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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 76,878 | $2.64M | 0.36% | −7,849−9.3% | Reduced |
| Jane Street Group, LLC | 79,854 | $2.74M | 0.00% | −86,033−51.9% | Reduced |
| Credit Suisse AG | 82,641 | $2.84M | 0.00% | −5,056−5.8% | Reduced |
| Vanderbilt University | 82,646 | $2.84M | 0.69% | +82,646 | New |
| Ingalls & Snyder LLC | 82,986 | $2.85M | 0.15% | +1,454+1.8% | Added |
| New York State Common Retirement Fund | 83,295 | $2.86M | 0.00% | −9,022−9.8% | Reduced |
| KBC Group NV | 86,220 | $2.96M | 0.01% | −15,745−15.4% | Reduced |
| Rhumbline Advisers | 86,341 | $2.96M | 0.00% | +4,699+5.8% | Added |
| California State Teachers Retirement System | 93,903 | $3.22M | 0.00% | −1,040−1.1% | Reduced |
| Walleye Trading LLC | 93,913 | $3.22M | 0.11% | +93,913 | New |
| State Board of Administration of Florida Retirement System | 94,590 | $3.25M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 96,812 | $3.32M | 0.00% | −95,201−49.6% | Reduced |
| Deutsche Bank AG | 99,470 | $3.42M | 0.00% | +26,974+37.2% | Added |
| ProShare Advisors LLC | 107,831 | $3.70M | 0.01% | −30,485−22.0% | Reduced |
| Storebrand Asset Management AS | 112,496 | $3.86M | 0.02% | −2,061−1.8% | Reduced |
| JPMorgan Chase & Co | 114,103 | $3.92M | 0.00% | −906,916−88.8% | Reduced |
| California Public Employees Retirement System | 116,505 | $4.00M | 0.00% | −25,922−18.2% | Reduced |
| Royal Bank of Canada | 122,537 | $4.21M | 0.00% | −21,837−15.1% | Reduced |
| Penserra Capital Management LLC | 124,063 | $4.26M | 0.09% | −7,872−6.0% | Reduced |
| National Bank of Canada | 126,297 | $4.34M | 0.01% | +113,230+866.5% | Added |
| Jump Financial, LLC | 126,446 | $4.34M | 0.18% | +84,917+204.5% | Added |
| Walleye Capital LLC | 131,915 | $4.53M | 0.09% | +126,401+2,292.4% | Added |
| Formula Growth Ltd | 134,000 | $4.60M | 1.48% | +134,000 | New |
| Cinctive Capital Management LP | 137,134 | $4.71M | 0.18% | +33,255+32.0% | Added |
| Quadrature Capital Ltd | 141,706 | $4.86M | 0.13% | +56,212+65.7% | Added |
| Wells Fargo & Company | 148,075 | $5.08M | 0.00% | +17,564+13.5% | Added |
| Lido Advisors, LLC | 148,295 | $5.09M | 0.07% | −50.0% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 156,098 | $5.36M | 0.11% | +6,668+4.5% | Added |
| Swiss National Bank | 158,200 | $5.43M | 0.00% | −17,200−9.8% | Reduced |
| Mayflower Financial Advisors, LLC | 162,505 | $5.58M | 0.73% | −120.0% | Reduced |
| Check Capital Management Inc | 180,871 | $6.21M | 0.57% | −2,735−1.5% | Reduced |
| Steadview Capital Management LLC | 183,020 | $6.28M | 1.90% | −5,100−2.7% | Reduced |
| Signaturefd, LLC | 186,667 | $6.41M | 0.18% | +75,757+68.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 190,403 | $6.54M | 0.02% | −14,990−7.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 209,554 | $7.20M | 0.07% | +33,000+18.7% | Added |
| Polar Asset Management Partners Inc. | 215,400 | $7.40M | 0.13% | +215,400 | New |
| Brandywine Global Investment Management, LLC | 216,265 | $7.43M | 0.06% | +4,388+2.1% | Added |
| Citigroup Inc | 232,404 | $7.98M | 0.01% | −740,441−76.1% | Reduced |
| Smith Thomas W | 237,500 | $8.16M | 12.13% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 240,039 | $8.24M | 0.01% | −1,401,916−85.4% | Reduced |
| Bank of New York Mellon Corp | 247,438 | $8.50M | 0.00% | −13,054−5.0% | Reduced |
| Goodnow Investment Group, LLC | 268,368 | $9.22M | 1.51% | +113,290+73.1% | Added |
| Price T Rowe Associates Inc | 286,848 | $9.85M | 0.00% | −122,337−29.9% | Reduced |
| Nuveen Asset Management, LLC | 297,457 | $10.2M | 0.00% | +63,013+26.9% | Added |
| Citadel Advisors LLC | 298,203 | $10.2M | 0.01% | −1,619,969−84.5% | Reduced |
| Janus Henderson Group PLC | 300,284 | $10.3M | 0.01% | +16,218+5.7% | Added |
| Charles Schwab Investment Management Inc | 302,353 | $10.4M | 0.00% | +19,574+6.9% | Added |
| Twinbeech Capital LP | 320,337 | $11.0M | 0.22% | +320,337 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 333,812 | $11.5M | 0.06% | −100,190−23.1% | Reduced |
| Twin Tree Management, LP | 336,970 | $11.6M | 0.33% | +201,173+148.1% | Added |
| Northern Trust Corp | 345,665 | $11.9M | 0.00% | −6,898−2.0% | Reduced |
| Atreides Management, LP | 387,966 | $13.3M | 0.47% | +102,743+36.0% | Added |
| Bank of Montreal | 390,170 | $13.4M | 0.01% | −82,380−17.4% | Reduced |
| Wellington Management Group LLP | 397,252 | $13.6M | 0.00% | +397,252 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 406,095 | $13.9M | 0.05% | +66,715+19.7% | Added |
| Marshall Wace, LLP | 407,450 | $14.0M | 0.03% | +407,450 | New |
| Assenagon Asset Management S.A. | 431,479 | $14.8M | 0.06% | +403,602+1,447.8% | Added |
| Two Sigma Advisers, LP | 436,800 | $15.0M | 0.04% | +136,390+45.4% | Added |
| BNP Paribas Arbitrage, SA | 506,548 | $17.4M | 0.04% | +118,707+30.6% | Added |
| Phoenix Asset Management Partners Ltd | 510,620 | $17.5M | 14.52% | −3,700−0.7% | Reduced |
| Alyeska Investment Group, L.P. | 552,389 | $19.0M | 0.17% | +552,389 | New |
| Newbrook Capital Advisors LP | 617,190 | $21.2M | 3.37% | +617,190 | New |
| UBS Asset Management Americas Inc | 725,597 | $24.9M | 0.01% | −51,587−6.6% | Reduced |
| Allen Investment Management LLC | 738,038 | $25.3M | 0.42% | 00.0% | Unchanged |
| 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 |
| Balyasny Asset Management LLC | 938,426 | $32.2M | 0.11% | +764,508+439.6% | Added |
| Bank of America Corp | 940,424 | $32.3M | 0.00% | −101,834−9.8% | Reduced |
| Norges Bank | 957,362 | $32.9M | 0.01% | +104,690+12.3% | Added |
| Barclays PLC | 1,042,679 | $35.8M | 0.04% | +7,636+0.7% | Added |
| HarbourVest Partners LLC | 1,062,126 | $36.5M | 12.28% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,068,181 | $36.7M | 0.00% | +33,383+3.2% | Added |
| Voloridge Investment Management, LLC | 1,221,256 | $41.9M | 0.21% | +243,751+24.9% | Added |
| State Street Corp | 1,278,397 | $43.9M | 0.00% | −48,698−3.7% | Reduced |
| Two Sigma Investments, LP | 1,291,717 | $44.4M | 0.13% | +300,645+30.3% | Added |
| Point72 Asset Management, L.P. | 1,358,604 | $46.7M | 0.17% | +669,477+97.1% | Added |
| Millennium Management LLC | 1,747,689 | $60.0M | 0.07% | +1,496,734+596.4% | Added |
| Bares Capital Management, Inc. | 2,268,935 | $77.9M | 2.76% | −187,764−7.6% | Reduced |
| Goldman Sachs Group Inc | 2,409,397 | $82.7M | 0.02% | +521,556+27.6% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $95.8M | 10.47% | 00.0% | Unchanged |
| Voya Investment Management LLC | 2,873,916 | $98.7M | 0.11% | +400,652+16.2% | Added |
| BlackRock Inc. | 3,433,358 | $117.9M | 0.00% | −22,787−0.7% | Reduced |
| Spruce House Investment Management LLC | 3,650,000 | $125.3M | 24.53% | 00.0% | Unchanged |
| Prescott General Partners LLC | 3,823,239 | $131.3M | 10.40% | 00.0% | Unchanged |
| Vanguard Group Inc | 6,494,085 | $223.0M | 0.01% | −351,467−5.1% | Reduced |
| Morgan Stanley | 8,149,495 | $279.9M | 0.03% | +1,111,306+15.8% | Added |
| Baillie Gifford & Co | 8,585,838 | $294.8M | 0.27% | +12,740+0.1% | Added |
| Capital World Investors | 10,682,248 | $366.8M | 0.08% | +151,949+1.4% | Added |
| FMR LLC | 12,716,638 | $436.7M | 0.04% | +535,995+4.4% | Added |
| CIBC Private Wealth Group, LLC | 83,129 | – | – | +18,794+29.2% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −2,183,700−100.0% | Sold out |
| Wishbone Management, LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Hound Partners, LLC | 0 | $0 | 0.00% | −159,129−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −151,365−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −103,465−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −100,267−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −76,739−100.0% | Sold out |
| 6elm Capital LP | 0 | $0 | 0.00% | −73,617−100.0% | Sold out |
| JNE Partners LLP | 0 | $0 | 0.00% | −67,800−100.0% | Sold out |