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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 43,226 | $1.42M | 0.00% | −1,965−4.3% | Reduced |
| Boothbay Fund Management, LLC | 44,433 | $1.46M | 0.05% | +44,433 | New |
| Allspring Global Investments Holdings, LLC | 46,983 | $1.55M | 0.00% | +31,134+196.4% | Added |
| Titleist Asset Management, Ltd. | 47,165 | $1.55M | 0.36% | +5,132+12.2% | Added |
| Squarepoint Ops LLC | 49,186 | $1.62M | 0.01% | +49,186 | New |
| Howland Capital Management LLC | 51,824 | $1.70M | 0.11% | −11,885−18.7% | Reduced |
| Zweig-DiMenna Associates LLC | 57,709 | $1.90M | 0.28% | +57,709 | New |
| Ardmore Road Asset Management LP | 60,000 | $1.97M | 1.02% | +60,000 | New |
| CIBC Private Wealth Group, LLC | 64,335 | $2.12M | 0.01% | +16,819+35.4% | Added |
| Ensign Peak Advisors, Inc | 66,855 | $2.20M | 0.00% | +5,000+8.1% | Added |
| Legal & General Group Plc | 67,432 | $2.22M | 0.00% | −202,473−75.0% | Reduced |
| JNE Partners LLP | 67,800 | $2.23M | 1.54% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 70,778 | $2.33M | 0.01% | +19,511+38.1% | Added |
| Deutsche Bank AG | 72,496 | $2.38M | 0.00% | −1,175−1.6% | Reduced |
| 6elm Capital LP | 73,617 | $2.42M | 4.30% | +73,617 | New |
| Aigen Investment Management, LP | 76,739 | $2.52M | 0.36% | +69,346+938.0% | Added |
| Ingalls & Snyder LLC | 81,532 | $2.68M | 0.15% | +344+0.4% | Added |
| Rhumbline Advisers | 81,642 | $2.69M | 0.00% | +3,290+4.2% | Added |
| PDT Partners, LLC | 84,727 | $2.79M | 0.45% | +38,851+84.7% | Added |
| Quadrature Capital Ltd | 85,494 | $2.81M | 0.08% | +85,494 | New |
| Credit Suisse AG | 87,697 | $2.88M | 0.00% | −2,972−3.3% | Reduced |
| New York State Common Retirement Fund | 92,317 | $3.04M | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 94,590 | $3.11M | 0.01% | −4,165−4.2% | Reduced |
| California State Teachers Retirement System | 94,943 | $3.12M | 0.00% | −30,797−24.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 100,267 | $3.30M | 0.00% | +100,267 | New |
| KBC Group NV | 101,965 | $3.35M | 0.02% | −4,940−4.6% | Reduced |
| Point72 Middle East FZE | 103,465 | $3.40M | 0.26% | +103,465 | New |
| Cinctive Capital Management LP | 103,879 | $3.42M | 0.18% | +72,727+233.5% | Added |
| Susquehanna International Group, LLP | 105,802 | $3.48M | 0.01% | −24,479−18.8% | Reduced |
| Signaturefd, LLC | 110,910 | $3.65M | 0.11% | −4,399−3.8% | Reduced |
| Storebrand Asset Management AS | 114,557 | $3.77M | 0.02% | −21,106−15.6% | Reduced |
| Cubist Systematic Strategies, LLC | 122,746 | $4.04M | 0.03% | −119,613−49.4% | Reduced |
| Wells Fargo & Company | 130,511 | $4.29M | 0.00% | +48,397+58.9% | Added |
| Penserra Capital Management LLC | 131,935 | $4.34M | 0.10% | +66,047+100.2% | Added |
| Twin Tree Management, LP | 135,797 | $4.47M | 0.14% | +135,797 | New |
| ProShare Advisors LLC | 138,316 | $4.55M | 0.02% | +24,647+21.7% | Added |
| California Public Employees Retirement System | 142,427 | $4.68M | 0.00% | −23,184−14.0% | Reduced |
| Royal Bank of Canada | 144,374 | $4.75M | 0.00% | −1,939−1.3% | Reduced |
| Lido Advisors, LLC | 148,300 | $4.88M | 0.09% | −84−0.1% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 149,430 | $4.91M | 0.11% | +149,430 | New |
| Chimera Capital Management LLC | 151,365 | $4.98M | 1.39% | +151,365 | New |
| Goodnow Investment Group, LLC | 155,078 | $5.10M | 0.82% | −45,700−22.8% | Reduced |
| Hound Partners, LLC | 159,129 | $5.23M | 1.55% | +5,256+3.4% | Added |
| Mayflower Financial Advisors, LLC | 162,517 | $5.35M | 0.74% | −360.0% | Reduced |
| Jane Street Group, LLC | 165,887 | $5.46M | 0.01% | +78,627+90.1% | Added |
| Balyasny Asset Management LLC | 173,918 | $5.72M | 0.02% | +141,318+433.5% | Added |
| Swiss National Bank | 175,400 | $5.77M | 0.00% | −151,177−46.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 176,554 | $5.81M | 0.06% | 00.0% | Unchanged |
| Check Capital Management Inc | 183,606 | $6.04M | 0.61% | −6,220−3.3% | Reduced |
| Steadview Capital Management LLC | 188,120 | $6.19M | 1.92% | −175,000−48.2% | Reduced |
| Invesco Ltd. | 192,013 | $6.32M | 0.00% | +108,333+129.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 205,393 | $6.76M | 0.02% | −59,641−22.5% | Reduced |
| Brandywine Global Investment Management, LLC | 211,877 | $6.97M | 0.05% | +56,858+36.7% | Added |
| Nuveen Asset Management, LLC | 234,444 | $7.71M | 0.00% | +26,383+12.7% | Added |
| Smith Thomas W | 237,500 | $7.81M | 11.63% | +65,000+37.7% | Added |
| Millennium Management LLC | 250,955 | $8.25M | 0.01% | −495,000−66.4% | Reduced |
| Bank of New York Mellon Corp | 260,492 | $8.57M | 0.00% | −98,510−27.4% | Reduced |
| Charles Schwab Investment Management Inc | 282,779 | $9.30M | 0.00% | +33,951+13.6% | Added |
| Janus Henderson Group PLC | 284,066 | $9.34M | 0.01% | −943,498−76.9% | Reduced |
| Atreides Management, LP | 285,223 | $9.38M | 0.37% | +14,065+5.2% | Added |
| Two Sigma Advisers, LP | 300,410 | $9.88M | 0.03% | −350,990−53.9% | Reduced |
| Davidson Kempner Capital Management LP | 333,188 | $11.0M | 0.23% | +333,188 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 339,380 | $11.2M | 0.04% | +149,936+79.1% | Added |
| Wishbone Management, LP | 350,000 | $11.5M | 3.56% | −520,000−59.8% | Reduced |
| Northern Trust Corp | 352,563 | $11.6M | 0.00% | −73,746−17.3% | Reduced |
| BNP Paribas Arbitrage, SA | 387,841 | $12.8M | 0.03% | +234,217+152.5% | Added |
| Price T Rowe Associates Inc | 409,185 | $13.5M | 0.00% | −67,852−14.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 434,002 | $14.3M | 0.08% | −58,859−11.9% | Reduced |
| Phoenix Asset Management Partners Ltd | 514,320 | $16.9M | 14.58% | +514,320 | New |
| Bank of Montreal | 472,550 | $17.8M | 0.01% | +239,348+102.6% | Added |
| DF Dent & Co Inc | 586,444 | $19.3M | 0.29% | −15,753−2.6% | Reduced |
| Point72 Asset Management, L.P. | 689,127 | $22.7M | 0.09% | +538,527+357.6% | Added |
| Allen Investment Management LLC | 738,038 | $24.3M | 0.39% | −95,000−11.4% | Reduced |
| UBS Asset Management Americas Inc | 777,184 | $25.6M | 0.01% | −83,272−9.7% | Reduced |
| Norges Bank | 852,672 | $28.0M | 0.01% | +54,239+6.8% | Added |
| Citigroup Inc | 972,845 | $32.0M | 0.04% | +289,251+42.3% | Added |
| Voloridge Investment Management, LLC | 977,505 | $32.2M | 0.18% | +491,541+101.1% | Added |
| Two Sigma Investments, LP | 991,072 | $32.6M | 0.11% | +961,572+3,259.6% | Added |
| JPMorgan Chase & Co | 1,021,019 | $33.6M | 0.00% | +428,194+72.2% | Added |
| Geode Capital Management, LLC | 1,034,798 | $34.0M | 0.00% | +56,321+5.8% | Added |
| Barclays PLC | 1,035,043 | $34.0M | 0.03% | +796,712+334.3% | Added |
| Bank of America Corp | 1,042,258 | $34.3M | 0.00% | +485,943+87.4% | Added |
| HarbourVest Partners LLC | 1,062,126 | $34.9M | 11.70% | 00.0% | Unchanged |
| State Street Corp | 1,327,095 | $43.6M | 0.00% | −380,942−22.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,641,955 | $54.0M | 0.09% | +1,464,051+822.9% | Added |
| Goldman Sachs Group Inc | 1,887,841 | $62.1M | 0.02% | +1,122,708+146.7% | Added |
| Citadel Advisors LLC | 1,918,172 | $63.1M | 0.07% | +1,574,422+458.0% | Added |
| Renaissance Technologies LLC | 2,183,700 | $71.8M | 0.10% | −338,800−13.4% | Reduced |
| Holocene Advisors, LP | 2,184,548 | $71.8M | 0.44% | +2,139,010+4,697.2% | Added |
| Bares Capital Management, Inc. | 2,456,699 | $80.8M | 3.08% | −400,000−14.0% | Reduced |
| Voya Investment Management LLC | 2,473,264 | $81.3M | 0.09% | +51,190+2.1% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $91.7M | 16.77% | 00.0% | Unchanged |
| BlackRock Inc. | 3,456,145 | $113.7M | 0.00% | −365,929−9.6% | Reduced |
| Spruce House Investment Management LLC | 3,650,000 | $120.0M | 31.84% | +150,000+4.3% | Added |
| Prescott General Partners LLC | 3,823,239 | $125.7M | 10.21% | 00.0% | Unchanged |
| Vanguard Group Inc | 6,845,552 | $225.2M | 0.01% | +169,087+2.5% | Added |
| Morgan Stanley | 7,038,189 | $231.5M | 0.03% | +670,591+10.5% | Added |
| Baillie Gifford & Co | 8,573,098 | $282.0M | 0.29% | −309,518−3.5% | Reduced |
| Capital World Investors | 10,530,299 | $346.3M | 0.07% | +4,498,657+74.6% | Added |
| FMR LLC | 12,180,643 | $400.6M | 0.04% | +115,132+1.0% | Added |