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 2023
Institutional positions in Wayfair Inc. as of Mar 31, 2023. 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
- 290
- −8 vs. Q4 2022
- Shares held
- 100.2M
- +177.0K (+0.2%) vs. Q4 2022
- Total value
- $3.44B
- +$146.2M (+4.4%) vs. Q4 2022
- New holders
- 52
- 88 more added
- Sold out
- 60
- 94 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 12,716,638 | $436.7M | 0.04% | +535,995+4.4% | Added |
| Capital World Investors | 10,682,248 | $366.8M | 0.08% | +151,949+1.4% | Added |
| Baillie Gifford & Co | 8,585,838 | $294.8M | 0.27% | +12,740+0.1% | Added |
| Morgan Stanley | 8,149,495 | $279.9M | 0.03% | +1,111,306+15.8% | Added |
| Vanguard Group Inc | 6,494,085 | $223.0M | 0.01% | −351,467−5.1% | Reduced |
| Prescott General Partners LLC | 3,823,239 | $131.3M | 10.40% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 3,650,000 | $125.3M | 24.53% | 00.0% | Unchanged |
| BlackRock Inc. | 3,433,358 | $117.9M | 0.00% | −22,787−0.7% | Reduced |
| Voya Investment Management LLC | 2,873,916 | $98.7M | 0.11% | +400,652+16.2% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $95.8M | 10.47% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 2,409,397 | $82.7M | 0.02% | +521,556+27.6% | Added |
| Bares Capital Management, Inc. | 2,268,935 | $77.9M | 2.76% | −187,764−7.6% | Reduced |
| Millennium Management LLC | 1,747,689 | $60.0M | 0.07% | +1,496,734+596.4% | Added |
| Point72 Asset Management, L.P. | 1,358,604 | $46.7M | 0.17% | +669,477+97.1% | Added |
| Two Sigma Investments, LP | 1,291,717 | $44.4M | 0.13% | +300,645+30.3% | Added |
| State Street Corp | 1,278,397 | $43.9M | 0.00% | −48,698−3.7% | Reduced |
| Voloridge Investment Management, LLC | 1,221,256 | $41.9M | 0.21% | +243,751+24.9% | Added |
| Geode Capital Management, LLC | 1,068,181 | $36.7M | 0.00% | +33,383+3.2% | Added |
| HarbourVest Partners LLC | 1,062,126 | $36.5M | 12.28% | 00.0% | Unchanged |
| Barclays PLC | 1,042,679 | $35.8M | 0.04% | +7,636+0.7% | Added |
| Norges Bank | 957,362 | $32.9M | 0.01% | +104,690+12.3% | Added |
| Bank of America Corp | 940,424 | $32.3M | 0.00% | −101,834−9.8% | Reduced |
| Balyasny Asset Management LLC | 938,426 | $32.2M | 0.11% | +764,508+439.6% | Added |
| Davidson Kempner Capital Management LP | 749,337 | $25.7M | 0.54% | +416,149+124.9% | Added |
| Davidson Kempner Partners | 749,337 | $25.7M | 0.64% | +749,337 | New |
| Allen Investment Management LLC | 738,038 | $25.3M | 0.42% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 725,597 | $24.9M | 0.01% | −51,587−6.6% | Reduced |
| Newbrook Capital Advisors LP | 617,190 | $21.2M | 3.37% | +617,190 | New |
| Alyeska Investment Group, L.P. | 552,389 | $19.0M | 0.17% | +552,389 | New |
| Phoenix Asset Management Partners Ltd | 510,620 | $17.5M | 14.52% | −3,700−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 506,548 | $17.4M | 0.04% | +118,707+30.6% | Added |
| Two Sigma Advisers, LP | 436,800 | $15.0M | 0.04% | +136,390+45.4% | Added |
| Assenagon Asset Management S.A. | 431,479 | $14.8M | 0.06% | +403,602+1,447.8% | Added |
| Marshall Wace, LLP | 407,450 | $14.0M | 0.03% | +407,450 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 406,095 | $13.9M | 0.05% | +66,715+19.7% | Added |
| Wellington Management Group LLP | 397,252 | $13.6M | 0.00% | +397,252 | New |
| Bank of Montreal | 390,170 | $13.4M | 0.01% | −82,380−17.4% | Reduced |
| Atreides Management, LP | 387,966 | $13.3M | 0.47% | +102,743+36.0% | Added |
| Northern Trust Corp | 345,665 | $11.9M | 0.00% | −6,898−2.0% | Reduced |
| Twin Tree Management, LP | 336,970 | $11.6M | 0.33% | +201,173+148.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 333,812 | $11.5M | 0.06% | −100,190−23.1% | Reduced |
| Twinbeech Capital LP | 320,337 | $11.0M | 0.22% | +320,337 | New |
| Charles Schwab Investment Management Inc | 302,353 | $10.4M | 0.00% | +19,574+6.9% | Added |
| Janus Henderson Group PLC | 300,284 | $10.3M | 0.01% | +16,218+5.7% | Added |
| Citadel Advisors LLC | 298,203 | $10.2M | 0.01% | −1,619,969−84.5% | Reduced |
| Nuveen Asset Management, LLC | 297,457 | $10.2M | 0.00% | +63,013+26.9% | Added |
| Price T Rowe Associates Inc | 286,848 | $9.85M | 0.00% | −122,337−29.9% | Reduced |
| Goodnow Investment Group, LLC | 268,368 | $9.22M | 1.51% | +113,290+73.1% | Added |
| Bank of New York Mellon Corp | 247,438 | $8.50M | 0.00% | −13,054−5.0% | Reduced |
| D. E. Shaw & Co., Inc. | 240,039 | $8.24M | 0.01% | −1,401,916−85.4% | Reduced |
| Smith Thomas W | 237,500 | $8.16M | 12.13% | 00.0% | Unchanged |
| Citigroup Inc | 232,404 | $7.98M | 0.01% | −740,441−76.1% | Reduced |
| Brandywine Global Investment Management, LLC | 216,265 | $7.43M | 0.06% | +4,388+2.1% | Added |
| Polar Asset Management Partners Inc. | 215,400 | $7.40M | 0.13% | +215,400 | New |
| Teachers Retirement System of the State of Kentucky | 209,554 | $7.20M | 0.07% | +33,000+18.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 190,403 | $6.54M | 0.02% | −14,990−7.3% | Reduced |
| Signaturefd, LLC | 186,667 | $6.41M | 0.18% | +75,757+68.3% | Added |
| Steadview Capital Management LLC | 183,020 | $6.28M | 1.90% | −5,100−2.7% | Reduced |
| Check Capital Management Inc | 180,871 | $6.21M | 0.57% | −2,735−1.5% | Reduced |
| Mayflower Financial Advisors, LLC | 162,505 | $5.58M | 0.73% | −120.0% | Reduced |
| Swiss National Bank | 158,200 | $5.43M | 0.00% | −17,200−9.8% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 156,098 | $5.36M | 0.11% | +6,668+4.5% | Added |
| Lido Advisors, LLC | 148,295 | $5.09M | 0.07% | −50.0% | Reduced |
| Wells Fargo & Company | 148,075 | $5.08M | 0.00% | +17,564+13.5% | Added |
| Quadrature Capital Ltd | 141,706 | $4.86M | 0.13% | +56,212+65.7% | Added |
| Cinctive Capital Management LP | 137,134 | $4.71M | 0.18% | +33,255+32.0% | Added |
| Formula Growth Ltd | 134,000 | $4.60M | 1.48% | +134,000 | New |
| Walleye Capital LLC | 131,915 | $4.53M | 0.09% | +126,401+2,292.4% | Added |
| Jump Financial, LLC | 126,446 | $4.34M | 0.18% | +84,917+204.5% | Added |
| National Bank of Canada | 126,297 | $4.34M | 0.01% | +113,230+866.5% | Added |
| Penserra Capital Management LLC | 124,063 | $4.26M | 0.09% | −7,872−6.0% | Reduced |
| Royal Bank of Canada | 122,537 | $4.21M | 0.00% | −21,837−15.1% | Reduced |
| California Public Employees Retirement System | 116,505 | $4.00M | 0.00% | −25,922−18.2% | Reduced |
| JPMorgan Chase & Co | 114,103 | $3.92M | 0.00% | −906,916−88.8% | Reduced |
| Storebrand Asset Management AS | 112,496 | $3.86M | 0.02% | −2,061−1.8% | Reduced |
| ProShare Advisors LLC | 107,831 | $3.70M | 0.01% | −30,485−22.0% | Reduced |
| Deutsche Bank AG | 99,470 | $3.42M | 0.00% | +26,974+37.2% | Added |
| Invesco Ltd. | 96,812 | $3.32M | 0.00% | −95,201−49.6% | Reduced |
| State Board of Administration of Florida Retirement System | 94,590 | $3.25M | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 93,913 | $3.22M | 0.11% | +93,913 | New |
| California State Teachers Retirement System | 93,903 | $3.22M | 0.00% | −1,040−1.1% | Reduced |
| Rhumbline Advisers | 86,341 | $2.96M | 0.00% | +4,699+5.8% | Added |
| KBC Group NV | 86,220 | $2.96M | 0.01% | −15,745−15.4% | Reduced |
| New York State Common Retirement Fund | 83,295 | $2.86M | 0.00% | −9,022−9.8% | Reduced |
| Ingalls & Snyder LLC | 82,986 | $2.85M | 0.15% | +1,454+1.8% | Added |
| Vanderbilt University | 82,646 | $2.84M | 0.69% | +82,646 | New |
| Credit Suisse AG | 82,641 | $2.84M | 0.00% | −5,056−5.8% | Reduced |
| Jane Street Group, LLC | 79,854 | $2.74M | 0.00% | −86,033−51.9% | Reduced |
| PDT Partners, LLC | 76,878 | $2.64M | 0.36% | −7,849−9.3% | Reduced |
| Qube Research & Technologies Ltd | 73,979 | $2.54M | 0.01% | +73,979 | New |
| Tower Research Capital LLC (TRC) | 72,995 | $2.51M | 0.08% | +67,420+1,209.3% | Added |
| Legal & General Group Plc | 72,332 | $2.48M | 0.00% | +4,900+7.3% | Added |
| Ensign Peak Advisors, Inc | 62,590 | $2.15M | 0.00% | −4,265−6.4% | Reduced |
| Engineers Gate Manager LP | 60,078 | $2.06M | 0.09% | +60,078 | New |
| Zweig-DiMenna Associates LLC | 57,709 | $1.98M | 0.27% | 00.0% | Unchanged |
| Howland Capital Management LLC | 55,983 | $1.92M | 0.12% | +4,159+8.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 53,967 | $1.85M | 0.00% | +10,741+24.8% | Added |
| Cubist Systematic Strategies, LLC | 50,859 | $1.75M | 0.02% | −71,887−58.6% | Reduced |
| State of New Jersey Common Pension Fund D | 50,511 | $1.73M | 0.01% | −20,267−28.6% | Reduced |
| Proficio Capital Partners LLC | 50,489 | $1.73M | 0.28% | +24,474+94.1% | Added |