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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 1,524,870 | $48.8M | 0.12% | +1,493,807+4,809.0% | Added |
| JPMorgan Chase & Co | 1,559,671 | $50.0M | 0.00% | +961,027+160.5% | Added |
| Geode Capital Management, LLC | 1,602,413 | $51.3M | 0.00% | +55,481+3.6% | Added |
| Two Sigma Investments, LP | 1,627,581 | $52.1M | 0.11% | +331,051+25.5% | Added |
| State Street Corp | 1,630,589 | $52.2M | 0.00% | −26,720−1.6% | Reduced |
| Spruce House Investment Management LLC | 2,180,385 | $69.8M | 3.63% | 00.0% | Unchanged |
| UBS Group AG | 2,233,059 | $71.5M | 0.02% | +707,246+46.4% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $89.3M | 100.00% | 00.0% | Unchanged |
| Prescott General Partners LLC | 2,922,401 | $93.6M | 7.14% | 00.0% | Unchanged |
| Southpoint Capital Advisors LP | 4,000,000 | $128.1M | 3.09% | +1,200,000+42.9% | Added |
| Renaissance Technologies LLC | 4,332,567 | $138.8M | 0.21% | +497,900+13.0% | Added |
| BlackRock, Inc. | 4,439,817 | $142.2M | 0.00% | −324,244−6.8% | Reduced |
| Janus Henderson Group PLC | 5,014,559 | $169.7M | 0.09% | +305,258+6.5% | Added |
| Alyeska Investment Group, L.P. | 5,462,651 | $175.0M | 0.70% | +4,763,944+681.8% | Added |
| Baillie Gifford & Co | 5,907,930 | $189.2M | 0.17% | −271,831−4.4% | Reduced |
| Vanguard Group Inc | 8,898,236 | $285.0M | 0.01% | −417,101−4.5% | Reduced |
| Capital World Investors | 11,727,008 | $375.6M | 0.06% | −1,779,192−13.2% | Reduced |
| FMR LLC | 15,301,941 | $490.1M | 0.03% | +392,800+2.6% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −693,468−100.0% | Sold out |
| Hook Mill Capital Partners, LP | 0 | $0 | 0.00% | −561,564−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −230,762−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −187,098−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −186,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −151,653−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −147,724−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −127,355−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −126,793−100.0% | Sold out |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −99,500−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −96,172−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −86,500−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −63,217−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −51,119−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −43,560−100.0% | Sold out |
| III Capital Management | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −34,672−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −27,802−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −24,731−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −21,366−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −16,367−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −11,402−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,043−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −10,220−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −9,041−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,545−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −6,293−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −5,865−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −5,858−100.0% | Sold out |
| Flynn Zito Capital Management, LLC | 0 | $0 | 0.00% | −5,811−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −5,273−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −5,101−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,086−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −5,055−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −5,022−100.0% | Sold out |
| Intrepid Financial Planning Group LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,974−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −4,926−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −4,928−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,692−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −4,596−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| River & Mercantile Asset Management LLP | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |