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, Q3 2023
Institutional positions in Wayfair Inc. as of Sep 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
- 328
- +21 vs. Q2 2023
- Shares held
- 107.5M
- +2.08M (+2.0%) vs. Q2 2023
- Total value
- $6.53B
- −$250.1M (−3.7%) vs. Q2 2023
- New holders
- 59
- 118 more added
- Sold out
- 38
- 85 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 13,520,594 | $818.9M | 0.07% | +490,244+3.8% | Added |
| Capital World Investors | 11,079,903 | $671.1M | 0.13% | +395,714+3.7% | Added |
| Vanguard Group Inc | 7,830,300 | $474.3M | 0.01% | +386,717+5.2% | Added |
| Baillie Gifford & Co | 7,706,935 | $466.8M | 0.43% | −144,479−1.8% | Reduced |
| Morgan Stanley | 4,546,776 | $275.4M | 0.03% | −12,586−0.3% | Reduced |
| Prescott General Partners LLC | 3,823,239 | $231.6M | 14.72% | 00.0% | Unchanged |
| BlackRock Inc. | 3,723,017 | $225.5M | 0.01% | +86,708+2.4% | Added |
| Spruce House Investment Management LLC | 3,650,000 | $221.1M | 19.65% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,982,229 | $180.6M | 0.30% | +503,447+20.3% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $168.9M | 23.72% | 00.0% | Unchanged |
| Bank of Montreal | 1,987,278 | $141.2M | 0.08% | +1,482,714+293.9% | Added |
| Barclays PLC | 2,314,348 | $140.2M | 0.09% | +31,738+1.4% | Added |
| Bares Capital Management, Inc. | 2,260,786 | $136.9M | 5.85% | −7,949−0.4% | Reduced |
| Two Sigma Advisers, LP | 1,810,300 | $109.6M | 0.28% | +182,600+11.2% | Added |
| Two Sigma Investments, LP | 1,638,489 | $99.2M | 0.28% | −139,511−7.8% | Reduced |
| Renaissance Technologies LLC | 1,562,275 | $94.6M | 0.16% | +1,016,475+186.2% | Added |
| Voloridge Investment Management, LLC | 1,464,402 | $88.7M | 0.44% | +217,926+17.5% | Added |
| Millennium Management LLC | 1,414,639 | $85.7M | 0.09% | +378,397+36.5% | Added |
| Alyeska Investment Group, L.P. | 1,331,931 | $80.7M | 0.55% | +567,664+74.3% | Added |
| State Street Corp | 1,316,268 | $79.7M | 0.00% | +37,013+2.9% | Added |
| Geode Capital Management, LLC | 1,262,850 | $76.5M | 0.01% | +102,123+8.8% | Added |
| Squarepoint Ops LLC | 1,178,194 | $71.4M | 0.35% | +1,028,133+685.1% | Added |
| HarbourVest Partners LLC | 1,062,126 | $64.3M | 21.84% | 00.0% | Unchanged |
| Atreides Management, LP | 971,206 | $58.8M | 2.05% | +16,932+1.8% | Added |
| Citigroup Inc | 886,328 | $53.7M | 0.08% | −245,426−21.7% | Reduced |
| Norges Bank | 873,436 | $52.9M | 0.01% | +51,038+6.2% | Added |
| BNP Paribas Arbitrage, SA | 809,897 | $49.1M | 0.11% | +72,181+9.8% | Added |
| Invesco Ltd. | 740,620 | $44.9M | 0.01% | +15,003+2.1% | Added |
| Goldman Sachs Group Inc | 709,682 | $43.0M | 0.01% | −641,936−47.5% | Reduced |
| Marshall Wace, LLP | 705,025 | $42.7M | 0.09% | +705,025 | New |
| Allen Investment Management LLC | 695,500 | $42.1M | 0.62% | −42,500−5.8% | Reduced |
| Wellington Management Group LLP | 644,622 | $39.0M | 0.01% | +260,237+67.7% | Added |
| Charles Schwab Investment Management Inc | 634,611 | $38.4M | 0.01% | +297,235+88.1% | Added |
| Holocene Advisors, LP | 627,336 | $38.0M | 0.17% | −439,916−41.2% | Reduced |
| Bank of America Corp | 596,975 | $36.2M | 0.00% | −303,976−33.7% | Reduced |
| Balyasny Asset Management LLC | 523,981 | $31.7M | 0.09% | +6,126+1.2% | Added |
| AQR Capital Management LLC | 511,454 | $31.0M | 0.06% | +413,592+422.6% | Added |
| Citadel Advisors LLC | 511,436 | $31.0M | 0.03% | +290,097+131.1% | Added |
| Phoenix Asset Management Partners Ltd | 510,620 | $30.9M | 22.36% | 00.0% | Unchanged |
| First Trust Advisors LP | 386,080 | $23.4M | 0.03% | +386,080 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 383,588 | $23.2M | 0.07% | −2,525−0.7% | Reduced |
| Northern Trust Corp | 375,336 | $22.7M | 0.00% | +23,022+6.5% | Added |
| Twinbeech Capital LP | 371,698 | $22.5M | 0.43% | +357,250+2,472.7% | Added |
| Canada Pension Plan Investment Board | 367,100 | $22.2M | 0.03% | +358,100+3,978.9% | Added |
| Castle Hook Partners LP | 361,263 | $21.9M | 1.47% | +361,263 | New |
| Schonfeld Strategic Advisors LLC | 342,407 | $20.7M | 0.19% | +58,126+20.4% | Added |
| UBS Asset Management Americas Inc | 338,082 | $20.5M | 0.01% | −387,515−53.4% | Reduced |
| Goodnow Investment Group, LLC | 313,708 | $19.0M | 3.20% | +2,880+0.9% | Added |
| American Century Companies Inc | 308,168 | $18.7M | 0.01% | +101,270+48.9% | Added |
| Allspring Global Investments Holdings, LLC | 304,255 | $18.4M | 0.03% | +294,877+3,144.3% | Added |
| Janus Henderson Group PLC | 303,334 | $18.4M | 0.01% | +474+0.2% | Added |
| Nuveen Asset Management, LLC | 283,652 | $17.2M | 0.01% | +62,466+28.2% | Added |
| Mane Global Capital Management LP | 277,300 | $16.8M | 1.50% | +117,805+73.9% | Added |
| Bank of New York Mellon Corp | 273,523 | $16.6M | 0.00% | +7,719+2.9% | Added |
| Dimensional Fund Advisors LP | 253,731 | $15.4M | 0.01% | +70,022+38.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 251,848 | $15.3M | 0.08% | −80,666−24.3% | Reduced |
| Davidson Kempner Capital Management LP | 250,000 | $15.1M | 0.23% | −311,164−55.4% | Reduced |
| Smith Thomas W | 237,500 | $14.4M | 17.55% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 221,093 | $13.4M | 0.05% | +75,004+51.3% | Added |
| SG Americas Securities, LLC | 214,195 | $13.0M | 0.17% | +203,803+1,961.2% | Added |
| Aquatic Capital Management LLC | 211,000 | $12.8M | 0.53% | +110,900+110.8% | Added |
| Cubist Systematic Strategies, LLC | 207,914 | $12.6M | 0.16% | +124,067+148.0% | Added |
| Rothschild & Co Wealth Management UK Ltd | 197,267 | $11.9M | 0.21% | +23,733+13.7% | Added |
| JPMorgan Chase & Co | 186,871 | $11.3M | 0.00% | −412,086−68.8% | Reduced |
| Signaturefd, LLC | 186,870 | $11.3M | 0.29% | −230.0% | Reduced |
| Swiss National Bank | 171,300 | $10.4M | 0.01% | +5,100+3.1% | Added |
| Jane Street Group, LLC | 164,580 | $9.97M | 0.02% | −528,824−76.3% | Reduced |
| Mayflower Financial Advisors, LLC | 162,509 | $9.84M | 1.47% | +40.0% | Added |
| Wells Fargo & Company | 159,454 | $9.66M | 0.00% | −18,247−10.3% | Reduced |
| Check Capital Management Inc | 157,781 | $9.56M | 0.81% | −4,732−2.9% | Reduced |
| Lido Advisors, LLC | 157,488 | $9.54M | 0.11% | +9,018+6.1% | Added |
| Driehaus Capital Management LLC | 150,548 | $9.12M | 0.12% | +150,548 | New |
| Engineers Gate Manager LP | 147,599 | $8.94M | 0.33% | +111,569+309.7% | Added |
| Two Sigma Securities, LLC | 142,467 | $8.63M | 0.40% | +49,302+52.9% | Added |
| Twin Tree Management, LP | 140,074 | $8.48M | 0.28% | −335,811−70.6% | Reduced |
| Royal Bank of Canada | 124,475 | $7.54M | 0.00% | +242+0.2% | Added |
| California Public Employees Retirement System | 120,236 | $7.28M | 0.01% | +3,731+3.2% | Added |
| Erste Asset Management GmbH | 119,415 | $7.23M | 0.12% | +43,415+57.1% | Added |
| Teachers Retirement System of the State of Kentucky | 118,577 | $7.18M | 0.07% | −771−0.6% | Reduced |
| Proficio Capital Partners LLC | 117,698 | $7.13M | 0.95% | +67,274+133.4% | Added |
| New York State Common Retirement Fund | 116,987 | $7.09M | 0.01% | −37,346−24.2% | Reduced |
| Tudor Investment Corp Et Al | 113,475 | $6.87M | 0.10% | −107,425−48.6% | Reduced |
| Landscape Capital Management, L.L.C. | 112,713 | $6.83M | 0.90% | −12,522−10.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 110,354 | $6.68M | 0.02% | −2,507−2.2% | Reduced |
| Rhumbline Advisers | 95,871 | $5.81M | 0.01% | −1,015−1.0% | Reduced |
| Ingalls & Snyder LLC | 95,629 | $5.79M | 0.28% | +6,783+7.6% | Added |
| State Board of Administration of Florida Retirement System | 94,226 | $5.71M | 0.01% | +130+0.1% | Added |
| CIBC Private Wealth Group, LLC | 93,593 | $5.67M | 0.01% | +11,532+14.1% | Added |
| Legal & General Group Plc | 89,351 | $5.41M | 0.00% | +18,537+26.2% | Added |
| Centiva Capital, LP | 89,312 | $5.41M | 0.27% | +89,312 | New |
| Alliancebernstein L.P. | 87,295 | $5.29M | 0.00% | +53,592+159.0% | Added |
| California State Teachers Retirement System | 87,234 | $5.28M | 0.01% | −7,564−8.0% | Reduced |
| Credit Suisse AG | 86,809 | $5.26M | 0.01% | −3,332−3.7% | Reduced |
| Pictet Asset Management Holding SA | 82,584 | $5.00M | 0.01% | +82,584 | New |
| Cinctive Capital Management LP | 75,954 | $4.60M | 0.25% | −79,916−51.3% | Reduced |
| CMT Capital Markets Trading GmbH | 75,368 | $4.57M | 2.60% | +47,546+170.9% | Added |
| Penserra Capital Management LLC | 74,936 | $4.54M | 0.09% | −40,343−35.0% | Reduced |
| SEI Investments Co | 72,944 | $4.42M | 0.01% | +60,709+496.2% | Added |
| ProShare Advisors LLC | 72,284 | $4.38M | 0.01% | −24,720−25.5% | Reduced |
| Cresset Asset Management, LLC | 69,416 | $4.20M | 0.03% | −38,054−35.4% | Reduced |