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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 39,249 | $2.38M | 0.07% | −10,779−21.5% | Reduced |
| Tabor Asset Management, LP | 39,359 | $2.38M | 1.25% | +39,359 | New |
| Diker Management LLC | 40,000 | $2.42M | 2.16% | +23,570+143.5% | Added |
| Jefferies Financial Group Inc. | 40,141 | $2.43M | 0.06% | +40,141 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 40,121 | $2.46M | 0.03% | +299+0.8% | Added |
| Portman Square Capital LLP | 41,071 | $2.49M | 0.34% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 41,194 | $2.50M | 4.31% | +41,194 | New |
| Titleist Asset Management, LLC | 41,225 | $2.50M | 0.51% | −1,145−2.7% | Reduced |
| National Bank of Canada | 41,129 | $2.57M | 0.00% | −90,237−68.7% | Reduced |
| Castleark Management LLC | 43,410 | $2.63M | 0.13% | +43,410 | New |
| Fund 1 Investments, LLC | 44,952 | $2.72M | 1.04% | +28,862+179.4% | Added |
| Trexquant Investment LP | 45,053 | $2.73M | 0.07% | −179,673−80.0% | Reduced |
| State of New Jersey Common Pension Fund D | 47,141 | $2.86M | 0.01% | −12,279−20.7% | Reduced |
| Occudo Quantitative Strategies LP | 47,156 | $2.86M | 0.37% | +37,863+407.4% | Added |
| Lisanti Capital Growth, LLC | 47,860 | $2.90M | 0.46% | −33,050−40.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 48,027 | $2.91M | 0.01% | −367,679−88.4% | Reduced |
| Howland Capital Management LLC | 48,694 | $2.95M | 0.17% | −5,202−9.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 50,000 | $3.03M | 0.01% | +25,000+100.0% | Added |
| Ardmore Road Asset Management LP | 50,000 | $3.03M | 1.02% | +50,000 | New |
| Caption Management, LLC | 52,500 | $3.18M | 0.41% | +52,500 | New |
| FORA Capital, LLC | 53,760 | $3.26M | 0.29% | +53,760 | New |
| HSBC Holdings PLC | 54,401 | $3.33M | 0.00% | +28,976+114.0% | Added |
| Public Employees Retirement System of Ohio | 56,670 | $3.43M | 0.02% | +19,031+50.6% | Added |
| Susquehanna International Group, LLP | 57,653 | $3.49M | 0.01% | −156,717−73.1% | Reduced |
| Price T Rowe Associates Inc | 63,453 | $3.84M | 0.00% | −886−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 64,828 | $3.93M | 0.05% | +46,913+261.9% | Added |
| Brandywine Global Investment Management, LLC | 65,722 | $3.98M | 0.03% | −70,127−51.6% | Reduced |
| ING Groep NV | 66,300 | $4.02M | 0.04% | +66,300 | New |
| Cresset Asset Management, LLC | 69,416 | $4.20M | 0.03% | −38,054−35.4% | Reduced |
| ProShare Advisors LLC | 72,284 | $4.38M | 0.01% | −24,720−25.5% | Reduced |
| SEI Investments Co | 72,944 | $4.42M | 0.01% | +60,709+496.2% | Added |
| Penserra Capital Management LLC | 74,936 | $4.54M | 0.09% | −40,343−35.0% | Reduced |
| CMT Capital Markets Trading GmbH | 75,368 | $4.57M | 2.60% | +47,546+170.9% | Added |
| Cinctive Capital Management LP | 75,954 | $4.60M | 0.25% | −79,916−51.3% | Reduced |
| Pictet Asset Management Holding SA | 82,584 | $5.00M | 0.01% | +82,584 | New |
| Credit Suisse AG | 86,809 | $5.26M | 0.01% | −3,332−3.7% | Reduced |
| California State Teachers Retirement System | 87,234 | $5.28M | 0.01% | −7,564−8.0% | Reduced |
| Alliancebernstein L.P. | 87,295 | $5.29M | 0.00% | +53,592+159.0% | Added |
| Centiva Capital, LP | 89,312 | $5.41M | 0.27% | +89,312 | New |
| Legal & General Group Plc | 89,351 | $5.41M | 0.00% | +18,537+26.2% | Added |
| CIBC Private Wealth Group, LLC | 93,593 | $5.67M | 0.01% | +11,532+14.1% | Added |
| State Board of Administration of Florida Retirement System | 94,226 | $5.71M | 0.01% | +130+0.1% | Added |
| Ingalls & Snyder LLC | 95,629 | $5.79M | 0.28% | +6,783+7.6% | Added |
| Rhumbline Advisers | 95,871 | $5.81M | 0.01% | −1,015−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 110,354 | $6.68M | 0.02% | −2,507−2.2% | Reduced |
| Landscape Capital Management, L.L.C. | 112,713 | $6.83M | 0.90% | −12,522−10.0% | Reduced |
| Tudor Investment Corp Et Al | 113,475 | $6.87M | 0.10% | −107,425−48.6% | Reduced |
| New York State Common Retirement Fund | 116,987 | $7.09M | 0.01% | −37,346−24.2% | Reduced |
| Proficio Capital Partners LLC | 117,698 | $7.13M | 0.95% | +67,274+133.4% | Added |
| Teachers Retirement System of the State of Kentucky | 118,577 | $7.18M | 0.07% | −771−0.6% | Reduced |
| Erste Asset Management GmbH | 119,415 | $7.23M | 0.12% | +43,415+57.1% | Added |
| California Public Employees Retirement System | 120,236 | $7.28M | 0.01% | +3,731+3.2% | Added |
| Royal Bank of Canada | 124,475 | $7.54M | 0.00% | +242+0.2% | Added |
| Twin Tree Management, LP | 140,074 | $8.48M | 0.28% | −335,811−70.6% | Reduced |
| Two Sigma Securities, LLC | 142,467 | $8.63M | 0.40% | +49,302+52.9% | Added |
| Engineers Gate Manager LP | 147,599 | $8.94M | 0.33% | +111,569+309.7% | Added |
| Driehaus Capital Management LLC | 150,548 | $9.12M | 0.12% | +150,548 | New |
| Lido Advisors, LLC | 157,488 | $9.54M | 0.11% | +9,018+6.1% | Added |
| Check Capital Management Inc | 157,781 | $9.56M | 0.81% | −4,732−2.9% | Reduced |
| Wells Fargo & Company | 159,454 | $9.66M | 0.00% | −18,247−10.3% | Reduced |
| Mayflower Financial Advisors, LLC | 162,509 | $9.84M | 1.47% | +40.0% | Added |
| Jane Street Group, LLC | 164,580 | $9.97M | 0.02% | −528,824−76.3% | Reduced |
| Swiss National Bank | 171,300 | $10.4M | 0.01% | +5,100+3.1% | Added |
| Signaturefd, LLC | 186,870 | $11.3M | 0.29% | −230.0% | Reduced |
| JPMorgan Chase & Co | 186,871 | $11.3M | 0.00% | −412,086−68.8% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 197,267 | $11.9M | 0.21% | +23,733+13.7% | Added |
| Cubist Systematic Strategies, LLC | 207,914 | $12.6M | 0.16% | +124,067+148.0% | Added |
| Aquatic Capital Management LLC | 211,000 | $12.8M | 0.53% | +110,900+110.8% | Added |
| SG Americas Securities, LLC | 214,195 | $13.0M | 0.17% | +203,803+1,961.2% | Added |
| Point72 Asset Management, L.P. | 221,093 | $13.4M | 0.05% | +75,004+51.3% | Added |
| Smith Thomas W | 237,500 | $14.4M | 17.55% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 250,000 | $15.1M | 0.23% | −311,164−55.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 251,848 | $15.3M | 0.08% | −80,666−24.3% | Reduced |
| Dimensional Fund Advisors LP | 253,731 | $15.4M | 0.01% | +70,022+38.1% | Added |
| Bank of New York Mellon Corp | 273,523 | $16.6M | 0.00% | +7,719+2.9% | Added |
| Mane Global Capital Management LP | 277,300 | $16.8M | 1.50% | +117,805+73.9% | Added |
| Nuveen Asset Management, LLC | 283,652 | $17.2M | 0.01% | +62,466+28.2% | Added |
| Janus Henderson Group PLC | 303,334 | $18.4M | 0.01% | +474+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 304,255 | $18.4M | 0.03% | +294,877+3,144.3% | Added |
| American Century Companies Inc | 308,168 | $18.7M | 0.01% | +101,270+48.9% | Added |
| Goodnow Investment Group, LLC | 313,708 | $19.0M | 3.20% | +2,880+0.9% | Added |
| UBS Asset Management Americas Inc | 338,082 | $20.5M | 0.01% | −387,515−53.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 342,407 | $20.7M | 0.19% | +58,126+20.4% | Added |
| Castle Hook Partners LP | 361,263 | $21.9M | 1.47% | +361,263 | New |
| Canada Pension Plan Investment Board | 367,100 | $22.2M | 0.03% | +358,100+3,978.9% | Added |
| Twinbeech Capital LP | 371,698 | $22.5M | 0.43% | +357,250+2,472.7% | Added |
| Northern Trust Corp | 375,336 | $22.7M | 0.00% | +23,022+6.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 383,588 | $23.2M | 0.07% | −2,525−0.7% | Reduced |
| First Trust Advisors LP | 386,080 | $23.4M | 0.03% | +386,080 | New |
| Phoenix Asset Management Partners Ltd | 510,620 | $30.9M | 22.36% | 00.0% | Unchanged |
| Citadel Advisors LLC | 511,436 | $31.0M | 0.03% | +290,097+131.1% | Added |
| AQR Capital Management LLC | 511,454 | $31.0M | 0.06% | +413,592+422.6% | Added |
| Balyasny Asset Management LLC | 523,981 | $31.7M | 0.09% | +6,126+1.2% | Added |
| Bank of America Corp | 596,975 | $36.2M | 0.00% | −303,976−33.7% | Reduced |
| Holocene Advisors, LP | 627,336 | $38.0M | 0.17% | −439,916−41.2% | Reduced |
| Charles Schwab Investment Management Inc | 634,611 | $38.4M | 0.01% | +297,235+88.1% | Added |
| Wellington Management Group LLP | 644,622 | $39.0M | 0.01% | +260,237+67.7% | Added |
| Allen Investment Management LLC | 695,500 | $42.1M | 0.62% | −42,500−5.8% | Reduced |
| Marshall Wace, LLP | 705,025 | $42.7M | 0.09% | +705,025 | New |
| Goldman Sachs Group Inc | 709,682 | $43.0M | 0.01% | −641,936−47.5% | Reduced |