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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, Q2 2023

Institutional positions in Wayfair Inc. as of Jun 30, 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
309
+22 vs. Q1 2023
Shares held
105.5M
+6.04M (+6.1%) vs. Q1 2023
Total value
$6.78B
+$3.37B (+99.0%) vs. Q1 2023
New holders
67
92 more added
Sold out
45
90 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 309 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 heldQ2 2023: $6.78B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q1 2023.

Institutions holding W in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC13,030,350$847.1M0.07%+313,712+2.5%Added
Capital World Investors10,684,189$694.6M0.13%+1,9410.0%Added
Baillie Gifford & Co7,851,414$510.4M0.43%−734,424−8.6%Reduced
Vanguard Group Inc7,443,583$483.9M0.01%+949,498+14.6%Added
Morgan Stanley4,559,362$296.4M0.03%−3,590,133−44.1%Reduced
Prescott General Partners LLC3,823,239$248.5M15.28%00.0%Unchanged
Spruce House Investment Management LLC3,650,000$237.3M27.12%00.0%Unchanged
BlackRock Inc.3,636,309$236.4M0.01%+202,951+5.9%Added
Voya Investment Management LLC3,145,848$204.5M0.21%+271,932+9.5%Added
Great Hill Partners, L.P.2,788,912$181.3M21.07%00.0%Unchanged
D. E. Shaw & Co., Inc.2,478,782$161.1M0.25%+2,238,743+932.7%Added
Barclays PLC2,282,610$148.4M0.10%+1,239,931+118.9%Added
Bares Capital Management, Inc.2,268,735$147.5M5.10%−2000.0%Reduced
Two Sigma Investments, LP1,778,000$115.6M0.31%+486,283+37.6%Added
Two Sigma Advisers, LP1,627,700$105.8M0.27%+1,190,900+272.6%Added
Goldman Sachs Group Inc1,351,618$87.9M0.02%−1,057,779−43.9%Reduced
State Street Corp1,279,255$83.2M0.00%+858+0.1%Added
Voloridge Investment Management, LLC1,246,476$81.0M0.38%+25,220+2.1%Added
Geode Capital Management, LLC1,160,727$75.5M0.01%+92,546+8.7%Added
Citigroup Inc1,131,754$73.6M0.09%+899,350+387.0%Added
UBS Group AG1,119,550$72.8M0.03%+1,106,267+8,328.4%Added
Holocene Advisors, LP1,067,252$69.4M0.30%+1,021,583+2,236.9%Added
HarbourVest Partners LLC1,062,126$69.0M19.61%00.0%Unchanged
Millennium Management LLC1,036,242$67.4M0.07%−711,447−40.7%Reduced
Atreides Management, LP954,274$62.0M1.88%+566,308+146.0%Added
Bank of America Corp900,951$58.6M0.01%−39,473−4.2%Reduced
Norges Bank822,398$53.5M0.01%−134,964−14.1%Reduced
Alyeska Investment Group, L.P.764,267$49.7M0.38%+211,878+38.4%Added
Allen Investment Management LLC738,000$48.0M0.71%−380.0%Reduced
BNP Paribas Arbitrage, SA737,716$48.0M0.09%+231,168+45.6%Added
Invesco Ltd.725,617$47.2M0.01%+628,805+649.5%Added
Jane Street Group, LLC693,404$45.1M0.06%+613,550+768.3%Added
JPMorgan Chase & Co598,957$38.9M0.00%+484,854+424.9%Added
Davidson Kempner Capital Management LP561,164$36.5M0.77%−188,173−25.1%Reduced
Renaissance Technologies LLC545,800$35.5M0.05%+545,800New
Balyasny Asset Management LLC517,855$33.7M0.09%−420,571−44.8%Reduced
Phoenix Asset Management Partners Ltd510,620$33.2M21.37%00.0%Unchanged
Bank of Montreal504,564$33.0M0.02%+114,394+29.3%Added
Twin Tree Management, LP475,885$30.9M0.64%+138,915+41.2%Added
Mirae Asset Global Investments Co., Ltd.415,706$26.3M0.06%+361,739+670.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.386,113$25.1M0.08%−19,982−4.9%Reduced
Wellington Management Group LLP384,385$25.0M0.00%−12,867−3.2%Reduced
UBS Asset Management Americas Inc725,597$24.9M0.01%00.0%Unchanged
Northern Trust Corp352,314$22.9M0.00%+6,649+1.9%Added
Charles Schwab Investment Management Inc337,376$21.9M0.01%+35,023+11.6%Added
Connor, Clark & Lunn Investment Management Ltd.332,514$21.6M0.11%−1,298−0.4%Reduced
Goodnow Investment Group, LLC310,828$20.2M2.91%+42,460+15.8%Added
Janus Henderson Group PLC302,860$19.7M0.01%+2,576+0.9%Added
Schonfeld Strategic Advisors LLC284,281$18.5M0.16%+247,281+668.3%Added
Bank of New York Mellon Corp265,804$17.3M0.00%+18,366+7.4%Added
Smith Thomas W237,500$15.4M17.85%00.0%Unchanged
Trexquant Investment LP224,726$14.6M0.38%+179,747+399.6%Added
Citadel Advisors LLC221,339$14.4M0.02%−76,864−25.8%Reduced
Nuveen Asset Management, LLC221,186$14.4M0.01%−76,271−25.6%Reduced
Tudor Investment Corp Et Al220,900$14.4M0.23%+220,900New
Susquehanna International Group, LLP214,370$13.9M0.02%+205,218+2,242.3%Added
American Century Companies Inc206,898$13.5M0.01%+206,898New
Polar Asset Management Partners Inc.187,400$12.2M0.24%−28,000−13.0%Reduced
Signaturefd, LLC186,893$12.1M0.31%+226+0.1%Added
Dimensional Fund Advisors LP183,709$11.9M0.00%+171,914+1,457.5%Added
Steadview Capital Management LLC183,020$11.9M2.93%00.0%Unchanged
Wells Fargo & Company177,701$11.6M0.00%+29,626+20.0%Added
Rothschild & Co Wealth Management UK Ltd173,534$11.3M0.20%+17,436+11.2%Added
Swiss National Bank166,200$10.8M0.01%+8,000+5.1%Added
Check Capital Management Inc162,513$10.6M0.89%−18,358−10.1%Reduced
Mayflower Financial Advisors, LLC162,505$10.6M1.37%00.0%Unchanged
Interval Partners, LP160,000$10.4M0.52%+145,000+966.7%Added
Mane Global Capital Management LP159,495$10.4M0.97%+159,495New
Cinctive Capital Management LP155,870$10.1M0.40%+18,736+13.7%Added
New York State Common Retirement Fund154,333$10.0M0.01%+71,038+85.3%Added
Squarepoint Ops LLC150,061$9.76M0.05%+150,061New
Lido Advisors, LLC148,470$9.65M0.11%+175+0.1%Added
Point72 Asset Management, L.P.146,089$9.50M0.03%−1,212,515−89.2%Reduced
National Bank of Canada131,366$8.86M0.02%+5,069+4.0%Added
Brandywine Global Investment Management, LLC135,849$8.83M0.07%−80,416−37.2%Reduced
Landscape Capital Management, L.L.C.125,235$8.14M1.07%+116,768+1,379.1%Added
Royal Bank of Canada124,233$8.07M0.00%+1,696+1.4%Added
Teachers Retirement System of the State of Kentucky119,348$7.76M0.07%−90,206−43.0%Reduced
California Public Employees Retirement System116,505$7.57M0.01%00.0%Unchanged
Penserra Capital Management LLC115,279$7.49M0.15%−8,784−7.1%Reduced
Mitsubishi UFJ Trust & Banking Corp112,861$7.34M0.02%−77,542−40.7%Reduced
Cresset Asset Management, LLC107,470$6.99M0.05%+107,470New
HRT Financial LP101,935$6.63M0.06%+101,935New
Aquatic Capital Management LLC100,100$6.51M0.35%+100,100New
AQR Capital Management LLC97,862$6.36M0.01%+83,011+559.0%Added
ProShare Advisors LLC97,004$6.31M0.02%−10,827−10.0%Reduced
Rhumbline Advisers96,886$6.30M0.01%+10,545+12.2%Added
California State Teachers Retirement System94,798$6.16M0.01%+895+1.0%Added
State Board of Administration of Florida Retirement System94,096$6.12M0.01%−494−0.5%Reduced
Two Sigma Securities, LLC93,165$6.06M0.50%+86,996+1,410.2%Added
Credit Suisse AG90,141$5.86M0.01%+7,500+9.1%Added
Ingalls & Snyder LLC88,846$5.78M0.28%+5,860+7.1%Added
Cubist Systematic Strategies, LLC83,847$5.45M0.06%+32,988+64.9%Added
CIBC Private Wealth Group, LLC82,061$5.33M0.01%−1,068−1.3%Reduced
Lisanti Capital Growth, LLC80,910$5.26M0.73%+80,910New
Samlyn Capital, LLC78,000$5.07M0.09%+78,000New
Erste Asset Management GmbH76,000$4.94M0.09%+45,000+145.2%Added
Legal & General Group Plc70,814$4.60M0.00%−1,518−2.1%Reduced
Price T Rowe Associates Inc64,339$4.18M0.00%−222,509−77.6%Reduced
Ensign Peak Advisors, Inc62,590$4.07M0.01%00.0%Unchanged