Skip to main content

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
Two Sigma Advisers, LP412,000$18.3M0.04%+272,600+195.6%Added
Verition Fund Management LLC434,754$19.3M0.10%−8,407−1.9%Reduced
Northern Trust Corp463,457$20.5M0.00%+47,326+11.4%Added
Citadel Advisors LLC553,804$24.5M0.02%+106,070+23.7%Added
Hook Mill Capital Partners, LP561,564$24.9M2.53%−112,777−16.7%Reduced
Goodnow Investment Group, LLC562,718$24.9M2.46%+119,410+26.9%Added
BNP Paribas Arbitrage, SA580,221$25.7M0.02%−24,572−4.1%Reduced
Allen Investment Management LLC587,500$26.0M0.30%−37,000−5.9%Reduced
Citigroup Inc593,684$26.3M0.03%+352,355+146.0%Added
JPMorgan Chase & Co598,644$26.5M0.00%−1,074,110−64.2%Reduced
Bank of Montreal646,287$28.6M0.01%−4,302−0.7%Reduced
Wellington Management Group LLP656,867$29.1M0.01%−440,955−40.2%Reduced
UBS Asset Management Americas Inc661,027$29.3M0.01%+86,326+15.0%Added
Arrowstreet Capital, Limited Partnership693,468$30.7M0.02%+693,468New
Alyeska Investment Group, L.P.698,707$31.0M0.12%−683,651−49.5%Reduced
Norges Bank710,098$31.5M0.00%−41,351−5.5%Reduced
Millennium Management LLC745,515$33.0M0.03%+174,534+30.6%Added
Goldman Sachs Group Inc754,339$33.4M0.01%+130,379+20.9%Added
Contour Asset Management LLC835,455$37.0M1.07%+131,455+18.7%Added
Atreides Management, LP873,606$38.7M1.22%−516,931−37.2%Reduced
Bares Capital Management, Inc.968,349$42.9M3.86%−15,173−1.5%Reduced
Charles Schwab Investment Management Inc1,009,312$44.7M0.01%+35,057+3.6%Added
Jane Street Group, LLC1,055,179$46.8M0.07%+327,790+45.1%Added
HarbourVest Partners LLC1,062,126$47.1M23.23%00.0%Unchanged
Two Sigma Investments, LP1,296,530$57.5M0.13%+473,041+57.4%Added
UBS Group AG1,525,813$67.6M0.02%+1,320,773+644.2%Added
Geode Capital Management, LLC1,546,932$68.6M0.01%+22,078+1.4%Added
State Street Corp1,657,309$73.5M0.00%+150,060+10.0%Added
Morgan Stanley2,132,967$94.5M0.01%+174,939+8.9%Added
Spruce House Investment Management LLC2,180,385$96.6M3.55%−456,615−17.3%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,333,297$103.4M0.26%+362,613+18.4%Added
Great Hill Partners, L.P.2,788,912$123.6M100.00%00.0%Unchanged
Southpoint Capital Advisors LP2,800,000$124.1M2.91%+1,400,000+100.0%Added
Prescott General Partners LLC2,922,401$129.5M9.53%−829,863−22.1%Reduced
Renaissance Technologies LLC3,834,667$170.0M0.25%+581,000+17.9%Added
Janus Henderson Group PLC4,709,301$208.7M0.11%+1,017,839+27.6%Added
BlackRock, Inc.4,764,061$211.1M0.00%+287,120+6.4%Added
Baillie Gifford & Co6,179,761$273.9M0.21%+740,641+13.6%Added
Vanguard Group Inc9,315,337$412.9M0.01%+327,603+3.6%Added
Capital World Investors13,506,200$598.6M0.09%+782,757+6.2%Added
FMR LLC14,909,141$660.8M0.04%+272,940+1.9%Added
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−683,970−100.0%Sold out
Newbrook Capital Advisors LP0$00.00%−646,684−100.0%Sold out
Scopus Asset Management, L.P.0$00.00%−550,000−100.0%Sold out
Delta Global Management LP0$00.00%−389,958−100.0%Sold out
Nishkama Capital, LLC0$00.00%−384,104−100.0%Sold out
Moore Capital Management, LP0$00.00%−347,984−100.0%Sold out
Twinbeech Capital LP0$00.00%−198,704−100.0%Sold out
Thames Capital Management LLC0$00.00%−193,821−100.0%Sold out
Bridgewater Associates, LP0$00.00%−128,207−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−123,960−100.0%Sold out
Highland Peak Capital, LLC0$00.00%−95,773−100.0%Sold out
LMR Partners LLP0$00.00%−86,500−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−78,637−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−62,125−100.0%Sold out
Maytus Capital Management, LLC0$00.00%−60,000−100.0%Sold out
Armistice Capital, LLC0$00.00%−55,000−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−42,963−100.0%Sold out
Engineers Gate Manager LP0$00.00%−41,638−100.0%Sold out
Vestcor Inc0$00.00%−38,400−100.0%Sold out
PDT Partners, LLC0$00.00%−36,422−100.0%Sold out
Algert Global LLC0$00.00%−36,130−100.0%Sold out
CSS LLC0$00.00%−34,900−100.0%Sold out
Savant Capital, LLC0$00.00%−34,526−100.0%Sold out
Entropy Technologies, LP0$00.00%−31,460−100.0%Sold out
Estate Counselors, LLC0$00.00%−29,400−100.0%Sold out
GTS Securities LLC0$00.00%−25,319−100.0%Sold out
Winton Group Ltd0$00.00%−24,234−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−14,650−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−16,848−100.0%Sold out
Oak Thistle LLC0$00.00%−15,707−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−45,056−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−13,522−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−13,035−100.0%Sold out
Marshall Wace, LLP0$00.00%−12,562−100.0%Sold out
CenterBook Partners LP0$00.00%−12,163−100.0%Sold out
Fund 1 Investments, LLC0$00.00%−10,000−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−9,541−100.0%Sold out
Hyperion Asset Management Ltd0$00.00%−9,330−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−9,121−100.0%Sold out
Lido Advisors, LLC0$00.00%−9,070−100.0%Sold out
Symmetry Investments LP0$00.00%−9,015−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−6,844−100.0%Sold out
Maven Securities LTD0$00.00%−6,724−100.0%Sold out
Wiley Bros.-Aintree Capital, LLC0$00.00%−6,417−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−5,912−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−5,415−100.0%Sold out
American Century Companies Inc0$00.00%−5,084−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−4,937−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−4,755−100.0%Sold out
Wealth Group, Ltd.0$00.00%−4,294−100.0%Sold out
Diametric Capital, LP0$00.00%−4,275−100.0%Sold out
Ethic Inc.0$00.00%−3,309−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−3,976−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−3,976−100.0%Sold out
Prudential Financial Inc0$00.00%−3,968−100.0%Sold out
Howland Capital Management LLC0$00.00%−3,965−100.0%Sold out
Xponance, Inc.0$00.00%−3,601−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−2,007−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−1,646−100.0%Sold out