.4%Added
Jarislowsky, Fraser Ltd292,558$9.52M0.07%+6,204+2.2%Added
Swiss National Bank326,577$10.6M0.01%−600−0.2%Reduced
Citadel Advisors LLC343,750$11.2M0.01%+313,552+1,038.3%Added
Bank of New York Mellon Corp359,002$11.7M0.00%+58,071+19.3%Added
Steadview Capital Management LLC363,120$11.8M3.34%00.0%Unchanged
Northern Trust Corp426,309$13.9M0.00%−39,728−8.5%Reduced
Price T Rowe Associates Inc477,037$15.5M0.00%+4,812+1.0%Added
Voloridge Investment Management, LLC485,964$15.8M0.09%+464,728+2,188.4%Added
Connor, Clark & Lunn Investment Management Ltd.492,861$16.0M0.11%+203,383+70.3%Added
Whitebox Advisors LLC500,000$16.3M0.45%+500,000New
Bank of America Corp556,315$18.1M0.00%−185,614−25.0%Reduced
JPMorgan Chase & Co592,825$19.3M0.00%+90,806+18.1%Added
DF Dent & Co Inc602,197$19.6M0.30%+331,605+122.5%Added
Two Sigma Advisers, LP651,400$21.2M0.06%−526,900−44.7%Reduced
Citigroup Inc683,594$22.3M0.03%+258,419+60.8%Added
Millennium Management LLC745,955$24.3M0.03%+594,717+393.2%Added
Goldman Sachs Group Inc765,133$24.9M0.01%+51,839+7.3%Added
Norges Bank798,433$26.0M0.01%+149,687+23.1%Added
Allen Investment Management LLC833,038$27.1M0.47%00.0%Unchanged