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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, 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.

Institutional holdersQ1 2025: 318 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 heldQ1 2025: $3.82B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q4 2024.

Institutions holding W in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Amalgamated Bank5,070$162.0K0.00%+154+3.1%Added
Sterling Capital Management LLC5,328$170.7K0.00%−308−5.5%Reduced
The PNC Financial Services Group, Inc.5,588$179.0K0.00%+248+4.6%Added
Nisa Investment Advisors, LLC5,800$185.8K0.00%−38,910−87.0%Reduced
Prudential Financial Inc5,618$209.6K0.00%+5,618New
Daiwa Securities Group Inc.6,682$214.0K0.00%−5,067−43.1%Reduced
Fox Run Management, L.L.C.6,711$215.0K0.03%+6,711New
CI Private Wealth, LLC6,890$220.7K0.00%−3,997−36.7%Reduced
Inceptionr LLC7,106$227.6K0.07%+7,106New
Two Sigma Securities, LLC7,397$236.9K0.04%+7,397New
Corient IA LLC7,500$240.2K0.17%+7,500New
Cambridge Investment Research Advisors, Inc.7,644$245.0K0.00%−1,066−12.2%Reduced
Annis Gardner Whiting Capital Advisors, LLC7,680$246.0K0.10%00.0%Unchanged
HB Wealth Management, LLC7,799$249.8K0.00%−512−6.2%Reduced
Truist Financial Corp8,071$258.5K0.00%+2,369+41.5%Added
Neuberger Berman Group LLC8,122$260.1K0.00%+114+1.4%Added
JustInvest LLC8,399$269.0K0.00%−723−7.9%Reduced
Man Group plc8,551$273.9K0.00%−111,854−92.9%Reduced
K2 Principal Fund, L.P.8,832$282.9K0.04%+8,832New
Commonwealth Equity Services, LLC8,919$286.0K0.00%+455+5.4%Added
Farringdon Capital, Ltd.9,022$289.0K0.15%+9,022New
Public Employees Retirement Association of Colorado9,016$289.0K0.00%00.0%Unchanged
Optas, LLC9,274$297.0K0.05%+4,712+103.3%Added
Quest Partners LLC9,873$316.2K0.03%+20+0.2%Added
Squarepoint Ops LLC9,947$318.6K0.00%+9,947New
Summit Trail Advisors, LLC9,996$320.2K0.01%+9,996New
Tower Research Capital LLC (TRC)10,060$326.1K0.01%+2,728+37.2%Added
Counterpoint Mutual Funds LLC10,311$330.3K0.05%+10,311New
Blair William & Co10,314$330.4K0.00%−61−0.6%Reduced
Perbak Capital Partners LLP10,864$348.0K0.26%+10,864New
Victory Capital Management Inc11,192$358.5K0.00%−169,436−93.8%Reduced
Virtu Financial LLC11,290$362.0K0.02%−6,530−36.6%Reduced
Toroso Investments, LLC12,238$392.0K0.00%+1,226+11.1%Added
OP Asset Management Ltd12,463$399.2K0.01%+12,463New
Pictet Asset Management Holding SA13,351$427.6K0.00%+820+6.5%Added
CAPROCK Group, Inc.13,721$439.5K0.01%+13,721New
Teacher Retirement System of Texas13,820$442.7K0.00%+13,820New
Jacobs Levy Equity Management, Inc14,124$452.4K0.00%+14,124New
Axq Capital, LP14,771$473.1K0.19%+6,565+80.0%Added
Bridgefront Capital, LLC15,111$484.0K0.14%+15,111New
Voya Investment Management LLC15,241$488.2K0.00%−120,841−88.8%Reduced
Spears Abacus Advisors LLC15,300$490.1K0.01%00.0%Unchanged
Illinois Municipal Retirement Fund15,384$492.8K0.01%00.0%Unchanged
Envestnet Asset Management Inc15,558$498.3K0.00%−1,413−8.3%Reduced
Creative Planning16,061$514.4K0.00%+3,344+26.3%Added
Atom Investors LP16,073$514.8K0.06%−16,700−51.0%Reduced
Sherbrooke Park Advisers LLC16,109$516.0K0.24%+5,026+45.3%Added
Occudo Quantitative Strategies LP15,572$527.1K0.07%+15,572New
Gotham Asset Management, LLC16,585$531.2K0.00%−490−2.9%Reduced
Guggenheim Capital LLC17,292$553.9K0.01%+367+2.2%Added
Virginia Retirement Systems Et Al17,656$565.5K0.00%+17,656New
Credit Agricole S A18,534$593.6K0.00%+13,327+255.9%Added
KLP Kapitalforvaltning AS19,200$615.0K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The19,923$638.1K0.00%+1,740+9.6%Added
StoneX Group Inc.20,050$642.2K0.04%+20,050New
LPL Financial LLC20,519$657.2K0.00%−17,967−46.7%Reduced
Ameritas Advisory Services, LLC20,916$671.5K0.03%+15,742+304.3%Added
My Personal CFO, LLC21,006$672.8K0.34%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp21,243$680.4K0.00%+21,243New
Leonteq Securities AG21,535$687.9K0.05%+6,157+40.0%Added
SG Americas Securities, LLC21,963$703.0K0.00%+9,372+74.4%Added
Jefferies Financial Group Inc.22,435$718.6K0.01%−44,764−66.6%Reduced
Great West Life Assurance Co22,439$721.0K0.00%+2,330+11.6%Added
MYDA Advisors LLC24,000$768.7K0.27%−26,000−52.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)24,081$771.3K0.00%00.0%Unchanged
Boston Partners24,529$785.7K0.00%−336,875−93.2%Reduced
HSBC Holdings PLC25,095$804.0K0.00%+17,608+235.2%Added
Handelsbanken Fonder AB25,500$817.0K0.00%00.0%Unchanged
Kennondale Capital Management LLC25,737$824.4K0.90%00.0%Unchanged
Shay Capital LLC26,000$832.8K0.24%+26,000New
Algert Global LLC27,130$869.0K0.02%+27,130New
Arizona State Retirement System27,148$869.5K0.01%+197+0.7%Added
Harbert Fund Advisors, Inc.27,500$880.8K1.02%+2,500+10.0%Added
CMT Capital Markets Trading GmbH29,374$941.0K0.39%−21,126−41.8%Reduced
Tabor Asset Management, LP30,015$961.4K0.77%−83,550−73.6%Reduced
Public Employees Retirement System of Ohio30,504$977.0K0.00%−2,690−8.1%Reduced
Nebula Research & Development LLC30,534$978.0K0.09%−1,582−4.9%Reduced
Groupama Asset Managment–$995.0K0.02%––
ExodusPoint Capital Management, LP31,693$1.01M0.01%+31,693New
Neo Ivy Capital Management31,962$1.02M0.33%−48,363−60.2%Reduced
Group One Trading, L.P.32,798$1.05M0.04%−9,258−22.0%Reduced
Vontobel Holding Ltd.33,717$1.08M0.00%+21,790+182.7%Added
Employees Retirement System of Texas35,270$1.13M0.01%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey35,523$1.14M0.01%+762+2.2%Added
BloombergSen Inc.35,608$1.14M0.10%+2,739+8.3%Added
Scientech Research LLC36,187$1.16M0.31%+9,003+33.1%Added
Assenagon Asset Management S.A.36,456$1.17M0.00%−116,955−76.2%Reduced
Chemistry Wealth Management LLC39,781$1.27M0.30%+5,526+16.1%Added
National Bank of Canada40,272$1.29M0.00%+44+0.1%Added
Semanteon Capital Management, LP41,378$1.33M0.72%+41,378New
Readystate Asset Management LP43,339$1.39M0.07%−5,393−11.1%Reduced
Treasurer of the State of North Carolina44,420$1.42M0.01%+2,530+6.0%Added
New York State Common Retirement Fund45,259$1.45M0.00%−5,500−10.8%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.45,562$1.48M0.01%+16,535+57.0%Added
State of New Jersey Common Pension Fund D46,875$1.50M0.01%−4,638−9.0%Reduced
Dimensional Fund Advisors LP47,142$1.51M0.00%−4,681−9.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.48,840$1.56M0.01%−11,867−19.5%Reduced
HAP Trading, LLC49,104$1.57M0.56%−24,427−33.2%Reduced
Marex Group plc49,131$1.57M0.03%+9,876+25.2%Added
Cinctive Capital Management LP49,334$1.58M0.13%−54,910−52.7%Reduced