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, Q1 2025
Institutional positions in Wayfair Inc. as of Mar 31, 2025. 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
- 318
- −19 vs. Q4 2024
- Shares held
- 118.9M
- +8.78M (+8.0%) vs. Q4 2024
- Total value
- $3.82B
- −$1.06B (−21.7%) vs. Q4 2024
- New holders
- 47
- 120 more added
- Sold out
- 66
- 96 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 15,301,941 | $490.1M | 0.03% | +392,800+2.6% | Added |
| Capital World Investors | 11,727,008 | $375.6M | 0.06% | −1,779,192−13.2% | Reduced |
| Vanguard Group Inc | 8,898,236 | $285.0M | 0.01% | −417,101−4.5% | Reduced |
| Baillie Gifford & Co | 5,907,930 | $189.2M | 0.17% | −271,831−4.4% | Reduced |
| Alyeska Investment Group, L.P. | 5,462,651 | $175.0M | 0.70% | +4,763,944+681.8% | Added |
| Janus Henderson Group PLC | 5,014,559 | $169.7M | 0.09% | +305,258+6.5% | Added |
| BlackRock, Inc. | 4,439,817 | $142.2M | 0.00% | −324,244−6.8% | Reduced |
| Renaissance Technologies LLC | 4,332,567 | $138.8M | 0.21% | +497,900+13.0% | Added |
| Southpoint Capital Advisors LP | 4,000,000 | $128.1M | 3.09% | +1,200,000+42.9% | Added |
| Prescott General Partners LLC | 2,922,401 | $93.6M | 7.14% | 00.0% | Unchanged |
| Great Hill Partners, L.P. | 2,788,912 | $89.3M | 100.00% | 00.0% | Unchanged |
| UBS Group AG | 2,233,059 | $71.5M | 0.02% | +707,246+46.4% | Added |
| Spruce House Investment Management LLC | 2,180,385 | $69.8M | 3.63% | 00.0% | Unchanged |
| State Street Corp | 1,630,589 | $52.2M | 0.00% | −26,720−1.6% | Reduced |
| Two Sigma Investments, LP | 1,627,581 | $52.1M | 0.11% | +331,051+25.5% | Added |
| Geode Capital Management, LLC | 1,602,413 | $51.3M | 0.00% | +55,481+3.6% | Added |
| JPMorgan Chase & Co | 1,559,671 | $50.0M | 0.00% | +961,027+160.5% | Added |
| Balyasny Asset Management LLC | 1,524,870 | $48.8M | 0.12% | +1,493,807+4,809.0% | Added |
| Two Sigma Advisers, LP | 1,410,100 | $45.2M | 0.10% | +998,100+242.3% | Added |
| Morgan Stanley | 1,318,479 | $42.2M | 0.00% | −814,488−38.2% | Reduced |
| Capula Management Ltd | 1,150,000 | $36.8M | 0.27% | +1,150,000 | New |
| Jane Street Group, LLC | 1,083,201 | $34.7M | 0.06% | +28,022+2.7% | Added |
| Goldman Sachs Group Inc | 1,078,245 | $34.5M | 0.01% | +323,906+42.9% | Added |
| HarbourVest Partners LLC | 1,062,126 | $34.0M | 22.13% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,012,048 | $32.4M | 0.01% | +2,736+0.3% | Added |
| Maple Rock Capital Partners Inc. | 1,006,498 | $32.2M | 2.35% | +1,006,498 | New |
| Bank of America Corp | 982,791 | $31.5M | 0.00% | +728,277+286.1% | Added |
| BNP Paribas Arbitrage, SA | 839,428 | $26.9M | 0.02% | +259,207+44.7% | Added |
| Bares Capital Management, Inc. | 795,061 | $25.5M | 2.99% | −173,288−17.9% | Reduced |
| Ensign Peak Advisors, Inc | 756,346 | $24.2M | 0.05% | +520,460+220.6% | Added |
| Atreides Management, LP | 649,070 | $20.8M | 0.76% | −224,536−25.7% | Reduced |
| Bank of Montreal | 648,856 | $20.8M | 0.01% | +2,569+0.4% | Added |
| Nuveen, LLC | 616,603 | $19.7M | 0.01% | +616,603 | New |
| Norges Bank | 606,253 | $19.4M | 0.00% | −103,845−14.6% | Reduced |
| Allen Investment Management LLC | 587,500 | $18.8M | 0.22% | 00.0% | Unchanged |
| Goodnow Investment Group, LLC | 566,778 | $18.2M | 1.96% | +4,060+0.7% | Added |
| AQR Capital Management LLC | 524,072 | $16.8M | 0.02% | +276,471+111.7% | Added |
| Wellington Management Group LLP | 517,992 | $16.6M | 0.00% | −138,875−21.1% | Reduced |
| Phoenix Asset Management Partners Ltd | 494,684 | $15.8M | 20.55% | −19,636−3.8% | Reduced |
| Barclays PLC | 492,244 | $15.8M | 0.01% | +182,212+58.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 458,865 | $14.7M | 0.04% | −1,874,432−80.3% | Reduced |
| Contour Asset Management LLC | 455,457 | $14.6M | 0.61% | −379,998−45.5% | Reduced |
| Northern Trust Corp | 449,252 | $14.4M | 0.00% | −14,205−3.1% | Reduced |
| PEAK6 LLC | 432,754 | $13.9M | 0.54% | +333,189+334.6% | Added |
| Beck Bode, LLC | 415,921 | $13.3M | 2.48% | +415,921 | New |
| Royal Bank of Canada | 414,409 | $13.3M | 0.00% | +238,226+135.2% | Added |
| Benchstone Capital Management LP | 404,585 | $13.0M | 1.38% | +40,213+11.0% | Added |
| Masters Capital Management LLC | 400,000 | $12.8M | 2.71% | +200,000+100.0% | Added |
| Davidson Kempner Capital Management LP | 395,872 | $12.7M | 0.18% | +145,872+58.3% | Added |
| Schonfeld Strategic Advisors LLC | 378,769 | $12.1M | 0.08% | +378,769 | New |
| Wells Fargo & Company | 351,673 | $11.3M | 0.00% | +237,990+209.3% | Added |
| Signaturefd, LLC | 342,190 | $11.0M | 0.21% | −3,377−1.0% | Reduced |
| Wolf Hill Capital Management, LP | 339,827 | $10.9M | 0.98% | +253,804+295.0% | Added |
| Glenview Capital Management, LLC | 338,178 | $10.8M | 0.27% | +338,178 | New |
| Jump Financial, LLC | 334,103 | $10.7M | 0.16% | +228,693+217.0% | Added |
| Susquehanna International Group, LLP | 332,699 | $10.7M | 0.02% | +144,450+76.7% | Added |
| Portman Square Capital LLP | 311,213 | $9.97M | 1.38% | +141,065+82.9% | Added |
| MetLife Investment Management | 308,478 | $9.88M | 0.05% | +306,805+18,338.6% | Added |
| Bank of New York Mellon Corp | 298,534 | $9.56M | 0.00% | −10,060−3.3% | Reduced |
| Holocene Advisors, LP | 286,381 | $9.17M | 0.03% | +60,216+26.6% | Added |
| Citadel Advisors LLC | 283,890 | $9.09M | 0.01% | −269,914−48.7% | Reduced |
| Nan Fung Trinity (HK) Ltd | 257,700 | $8.25M | 1.31% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 255,562 | $8.19M | 0.21% | +238,761+1,421.1% | Added |
| UBS Asset Management Americas Inc | 254,705 | $8.16M | 0.00% | −406,322−61.5% | Reduced |
| CNH Partners LLC | 229,914 | $7.36M | 0.18% | −22,138−8.8% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 221,748 | $7.10M | 0.12% | +8,060+3.8% | Added |
| Lighthouse Investment Partners, LLC | 210,367 | $6.74M | 0.31% | +81,900+63.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 206,661 | $6.62M | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 202,084 | $6.47M | 0.03% | +185,848+1,144.7% | Added |
| Wolverine Asset Management LLC | 200,841 | $6.43M | 0.13% | −32,332−13.9% | Reduced |
| IMC-Chicago, LLC | 198,873 | $6.37M | 0.25% | +56,734+39.9% | Added |
| Sycale Advisors (NY) LLC | 194,608 | $6.23M | 2.01% | +58,705+43.2% | Added |
| Swiss National Bank | 183,300 | $5.87M | 0.00% | +600+0.3% | Added |
| Quantinno Capital Management LP | 181,142 | $5.80M | 0.04% | +166,450+1,132.9% | Added |
| Citigroup Inc | 174,886 | $5.60M | 0.00% | −418,798−70.5% | Reduced |
| Walleye Capital LLC | 174,115 | $5.58M | 0.06% | +53,339+44.2% | Added |
| Check Capital Management Inc | 167,745 | $5.37M | 0.35% | +3,145+1.9% | Added |
| Ci Investments Inc. | 167,256 | $5.36M | 0.02% | +1,754+1.1% | Added |
| Formula Growth Ltd | 164,711 | $5.28M | 2.14% | +20,022+13.8% | Added |
| Teachers Retirement System of the State of Kentucky | 163,661 | $5.24M | 0.05% | −7,154−4.2% | Reduced |
| Mayflower Financial Advisors, LLC | 162,498 | $5.20M | 0.79% | +370.0% | Added |
| Gluskin Sheff & Assoc Inc | 154,542 | $4.95M | 0.64% | +55,404+55.9% | Added |
| Millennium Management LLC | 150,428 | $4.82M | 0.00% | −595,087−79.8% | Reduced |
| Meridiem Capital Partners LP | 150,073 | $4.81M | 0.53% | +150,073 | New |
| Prentice Capital Management, LP | 150,000 | $4.80M | 8.40% | +150,000 | New |
| Legal & General Group Plc | 141,171 | $4.52M | 0.00% | +3,490+2.5% | Added |
| Deutsche Bank AG | 140,324 | $4.49M | 0.00% | −848−0.6% | Reduced |
| Invesco Ltd. | 127,723 | $4.09M | 0.00% | +20,748+19.4% | Added |
| D. E. Shaw & Co., Inc. | 126,474 | $4.05M | 0.00% | −79,552−38.6% | Reduced |
| Wolverine Trading, LLC | 118,983 | $4.03M | 0.13% | +56,157+89.4% | Added |
| Blueshift Asset Management, LLC | 117,517 | $3.76M | 1.49% | +111,179+1,754.2% | Added |
| Raymond James Financial Inc | 111,001 | $3.56M | 0.00% | −19,592−15.0% | Reduced |
| Penserra Capital Management LLC | 110,458 | $3.54M | 0.06% | −8,988−7.5% | Reduced |
| Proficio Capital Partners LLC | 109,067 | $3.49M | 0.27% | +394+0.4% | Added |
| California Public Employees Retirement System | 108,406 | $3.47M | 0.00% | −6,189−5.4% | Reduced |
| Caption Management, LLC | 107,050 | $3.43M | 0.16% | +23,783+28.6% | Added |
| Ingalls & Snyder LLC | 101,373 | $3.25M | 0.11% | +4,528+4.7% | Added |
| STRS Ohio | 95,000 | $3.04M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 94,318 | $3.02M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 94,269 | $3.02M | 0.02% | −340,485−78.3% | Reduced |