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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, 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.

Institutional holdersQ4 2024: 341 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 heldQ4 2024: $4.90B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q3 2024.

Institutions holding W in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
National Bank of Canada40,228$1.78M0.00%+5,883+17.1%Added
Treasurer of the State of North Carolina41,890$1.86M0.01%+920+2.2%Added
Group One Trading, L.P.42,056$1.86M0.06%+42,056New
Graham Capital Management, L.P.42,058$1.86M0.06%+42,058New
Landscape Capital Management, L.L.C.43,560$1.93M0.20%+43,560New
Nisa Investment Advisors, LLC44,710$1.98M0.01%+2,250+5.3%Added
Readystate Asset Management LP48,732$2.16M0.09%−484−1.0%Reduced
MYDA Advisors LLC50,000$2.22M0.63%+50,000New
CMT Capital Markets Trading GmbH50,500$2.24M1.33%−70,500−58.3%Reduced
New York State Common Retirement Fund50,759$2.25M0.00%−6,200−10.9%Reduced
State of New Jersey Common Pension Fund D51,513$2.28M0.01%+6,918+15.5%Added
Dimensional Fund Advisors LP51,823$2.30M0.00%−1,037−2.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.51,939$2.30M0.00%+5,540+11.9%Added
Eisler Capital Management Ltd.51,119$2.35M0.08%+51,119New
Heartland Advisors Inc55,000$2.44M0.13%+20,000+57.1%Added
SEI Investments Co58,515$2.59M0.00%+10,302+21.4%Added
Connor, Clark & Lunn Investment Management Ltd.60,707$2.69M0.01%+60,707New
Fred Alger Management, LLC63,004$2.79M0.01%−20,343−24.4%Reduced
Brevan Howard Capital Management LP63,217$2.80M0.07%+7,943+14.4%Added
Wolverine Trading, LLC62,826$2.80M0.06%+12,742+25.4%Added
Jefferies Financial Group Inc.67,199$2.98M0.03%+67,199New
Price T Rowe Associates Inc67,904$3.01M0.00%+4,177+6.6%Added
HAP Trading, LLC73,531$3.26M1.09%+4,256+6.1%Added
ProShare Advisors LLC74,323$3.29M0.01%−83,341−52.9%Reduced
KBC Group NV75,499$3.35M0.01%+73,083+3,025.0%Added
CIBC Private Wealth Group, LLC73,888$3.35M0.01%−1,169−1.6%Reduced
State of Wisconsin Investment Board79,837$3.54M0.01%+3,580+4.7%Added
Neo Ivy Capital Management80,325$3.56M0.72%+80,325New
Caption Management, LLC83,267$3.69M0.15%+2,467+3.1%Added
Wolf Hill Capital Management, LP86,023$3.81M0.31%−1,706,122−95.2%Reduced
Shellback Capital, LP86,500$3.83M0.26%−45,000−34.2%Reduced
California State Teachers Retirement System87,089$3.86M0.00%+383+0.4%Added
Rhumbline Advisers87,547$3.88M0.00%−498−0.6%Reduced
Quinn Opportunity Partners LLC89,700$3.98M0.29%+89,700New
Twin Tree Management, LP92,112$4.08M0.10%−144,594−61.1%Reduced
State Board of Administration of Florida Retirement System94,318$4.18M0.01%00.0%Unchanged
STRS Ohio95,000$4.21M0.02%+35,000+58.3%Added
Susquehanna Fundamental Investments, LLC96,172$4.26M0.07%+96,172New
Ingalls & Snyder LLC96,845$4.29M0.17%−3,709−3.7%Reduced
Gluskin Sheff & Assoc Inc99,138$4.39M0.53%+40,074+67.8%Added
Octahedron Capital Management L.P.99,500$4.41M4.19%+99,500New
PEAK6 LLC99,565$4.41M0.17%+99,565New
Cinctive Capital Management LP104,244$4.62M0.25%+24,786+31.2%Added
Jump Financial, LLC105,410$4.67M0.10%−332,031−75.9%Reduced
Invesco Ltd.106,975$4.74M0.00%+770+0.7%Added
Proficio Capital Partners LLC108,673$4.82M0.39%+112+0.1%Added
Tabor Asset Management, LP113,565$5.03M2.40%−43,306−27.6%Reduced
Wells Fargo & Company113,683$5.04M0.00%−49,738−30.4%Reduced
California Public Employees Retirement System114,595$5.08M0.00%−7,075−5.8%Reduced
Penserra Capital Management LLC119,446$5.29M0.10%+47,780+66.7%Added
Man Group plc120,405$5.34M0.02%+113,024+1,531.3%Added
Walleye Capital LLC120,776$5.35M0.05%−167,809−58.1%Reduced
Boothbay Fund Management, LLC126,793$5.62M0.17%−87,582−40.9%Reduced
Panagora Asset Management Inc127,355$5.64M0.03%+127,355New
Lighthouse Investment Partners, LLC128,467$5.69M0.22%−188,533−59.5%Reduced
Raymond James Financial Inc130,593$5.79M0.00%+130,593New
Canada Pension Plan Investment Board134,300$5.95M0.01%+15,900+13.4%Added
Sycale Advisors (NY) LLC135,903$6.02M1.89%−8,000−5.6%Reduced
Voya Investment Management LLC136,082$6.03M0.01%−26,430−16.3%Reduced
Legal & General Group Plc137,681$6.10M0.00%+585+0.4%Added
Deutsche Bank AG141,172$6.26M0.00%+3,200+2.3%Added
IMC-Chicago, LLC142,139$6.30M0.17%+108,442+321.8%Added
Formula Growth Ltd144,689$6.41M2.17%+12,572+9.5%Added
Jain Global LLC147,724$6.55M0.20%+147,724New
Polar Asset Management Partners Inc.151,653$6.72M0.10%+89,053+142.3%Added
Assenagon Asset Management S.A.153,411$6.80M0.01%+153,411New
Mayflower Financial Advisors, LLC162,461$7.20M1.08%−380.0%Reduced
Check Capital Management Inc164,600$7.30M0.48%−34,833−17.5%Reduced
Ci Investments Inc.165,502$7.33M0.03%+85,476+106.8%Added
Portman Square Capital LLP170,148$7.54M1.45%+66,091+63.5%Added
Teachers Retirement System of the State of Kentucky170,815$7.57M0.07%+23,379+15.9%Added
Royal Bank of Canada176,183$7.81M0.00%−20,477−10.4%Reduced
Victory Capital Management Inc180,628$8.01M0.01%−21,991−10.9%Reduced
Swiss National Bank182,700$8.10M0.01%+4,200+2.4%Added
Caisse de Depot Et Placement du Quebec186,000$8.24M0.02%+186,000New
Alliancebernstein L.P.186,857$8.28M0.00%−1,970,419−91.3%Reduced
Invenomic Capital Management LP187,098$8.29M0.47%+187,098New
Susquehanna International Group, LLP188,249$8.34M0.01%−20,066−9.6%Reduced
Russell Investments Group, Ltd.194,417$8.62M0.01%+59,961+44.6%Added
Masters Capital Management LLC200,000$8.86M1.51%−200,000−50.0%Reduced
D. E. Shaw & Co., Inc.206,026$9.13M0.01%+68,721+50.0%Added
Mirae Asset Global Investments Co., Ltd.206,661$9.22M0.04%+45,138+27.9%Added
Rothschild & Co Wealth Management UK Ltd213,688$9.47M0.17%−2,381−1.1%Reduced
Holocene Advisors, LP226,165$10.0M0.03%−1,009,028−81.7%Reduced
Interval Partners, LP230,762$10.2M0.26%+45,762+24.7%Added
Wolverine Asset Management LLC233,173$10.3M0.18%−59,701−20.4%Reduced
Ensign Peak Advisors, Inc235,886$10.5M0.02%+23,000+10.8%Added
Nuveen Asset Management, LLC246,704$10.9M0.00%−70,014−22.1%Reduced
AQR Capital Management LLC247,601$11.0M0.01%−264,195−51.6%Reduced
Davidson Kempner Capital Management LP250,000$11.1M0.19%−73,371−22.7%Reduced
CNH Partners LLC252,052$11.2M0.26%−136,302−35.1%Reduced
Bank of America Corp254,514$11.3M0.00%−70,944−21.8%Reduced
Nan Fung Trinity (HK) Ltd257,700$11.4M2.33%+51,800+25.2%Added
Bank of New York Mellon Corp308,594$13.7M0.00%+7,224+2.4%Added
Barclays PLC310,032$13.7M0.01%−390,012−55.7%Reduced
Mesirow Institutional Investment Management, Inc.314,515$13.9M1.07%+53,129+20.3%Added
Signaturefd, LLC345,567$15.3M0.29%+24,469+7.6%Added
Boston Partners361,404$16.0M0.02%+209,581+138.0%Added
Benchstone Capital Management LP364,372$16.1M1.67%+364,372New
Phoenix Asset Management Partners Ltd514,320$16.9M14.58%+19,636+4.0%Added