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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
Hook Mill Capital Partners, LP577,754$30.5M4.55%+346,224+149.5%Added
Allspring Global Investments Holdings, LLC636,233$33.5M0.05%+121,792+23.7%Added
Allen Investment Management LLC645,500$34.0M0.41%00.0%Unchanged
UBS Asset Management Americas Inc668,140$35.2M0.01%+157,484+30.8%Added
Point72 Asset Management, L.P.677,368$35.7M0.12%−28,142−4.0%Reduced
Barclays PLC690,823$36.4M0.02%+16,016+2.4%Added
Charles Schwab Investment Management Inc720,574$38.0M0.01%+32,693+4.8%Added
Maverick Capital LtdSuperinvestorMaverick Capital721,618$38.1M0.72%+227,908+46.2%Added
Wellington Management Group LLP896,665$47.3M0.01%−2,757−0.3%Reduced
Bank of Montreal1,018,951$52.8M0.03%−217,796−17.6%Reduced
Norges Bank1,028,277$54.2M0.01%+30,068+3.0%Added
HarbourVest Partners LLC1,062,126$56.0M29.81%00.0%Unchanged
Jane Street Group, LLC1,068,764$56.4M0.06%+320,847+42.9%Added
JPMorgan Chase & Co1,243,211$65.6M0.01%−321,073−20.5%Reduced
Two Sigma Investments, LP1,284,934$67.8M0.16%−445,952−25.8%Reduced
Two Sigma Advisers, LP1,387,500$73.2M0.16%−399,000−22.3%Reduced
Bares Capital Management, Inc.1,405,582$74.1M3.56%−430,500−23.4%Reduced
Contour Asset Management LLC1,467,200$77.4M2.61%+447,700+43.9%Added
State Street Corp1,478,807$78.0M0.00%+31,582+2.2%Added
Geode Capital Management, LLC1,489,586$78.6M0.01%+98,096+7.0%Added
Atreides Management, LP1,547,386$81.6M2.66%+649,037+72.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,658,940$87.5M0.23%+316,356+23.6%Added
Morgan Stanley1,807,427$95.3M0.01%+418,523+30.1%Added
Goldman Sachs Group Inc2,060,952$108.7M0.02%+805,146+64.1%Added
Wolf Hill Capital Management, LP2,322,906$122.5M12.31%+507,404+27.9%Added
Alliancebernstein L.P.2,440,571$128.7M0.05%−457,455−15.8%Reduced
Spruce House Investment Management LLC2,637,000$139.0M9.16%00.0%Unchanged
Great Hill Partners, L.P.2,788,912$147.1M100.00%00.0%Unchanged
Renaissance Technologies LLC3,086,569$162.8M0.28%+675,271+28.0%Added
Janus Henderson Group PLC3,363,518$177.4M0.09%+1,735,806+106.6%Added
Prescott General Partners LLC3,752,264$197.9M12.10%−70,975−1.9%Reduced
Alyeska Investment Group, L.P.4,132,705$217.9M1.26%+2,696,408+187.7%Added
BlackRock Inc.4,710,557$248.4M0.01%+220,710+4.9%Added
Baillie Gifford & Co5,588,167$294.7M0.23%−125,590−2.2%Reduced
Vanguard Group Inc8,984,260$473.7M0.01%+516,360+6.1%Added
Capital World Investors12,148,776$640.6M0.10%+3,1970.0%Added
FMR LLC14,405,570$759.6M0.05%+235,564+1.7%Added
Balyasny Asset Management LLC0$00.00%−1,007,123−100.0%Sold out
Interval Partners, LP0$00.00%−494,545−100.0%Sold out
Scopus Asset Management, L.P.0$00.00%−383,153−100.0%Sold out
Mane Global Capital Management LP0$00.00%−333,436−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−262,909−100.0%Sold out
Glenview Capital Management, LLC0$00.00%−219,706−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−157,108−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−140,000−100.0%Sold out
Maplelane Capital, LLC0$00.00%−115,000−100.0%Sold out
Masters Capital Management LLC0$00.00%−100,000−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−89,420−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−84,700−100.0%Sold out
Citadel Advisors LLC0$00.00%−83,534−100.0%Sold out
Weiss Asset Management LP0$00.00%−80,592−100.0%Sold out
Cinctive Capital Management LP0$00.00%−71,364−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−68,137−100.0%Sold out
Nicholas Investment Partners, LP0$00.00%−56,801−100.0%Sold out
APG Asset Management N.V.0$00.00%−47,900−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−38,785−100.0%Sold out
ING Groep NV0$00.00%−27,800−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−24,198−100.0%Sold out
Virtu Financial LLC0$00.00%−22,813−100.0%Sold out
Capital Impact Advisors, LLC0$00.00%−21,809−100.0%Sold out
Greenland Capital Management LP0$00.00%−21,593−100.0%Sold out
Macquarie Group Ltd0$00.00%−19,569−100.0%Sold out
China Universal Asset Management Co., Ltd.0$00.00%−16,580−100.0%Sold out
Aperture Investors, LLC0$00.00%−12,964−100.0%Sold out
XTX Topco Ltd0$00.00%−11,253−100.0%Sold out
Zweig-DiMenna Associates LLC0$00.00%−10,790−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−10,707−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−9,840−100.0%Sold out
Savant Capital, LLC0$00.00%−9,615−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−9,500−100.0%Sold out
Axq Capital, LP0$00.00%−9,400−100.0%Sold out
Cerity Partners LLC0$00.00%−9,102−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−8,851−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−8,438−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−8,083−100.0%Sold out
Diametric Capital, LP0$00.00%−7,004−100.0%Sold out
Legato Capital Management LLC0$00.00%−6,315−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−6,296−100.0%Sold out
Xponance, Inc.0$00.00%−5,765−100.0%Sold out
M3 Advisory Group, LLC0$00.00%−5,495−100.0%Sold out
Scientech Research LLC0$00.00%−5,422−100.0%Sold out
WealthPlan Investment Management, LLC0$00.00%−5,097−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−13,811−100.0%Sold out
Sciencast Management LP0$00.00%−4,197−100.0%Sold out
RFG Advisory, LLC0$00.00%−4,163−100.0%Sold out
Balentine LLC0$00.00%−4,115−100.0%Sold out
Clear Street Markets LLC0$00.00%−4,000−100.0%Sold out
UBS Oconnor LLC0$00.00%−4,000−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−3,850−100.0%Sold out
Advisory Services Network, LLC0$00.00%−3,767−100.0%Sold out
QRG Capital Management, Inc.0$00.00%−3,716−100.0%Sold out
Prudential Financial Inc0$00.00%−3,543−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−3,447−100.0%Sold out
Diversified Trust Co0$00.00%−3,406−100.0%Sold out
Ethic Inc.0$00.00%−3,309−100.0%Sold out
Independent Financial Group, LLC0$00.00%−3,261−100.0%Sold out
Magnus Financial Group LLC0$00.00%−3,243−100.0%Sold out
Argent Trust Co0$00.00%−3,016−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−3,000−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−1,676−100.0%Sold out