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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, 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.

Institutional holdersQ3 2023: 328 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 heldQ3 2023: $6.53B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q2 2023.

Institutions holding W in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
ING Groep NV66,300$4.02M0.04%+66,300New
Brandywine Global Investment Management, LLC65,722$3.98M0.03%−70,127−51.6%Reduced
ExodusPoint Capital Management, LP64,828$3.93M0.05%+46,913+261.9%Added
Price T Rowe Associates Inc63,453$3.84M0.00%−886−1.4%Reduced
Susquehanna International Group, LLP57,653$3.49M0.01%−156,717−73.1%Reduced
Public Employees Retirement System of Ohio56,670$3.43M0.02%+19,031+50.6%Added
HSBC Holdings PLC54,401$3.33M0.00%+28,976+114.0%Added
FORA Capital, LLC53,760$3.26M0.29%+53,760New
Caption Management, LLC52,500$3.18M0.41%+52,500New
Adage Capital Partners GP, L.L.C.50,000$3.03M0.01%+25,000+100.0%Added
Ardmore Road Asset Management LP50,000$3.03M1.02%+50,000New
Howland Capital Management LLC48,694$2.95M0.17%−5,202−9.7%Reduced
Mirae Asset Global Investments Co., Ltd.48,027$2.91M0.01%−367,679−88.4%Reduced
Lisanti Capital Growth, LLC47,860$2.90M0.46%−33,050−40.8%Reduced
Occudo Quantitative Strategies LP47,156$2.86M0.37%+37,863+407.4%Added
State of New Jersey Common Pension Fund D47,141$2.86M0.01%−12,279−20.7%Reduced
Trexquant Investment LP45,053$2.73M0.07%−179,673−80.0%Reduced
Fund 1 Investments, LLC44,952$2.72M1.04%+28,862+179.4%Added
Castleark Management LLC43,410$2.63M0.13%+43,410New
National Bank of Canada41,129$2.57M0.00%−90,237−68.7%Reduced
Titleist Asset Management, LLC41,225$2.50M0.51%−1,145−2.7%Reduced
Dymon Asia Capital (Singapore) Pte. Ltd.41,194$2.50M4.31%+41,194New
Portman Square Capital LLP41,071$2.49M0.34%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.40,121$2.46M0.03%+299+0.8%Added
Jefferies Financial Group Inc.40,141$2.43M0.06%+40,141New
Diker Management LLC40,000$2.42M2.16%+23,570+143.5%Added
Tabor Asset Management, LP39,359$2.38M1.25%+39,359New
Graham Capital Management, L.P.39,249$2.38M0.07%−10,779−21.5%Reduced
Alberta Investment Management Corp39,230$2.38M0.03%+13,032+49.7%Added
State of Wisconsin Investment Board38,533$2.33M0.01%+5,837+17.9%Added
HRT Financial LP37,955$2.30M0.02%−63,980−62.8%Reduced
Treasurer of the State of North Carolina36,126$2.19M0.01%+180+0.5%Added
Nomura Holdings Inc33,978$2.06M0.02%−23,302−40.7%Reduced
Amundi43,359$2.05M0.00%+19,890+84.8%Added
Hook Mill Capital Partners, LP32,821$1.99M0.77%+32,821New
Ensign Peak Advisors, Inc32,590$1.97M0.00%−30,000−47.9%Reduced
Hongkou Capital LP30,860$1.87M7.91%00.0%Unchanged
Aigen Investment Management, LP30,365$1.84M0.35%−2,292−7.0%Reduced
Bayesian Capital Management, LP30,362$1.84M0.21%−30,300−49.9%Reduced
Storebrand Asset Management AS29,553$1.79M0.01%−8,537−22.4%Reduced
Jump Financial, LLC29,187$1.77M0.07%+9,744+50.1%Added
Vanderbilt University27,554$1.67M0.43%−27,546−50.0%Reduced
Marex Group plc25,719$1.56M0.22%−4,279−14.3%Reduced
River & Mercantile Asset Management LLP25,068$1.52M0.36%−11,577−31.6%Reduced
Shellback Capital, LP25,000$1.51M0.15%+25,000New
Quantbot Technologies LP24,242$1.47M0.10%+1,175+5.1%Added
Neuberger Berman Group LLC23,247$1.41M0.00%−3,262−12.3%Reduced
Chemistry Wealth Management LLC23,118$1.40M0.46%−120−0.5%Reduced
Algert Global LLC22,730$1.38M0.06%+1,880+9.0%Added
Arizona State Retirement System22,192$1.34M0.01%+744+3.5%Added
Deutsche Bank AG22,160$1.34M0.00%−157−0.7%Reduced
PDT Partners, LLC21,700$1.31M0.17%+21,700New
Voya Investment Management LLC21,588$1.31M0.00%−3,124,260−99.3%Reduced
Aperture Investors, LLC20,903$1.27M0.20%−7,306−25.9%Reduced
Virginia Retirement Systems Et Al20,300$1.23M0.01%−4,300−17.5%Reduced
Beck Bode, LLC19,557$1.18M0.30%+19,557New
Quantinno Capital Management LP19,273$1.17M0.05%+19,273New
Federated Hermes, Inc.18,942$1.15M0.00%+18,942New
CI Private Wealth, LLC17,980$1.09M0.00%−1,405−7.2%Reduced
Weiss Multi-Strategy Advisers LLC17,939$1.09M0.03%+3,883+27.6%Added
Gotham Asset Management, LLC17,036$1.03M0.02%−5,570−24.6%Reduced
Great West Life Assurance Co16,860$1.02M0.00%+6,034+55.7%Added
Man Group plc–$1.00M0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)16,207$981.7K0.00%+2,618+19.3%Added
Handelsbanken Fonder AB16,200$981.0K0.01%00.0%Unchanged
Verition Fund Management LLC14,546$881.1K0.01%−10,179−41.2%Reduced
Amalgamated Bank14,243$863.0K0.01%+63+0.4%Added
UBS Group AG14,182$859.0K0.00%−1,105,368−98.7%Reduced
Summit Global Investments14,000$848.0K0.06%+14,000New
UBS Oconnor LLC14,000$848.0K0.02%+4,000+40.0%Added
HAP Trading, LLC13,821$837.1K0.21%+468+3.5%Added
Point72 Middle East FZE13,712$830.5K0.05%+13,712New
Highland Capital Management, LLC13,273$803.9K0.06%+13,273New
Ameriprise Financial Inc13,179$798.3K0.00%−923−6.5%Reduced
Creative Planning13,031$789.3K0.00%+132+1.0%Added
Russell Investments Group, Ltd.12,765$762.3K0.00%+1,059+9.0%Added
Prudential Financial Inc12,548$760.0K0.00%+12,548New
Federation des caisses Desjardins du Quebec12,171$737.2K0.01%00.0%Unchanged
Capula Management Ltd12,082$731.8K0.05%−4,478−27.0%Reduced
Teacher Retirement System of Texas12,060$730.0K0.00%+6,295+109.2%Added
ClariVest Asset Management LLC11,657$706.0K0.04%+11,657New
Manufacturers Life Insurance Company, The11,514$697.4K0.00%+11,514New
Campbell & CO Investment Adviser LLC11,491$696.0K0.08%+11,491New
Corton Capital Inc.11,379$689.2K0.35%−4,373−27.8%Reduced
Blair William & Co10,976$664.8K0.00%−2,766−20.1%Reduced
Zweig-DiMenna Associates LLC10,790$653.5K0.08%00.0%Unchanged
Axq Capital, LP10,646$644.8K0.23%+10,646New
Commonwealth Equity Services, LLC10,274$622.0K0.00%+537+5.5%Added
Octahedron Capital Management L.P.10,000$605.7K0.84%+10,000New
Neo Ivy Capital Management9,636$584.0K0.26%+2,661+38.2%Added
Alpha DNA Investment Management LLC9,369$567.5K0.36%+9,369New
Hanseatic Management Services Inc9,152$554.3K1.03%+9,152New
Public Employees Retirement Association of Colorado9,016$546.0K0.00%00.0%Unchanged
BloombergSen Inc.8,975$543.6K0.05%+772+9.4%Added
Victory Capital Management Inc8,927$540.7K0.00%+992+12.5%Added
Illinois Municipal Retirement Fund8,840$535.0K0.01%+8,840New
DF Dent & Co Inc8,602$521.0K0.01%−1,250−12.7%Reduced
AE Wealth Management LLC8,600$520.9K0.00%+8,600New
Mach-1 Financial Group, Inc.8,325$504.2K0.21%+8,325New
Brevan Howard Capital Management LP8,202$496.8K0.15%+8,202New