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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, Q2 2024

Institutional positions in Wayfair Inc. as of Jun 30, 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
337
−25 vs. Q1 2024
Shares held
114.8M
+2.88M (+2.6%) vs. Q1 2024
Total value
$6.05B
−$1.54B (−20.3%) vs. Q1 2024
New holders
49
140 more added
Sold out
74
88 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 337 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 heldQ2 2024: $6.05B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q1 2024.

Institutions holding W in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC14,405,570$759.6M0.05%+235,564+1.7%Added
Capital World Investors12,148,776$640.6M0.10%+3,1970.0%Added
Vanguard Group Inc8,984,260$473.7M0.01%+516,360+6.1%Added
Baillie Gifford & Co5,588,167$294.7M0.23%−125,590−2.2%Reduced
BlackRock Inc.4,710,557$248.4M0.01%+220,710+4.9%Added
Alyeska Investment Group, L.P.4,132,705$217.9M1.26%+2,696,408+187.7%Added
Prescott General Partners LLC3,752,264$197.9M12.10%−70,975−1.9%Reduced
Janus Henderson Group PLC3,363,518$177.4M0.09%+1,735,806+106.6%Added
Renaissance Technologies LLC3,086,569$162.8M0.28%+675,271+28.0%Added
Great Hill Partners, L.P.2,788,912$147.1M100.00%00.0%Unchanged
Spruce House Investment Management LLC2,637,000$139.0M9.16%00.0%Unchanged
Alliancebernstein L.P.2,440,571$128.7M0.05%−457,455−15.8%Reduced
Wolf Hill Capital Management, LP2,322,906$122.5M12.31%+507,404+27.9%Added
Goldman Sachs Group Inc2,060,952$108.7M0.02%+805,146+64.1%Added
Morgan Stanley1,807,427$95.3M0.01%+418,523+30.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,658,940$87.5M0.23%+316,356+23.6%Added
Atreides Management, LP1,547,386$81.6M2.66%+649,037+72.2%Added
Geode Capital Management, LLC1,489,586$78.6M0.01%+98,096+7.0%Added
State Street Corp1,478,807$78.0M0.00%+31,582+2.2%Added
Contour Asset Management LLC1,467,200$77.4M2.61%+447,700+43.9%Added
Bares Capital Management, Inc.1,405,582$74.1M3.56%−430,500−23.4%Reduced
Two Sigma Advisers, LP1,387,500$73.2M0.16%−399,000−22.3%Reduced
Two Sigma Investments, LP1,284,934$67.8M0.16%−445,952−25.8%Reduced
JPMorgan Chase & Co1,243,211$65.6M0.01%−321,073−20.5%Reduced
Jane Street Group, LLC1,068,764$56.4M0.06%+320,847+42.9%Added
HarbourVest Partners LLC1,062,126$56.0M29.81%00.0%Unchanged
Norges Bank1,028,277$54.2M0.01%+30,068+3.0%Added
Bank of Montreal1,018,951$52.8M0.03%−217,796−17.6%Reduced
Wellington Management Group LLP896,665$47.3M0.01%−2,757−0.3%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital721,618$38.1M0.72%+227,908+46.2%Added
Charles Schwab Investment Management Inc720,574$38.0M0.01%+32,693+4.8%Added
Barclays PLC690,823$36.4M0.02%+16,016+2.4%Added
Point72 Asset Management, L.P.677,368$35.7M0.12%−28,142−4.0%Reduced
UBS Asset Management Americas Inc668,140$35.2M0.01%+157,484+30.8%Added
Allen Investment Management LLC645,500$34.0M0.41%00.0%Unchanged
Allspring Global Investments Holdings, LLC636,233$33.5M0.05%+121,792+23.7%Added
Hook Mill Capital Partners, LP577,754$30.5M4.55%+346,224+149.5%Added
Newbrook Capital Advisors LP559,305$29.5M4.34%+87,339+18.5%Added
BNP Paribas Arbitrage, SA548,022$28.9M0.03%−396,343−42.0%Reduced
Phoenix Asset Management Partners Ltd495,814$26.1M14.69%−5,500−1.1%Reduced
Millennium Management LLC478,993$25.3M0.02%−557,649−53.8%Reduced
Northern Trust Corp412,604$21.8M0.00%+29,785+7.8%Added
Bank of America Corp412,060$21.7M0.00%−751,794−64.6%Reduced
Verition Fund Management LLC407,177$21.5M0.17%+176,313+76.4%Added
Schonfeld Strategic Advisors LLC397,311$21.0M0.16%+220,688+124.9%Added
Citigroup Inc391,660$20.7M0.02%+157,223+67.1%Added
Goodnow Investment Group, LLC388,038$20.5M2.37%+25,920+7.2%Added
Davidson Kempner Capital Management LP375,394$19.8M0.33%+167,626+80.7%Added
Nuveen Asset Management, LLC371,435$19.6M0.01%+22,816+6.5%Added
Caisse de Depot Et Placement du Quebec302,000$15.9M0.04%+302,000New
Bank of New York Mellon Corp290,512$15.3M0.00%+31,576+12.2%Added
Susquehanna International Group, LLP276,891$14.6M0.03%+148,619+115.9%Added
Walleye Capital LLC271,178$14.3M0.15%+1,696+0.6%Added
Twin Tree Management, LP267,823$14.1M0.41%+267,823New
Nishkama Capital, LLC261,894$13.8M2.06%−157,914−37.6%Reduced
Delta Global Management LP260,490$13.7M0.91%+260,490New
Deutsche Bank AG241,024$12.7M0.01%−142−0.1%Reduced
Victory Capital Management Inc228,724$12.1M0.01%+47,978+26.5%Added
Rothschild & Co Wealth Management UK Ltd211,289$11.1M0.19%−5,177−2.4%Reduced
Mesirow Institutional Investment Management, Inc.209,964$11.1M0.97%+8,278+4.1%Added
Signaturefd, LLC205,320$10.8M0.22%−1,169−0.6%Reduced
Check Capital Management Inc200,352$10.6M0.77%+37,631+23.1%Added
American Century Companies Inc199,714$10.5M0.01%−58,847−22.8%Reduced
Russell Investments Group, Ltd.197,265$10.4M0.02%+67,206+51.7%Added
First Trust Advisors LP194,856$10.3M0.01%−43,673−18.3%Reduced
Hudson Bay Capital Management LP194,435$10.3M0.08%+124,990+180.0%Added
AQR Capital Management LLC199,654$10.2M0.02%−242,110−54.8%Reduced
Ensign Peak Advisors, Inc185,534$9.78M0.02%+126,525+214.4%Added
Wells Fargo & Company184,619$9.73M0.00%+14,622+8.6%Added
Canada Pension Plan Investment Board182,900$9.64M0.01%+55,200+43.2%Added
Swiss National Bank177,300$9.35M0.01%+13,400+8.2%Added
Shellback Capital, LP170,500$8.99M0.66%−129,500−43.2%Reduced
Mayflower Financial Advisors, LLC162,548$8.57M1.41%+290.0%Added
Mirae Asset Global Investments Co., Ltd.162,376$8.48M0.04%−4,794−2.9%Reduced
British Columbia Investment Management Corp155,309$8.19M0.05%+155,309New
UBS Group AG149,532$7.88M0.00%+25,033+20.1%Added
CMT Capital Markets Trading GmbH145,500$7.67M2.18%−40,300−21.7%Reduced
Tabor Asset Management, LP140,939$7.67M4.12%+35,242+33.3%Added
Royal Bank of Canada135,423$7.14M0.00%−408−0.3%Reduced
SEI Investments Co133,415$7.03M0.01%+32,968+32.8%Added
Boston Partners130,832$6.90M0.01%+119,496+1,054.1%Added
Legal & General Group Plc129,313$6.82M0.00%+21,611+20.1%Added
Boothbay Fund Management, LLC128,392$6.77M0.22%+128,392New
Teachers Retirement System of the State of Kentucky126,552$6.67M0.06%+13,832+12.3%Added
Honeycomb Asset Management LP126,000$6.64M1.82%+126,000New
Formula Growth Ltd123,117$6.49M2.36%+103,278+520.6%Added
California Public Employees Retirement System116,110$6.12M0.00%−27,752−19.3%Reduced
Granite Investment Partners, LLC113,191$5.97M0.25%−2,171−1.9%Reduced
Proficio Capital Partners LLC108,840$5.74M0.60%+180.0%Added
Hidden Lake Asset Management LP107,630$5.68M4.84%+26,180+32.1%Added
Invesco Ltd.104,189$5.49M0.00%+657+0.6%Added
Ingalls & Snyder LLC99,260$5.23M0.23%−901−0.9%Reduced
Highland Peak Capital, LLC97,953$5.17M3.57%+97,953New
CIBC Private Wealth Group, LLC97,266$5.15M0.01%−1,601−1.6%Reduced
Octahedron Capital Management L.P.96,000$5.06M5.08%+65,000+209.7%Added
Caption Management, LLC94,700$4.99M0.53%+18,800+24.8%Added
Sycale Advisors (NY) LLC94,367$4.98M1.69%+18,500+24.4%Added
State Board of Administration of Florida Retirement System94,318$4.97M0.01%−272−0.3%Reduced
Armistice Capital, LLC93,000$4.90M0.13%+93,000New
State of Wisconsin Investment Board90,765$4.79M0.01%+57,331+171.5%Added