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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, 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.

Institutional holdersQ1 2024: 365 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 heldQ1 2024: $7.59B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q4 2023.

Institutions holding W in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Great West Life Assurance Co19,998$1.36M0.00%+1,400+7.5%Added
Greenland Capital Management LP21,593$1.47M0.24%+21,593New
Capital Impact Advisors, LLC21,809$1.48M1.92%+6,740+44.7%Added
Virtu Financial LLC22,813$1.55M0.12%+22,813New
Pearl River Capital, LLC22,808$1.55M0.24%+154+0.7%Added
Arizona State Retirement System22,819$1.55M0.01%+109+0.5%Added
Quantinno Capital Management LP23,619$1.60M0.03%−2,005−7.8%Reduced
Dynamic Technology Lab Private Ltd24,198$1.64M0.18%+24,198New
Wolverine Trading, LLC24,922$1.69M0.02%−10,637−29.9%Reduced
CI Private Wealth, LLC25,245$1.71M0.00%+1,931+8.3%Added
River & Mercantile Asset Management LLP26,643$1.81M0.45%+1,817+7.3%Added
Chemistry Wealth Management LLC26,656$1.81M0.49%+2,998+12.7%Added
Employees Retirement System of Texas27,457$1.86M0.02%+14,086+105.3%Added
National Bank of Canada26,395$1.87M0.00%−18,531−41.2%Reduced
ING Groep NV27,800$1.89M0.01%+27,800New
Gotham Asset Management, LLC28,462$1.93M0.03%+13,403+89.0%Added
Voya Investment Management LLC28,533$1.94M0.00%+1,786+6.7%Added
Estate Counselors, LLC29,580$2.01M0.23%+29,580New
Octahedron Capital Management L.P.31,000$2.10M3.09%−21,000−40.4%Reduced
Marex Group plc31,159$2.12M0.07%+2,076+7.1%Added
Public Employees Retirement System of Ohio32,622$2.21M0.01%−2,272−6.5%Reduced
State of Wisconsin Investment Board33,434$2.27M0.01%−7,031−17.4%Reduced
Raymond James Financial Services Advisors, Inc.34,947$2.37M0.00%+22,473+180.2%Added
Algert Global LLC35,610$2.42M0.09%−39,983−52.9%Reduced
Alberta Investment Management Corp35,951$2.44M0.02%00.0%Unchanged
Howland Capital Management LLC36,097$2.45M0.12%−8,108−18.3%Reduced
Treasurer of the State of North Carolina37,546$2.55M0.01%+1,060+2.9%Added
CSS LLC38,400$2.61M0.21%+11,100+40.7%Added
Y-Intercept (Hong Kong) Ltd38,785$2.63M0.20%+16,642+75.2%Added
Raymond James & Associates39,161$2.66M0.00%+35,503+970.6%Added
GTS Securities LLC40,383$2.74M0.07%+15,014+59.2%Added
Ameriprise Financial Inc44,068$2.99M0.00%+26,836+155.7%Added
APG Asset Management N.V.47,900$3.01M0.01%+25,400+112.9%Added
Bayesian Capital Management, LP46,562$3.16M0.30%+15,200+48.5%Added
Toroso Investments, LLC46,731$3.17M0.05%+46,731New
State Board of Administration of Florida Retirement System94,590$3.25M0.01%+202+0.2%Added
Qube Research & Technologies Ltd50,878$3.45M0.01%−784,768−93.9%Reduced
HSBC Holdings PLC51,933$3.53M0.00%−20,784−28.6%Reduced
State of New Jersey Common Pension Fund D53,117$3.61M0.01%+3,761+7.6%Added
Susquehanna Fundamental Investments, LLC53,200$3.61M0.17%+53,200New
Two Sigma Securities, LLC53,457$3.63M0.18%−19,642−26.9%Reduced
Price T Rowe Associates Inc53,679$3.64M0.00%+4,458+9.1%Added
HAP Trading, LLC54,862$3.72M1.15%+39,353+253.7%Added
Nicholas Investment Partners, LP56,801$3.86M0.39%−27,012−32.2%Reduced
Ensign Peak Advisors, Inc59,009$4.01M0.01%+5,919+11.1%Added
STRS Ohio60,000$4.07M0.02%+60,000New
New York State Common Retirement Fund66,128$4.49M0.01%−22,598−25.5%Reduced
Healthcare of Ontario Pension Plan Trust Fund67,545$4.58M0.02%+50,545+297.3%Added
Connor, Clark & Lunn Investment Management Ltd.68,137$4.63M0.02%−220,245−76.4%Reduced
Hudson Bay Capital Management LP69,445$4.71M0.04%−29,360−29.7%Reduced
Diker Management LLC70,000$4.75M3.87%00.0%Unchanged
Cinctive Capital Management LP71,364$4.84M0.25%+42,320+145.7%Added
Dimensional Fund Advisors LP71,404$4.85M0.00%−110,126−60.7%Reduced
Penserra Capital Management LLC72,416$4.91M0.06%−6,918−8.7%Reduced
Fred Alger Management, LLC75,300$5.11M0.03%−339,291−81.8%Reduced
Sycale Advisors (NY) LLC75,867$5.15M1.93%−25,443−25.1%Reduced
Caption Management, LLC75,900$5.15M0.57%+38,400+102.4%Added
Cresset Asset Management, LLC79,894$5.42M0.03%−1,245−1.5%Reduced
Weiss Asset Management LP80,592$5.47M0.26%+80,592New
ProShare Advisors LLC81,077$5.50M0.01%−3,768−4.4%Reduced
Hidden Lake Asset Management LP81,450$5.53M5.22%+13,790+20.4%Added
California State Teachers Retirement System83,450$5.66M0.01%−2,792−3.2%Reduced
Citadel Advisors LLC83,534$5.67M0.01%−314,767−79.0%Reduced
Polar Asset Management Partners Inc.84,700$5.75M0.15%+84,700New
Credit Suisse AG85,355$5.79M0.01%−4,617−5.1%Reduced
Rhumbline Advisers86,593$5.88M0.01%−9,330−9.7%Reduced
Mitsubishi UFJ Trust & Banking Corp87,091$5.89M0.01%−21,999−20.2%Reduced
Jefferies Financial Group Inc.89,420$6.07M0.12%+51,596+136.4%Added
CIBC Private Wealth Group, LLC98,867$6.51M0.01%−859−0.9%Reduced
Masters Capital Management LLC100,000$6.79M1.28%+100,000New
Ingalls & Snyder LLC100,161$6.80M0.30%+3,997+4.2%Added
SEI Investments Co100,447$6.82M0.01%+12,809+14.6%Added
Invesco Ltd.103,532$7.03M0.00%−20,207−16.3%Reduced
Tabor Asset Management, LP105,697$7.17M2.99%+41,053+63.5%Added
Legal & General Group Plc107,702$7.31M0.00%+7,194+7.2%Added
Proficio Capital Partners LLC108,822$7.39M0.81%+480.0%Added
Teachers Retirement System of the State of Kentucky112,720$7.65M0.07%−350−0.3%Reduced
Maplelane Capital, LLC115,000$7.81M0.53%+88,000+325.9%Added
Granite Investment Partners, LLC115,362$7.83M0.30%+21,280+22.6%Added
UBS Group AG124,499$8.45M0.00%+77,794+166.6%Added
Canada Pension Plan Investment Board127,700$8.67M0.01%−106,200−45.4%Reduced
Susquehanna International Group, LLP128,272$8.71M0.01%+32,894+34.5%Added
Russell Investments Group, Ltd.130,059$8.83M0.01%+116,341+848.1%Added
SG Americas Securities, LLC132,594$9.00M0.05%+132,594New
Royal Bank of Canada135,831$9.22M0.00%−942−0.7%Reduced
Mirae Asset Global Investments Co., Ltd.167,170$9.47M0.02%+119,415+250.1%Added
Adage Capital Partners GP, L.L.C.140,000$9.50M0.02%−385,000−73.3%Reduced
California Public Employees Retirement System143,862$9.77M0.01%+29,852+26.2%Added
Assenagon Asset Management S.A.157,108$10.7M0.03%+157,108New
Mayflower Financial Advisors, LLC162,519$11.0M1.84%00.0%Unchanged
Check Capital Management Inc162,721$11.0M0.81%+14,417+9.7%Added
Swiss National Bank163,900$11.1M0.01%+3,800+2.4%Added
Wells Fargo & Company169,997$11.5M0.00%−28,989−14.6%Reduced
Schonfeld Strategic Advisors LLC176,623$12.0M0.09%−78,593−30.8%Reduced
Victory Capital Management Inc180,746$12.3M0.01%+53,702+42.3%Added
CMT Capital Markets Trading GmbH185,800$12.6M5.75%+108,300+139.7%Added
Mesirow Institutional Investment Management, Inc.201,686$13.7M1.22%+201,686New
Signaturefd, LLC206,489$14.0M0.30%+2,714+1.3%Added
Davidson Kempner Capital Management LP207,768$14.1M0.21%+107,768+107.8%Added
Rothschild & Co Wealth Management UK Ltd216,466$14.7M0.24%+8,933+4.3%Added