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, Q4 2023
Institutional positions in Wayfair Inc. as of Dec 31, 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
- 356
- +31 vs. Q3 2023
- Shares held
- 107.9M
- +613.9K (+0.6%) vs. Q3 2023
- Total value
- $6.86B
- +$338.3M (+5.2%) vs. Q3 2023
- New holders
- 81
- 116 more added
- Sold out
- 50
- 111 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 13,808,073 | $852.0M | 0.07% | +287,479+2.1% | Added |
| Capital World Investors | 12,042,210 | $743.0M | 0.13% | +962,307+8.7% | Added |
| Vanguard Group Inc | 8,103,952 | $500.0M | 0.01% | +273,652+3.5% | Added |
| Baillie Gifford & Co | 7,428,995 | $458.4M | 0.36% | −277,940−3.6% | Reduced |
| BlackRock Inc. | 4,775,358 | $294.6M | 0.01% | +1,052,341+28.3% | Added |
| Bank of Montreal | 1,147,878 | $271.4M | 0.15% | −839,400−42.2% | Reduced |
| Prescott General Partners LLC | 3,823,239 | $235.9M | 13.60% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 3,650,000 | $225.2M | 17.70% | 00.0% | Unchanged |
| Great Hill Partners, L.P. | 2,788,912 | $172.1M | 24.80% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,288,448 | $141.2M | 0.05% | +2,201,153+2,521.5% | Added |
| Bares Capital Management, Inc. | 2,224,907 | $137.3M | 5.39% | −35,879−1.6% | Reduced |
| Holocene Advisors, LP | 1,941,312 | $119.8M | 0.47% | +1,313,976+209.5% | Added |
| Renaissance Technologies LLC | 1,929,769 | $119.1M | 0.18% | +367,494+23.5% | Added |
| Morgan Stanley | 1,910,423 | $117.9M | 0.01% | −2,636,353−58.0% | Reduced |
| Two Sigma Advisers, LP | 1,804,500 | $111.3M | 0.26% | −5,800−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,752,310 | $108.1M | 0.16% | −1,229,919−41.2% | Reduced |
| Millennium Management LLC | 1,453,643 | $89.7M | 0.09% | +39,004+2.8% | Added |
| State Street Corp | 1,411,353 | $87.1M | 0.00% | +95,085+7.2% | Added |
| Geode Capital Management, LLC | 1,332,767 | $82.2M | 0.01% | +69,917+5.5% | Added |
| Two Sigma Investments, LP | 1,330,769 | $82.1M | 0.20% | −307,720−18.8% | Reduced |
| BNP Paribas Arbitrage, SA | 1,238,941 | $76.4M | 0.14% | +429,044+53.0% | Added |
| Point72 Asset Management, L.P. | 1,230,578 | $75.9M | 0.23% | +1,009,485+456.6% | Added |
| JPMorgan Chase & Co | 1,160,666 | $71.6M | 0.01% | +973,795+521.1% | Added |
| Voloridge Investment Management, LLC | 1,144,803 | $70.6M | 0.28% | −319,599−21.8% | Reduced |
| HarbourVest Partners LLC | 1,062,126 | $65.5M | 21.95% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,009,795 | $62.3M | 0.17% | +626,207+163.2% | Added |
| Qube Research & Technologies Ltd | 835,646 | $51.6M | 0.12% | +835,646 | New |
| Barclays PLC | 833,282 | $51.4M | 0.03% | −1,481,066−64.0% | Reduced |
| Goldman Sachs Group Inc | 802,297 | $49.5M | 0.01% | +92,615+13.1% | Added |
| Norges Bank | 767,816 | $47.4M | 0.01% | −105,620−12.1% | Reduced |
| Wellington Management Group LLP | 764,495 | $47.2M | 0.01% | +119,873+18.6% | Added |
| Jane Street Group, LLC | 692,488 | $42.7M | 0.05% | +527,908+320.8% | Added |
| Charles Schwab Investment Management Inc | 674,156 | $41.6M | 0.01% | +39,545+6.2% | Added |
| Allen Investment Management LLC | 645,500 | $39.8M | 0.53% | −50,000−7.2% | Reduced |
| Citigroup Inc | 532,516 | $32.9M | 0.04% | −353,812−39.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 525,000 | $32.4M | 0.07% | +475,000+950.0% | Added |
| Phoenix Asset Management Partners Ltd | 510,646 | $31.5M | 18.57% | +260.0% | Added |
| UBS Asset Management Americas Inc | 497,594 | $30.7M | 0.01% | +159,512+47.2% | Added |
| Bank of America Corp | 494,399 | $30.5M | 0.00% | −102,576−17.2% | Reduced |
| Atreides Management, LP | 467,593 | $28.9M | 1.04% | −503,613−51.9% | Reduced |
| AQR Capital Management LLC | 459,995 | $28.4M | 0.05% | −51,459−10.1% | Reduced |
| Fred Alger Management, LLC | 414,591 | $25.6M | 0.14% | +413,156+28,791.4% | Added |
| Allspring Global Investments Holdings, LLC | 398,795 | $24.6M | 0.04% | +94,540+31.1% | Added |
| Citadel Advisors LLC | 398,301 | $24.6M | 0.02% | −113,135−22.1% | Reduced |
| Northern Trust Corp | 391,086 | $24.1M | 0.00% | +15,750+4.2% | Added |
| First Trust Advisors LP | 387,791 | $23.9M | 0.03% | +1,711+0.4% | Added |
| Kodai Capital Management LP | 381,715 | $23.6M | 0.48% | +381,715 | New |
| Twin Tree Management, LP | 371,799 | $22.9M | 0.41% | +231,725+165.4% | Added |
| Tudor Investment Corp Et Al | 362,541 | $22.4M | 0.31% | +249,066+219.5% | Added |
| Goodnow Investment Group, LLC | 357,238 | $22.0M | 3.10% | +43,530+13.9% | Added |
| Nuveen Asset Management, LLC | 311,404 | $19.7M | 0.01% | +27,752+9.8% | Added |
| Janus Henderson Group PLC | 310,847 | $19.2M | 0.01% | +7,513+2.5% | Added |
| Bank of New York Mellon Corp | 295,219 | $18.2M | 0.00% | +21,696+7.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 288,382 | $17.8M | 0.08% | +36,534+14.5% | Added |
| American Century Companies Inc | 284,320 | $17.5M | 0.01% | −23,848−7.7% | Reduced |
| Aquatic Capital Management LLC | 267,300 | $16.5M | 0.42% | +56,300+26.7% | Added |
| Schonfeld Strategic Advisors LLC | 255,216 | $15.7M | 0.13% | −87,191−25.5% | Reduced |
| Balyasny Asset Management LLC | 236,879 | $14.6M | 0.04% | −287,102−54.8% | Reduced |
| Canada Pension Plan Investment Board | 233,900 | $14.4M | 0.02% | −133,200−36.3% | Reduced |
| Mane Global Capital Management LP | 227,905 | $14.1M | 1.36% | −49,395−17.8% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 207,533 | $12.8M | 0.21% | +10,266+5.2% | Added |
| Signaturefd, LLC | 203,775 | $12.6M | 0.29% | +16,905+9.0% | Added |
| Wells Fargo & Company | 198,986 | $12.3M | 0.00% | +39,532+24.8% | Added |
| Moore Capital Management, LP | 188,504 | $11.6M | 0.28% | +188,504 | New |
| Lazard Asset Management LLC | 183,070 | $11.3M | 0.01% | +182,495+31,738.3% | Added |
| Dimensional Fund Advisors LP | 181,530 | $11.2M | 0.00% | −72,201−28.5% | Reduced |
| Trexquant Investment LP | 165,794 | $10.2M | 0.23% | +120,741+268.0% | Added |
| Mayflower Financial Advisors, LLC | 162,519 | $10.0M | 1.38% | +100.0% | Added |
| Swiss National Bank | 160,100 | $9.88M | 0.01% | −11,200−6.5% | Reduced |
| Check Capital Management Inc | 148,304 | $9.15M | 0.73% | −9,477−6.0% | Reduced |
| Hook Mill Capital Partners, LP | 137,085 | $8.46M | 2.23% | +104,264+317.7% | Added |
| Royal Bank of Canada | 136,773 | $8.44M | 0.00% | +12,298+9.9% | Added |
| Arrowstreet Capital, Limited Partnership | 130,109 | $8.03M | 0.01% | +130,109 | New |
| Victory Capital Management Inc | 127,044 | $7.84M | 0.01% | +118,117+1,323.1% | Added |
| Invesco Ltd. | 123,739 | $7.63M | 0.00% | −616,881−83.3% | Reduced |
| Alyeska Investment Group, L.P. | 116,071 | $7.16M | 0.05% | −1,215,860−91.3% | Reduced |
| California Public Employees Retirement System | 114,010 | $7.03M | 0.01% | −6,226−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 113,070 | $6.98M | 0.07% | −5,507−4.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 109,090 | $6.73M | 0.02% | −1,264−1.1% | Reduced |
| Interval Partners, LP | 108,976 | $6.72M | 0.29% | +108,976 | New |
| Proficio Capital Partners LLC | 108,774 | $6.71M | 0.83% | −8,924−7.6% | Reduced |
| Sycale Advisors (NY) LLC | 101,310 | $6.25M | 2.88% | +101,310 | New |
| Legal & General Group Plc | 100,508 | $6.20M | 0.00% | +11,157+12.5% | Added |
| Davidson Kempner Capital Management LP | 100,000 | $6.17M | 0.11% | −150,000−60.0% | Reduced |
| Erste Asset Management GmbH | 100,000 | $6.17M | 0.09% | −19,415−16.3% | Reduced |
| Honeycomb Asset Management LP | 100,000 | $6.17M | 1.50% | +100,000 | New |
| CIBC Private Wealth Group, LLC | 99,726 | $6.15M | 0.01% | +6,133+6.6% | Added |
| Hudson Bay Capital Management LP | 98,805 | $6.10M | 0.05% | +98,805 | New |
| Squarepoint Ops LLC | 97,510 | $6.02M | 0.02% | −1,080,684−91.7% | Reduced |
| Ingalls & Snyder LLC | 96,164 | $5.93M | 0.27% | +535+0.6% | Added |
| Rhumbline Advisers | 95,923 | $5.92M | 0.01% | +52+0.1% | Added |
| Susquehanna International Group, LLP | 95,378 | $5.88M | 0.01% | +37,725+65.4% | Added |
| State Board of Administration of Florida Retirement System | 94,388 | $5.82M | 0.01% | +162+0.2% | Added |
| Granite Investment Partners, LLC | 94,082 | $5.80M | 0.23% | +94,082 | New |
| Credit Suisse AG | 89,972 | $5.55M | 0.01% | +3,163+3.6% | Added |
| New York State Common Retirement Fund | 88,726 | $5.47M | 0.01% | −28,261−24.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 88,000 | $5.43M | 0.14% | +70,061+390.6% | Added |
| SEI Investments Co | 87,638 | $5.41M | 0.01% | +14,694+20.1% | Added |
| California State Teachers Retirement System | 86,242 | $5.32M | 0.01% | −992−1.1% | Reduced |
| ProShare Advisors LLC | 84,845 | $5.23M | 0.02% | +12,561+17.4% | Added |