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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, 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.

Institutional holdersQ4 2023: 356 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 heldQ4 2023: $6.86B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q3 2023.

Institutions holding W in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.3,269$201.7K0.00%+574+21.3%Added
QRG Capital Management, Inc.3,317$204.7K0.00%+3,317New
Inceptionr LLC3,399$209.7K0.15%+3,399New
Integrated Advisors Network LLC3,435$211.9K0.01%−94−2.7%Reduced
Quest Partners LLC3,437$212.1K0.05%+3,437New
Mercer Global Advisors Inc3,449$213.0K0.00%+3,449New
Acadian Asset Management LLC3,481$213.0K0.00%+3,481New
JFG Wealth Management, LLC3,600$222.1K0.06%+3,600New
US Bancorp3,649$225.1K0.00%+685+23.1%Added
Raymond James & Associates3,658$225.7K0.00%−2,072−36.2%Reduced
Oxford Asset Management LLP3,676$226.8K0.34%+3,676New
Prudential Financial Inc3,705$228.6K0.00%−8,843−70.5%Reduced
Counterpoint Mutual Funds LLC3,726$229.9K0.09%+1,489+66.6%Added
Gsa Capital Partners LLP3,805$235.0K0.02%−1,552−29.0%Reduced
Guggenheim Capital LLC3,861$238.2K0.00%−1,889−32.9%Reduced
Flynn Zito Capital Management, LLC4,043$249.5K0.17%+4,043New
Fox Run Management, L.L.C.4,063$250.7K0.06%+4,063New
HighTower Advisors, LLC4,108$254.0K0.00%+737+21.9%Added
Verition Fund Management LLC4,125$254.5K0.00%−10,421−71.6%Reduced
Handelsinvest Investeringsforvaltning4,153$256.0K0.10%+4,153New
Deutsche Bank AG4,174$257.5K0.00%−17,986−81.2%Reduced
Captrust Financial Advisors4,205$259.4K0.00%+4,205New
Oak Thistle LLC4,314$266.2K0.08%+4,314New
M&T Bank Corp4,437$274.1K0.00%−825−15.7%Reduced
The PNC Financial Services Group, Inc.4,481$276.5K0.00%−72−1.6%Reduced
Utah Retirement Systems4,526$279.3K0.00%+100+2.3%Added
Nisa Investment Advisors, LLC4,710$290.6K0.00%00.0%Unchanged
Brinker Capital Investments, LLC5,241$295.5K0.00%+321+6.5%Added
Orion Portfolio Solutions, LLC5,241$295.5K0.00%+321+6.5%Added
WealthPlan Investment Management, LLC4,826$297.8K0.05%−135−2.7%Reduced
Fifth Third Bancorp5,128$316.4K0.00%+5,128New
M3 Advisory Group, LLC5,495$339.0K0.40%+5,495New
Blueshift Asset Management, LLC5,708$352.2K0.19%+5,708New
LPL Financial LLC5,785$356.9K0.00%−563−8.9%Reduced
Xponance, Inc.5,878$362.7K0.00%−150−2.5%Reduced
Mariner, LLC6,020$371.4K0.00%+792+15.1%Added
PEAK6 Investments LLC6,305$389.0K0.02%+6,305New
Paloma Partners Management Co6,330$390.6K0.06%+6,330New
JustInvest LLC6,336$390.9K0.01%−413−6.1%Reduced
Principal Financial Group Inc6,354$392.0K0.00%−1,642−20.5%Reduced
Maryland State Retirement & Pension System6,500$401.1K0.01%00.0%Unchanged
Corton Capital Inc.6,654$410.6K0.13%−4,725−41.5%Reduced
Bourne Lent Asset Management Inc7,229$446.0K0.18%00.0%Unchanged
Blair William & Co7,642$471.5K0.00%−3,334−30.4%Reduced
Daiwa Securities Group Inc.7,714$476.0K0.00%+5,470+243.8%Added
Hyperion Asset Management Ltd7,780$480.0K0.02%00.0%Unchanged
DF Dent & Co Inc7,902$487.6K0.01%−700−8.1%Reduced
HB Wealth Management, LLC8,010$494.2K0.01%−160−2.0%Reduced
Commonwealth Equity Services, LLC8,112$501.0K0.00%−2,162−21.0%Reduced
Truist Financial Corp8,174$504.3K0.00%+8,174New
Brown Brothers Harriman & Co8,200$505.9K0.00%00.0%Unchanged
Seaport Global Advisors, LLC8,548$527.4K1.26%+8,548New
Sherbrooke Park Advisers LLC8,736$539.0K0.25%+2,416+38.2%Added
Illinois Municipal Retirement Fund8,840$545.0K0.01%00.0%Unchanged
Storebrand Asset Management AS8,907$549.6K0.00%−20,646−69.9%Reduced
Pictet Asset Management Holding SA8,984$554.3K0.00%−73,600−89.1%Reduced
Public Employees Retirement Association of Colorado9,016$556.0K0.00%00.0%Unchanged
Lido Advisors, LLC9,123$562.9K0.01%−148,365−94.2%Reduced
CIBC World Markets Inc.9,847$608.0K0.00%+9,847New
Landscape Capital Management, L.L.C.9,865$608.7K0.05%−102,848−91.2%Reduced
Legato Capital Management LLC9,893$610.4K0.08%+9,893New
UBS Oconnor LLC10,000$617.0K0.02%−4,000−28.6%Reduced
Scopus Asset Management, L.P.10,000$617.0K0.03%+10,000New
Pinebridge Investments, L.P.10,189$628.7K0.01%+10,189New
Zweig-DiMenna Associates LLC10,790$665.7K0.08%00.0%Unchanged
Nebula Research & Development LLC11,464$707.3K0.21%+11,464New
ClariVest Asset Management LLC11,647$718.6K0.04%−10−0.1%Reduced
Manufacturers Life Insurance Company, The11,689$721.2K0.00%+175+1.5%Added
BloombergSen Inc.11,978$739.0K0.06%+3,003+33.5%Added
Cipher Capital LP11,989$739.7K0.24%+5,920+97.5%Added
Federation des caisses Desjardins du Quebec12,139$749.0K0.01%−32−0.3%Reduced
Raymond James Financial Services Advisors, Inc.12,474$769.6K0.00%+12,474New
Teacher Retirement System of Texas12,514$772.0K0.01%+454+3.8%Added
Marshall Wace, LLP12,600$777.4K0.00%−692,425−98.2%Reduced
Creative Planning12,711$784.3K0.00%−320−2.5%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.13,036$811.1K0.01%−27,085−67.5%Reduced
Employees Retirement System of Texas13,371$825.0K0.01%+13,371New
Abn Amro Investment Solutions13,430$828.6K0.01%+13,430New
Bank of Nova Scotia13,946$860.4K0.00%+13,946New
Teza Capital Management LLC14,052$867.0K0.14%+14,052New
Russell Investments Group, Ltd.13,718$874.0K0.00%+953+7.5%Added
Cutler Group LP14,421$889.0K0.12%+14,421New
Jump Financial, LLC14,478$893.3K0.03%−14,709−50.4%Reduced
Group One Trading, L.P.14,558$898.2K0.03%+14,558New
Amalgamated Bank14,640$903.0K0.01%+397+2.8%Added
Gotham Asset Management, LLC15,059$929.1K0.02%−1,977−11.6%Reduced
Capital Impact Advisors, LLC15,069$929.8K1.22%+15,069New
HAP Trading, LLC15,509$956.9K0.28%+1,688+12.2%Added
Healthcare of Ontario Pension Plan Trust Fund17,000$1.05M0.00%+17,000New
Graham Capital Management, L.P.17,072$1.05M0.03%−22,177−56.5%Reduced
Handelsbanken Fonder AB17,100$1.05M0.01%+900+5.6%Added
Neuberger Berman Group LLC17,209$1.06M0.00%−6,038−26.0%Reduced
Ameriprise Financial Inc17,232$1.06M0.00%+4,053+30.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)17,533$1.08M0.00%+1,326+8.2%Added
Concentric Capital Strategies, LP18,441$1.14M0.15%+14,755+400.3%Added
Great West Life Assurance Co18,598$1.14M0.00%+1,738+10.3%Added
Envestnet Asset Management Inc18,821$1.16M0.00%+18,821New
Semanteon Capital Management, LP19,070$1.18M0.79%+19,070New
Campbell & CO Investment Adviser LLC20,055$1.24M0.11%+8,564+74.5%Added
APG Asset Management N.V.22,500$1.26M0.00%+22,500New