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 2022
Institutional positions in Wayfair Inc. as of Dec 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
- 302
- −13 vs. Q3 2022
- Shares held
- 100.1M
- +5.09M (+5.4%) vs. Q3 2022
- Total value
- $3.29B
- +$200.8M (+6.5%) vs. Q3 2022
- New holders
- 72
- 96 more added
- Sold out
- 85
- 94 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 456 | $11.2B |
| Q1 2026 | 449 | $9.27B |
| Q4 2025 | 482 | $12.5B |
| Q3 2025 | 415 | $10.7B |
| Q2 2025 | 337 | $6.08B |
| Q1 2025 | 318 | $3.82B |
| Q4 2024 | 341 | $4.90B |
| Q3 2024 | 355 | $6.41B |
| Q2 2024 | 337 | $6.05B |
| Q1 2024 | 365 | $7.59B |
| Q4 2023 | 356 | $6.86B |
| Q3 2023 | 328 | $6.53B |
| Q2 2023 | 309 | $6.78B |
| Q1 2023 | 290 | $3.44B |
| Q4 2022 | 302 | $3.29B |
| Q3 2022 | 321 | $3.10B |
| Q2 2022 | 328 | $4.21B |
| Q1 2022 | 367 | $9.98B |
| Q4 2021 | 427 | $17.2B |
| Q3 2021 | 416 | $23.1B |
| Q2 2021 | 441 | $27.6B |
| Q1 2021 | 450 | $27.5B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 12,180,643 | $400.6M | 0.04% | +115,132+1.0% | Added |
| Capital World Investors | 10,530,299 | $346.3M | 0.07% | +4,498,657+74.6% | Added |
| Baillie Gifford & Co | 8,573,098 | $282.0M | 0.29% | −309,518−3.5% | Reduced |
| Morgan Stanley | 7,038,189 | $231.5M | 0.03% | +670,591+10.5% | Added |
| Vanguard Group Inc | 6,845,552 | $225.2M | 0.01% | +169,087+2.5% | Added |
| Prescott General Partners LLC | 3,823,239 | $125.7M | 10.21% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 3,650,000 | $120.0M | 31.84% | +150,000+4.3% | Added |
| BlackRock Inc. | 3,456,145 | $113.7M | 0.00% | −365,929−9.6% | Reduced |
| Great Hill Partners, L.P. | 2,788,912 | $91.7M | 16.77% | 00.0% | Unchanged |
| Voya Investment Management LLC | 2,473,264 | $81.3M | 0.09% | +51,190+2.1% | Added |
| Bares Capital Management, Inc. | 2,456,699 | $80.8M | 3.08% | −400,000−14.0% | Reduced |
| Holocene Advisors, LP | 2,184,548 | $71.8M | 0.44% | +2,139,010+4,697.2% | Added |
| Renaissance Technologies LLC | 2,183,700 | $71.8M | 0.10% | −338,800−13.4% | Reduced |
| Citadel Advisors LLC | 1,918,172 | $63.1M | 0.07% | +1,574,422+458.0% | Added |
| Goldman Sachs Group Inc | 1,887,841 | $62.1M | 0.02% | +1,122,708+146.7% | Added |
| D. E. Shaw & Co., Inc. | 1,641,955 | $54.0M | 0.09% | +1,464,051+822.9% | Added |
| State Street Corp | 1,327,095 | $43.6M | 0.00% | −380,942−22.3% | Reduced |
| HarbourVest Partners LLC | 1,062,126 | $34.9M | 11.70% | 00.0% | Unchanged |
| Bank of America Corp | 1,042,258 | $34.3M | 0.00% | +485,943+87.4% | Added |
| Barclays PLC | 1,035,043 | $34.0M | 0.03% | +796,712+334.3% | Added |
| Geode Capital Management, LLC | 1,034,798 | $34.0M | 0.00% | +56,321+5.8% | Added |
| JPMorgan Chase & Co | 1,021,019 | $33.6M | 0.00% | +428,194+72.2% | Added |
| Two Sigma Investments, LP | 991,072 | $32.6M | 0.11% | +961,572+3,259.6% | Added |
| Voloridge Investment Management, LLC | 977,505 | $32.2M | 0.18% | +491,541+101.1% | Added |
| Citigroup Inc | 972,845 | $32.0M | 0.04% | +289,251+42.3% | Added |
| Norges Bank | 852,672 | $28.0M | 0.01% | +54,239+6.8% | Added |
| UBS Asset Management Americas Inc | 777,184 | $25.6M | 0.01% | −83,272−9.7% | Reduced |
| Allen Investment Management LLC | 738,038 | $24.3M | 0.39% | −95,000−11.4% | Reduced |
| Point72 Asset Management, L.P. | 689,127 | $22.7M | 0.09% | +538,527+357.6% | Added |
| DF Dent & Co Inc | 586,444 | $19.3M | 0.29% | −15,753−2.6% | Reduced |
| Bank of Montreal | 472,550 | $17.8M | 0.01% | +239,348+102.6% | Added |
| Phoenix Asset Management Partners Ltd | 514,320 | $16.9M | 14.58% | +514,320 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 434,002 | $14.3M | 0.08% | −58,859−11.9% | Reduced |
| Price T Rowe Associates Inc | 409,185 | $13.5M | 0.00% | −67,852−14.2% | Reduced |
| BNP Paribas Arbitrage, SA | 387,841 | $12.8M | 0.03% | +234,217+152.5% | Added |
| Northern Trust Corp | 352,563 | $11.6M | 0.00% | −73,746−17.3% | Reduced |
| Wishbone Management, LP | 350,000 | $11.5M | 3.56% | −520,000−59.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 339,380 | $11.2M | 0.04% | +149,936+79.1% | Added |
| Davidson Kempner Capital Management LP | 333,188 | $11.0M | 0.23% | +333,188 | New |
| Two Sigma Advisers, LP | 300,410 | $9.88M | 0.03% | −350,990−53.9% | Reduced |
| Atreides Management, LP | 285,223 | $9.38M | 0.37% | +14,065+5.2% | Added |
| Janus Henderson Group PLC | 284,066 | $9.34M | 0.01% | −943,498−76.9% | Reduced |
| Charles Schwab Investment Management Inc | 282,779 | $9.30M | 0.00% | +33,951+13.6% | Added |
| Bank of New York Mellon Corp | 260,492 | $8.57M | 0.00% | −98,510−27.4% | Reduced |
| Millennium Management LLC | 250,955 | $8.25M | 0.01% | −495,000−66.4% | Reduced |
| Smith Thomas W | 237,500 | $7.81M | 11.63% | +65,000+37.7% | Added |
| Nuveen Asset Management, LLC | 234,444 | $7.71M | 0.00% | +26,383+12.7% | Added |
| Brandywine Global Investment Management, LLC | 211,877 | $6.97M | 0.05% | +56,858+36.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 205,393 | $6.76M | 0.02% | −59,641−22.5% | Reduced |
| Invesco Ltd. | 192,013 | $6.32M | 0.00% | +108,333+129.5% | Added |
| Steadview Capital Management LLC | 188,120 | $6.19M | 1.92% | −175,000−48.2% | Reduced |
| Check Capital Management Inc | 183,606 | $6.04M | 0.61% | −6,220−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 176,554 | $5.81M | 0.06% | 00.0% | Unchanged |
| Swiss National Bank | 175,400 | $5.77M | 0.00% | −151,177−46.3% | Reduced |
| Balyasny Asset Management LLC | 173,918 | $5.72M | 0.02% | +141,318+433.5% | Added |
| Jane Street Group, LLC | 165,887 | $5.46M | 0.01% | +78,627+90.1% | Added |
| Mayflower Financial Advisors, LLC | 162,517 | $5.35M | 0.74% | −360.0% | Reduced |
| Hound Partners, LLC | 159,129 | $5.23M | 1.55% | +5,256+3.4% | Added |
| Goodnow Investment Group, LLC | 155,078 | $5.10M | 0.82% | −45,700−22.8% | Reduced |
| Chimera Capital Management LLC | 151,365 | $4.98M | 1.39% | +151,365 | New |
| Rothschild & Co Wealth Management UK Ltd | 149,430 | $4.91M | 0.11% | +149,430 | New |
| Lido Advisors, LLC | 148,300 | $4.88M | 0.09% | −84−0.1% | Reduced |
| Royal Bank of Canada | 144,374 | $4.75M | 0.00% | −1,939−1.3% | Reduced |
| California Public Employees Retirement System | 142,427 | $4.68M | 0.00% | −23,184−14.0% | Reduced |
| ProShare Advisors LLC | 138,316 | $4.55M | 0.02% | +24,647+21.7% | Added |
| Twin Tree Management, LP | 135,797 | $4.47M | 0.14% | +135,797 | New |
| Penserra Capital Management LLC | 131,935 | $4.34M | 0.10% | +66,047+100.2% | Added |
| Wells Fargo & Company | 130,511 | $4.29M | 0.00% | +48,397+58.9% | Added |
| Cubist Systematic Strategies, LLC | 122,746 | $4.04M | 0.03% | −119,613−49.4% | Reduced |
| Storebrand Asset Management AS | 114,557 | $3.77M | 0.02% | −21,106−15.6% | Reduced |
| Signaturefd, LLC | 110,910 | $3.65M | 0.11% | −4,399−3.8% | Reduced |
| Susquehanna International Group, LLP | 105,802 | $3.48M | 0.01% | −24,479−18.8% | Reduced |
| Cinctive Capital Management LP | 103,879 | $3.42M | 0.18% | +72,727+233.5% | Added |
| Point72 Middle East FZE | 103,465 | $3.40M | 0.26% | +103,465 | New |
| KBC Group NV | 101,965 | $3.35M | 0.02% | −4,940−4.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 100,267 | $3.30M | 0.00% | +100,267 | New |
| California State Teachers Retirement System | 94,943 | $3.12M | 0.00% | −30,797−24.5% | Reduced |
| State Board of Administration of Florida Retirement System | 94,590 | $3.11M | 0.01% | −4,165−4.2% | Reduced |
| New York State Common Retirement Fund | 92,317 | $3.04M | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 87,697 | $2.88M | 0.00% | −2,972−3.3% | Reduced |
| Quadrature Capital Ltd | 85,494 | $2.81M | 0.08% | +85,494 | New |
| PDT Partners, LLC | 84,727 | $2.79M | 0.45% | +38,851+84.7% | Added |
| Rhumbline Advisers | 81,642 | $2.69M | 0.00% | +3,290+4.2% | Added |
| Ingalls & Snyder LLC | 81,532 | $2.68M | 0.15% | +344+0.4% | Added |
| Aigen Investment Management, LP | 76,739 | $2.52M | 0.36% | +69,346+938.0% | Added |
| 6elm Capital LP | 73,617 | $2.42M | 4.30% | +73,617 | New |
| Deutsche Bank AG | 72,496 | $2.38M | 0.00% | −1,175−1.6% | Reduced |
| State of New Jersey Common Pension Fund D | 70,778 | $2.33M | 0.01% | +19,511+38.1% | Added |
| JNE Partners LLP | 67,800 | $2.23M | 1.54% | 00.0% | Unchanged |
| Legal & General Group Plc | 67,432 | $2.22M | 0.00% | −202,473−75.0% | Reduced |
| Ensign Peak Advisors, Inc | 66,855 | $2.20M | 0.00% | +5,000+8.1% | Added |
| CIBC Private Wealth Group, LLC | 64,335 | $2.12M | 0.01% | +16,819+35.4% | Added |
| Ardmore Road Asset Management LP | 60,000 | $1.97M | 1.02% | +60,000 | New |
| Zweig-DiMenna Associates LLC | 57,709 | $1.90M | 0.28% | +57,709 | New |
| Howland Capital Management LLC | 51,824 | $1.70M | 0.11% | −11,885−18.7% | Reduced |
| Squarepoint Ops LLC | 49,186 | $1.62M | 0.01% | +49,186 | New |
| Titleist Asset Management, Ltd. | 47,165 | $1.55M | 0.36% | +5,132+12.2% | Added |
| Allspring Global Investments Holdings, LLC | 46,983 | $1.55M | 0.00% | +31,134+196.4% | Added |
| Boothbay Fund Management, LLC | 44,433 | $1.46M | 0.05% | +44,433 | New |
| Mirae Asset Global Investments Co., Ltd. | 43,226 | $1.42M | 0.00% | −1,965−4.3% | Reduced |