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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, Q3 2024

Institutional positions in Wayfair Inc. as of Sep 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
355
+21 vs. Q2 2024
Shares held
114.0M
+4.02M (+3.7%) vs. Q2 2024
Total value
$6.41B
+$606.8M (+10.5%) vs. Q2 2024
New holders
75
110 more added
Sold out
54
115 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 355 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 heldQ3 2024: $6.41B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q2 2024.

Institutions holding W in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC14,636,201$822.3M0.05%+230,631+1.6%Added
Capital World Investors12,723,443$714.8M0.11%+574,667+4.7%Added
Vanguard Group Inc8,987,734$504.9M0.01%+3,4740.0%Added
Baillie Gifford & Co5,439,120$305.6M0.23%−149,047−2.7%Reduced
BlackRock, Inc.4,476,941$251.5M0.01%+4,476,941New
Prescott General Partners LLC3,752,264$210.8M14.05%00.0%Unchanged
Janus Henderson Group PLC3,691,462$207.4M0.11%+327,944+9.8%Added
Renaissance Technologies LLC3,253,667$182.8M0.27%+167,098+5.4%Added
Great Hill Partners, L.P.2,788,912$156.7M100.00%00.0%Unchanged
Spruce House Investment Management LLC2,637,000$148.1M7.26%00.0%Unchanged
Alliancebernstein L.P.2,157,276$121.2M0.04%−283,295−11.6%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,970,684$110.7M0.27%+311,744+18.8%Added
Morgan Stanley1,958,028$110.0M0.01%+150,601+8.3%Added
Wolf Hill Capital Management, LP1,792,145$100.7M9.65%−530,761−22.8%Reduced
JPMorgan Chase & Co1,672,754$94.0M0.01%+429,543+34.6%Added
Geode Capital Management, LLC1,524,854$85.7M0.01%+35,268+2.4%Added
State Street Corp1,507,249$84.7M0.00%+28,442+1.9%Added
Southpoint Capital Advisors LP1,400,000$78.7M1.86%+1,400,000New
Atreides Management, LP1,390,537$78.1M2.64%−156,849−10.1%Reduced
Alyeska Investment Group, L.P.1,382,358$77.7M0.40%−2,750,347−66.6%Reduced
Holocene Advisors, LP1,235,193$69.4M0.28%+1,213,896+5,699.8%Added
Wellington Management Group LLP1,097,822$61.7M0.01%+201,157+22.4%Added
HarbourVest Partners LLC1,062,126$59.7M31.02%00.0%Unchanged
Balyasny Asset Management LLC1,002,636$56.3M0.14%+1,002,636New
Bares Capital Management, Inc.983,522$55.3M5.03%−422,060−30.0%Reduced
Charles Schwab Investment Management Inc974,255$54.7M0.01%+253,681+35.2%Added
Two Sigma Investments, LP823,489$46.3M0.10%−461,445−35.9%Reduced
Norges Bank751,449$42.2M0.01%−276,828−26.9%Reduced
Jane Street Group, LLC727,389$40.9M0.07%−341,375−31.9%Reduced
Contour Asset Management LLC704,000$39.6M1.31%−763,200−52.0%Reduced
Barclays PLC700,044$39.3M0.02%+9,221+1.3%Added
Maverick Capital LtdSuperinvestorMaverick Capital683,970$38.4M0.75%−37,648−5.2%Reduced
Hook Mill Capital Partners, LP674,341$37.9M4.75%+96,587+16.7%Added
Bank of Montreal650,589$36.9M0.02%−368,362−36.2%Reduced
Newbrook Capital Advisors LP646,684$36.3M4.90%+87,379+15.6%Added
Allen Investment Management LLC624,500$35.1M0.42%−21,000−3.3%Reduced
Goldman Sachs Group Inc623,960$35.1M0.01%−1,436,992−69.7%Reduced
BNP Paribas Arbitrage, SA604,793$34.0M0.03%+56,771+10.4%Added
UBS Asset Management Americas Inc574,701$32.3M0.01%−93,439−14.0%Reduced
Millennium Management LLC570,981$32.1M0.03%+91,988+19.2%Added
Scopus Asset Management, L.P.550,000$30.9M0.91%+550,000New
AQR Capital Management LLC511,796$28.8M0.04%+312,142+156.3%Added
Phoenix Asset Management Partners Ltd494,684$27.8M23.20%−1,130−0.2%Reduced
Citadel Advisors LLC447,734$25.2M0.03%+447,734New
Goodnow Investment Group, LLC443,308$24.9M2.64%+55,270+14.2%Added
Verition Fund Management LLC443,161$24.9M0.17%+35,984+8.8%Added
Jump Financial, LLC437,441$24.6M0.50%+437,441New
Northern Trust Corp416,131$23.4M0.00%+3,527+0.9%Added
Masters Capital Management LLC400,000$22.5M4.32%+400,000New
Delta Global Management LP389,958$21.9M1.47%+129,468+49.7%Added
CNH Partners LLC388,354$21.8M0.51%+388,354New
Nishkama Capital, LLC384,104$21.6M3.33%+122,210+46.7%Added
Moore Capital Management, LP347,984$19.5M0.57%+347,984New
Bank of America Corp325,458$18.3M0.00%−86,602−21.0%Reduced
Davidson Kempner Capital Management LP323,371$18.2M0.39%−52,023−13.9%Reduced
Signaturefd, LLC321,098$18.0M0.34%+115,778+56.4%Added
Lighthouse Investment Partners, LLC317,000$17.8M0.96%+317,000New
Nuveen Asset Management, LLC316,718$17.8M0.00%−54,717−14.7%Reduced
Bank of New York Mellon Corp301,370$16.9M0.00%+10,858+3.7%Added
Wolverine Asset Management LLC292,874$16.5M0.30%+292,874New
Walleye Capital LLC288,585$16.2M0.17%+17,407+6.4%Added
Mesirow Institutional Investment Management, Inc.261,386$14.7M1.12%+51,422+24.5%Added
Citigroup Inc241,329$13.6M0.01%−150,331−38.4%Reduced
Twin Tree Management, LP236,706$13.3M0.31%−31,117−11.6%Reduced
Rothschild & Co Wealth Management UK Ltd216,069$12.1M0.19%+4,780+2.3%Added
Boothbay Fund Management, LLC214,375$12.0M0.38%+85,983+67.0%Added
Ensign Peak Advisors, Inc212,886$12.0M0.02%+27,352+14.7%Added
Susquehanna International Group, LLP208,315$11.7M0.02%−68,576−24.8%Reduced
Nan Fung Trinity (HK) Ltd205,900$11.6M2.19%+205,900New
UBS Group AG205,040$11.5M0.00%+55,508+37.1%Added
Victory Capital Management Inc202,619$11.4M0.01%−26,105−11.4%Reduced
Check Capital Management Inc199,433$11.2M0.80%−919−0.5%Reduced
Twinbeech Capital LP198,704$11.2M0.21%+198,704New
Royal Bank of Canada196,660$11.0M0.00%+61,237+45.2%Added
Thames Capital Management LLC193,821$10.9M3.39%+193,821New
Interval Partners, LP185,000$10.4M0.30%+185,000New
Swiss National Bank178,500$10.0M0.01%+1,200+0.7%Added
Wells Fargo & Company163,421$9.18M0.00%−21,198−11.5%Reduced
Mirae Asset Global Investments Co., Ltd.161,523$9.17M0.04%−853−0.5%Reduced
Voya Investment Management LLC162,512$9.13M0.01%+142,657+718.5%Added
Mayflower Financial Advisors, LLC162,499$9.13M1.38%−490.0%Reduced
ProShare Advisors LLC157,664$8.86M0.02%+82,945+111.0%Added
Tabor Asset Management, LP156,871$8.81M4.24%+15,932+11.3%Added
Boston Partners151,823$8.52M0.01%+20,991+16.0%Added
Teachers Retirement System of the State of Kentucky147,436$8.28M0.07%+20,884+16.5%Added
Sycale Advisors (NY) LLC143,903$8.08M2.71%+49,536+52.5%Added
Two Sigma Advisers, LP139,400$7.83M0.02%−1,248,100−90.0%Reduced
Deutsche Bank AG137,972$7.75M0.00%−103,052−42.8%Reduced
D. E. Shaw & Co., Inc.137,305$7.71M0.01%+72,675+112.4%Added
Legal & General Group Plc137,096$7.70M0.00%+7,783+6.0%Added
Russell Investments Group, Ltd.134,456$7.55M0.01%−62,809−31.8%Reduced
Trexquant Investment LP132,753$7.46M0.09%+105,367+384.7%Added
Formula Growth Ltd132,117$7.42M2.55%+9,000+7.3%Added
Shellback Capital, LP131,500$7.39M0.60%−39,000−22.9%Reduced
Bridgewater Associates, LP128,207$7.20M0.04%+128,207New
iA Global Asset Management Inc.123,960$6.96M0.12%+123,960New
California Public Employees Retirement System121,670$6.84M0.00%+5,560+4.8%Added
CMT Capital Markets Trading GmbH121,000$6.80M3.11%−24,500−16.8%Reduced
Canada Pension Plan Investment Board118,400$6.65M0.01%−64,500−35.3%Reduced
Proficio Capital Partners LLC108,561$6.10M0.61%−279−0.3%Reduced