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, Q1 2024
Institutional positions in Wayfair Inc. as of Mar 31, 2024. 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
- 365
- +12 vs. Q4 2023
- Shares held
- 112.0M
- +4.08M (+3.8%) vs. Q4 2023
- Total value
- $7.59B
- +$736.8M (+10.7%) vs. Q4 2023
- New holders
- 71
- 130 more added
- Sold out
- 59
- 104 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 14,170,006 | $961.9M | 0.06% | +361,933+2.6% | Added |
| Capital World Investors | 12,145,579 | $824.4M | 0.14% | +103,369+0.9% | Added |
| Vanguard Group Inc | 8,467,900 | $574.8M | 0.01% | +363,948+4.5% | Added |
| Baillie Gifford & Co | 5,713,757 | $387.8M | 0.30% | −1,715,238−23.1% | Reduced |
| BlackRock Inc. | 4,489,847 | $304.8M | 0.01% | −285,511−6.0% | Reduced |
| Prescott General Partners LLC | 3,823,239 | $259.5M | 14.40% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,898,026 | $196.7M | 0.07% | +609,578+26.6% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $189.3M | 45.07% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 2,637,000 | $179.0M | 12.87% | −1,013,000−27.8% | Reduced |
| Renaissance Technologies LLC | 2,411,298 | $163.7M | 0.26% | +481,529+25.0% | Added |
| Bares Capital Management, Inc. | 1,836,082 | $124.6M | 4.95% | −388,825−17.5% | Reduced |
| Wolf Hill Capital Management, LP | 1,815,502 | $123.2M | 8.12% | +1,815,502 | New |
| Two Sigma Advisers, LP | 1,786,500 | $121.3M | 0.28% | −18,000−1.0% | Reduced |
| Two Sigma Investments, LP | 1,730,886 | $117.5M | 0.29% | +400,117+30.1% | Added |
| Janus Henderson Group PLC | 1,627,712 | $110.5M | 0.06% | +1,316,865+423.6% | Added |
| Holocene Advisors, LP | 1,586,309 | $107.7M | 0.40% | −355,003−18.3% | Reduced |
| JPMorgan Chase & Co | 1,564,284 | $106.2M | 0.01% | +403,618+34.8% | Added |
| State Street Corp | 1,447,225 | $98.2M | 0.00% | +35,872+2.5% | Added |
| Alyeska Investment Group, L.P. | 1,436,297 | $97.5M | 0.61% | +1,320,226+1,137.4% | Added |
| Geode Capital Management, LLC | 1,391,490 | $94.5M | 0.01% | +58,723+4.4% | Added |
| Morgan Stanley | 1,388,904 | $94.3M | 0.01% | −521,519−27.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,342,584 | $91.1M | 0.24% | +332,789+33.0% | Added |
| Goldman Sachs Group Inc | 1,255,806 | $85.2M | 0.02% | +453,509+56.5% | Added |
| Bank of Montreal | 1,236,747 | $83.6M | 0.04% | +88,869+7.7% | Added |
| Bank of America Corp | 1,163,854 | $79.0M | 0.01% | +669,455+135.4% | Added |
| HarbourVest Partners LLC | 1,062,126 | $72.1M | 32.88% | 00.0% | Unchanged |
| Millennium Management LLC | 1,036,642 | $70.4M | 0.06% | −417,001−28.7% | Reduced |
| Contour Asset Management LLC | 1,019,500 | $69.2M | 2.70% | +1,019,500 | New |
| Balyasny Asset Management LLC | 1,007,123 | $68.4M | 0.18% | +770,244+325.2% | Added |
| Norges Bank | 998,209 | $67.8M | 0.01% | +230,393+30.0% | Added |
| BNP Paribas Arbitrage, SA | 944,365 | $64.1M | 0.08% | −294,576−23.8% | Reduced |
| Wellington Management Group LLP | 899,422 | $61.1M | 0.01% | +134,927+17.6% | Added |
| Atreides Management, LP | 898,349 | $61.0M | 1.83% | +430,756+92.1% | Added |
| Jane Street Group, LLC | 747,917 | $50.8M | 0.07% | +55,429+8.0% | Added |
| Point72 Asset Management, L.P. | 705,510 | $47.9M | 0.14% | −525,068−42.7% | Reduced |
| Charles Schwab Investment Management Inc | 687,881 | $46.7M | 0.01% | +13,725+2.0% | Added |
| Barclays PLC | 674,807 | $45.8M | 0.02% | −158,475−19.0% | Reduced |
| Spears Abacus Advisors LLC | 658,263 | $44.7M | 0.92% | +658,263 | New |
| Allen Investment Management LLC | 645,500 | $43.8M | 0.55% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 514,441 | $34.9M | 0.05% | +115,646+29.0% | Added |
| UBS Asset Management Americas Inc | 510,656 | $34.7M | 0.01% | +13,062+2.6% | Added |
| Phoenix Asset Management Partners Ltd | 501,314 | $34.0M | 18.12% | −9,332−1.8% | Reduced |
| Interval Partners, LP | 494,545 | $33.6M | 1.27% | +385,569+353.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 493,710 | $33.5M | 0.65% | +493,710 | New |
| Newbrook Capital Advisors LP | 471,966 | $32.0M | 4.15% | +471,966 | New |
| AQR Capital Management LLC | 441,764 | $30.0M | 0.05% | −18,231−4.0% | Reduced |
| Nishkama Capital, LLC | 419,808 | $28.5M | 3.24% | +363,563+646.4% | Added |
| Scopus Asset Management, L.P. | 383,153 | $26.0M | 0.85% | +373,153+3,731.5% | Added |
| Northern Trust Corp | 382,819 | $26.0M | 0.00% | −8,267−2.1% | Reduced |
| Goodnow Investment Group, LLC | 362,118 | $24.6M | 2.95% | +4,880+1.4% | Added |
| Nuveen Asset Management, LLC | 348,619 | $23.7M | 0.01% | +37,215+12.0% | Added |
| Mane Global Capital Management LP | 333,436 | $22.6M | 1.92% | +105,531+46.3% | Added |
| Shellback Capital, LP | 300,000 | $20.4M | 1.37% | +300,000 | New |
| Nomura Holdings Inc | 272,898 | $18.5M | 0.15% | +246,790+945.3% | Added |
| Walleye Capital LLC | 269,482 | $18.3M | 0.20% | +269,482 | New |
| Arrowstreet Capital, Limited Partnership | 262,909 | $17.8M | 0.02% | +132,800+102.1% | Added |
| Bank of New York Mellon Corp | 258,936 | $17.6M | 0.00% | −36,283−12.3% | Reduced |
| American Century Companies Inc | 258,561 | $17.6M | 0.01% | −25,759−9.1% | Reduced |
| Deutsche Bank AG | 241,166 | $16.4M | 0.01% | +236,992+5,677.8% | Added |
| First Trust Advisors LP | 238,529 | $16.2M | 0.02% | −149,262−38.5% | Reduced |
| D. E. Shaw & Co., Inc. | 235,412 | $16.0M | 0.02% | −1,516,898−86.6% | Reduced |
| Citigroup Inc | 234,437 | $15.9M | 0.02% | −298,079−56.0% | Reduced |
| Hook Mill Capital Partners, LP | 231,530 | $15.7M | 3.42% | +94,445+68.9% | Added |
| Verition Fund Management LLC | 230,864 | $15.7M | 0.15% | +226,739+5,496.7% | Added |
| Glenview Capital Management, LLC | 219,706 | $14.9M | 0.29% | +219,706 | New |
| Rothschild & Co Wealth Management UK Ltd | 216,466 | $14.7M | 0.24% | +8,933+4.3% | Added |
| Davidson Kempner Capital Management LP | 207,768 | $14.1M | 0.21% | +107,768+107.8% | Added |
| Signaturefd, LLC | 206,489 | $14.0M | 0.30% | +2,714+1.3% | Added |
| Mesirow Institutional Investment Management, Inc. | 201,686 | $13.7M | 1.22% | +201,686 | New |
| CMT Capital Markets Trading GmbH | 185,800 | $12.6M | 5.75% | +108,300+139.7% | Added |
| Victory Capital Management Inc | 180,746 | $12.3M | 0.01% | +53,702+42.3% | Added |
| Schonfeld Strategic Advisors LLC | 176,623 | $12.0M | 0.09% | −78,593−30.8% | Reduced |
| Wells Fargo & Company | 169,997 | $11.5M | 0.00% | −28,989−14.6% | Reduced |
| Swiss National Bank | 163,900 | $11.1M | 0.01% | +3,800+2.4% | Added |
| Check Capital Management Inc | 162,721 | $11.0M | 0.81% | +14,417+9.7% | Added |
| Mayflower Financial Advisors, LLC | 162,519 | $11.0M | 1.84% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 157,108 | $10.7M | 0.03% | +157,108 | New |
| California Public Employees Retirement System | 143,862 | $9.77M | 0.01% | +29,852+26.2% | Added |
| Adage Capital Partners GP, L.L.C. | 140,000 | $9.50M | 0.02% | −385,000−73.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 167,170 | $9.47M | 0.02% | +119,415+250.1% | Added |
| Royal Bank of Canada | 135,831 | $9.22M | 0.00% | −942−0.7% | Reduced |
| SG Americas Securities, LLC | 132,594 | $9.00M | 0.05% | +132,594 | New |
| Russell Investments Group, Ltd. | 130,059 | $8.83M | 0.01% | +116,341+848.1% | Added |
| Susquehanna International Group, LLP | 128,272 | $8.71M | 0.01% | +32,894+34.5% | Added |
| Canada Pension Plan Investment Board | 127,700 | $8.67M | 0.01% | −106,200−45.4% | Reduced |
| UBS Group AG | 124,499 | $8.45M | 0.00% | +77,794+166.6% | Added |
| Granite Investment Partners, LLC | 115,362 | $7.83M | 0.30% | +21,280+22.6% | Added |
| Maplelane Capital, LLC | 115,000 | $7.81M | 0.53% | +88,000+325.9% | Added |
| Teachers Retirement System of the State of Kentucky | 112,720 | $7.65M | 0.07% | −350−0.3% | Reduced |
| Proficio Capital Partners LLC | 108,822 | $7.39M | 0.81% | +480.0% | Added |
| Legal & General Group Plc | 107,702 | $7.31M | 0.00% | +7,194+7.2% | Added |
| Tabor Asset Management, LP | 105,697 | $7.17M | 2.99% | +41,053+63.5% | Added |
| Invesco Ltd. | 103,532 | $7.03M | 0.00% | −20,207−16.3% | Reduced |
| SEI Investments Co | 100,447 | $6.82M | 0.01% | +12,809+14.6% | Added |
| Ingalls & Snyder LLC | 100,161 | $6.80M | 0.30% | +3,997+4.2% | Added |
| Masters Capital Management LLC | 100,000 | $6.79M | 1.28% | +100,000 | New |
| CIBC Private Wealth Group, LLC | 98,867 | $6.51M | 0.01% | −859−0.9% | Reduced |
| Jefferies Financial Group Inc. | 89,420 | $6.07M | 0.12% | +51,596+136.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 87,091 | $5.89M | 0.01% | −21,999−20.2% | Reduced |
| Rhumbline Advisers | 86,593 | $5.88M | 0.01% | −9,330−9.7% | Reduced |