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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 740,620 | $44.9M | 0.01% | +15,003+2.1% | Added |
| BNP Paribas Arbitrage, SA | 809,897 | $49.1M | 0.11% | +72,181+9.8% | Added |
| Norges Bank | 873,436 | $52.9M | 0.01% | +51,038+6.2% | Added |
| Citigroup Inc | 886,328 | $53.7M | 0.08% | −245,426−21.7% | Reduced |
| Atreides Management, LP | 971,206 | $58.8M | 2.05% | +16,932+1.8% | Added |
| HarbourVest Partners LLC | 1,062,126 | $64.3M | 21.84% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,178,194 | $71.4M | 0.35% | +1,028,133+685.1% | Added |
| Geode Capital Management, LLC | 1,262,850 | $76.5M | 0.01% | +102,123+8.8% | Added |
| State Street Corp | 1,316,268 | $79.7M | 0.00% | +37,013+2.9% | Added |
| Alyeska Investment Group, L.P. | 1,331,931 | $80.7M | 0.55% | +567,664+74.3% | Added |
| Millennium Management LLC | 1,414,639 | $85.7M | 0.09% | +378,397+36.5% | Added |
| Voloridge Investment Management, LLC | 1,464,402 | $88.7M | 0.44% | +217,926+17.5% | Added |
| Renaissance Technologies LLC | 1,562,275 | $94.6M | 0.16% | +1,016,475+186.2% | Added |
| Two Sigma Investments, LP | 1,638,489 | $99.2M | 0.28% | −139,511−7.8% | Reduced |
| Two Sigma Advisers, LP | 1,810,300 | $109.6M | 0.28% | +182,600+11.2% | Added |
| Bares Capital Management, Inc. | 2,260,786 | $136.9M | 5.85% | −7,949−0.4% | Reduced |
| Barclays PLC | 2,314,348 | $140.2M | 0.09% | +31,738+1.4% | Added |
| Bank of Montreal | 1,987,278 | $141.2M | 0.08% | +1,482,714+293.9% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $168.9M | 23.72% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,982,229 | $180.6M | 0.30% | +503,447+20.3% | Added |
| Spruce House Investment Management LLC | 3,650,000 | $221.1M | 19.65% | 00.0% | Unchanged |
| BlackRock Inc. | 3,723,017 | $225.5M | 0.01% | +86,708+2.4% | Added |
| Prescott General Partners LLC | 3,823,239 | $231.6M | 14.72% | 00.0% | Unchanged |
| Morgan Stanley | 4,546,776 | $275.4M | 0.03% | −12,586−0.3% | Reduced |
| Baillie Gifford & Co | 7,706,935 | $466.8M | 0.43% | −144,479−1.8% | Reduced |
| Vanguard Group Inc | 7,830,300 | $474.3M | 0.01% | +386,717+5.2% | Added |
| Capital World Investors | 11,079,903 | $671.1M | 0.13% | +395,714+3.7% | Added |
| FMR LLC | 13,520,594 | $818.9M | 0.07% | +490,244+3.8% | Added |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −187,400−100.0% | Sold out |
| Steadview Capital Management LLC | 0 | $0 | 0.00% | −183,020−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −78,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −44,136−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −43,886−100.0% | Sold out |
| Venator Capital Management Ltd. | 0 | $0 | 0.00% | −38,200−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −36,759−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −28,597−100.0% | Sold out |
| Prentice Capital Management, LP | 0 | $0 | 0.00% | −24,936−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,261−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −10,039−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,740−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −8,677−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −7,688−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −7,455−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,720−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,255−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,153−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,420−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −4,078−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −3,013−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −592−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Berkshire Capital Holdings Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |