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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
Nicholas Investment Partners, LP83,813$5.17M0.61%+83,813New
Cresset Asset Management, LLC81,139$5.01M0.03%+11,723+16.9%Added
Penserra Capital Management LLC79,334$4.89M0.09%+4,398+5.9%Added
CMT Capital Markets Trading GmbH77,500$4.78M3.36%+2,132+2.8%Added
Algert Global LLC75,593$4.66M0.19%+52,863+232.6%Added
FORA Capital, LLC75,380$4.65M0.40%+21,620+40.2%Added
HSBC Holdings PLC72,717$4.52M0.00%+18,316+33.7%Added
Two Sigma Securities, LLC73,099$4.51M0.21%−69,368−48.7%Reduced
Diker Management LLC70,000$4.32M3.57%+30,000+75.0%Added
Hidden Lake Asset Management LP67,660$4.17M4.52%+67,660New
Tabor Asset Management, LP64,644$3.99M1.87%+25,285+64.2%Added
Engineers Gate Manager LP61,316$3.78M0.11%−86,283−58.5%Reduced
ExodusPoint Capital Management, LP58,606$3.62M0.04%−6,222−9.6%Reduced
Nishkama Capital, LLC56,245$3.47M0.90%+56,245New
Ensign Peak Advisors, Inc53,090$3.28M0.01%+20,500+62.9%Added
Cubist Systematic Strategies, LLC52,045$3.21M0.04%−155,869−75.0%Reduced
Zacks Investment Management52,042$3.21M0.04%+52,042New
Octahedron Capital Management L.P.52,000$3.21M4.24%+42,000+420.0%Added
State of New Jersey Common Pension Fund D49,356$3.05M0.01%+2,215+4.7%Added
Price T Rowe Associates Inc49,221$3.04M0.00%−14,232−22.4%Reduced
Mirae Asset Global Investments Co., Ltd.47,755$2.95M0.01%−272−0.6%Reduced
Twinbeech Capital LP46,764$2.89M0.05%−324,934−87.4%Reduced
UBS Group AG46,705$2.88M0.00%+32,523+229.3%Added
Maytus Capital Management, LLC45,000$2.78M1.11%+45,000New
Howland Capital Management LLC44,205$2.73M0.14%−4,489−9.2%Reduced
National Bank of Canada44,926$2.64M0.00%+3,797+9.2%Added
Man Group plc41,437$2.56M0.01%––
Occudo Quantitative Strategies LP41,342$2.55M0.35%−5,814−12.3%Reduced
State of Wisconsin Investment Board40,465$2.50M0.01%+1,932+5.0%Added
Brevan Howard Capital Management LP40,239$2.48M0.25%+32,037+390.6%Added
Titleist Asset Management, LLC38,073$2.35M0.44%−3,152−7.6%Reduced
Jefferies Financial Group Inc.37,824$2.33M0.04%−2,317−5.8%Reduced
Caption Management, LLC37,500$2.31M0.25%−15,000−28.6%Reduced
HRT Financial LP36,667$2.26M0.02%−1,288−3.4%Reduced
Treasurer of the State of North Carolina36,486$2.25M0.01%+360+1.0%Added
Alberta Investment Management Corp35,951$2.22M0.02%−3,279−8.4%Reduced
Wolverine Trading, LLC35,559$2.19M0.02%+32,131+937.3%Added
Quantbot Technologies LP35,155$2.17M0.13%+10,913+45.0%Added
Public Employees Retirement System of Ohio34,894$2.15M0.01%−21,776−38.4%Reduced
Bayesian Capital Management, LP31,362$1.94M0.21%+1,000+3.3%Added
Marex Group plc29,083$1.79M0.07%+3,364+13.1%Added
Cinctive Capital Management LP29,044$1.79M0.13%−46,910−61.8%Reduced
Amundi30,400$1.69M0.00%−12,959−29.9%Reduced
CSS LLC27,300$1.68M0.13%+27,300New
Maplelane Capital, LLC27,000$1.67M0.19%+27,000New
Voya Investment Management LLC26,747$1.65M0.00%+5,159+23.9%Added
Nomura Holdings Inc26,108$1.61M0.01%−7,870−23.2%Reduced
Susquehanna Portfolio Strategies, LLC25,743$1.59M0.03%+25,743New
Quantinno Capital Management LP25,624$1.58M0.06%+6,351+33.0%Added
GTS Securities LLC25,369$1.57M0.03%+21,104+494.8%Added
River & Mercantile Asset Management LLP24,826$1.53M0.29%−242−1.0%Reduced
Chemistry Wealth Management LLC23,658$1.46M0.44%+540+2.3%Added
CI Private Wealth, LLC23,314$1.44M0.00%+5,334+29.7%Added
Arizona State Retirement System22,710$1.40M0.01%+518+2.3%Added
Pearl River Capital, LLC22,654$1.40M0.22%+17,760+362.9%Added
Y-Intercept (Hong Kong) Ltd22,143$1.37M0.13%+22,143New
APG Asset Management N.V.22,500$1.26M0.00%+22,500New
Campbell & CO Investment Adviser LLC20,055$1.24M0.11%+8,564+74.5%Added
Semanteon Capital Management, LP19,070$1.18M0.79%+19,070New
Envestnet Asset Management Inc18,821$1.16M0.00%+18,821New
Great West Life Assurance Co18,598$1.14M0.00%+1,738+10.3%Added
Concentric Capital Strategies, LP18,441$1.14M0.15%+14,755+400.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)17,533$1.08M0.00%+1,326+8.2%Added
Ameriprise Financial Inc17,232$1.06M0.00%+4,053+30.8%Added
Neuberger Berman Group LLC17,209$1.06M0.00%−6,038−26.0%Reduced
Handelsbanken Fonder AB17,100$1.05M0.01%+900+5.6%Added
Graham Capital Management, L.P.17,072$1.05M0.03%−22,177−56.5%Reduced
Healthcare of Ontario Pension Plan Trust Fund17,000$1.05M0.00%+17,000New
HAP Trading, LLC15,509$956.9K0.28%+1,688+12.2%Added
Capital Impact Advisors, LLC15,069$929.8K1.22%+15,069New
Gotham Asset Management, LLC15,059$929.1K0.02%−1,977−11.6%Reduced
Amalgamated Bank14,640$903.0K0.01%+397+2.8%Added
Group One Trading, L.P.14,558$898.2K0.03%+14,558New
Jump Financial, LLC14,478$893.3K0.03%−14,709−50.4%Reduced
Cutler Group LP14,421$889.0K0.12%+14,421New
Russell Investments Group, Ltd.13,718$874.0K0.00%+953+7.5%Added
Teza Capital Management LLC14,052$867.0K0.14%+14,052New
Bank of Nova Scotia13,946$860.4K0.00%+13,946New
Abn Amro Investment Solutions13,430$828.6K0.01%+13,430New
Employees Retirement System of Texas13,371$825.0K0.01%+13,371New
Banco Bilbao Vizcaya Argentaria, S.A.13,036$811.1K0.01%−27,085−67.5%Reduced
Creative Planning12,711$784.3K0.00%−320−2.5%Reduced
Marshall Wace, LLP12,600$777.4K0.00%−692,425−98.2%Reduced
Teacher Retirement System of Texas12,514$772.0K0.01%+454+3.8%Added
Raymond James Financial Services Advisors, Inc.12,474$769.6K0.00%+12,474New
Federation des caisses Desjardins du Quebec12,139$749.0K0.01%−32−0.3%Reduced
Cipher Capital LP11,989$739.7K0.24%+5,920+97.5%Added
BloombergSen Inc.11,978$739.0K0.06%+3,003+33.5%Added
Manufacturers Life Insurance Company, The11,689$721.2K0.00%+175+1.5%Added
ClariVest Asset Management LLC11,647$718.6K0.04%−10−0.1%Reduced
Nebula Research & Development LLC11,464$707.3K0.21%+11,464New
Zweig-DiMenna Associates LLC10,790$665.7K0.08%00.0%Unchanged
Pinebridge Investments, L.P.10,189$628.7K0.01%+10,189New
UBS Oconnor LLC10,000$617.0K0.02%−4,000−28.6%Reduced
Scopus Asset Management, L.P.10,000$617.0K0.03%+10,000New
Legato Capital Management LLC9,893$610.4K0.08%+9,893New
Landscape Capital Management, L.L.C.9,865$608.7K0.05%−102,848−91.2%Reduced
CIBC World Markets Inc.9,847$608.0K0.00%+9,847New
Lido Advisors, LLC9,123$562.9K0.01%−148,365−94.2%Reduced
Public Employees Retirement Association of Colorado9,016$556.0K0.00%00.0%Unchanged