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, Q4 2024
Institutional positions in Wayfair Inc. as of Dec 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
- 341
- −9 vs. Q3 2024
- Shares held
- 110.7M
- −3.25M (−2.9%) vs. Q3 2024
- Total value
- $4.90B
- −$1.50B (−23.4%) vs. Q3 2024
- New holders
- 62
- 124 more added
- Sold out
- 71
- 107 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 14,909,141 | $660.8M | 0.04% | +272,940+1.9% | Added |
| Capital World Investors | 13,506,200 | $598.6M | 0.09% | +782,757+6.2% | Added |
| Vanguard Group Inc | 9,315,337 | $412.9M | 0.01% | +327,603+3.6% | Added |
| Baillie Gifford & Co | 6,179,761 | $273.9M | 0.21% | +740,641+13.6% | Added |
| BlackRock, Inc. | 4,764,061 | $211.1M | 0.00% | +287,120+6.4% | Added |
| Janus Henderson Group PLC | 4,709,301 | $208.7M | 0.11% | +1,017,839+27.6% | Added |
| Renaissance Technologies LLC | 3,834,667 | $170.0M | 0.25% | +581,000+17.9% | Added |
| Prescott General Partners LLC | 2,922,401 | $129.5M | 9.53% | −829,863−22.1% | Reduced |
| Southpoint Capital Advisors LP | 2,800,000 | $124.1M | 2.91% | +1,400,000+100.0% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $123.6M | 100.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,333,297 | $103.4M | 0.26% | +362,613+18.4% | Added |
| Spruce House Investment Management LLC | 2,180,385 | $96.6M | 3.55% | −456,615−17.3% | Reduced |
| Morgan Stanley | 2,132,967 | $94.5M | 0.01% | +174,939+8.9% | Added |
| State Street Corp | 1,657,309 | $73.5M | 0.00% | +150,060+10.0% | Added |
| Geode Capital Management, LLC | 1,546,932 | $68.6M | 0.01% | +22,078+1.4% | Added |
| UBS Group AG | 1,525,813 | $67.6M | 0.02% | +1,320,773+644.2% | Added |
| Two Sigma Investments, LP | 1,296,530 | $57.5M | 0.13% | +473,041+57.4% | Added |
| HarbourVest Partners LLC | 1,062,126 | $47.1M | 23.23% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,055,179 | $46.8M | 0.07% | +327,790+45.1% | Added |
| Charles Schwab Investment Management Inc | 1,009,312 | $44.7M | 0.01% | +35,057+3.6% | Added |
| Bares Capital Management, Inc. | 968,349 | $42.9M | 3.86% | −15,173−1.5% | Reduced |
| Atreides Management, LP | 873,606 | $38.7M | 1.22% | −516,931−37.2% | Reduced |
| Contour Asset Management LLC | 835,455 | $37.0M | 1.07% | +131,455+18.7% | Added |
| Goldman Sachs Group Inc | 754,339 | $33.4M | 0.01% | +130,379+20.9% | Added |
| Millennium Management LLC | 745,515 | $33.0M | 0.03% | +174,534+30.6% | Added |
| Norges Bank | 710,098 | $31.5M | 0.00% | −41,351−5.5% | Reduced |
| Alyeska Investment Group, L.P. | 698,707 | $31.0M | 0.12% | −683,651−49.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 693,468 | $30.7M | 0.02% | +693,468 | New |
| UBS Asset Management Americas Inc | 661,027 | $29.3M | 0.01% | +86,326+15.0% | Added |
| Wellington Management Group LLP | 656,867 | $29.1M | 0.01% | −440,955−40.2% | Reduced |
| Bank of Montreal | 646,287 | $28.6M | 0.01% | −4,302−0.7% | Reduced |
| JPMorgan Chase & Co | 598,644 | $26.5M | 0.00% | −1,074,110−64.2% | Reduced |
| Citigroup Inc | 593,684 | $26.3M | 0.03% | +352,355+146.0% | Added |
| Allen Investment Management LLC | 587,500 | $26.0M | 0.30% | −37,000−5.9% | Reduced |
| BNP Paribas Arbitrage, SA | 580,221 | $25.7M | 0.02% | −24,572−4.1% | Reduced |
| Goodnow Investment Group, LLC | 562,718 | $24.9M | 2.46% | +119,410+26.9% | Added |
| Hook Mill Capital Partners, LP | 561,564 | $24.9M | 2.53% | −112,777−16.7% | Reduced |
| Citadel Advisors LLC | 553,804 | $24.5M | 0.02% | +106,070+23.7% | Added |
| Northern Trust Corp | 463,457 | $20.5M | 0.00% | +47,326+11.4% | Added |
| Verition Fund Management LLC | 434,754 | $19.3M | 0.10% | −8,407−1.9% | Reduced |
| Two Sigma Advisers, LP | 412,000 | $18.3M | 0.04% | +272,600+195.6% | Added |
| Phoenix Asset Management Partners Ltd | 514,320 | $16.9M | 14.58% | +19,636+4.0% | Added |
| Benchstone Capital Management LP | 364,372 | $16.1M | 1.67% | +364,372 | New |
| Boston Partners | 361,404 | $16.0M | 0.02% | +209,581+138.0% | Added |
| Signaturefd, LLC | 345,567 | $15.3M | 0.29% | +24,469+7.6% | Added |
| Mesirow Institutional Investment Management, Inc. | 314,515 | $13.9M | 1.07% | +53,129+20.3% | Added |
| Barclays PLC | 310,032 | $13.7M | 0.01% | −390,012−55.7% | Reduced |
| Bank of New York Mellon Corp | 308,594 | $13.7M | 0.00% | +7,224+2.4% | Added |
| Nan Fung Trinity (HK) Ltd | 257,700 | $11.4M | 2.33% | +51,800+25.2% | Added |
| Bank of America Corp | 254,514 | $11.3M | 0.00% | −70,944−21.8% | Reduced |
| CNH Partners LLC | 252,052 | $11.2M | 0.26% | −136,302−35.1% | Reduced |
| Davidson Kempner Capital Management LP | 250,000 | $11.1M | 0.19% | −73,371−22.7% | Reduced |
| AQR Capital Management LLC | 247,601 | $11.0M | 0.01% | −264,195−51.6% | Reduced |
| Nuveen Asset Management, LLC | 246,704 | $10.9M | 0.00% | −70,014−22.1% | Reduced |
| Ensign Peak Advisors, Inc | 235,886 | $10.5M | 0.02% | +23,000+10.8% | Added |
| Wolverine Asset Management LLC | 233,173 | $10.3M | 0.18% | −59,701−20.4% | Reduced |
| Interval Partners, LP | 230,762 | $10.2M | 0.26% | +45,762+24.7% | Added |
| Holocene Advisors, LP | 226,165 | $10.0M | 0.03% | −1,009,028−81.7% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 213,688 | $9.47M | 0.17% | −2,381−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 206,661 | $9.22M | 0.04% | +45,138+27.9% | Added |
| D. E. Shaw & Co., Inc. | 206,026 | $9.13M | 0.01% | +68,721+50.0% | Added |
| Masters Capital Management LLC | 200,000 | $8.86M | 1.51% | −200,000−50.0% | Reduced |
| Russell Investments Group, Ltd. | 194,417 | $8.62M | 0.01% | +59,961+44.6% | Added |
| Susquehanna International Group, LLP | 188,249 | $8.34M | 0.01% | −20,066−9.6% | Reduced |
| Invenomic Capital Management LP | 187,098 | $8.29M | 0.47% | +187,098 | New |
| Alliancebernstein L.P. | 186,857 | $8.28M | 0.00% | −1,970,419−91.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 186,000 | $8.24M | 0.02% | +186,000 | New |
| Swiss National Bank | 182,700 | $8.10M | 0.01% | +4,200+2.4% | Added |
| Victory Capital Management Inc | 180,628 | $8.01M | 0.01% | −21,991−10.9% | Reduced |
| Royal Bank of Canada | 176,183 | $7.81M | 0.00% | −20,477−10.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 170,815 | $7.57M | 0.07% | +23,379+15.9% | Added |
| Portman Square Capital LLP | 170,148 | $7.54M | 1.45% | +66,091+63.5% | Added |
| Ci Investments Inc. | 165,502 | $7.33M | 0.03% | +85,476+106.8% | Added |
| Check Capital Management Inc | 164,600 | $7.30M | 0.48% | −34,833−17.5% | Reduced |
| Mayflower Financial Advisors, LLC | 162,461 | $7.20M | 1.08% | −380.0% | Reduced |
| Assenagon Asset Management S.A. | 153,411 | $6.80M | 0.01% | +153,411 | New |
| Polar Asset Management Partners Inc. | 151,653 | $6.72M | 0.10% | +89,053+142.3% | Added |
| Jain Global LLC | 147,724 | $6.55M | 0.20% | +147,724 | New |
| Formula Growth Ltd | 144,689 | $6.41M | 2.17% | +12,572+9.5% | Added |
| IMC-Chicago, LLC | 142,139 | $6.30M | 0.17% | +108,442+321.8% | Added |
| Deutsche Bank AG | 141,172 | $6.26M | 0.00% | +3,200+2.3% | Added |
| Legal & General Group Plc | 137,681 | $6.10M | 0.00% | +585+0.4% | Added |
| Voya Investment Management LLC | 136,082 | $6.03M | 0.01% | −26,430−16.3% | Reduced |
| Sycale Advisors (NY) LLC | 135,903 | $6.02M | 1.89% | −8,000−5.6% | Reduced |
| Canada Pension Plan Investment Board | 134,300 | $5.95M | 0.01% | +15,900+13.4% | Added |
| Raymond James Financial Inc | 130,593 | $5.79M | 0.00% | +130,593 | New |
| Lighthouse Investment Partners, LLC | 128,467 | $5.69M | 0.22% | −188,533−59.5% | Reduced |
| Panagora Asset Management Inc | 127,355 | $5.64M | 0.03% | +127,355 | New |
| Boothbay Fund Management, LLC | 126,793 | $5.62M | 0.17% | −87,582−40.9% | Reduced |
| Walleye Capital LLC | 120,776 | $5.35M | 0.05% | −167,809−58.1% | Reduced |
| Man Group plc | 120,405 | $5.34M | 0.02% | +113,024+1,531.3% | Added |
| Penserra Capital Management LLC | 119,446 | $5.29M | 0.10% | +47,780+66.7% | Added |
| California Public Employees Retirement System | 114,595 | $5.08M | 0.00% | −7,075−5.8% | Reduced |
| Wells Fargo & Company | 113,683 | $5.04M | 0.00% | −49,738−30.4% | Reduced |
| Tabor Asset Management, LP | 113,565 | $5.03M | 2.40% | −43,306−27.6% | Reduced |
| Proficio Capital Partners LLC | 108,673 | $4.82M | 0.39% | +112+0.1% | Added |
| Invesco Ltd. | 106,975 | $4.74M | 0.00% | +770+0.7% | Added |
| Jump Financial, LLC | 105,410 | $4.67M | 0.10% | −332,031−75.9% | Reduced |
| Cinctive Capital Management LP | 104,244 | $4.62M | 0.25% | +24,786+31.2% | Added |
| PEAK6 LLC | 99,565 | $4.41M | 0.17% | +99,565 | New |