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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
Octahedron Capital Management L.P.99,500$4.41M4.19%+99,500New
Gluskin Sheff & Assoc Inc99,138$4.39M0.53%+40,074+67.8%Added
Ingalls & Snyder LLC96,845$4.29M0.17%−3,709−3.7%Reduced
Susquehanna Fundamental Investments, LLC96,172$4.26M0.07%+96,172New
STRS Ohio95,000$4.21M0.02%+35,000+58.3%Added
State Board of Administration of Florida Retirement System94,318$4.18M0.01%00.0%Unchanged
Twin Tree Management, LP92,112$4.08M0.10%−144,594−61.1%Reduced
Quinn Opportunity Partners LLC89,700$3.98M0.29%+89,700New
Rhumbline Advisers87,547$3.88M0.00%−498−0.6%Reduced
California State Teachers Retirement System87,089$3.86M0.00%+383+0.4%Added
Shellback Capital, LP86,500$3.83M0.26%−45,000−34.2%Reduced
Wolf Hill Capital Management, LP86,023$3.81M0.31%−1,706,122−95.2%Reduced
Caption Management, LLC83,267$3.69M0.15%+2,467+3.1%Added
Neo Ivy Capital Management80,325$3.56M0.72%+80,325New
State of Wisconsin Investment Board79,837$3.54M0.01%+3,580+4.7%Added
CIBC Private Wealth Group, LLC73,888$3.35M0.01%−1,169−1.6%Reduced
KBC Group NV75,499$3.35M0.01%+73,083+3,025.0%Added
ProShare Advisors LLC74,323$3.29M0.01%−83,341−52.9%Reduced
HAP Trading, LLC73,531$3.26M1.09%+4,256+6.1%Added
Price T Rowe Associates Inc67,904$3.01M0.00%+4,177+6.6%Added
Jefferies Financial Group Inc.67,199$2.98M0.03%+67,199New
Wolverine Trading, LLC62,826$2.80M0.06%+12,742+25.4%Added
Brevan Howard Capital Management LP63,217$2.80M0.07%+7,943+14.4%Added
Fred Alger Management, LLC63,004$2.79M0.01%−20,343−24.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.60,707$2.69M0.01%+60,707New
SEI Investments Co58,515$2.59M0.00%+10,302+21.4%Added
Heartland Advisors Inc55,000$2.44M0.13%+20,000+57.1%Added
Eisler Capital Management Ltd.51,119$2.35M0.08%+51,119New
Mirae Asset Global ETFs Holdings Ltd.51,939$2.30M0.00%+5,540+11.9%Added
Dimensional Fund Advisors LP51,823$2.30M0.00%−1,037−2.0%Reduced
State of New Jersey Common Pension Fund D51,513$2.28M0.01%+6,918+15.5%Added
New York State Common Retirement Fund50,759$2.25M0.00%−6,200−10.9%Reduced
CMT Capital Markets Trading GmbH50,500$2.24M1.33%−70,500−58.3%Reduced
MYDA Advisors LLC50,000$2.22M0.63%+50,000New
Readystate Asset Management LP48,732$2.16M0.09%−484−1.0%Reduced
Nisa Investment Advisors, LLC44,710$1.98M0.01%+2,250+5.3%Added
Landscape Capital Management, L.L.C.43,560$1.93M0.20%+43,560New
Graham Capital Management, L.P.42,058$1.86M0.06%+42,058New
Group One Trading, L.P.42,056$1.86M0.06%+42,056New
Treasurer of the State of North Carolina41,890$1.86M0.01%+920+2.2%Added
National Bank of Canada40,228$1.78M0.00%+5,883+17.1%Added
Marex Group plc39,255$1.74M0.03%+16,150+69.9%Added
LPL Financial LLC38,486$1.71M0.00%+26,390+218.2%Added
III Capital Management38,000$1.68M0.28%+13,400+54.5%Added
Employees Retirement System of Texas35,270$1.56M0.01%+7,813+28.5%Added
Police & Firemen's Retirement System of New Jersey34,761$1.54M0.01%+34,761New
Toronto Dominion Bank34,672$1.54M0.00%+34,672New
Chemistry Wealth Management LLC34,255$1.52M0.36%−994−2.8%Reduced
Public Employees Retirement System of Ohio33,194$1.47M0.01%−1,310−3.8%Reduced
BloombergSen Inc.32,869$1.46M0.13%+7,252+28.3%Added
Atom Investors LP32,773$1.45M0.18%+3,035+10.2%Added
Nebula Research & Development LLC32,116$1.42M0.17%−9,771−23.3%Reduced
Balyasny Asset Management LLC31,063$1.38M0.00%−971,573−96.9%Reduced
Bastion Asset Management Inc.27,802$1.34M0.89%+27,802New
Banco Bilbao Vizcaya Argentaria, S.A.29,027$1.28M0.01%+29,027New
Scientech Research LLC27,184$1.20M0.34%+2,700+11.0%Added
Arizona State Retirement System26,951$1.19M0.01%+624+2.4%Added
Kennondale Capital Management LLC25,737$1.14M1.23%+25,737New
Handelsbanken Fonder AB25,500$1.13M0.00%00.0%Unchanged
XTX Topco Ltd25,007$1.11M0.09%+15,089+152.1%Added
Harbert Fund Advisors, Inc.25,000$1.11M0.96%+25,000New
Abn Amro Investment Solutions24,731$1.10M0.02%+1,963+8.6%Added
Groupama Asset Managment–$1.08M0.02%––
Zurcher Kantonalbank (Zurich Cantonalbank)24,081$1.07M0.00%+3,172+15.2%Added
J. Goldman & Co LP21,366$946.9K0.03%+9,813+84.9%Added
My Personal CFO, LLC21,006$931.0K0.48%00.0%Unchanged
Bayesian Capital Management, LP20,300$899.7K0.11%+20,300New
Great West Life Assurance Co20,109$891.0K0.00%−1,169−5.5%Reduced
KLP Kapitalforvaltning AS19,200$850.9K0.00%+19,200New
Manufacturers Life Insurance Company, The18,183$805.9K0.00%−143−0.8%Reduced
Cerity Partners LLC16,367$796.5K0.00%−2,670−14.0%Reduced
Ameriprise Financial Inc17,888$792.8K0.00%+3,305+22.7%Added
Virtu Financial LLC17,820$790.0K0.04%+17,820New
Gotham Asset Management, LLC17,075$756.8K0.01%−22,276−56.6%Reduced
Envestnet Asset Management Inc16,971$752.2K0.00%+10,152+148.9%Added
Guggenheim Capital LLC16,925$750.1K0.01%+92+0.5%Added
Aquatic Capital Management LLC16,801$744.6K0.02%+16,801New
Nomura Holdings Inc16,236$719.6K0.00%−15,978−49.6%Reduced
River & Mercantile Asset Management LLP15,519$688.2K0.13%−11,777−43.1%Reduced
Illinois Municipal Retirement Fund15,384$681.8K0.01%00.0%Unchanged
Leonteq Securities AG15,378$681.6K0.07%+5,201+51.1%Added
Spears Abacus Advisors LLC15,300$678.1K0.01%−12,027−44.0%Reduced
Quantinno Capital Management LP14,692$651.1K0.01%−11,300−43.5%Reduced
Point72 Asset Management, L.P.13,200$585.0K0.00%−66,286−83.4%Reduced
Creative Planning12,717$563.6K0.00%−544−4.1%Reduced
SG Americas Securities, LLC12,591$558.0K0.00%+9,255+277.4%Added
Pictet Asset Management Holding SA12,531$555.4K0.00%+690+5.8%Added
Vontobel Holding Ltd.11,927$528.6K0.00%+6,477+118.8%Added
Daiwa Securities Group Inc.11,749$521.0K0.00%−114−1.0%Reduced
Bryce Point Capital, LLC11,402$505.3K0.15%+11,402New
Greenland Capital Management LP11,200$496.4K0.10%+11,200New
Sherbrooke Park Advisers LLC11,083$491.2K0.16%+2,281+25.9%Added
Campbell & CO Investment Adviser LLC11,043$489.4K0.04%+11,043New
Toroso Investments, LLC11,012$488.1K0.00%−10,653−49.2%Reduced
CI Private Wealth, LLC10,887$482.5K0.00%−4,264−28.1%Reduced
Blair William & Co10,375$459.8K0.00%+1,863+21.9%Added
Headlands Technologies LLC10,220$452.9K0.05%+10,220New
Quest Partners LLC9,853$436.7K0.06%+8,540+650.4%Added
JustInvest LLC9,122$404.3K0.01%+320+3.6%Added
Ieq Capital, LLC9,041$400.7K0.00%+9,041New