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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
California State Teachers Retirement System91,679$2.94M0.00%+4,590+5.3%Added
Rhumbline Advisers91,272$2.92M0.00%+3,725+4.3%Added
Quinn Opportunity Partners LLC89,700$2.87M0.20%00.0%Unchanged
Twin Tree Management, LP88,508$2.83M0.06%−3,604−3.9%Reduced
Fred Alger Management, LLC88,264$2.83M0.02%+25,260+40.1%Added
XTX Topco Ltd81,477$2.61M0.13%+56,470+225.8%Added
Heartland Advisors Inc80,000$2.56M0.15%+25,000+45.5%Added
Alliancebernstein L.P.78,968$2.53M0.00%−107,889−57.7%Reduced
Ameriprise Financial Inc76,031$2.44M0.00%+58,143+325.0%Added
State of Wisconsin Investment Board75,513$2.42M0.01%−4,324−5.4%Reduced
ProShare Advisors LLC74,842$2.40M0.01%+519+0.7%Added
Price T Rowe Associates Inc73,661$2.36M0.00%+5,757+8.5%Added
SEI Investments Co71,977$2.31M0.00%+13,462+23.0%Added
Maverick Capital LtdSuperinvestorMaverick Capital67,216$2.15M0.04%+67,216New
Mirae Asset Global ETFs Holdings Ltd.67,023$2.15M0.00%+15,084+29.0%Added
Russell Investments Group, Ltd.58,725$1.88M0.00%−135,692−69.8%Reduced
Lazard Asset Management LLC53,313$1.71M0.00%+51,466+2,786.5%Added
Graham Capital Management, L.P.50,471$1.62M0.05%+8,413+20.0%Added
Cinctive Capital Management LP49,334$1.58M0.13%−54,910−52.7%Reduced
Marex Group plc49,131$1.57M0.03%+9,876+25.2%Added
HAP Trading, LLC49,104$1.57M0.56%−24,427−33.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.48,840$1.56M0.01%−11,867−19.5%Reduced
Dimensional Fund Advisors LP47,142$1.51M0.00%−4,681−9.0%Reduced
State of New Jersey Common Pension Fund D46,875$1.50M0.01%−4,638−9.0%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.45,562$1.48M0.01%+16,535+57.0%Added
New York State Common Retirement Fund45,259$1.45M0.00%−5,500−10.8%Reduced
Treasurer of the State of North Carolina44,420$1.42M0.01%+2,530+6.0%Added
Readystate Asset Management LP43,339$1.39M0.07%−5,393−11.1%Reduced
Semanteon Capital Management, LP41,378$1.33M0.72%+41,378New
National Bank of Canada40,272$1.29M0.00%+44+0.1%Added
Chemistry Wealth Management LLC39,781$1.27M0.30%+5,526+16.1%Added
Assenagon Asset Management S.A.36,456$1.17M0.00%−116,955−76.2%Reduced
Scientech Research LLC36,187$1.16M0.31%+9,003+33.1%Added
BloombergSen Inc.35,608$1.14M0.10%+2,739+8.3%Added
Police & Firemen's Retirement System of New Jersey35,523$1.14M0.01%+762+2.2%Added
Employees Retirement System of Texas35,270$1.13M0.01%00.0%Unchanged
Vontobel Holding Ltd.33,717$1.08M0.00%+21,790+182.7%Added
Group One Trading, L.P.32,798$1.05M0.04%−9,258−22.0%Reduced
Neo Ivy Capital Management31,962$1.02M0.33%−48,363−60.2%Reduced
ExodusPoint Capital Management, LP31,693$1.01M0.01%+31,693New
Groupama Asset Managment–$995.0K0.02%––
Nebula Research & Development LLC30,534$978.0K0.09%−1,582−4.9%Reduced
Public Employees Retirement System of Ohio30,504$977.0K0.00%−2,690−8.1%Reduced
Tabor Asset Management, LP30,015$961.4K0.77%−83,550−73.6%Reduced
CMT Capital Markets Trading GmbH29,374$941.0K0.39%−21,126−41.8%Reduced
Harbert Fund Advisors, Inc.27,500$880.8K1.02%+2,500+10.0%Added
Arizona State Retirement System27,148$869.5K0.01%+197+0.7%Added
Algert Global LLC27,130$869.0K0.02%+27,130New
Shay Capital LLC26,000$832.8K0.24%+26,000New
Kennondale Capital Management LLC25,737$824.4K0.90%00.0%Unchanged
Handelsbanken Fonder AB25,500$817.0K0.00%00.0%Unchanged
HSBC Holdings PLC25,095$804.0K0.00%+17,608+235.2%Added
Boston Partners24,529$785.7K0.00%−336,875−93.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)24,081$771.3K0.00%00.0%Unchanged
MYDA Advisors LLC24,000$768.7K0.27%−26,000−52.0%Reduced
Great West Life Assurance Co22,439$721.0K0.00%+2,330+11.6%Added
Jefferies Financial Group Inc.22,435$718.6K0.01%−44,764−66.6%Reduced
SG Americas Securities, LLC21,963$703.0K0.00%+9,372+74.4%Added
Leonteq Securities AG21,535$687.9K0.05%+6,157+40.0%Added
Mitsubishi UFJ Trust & Banking Corp21,243$680.4K0.00%+21,243New
My Personal CFO, LLC21,006$672.8K0.34%00.0%Unchanged
Ameritas Advisory Services, LLC20,916$671.5K0.03%+15,742+304.3%Added
LPL Financial LLC20,519$657.2K0.00%−17,967−46.7%Reduced
StoneX Group Inc.20,050$642.2K0.04%+20,050New
Manufacturers Life Insurance Company, The19,923$638.1K0.00%+1,740+9.6%Added
KLP Kapitalforvaltning AS19,200$615.0K0.00%00.0%Unchanged
Credit Agricole S A18,534$593.6K0.00%+13,327+255.9%Added
Virginia Retirement Systems Et Al17,656$565.5K0.00%+17,656New
Guggenheim Capital LLC17,292$553.9K0.01%+367+2.2%Added
Gotham Asset Management, LLC16,585$531.2K0.00%−490−2.9%Reduced
Occudo Quantitative Strategies LP15,572$527.1K0.07%+15,572New
Sherbrooke Park Advisers LLC16,109$516.0K0.24%+5,026+45.3%Added
Atom Investors LP16,073$514.8K0.06%−16,700−51.0%Reduced
Creative Planning16,061$514.4K0.00%+3,344+26.3%Added
Envestnet Asset Management Inc15,558$498.3K0.00%−1,413−8.3%Reduced
Illinois Municipal Retirement Fund15,384$492.8K0.01%00.0%Unchanged
Spears Abacus Advisors LLC15,300$490.1K0.01%00.0%Unchanged
Voya Investment Management LLC15,241$488.2K0.00%−120,841−88.8%Reduced
Bridgefront Capital, LLC15,111$484.0K0.14%+15,111New
Axq Capital, LP14,771$473.1K0.19%+6,565+80.0%Added
Jacobs Levy Equity Management, Inc14,124$452.4K0.00%+14,124New
Teacher Retirement System of Texas13,820$442.7K0.00%+13,820New
CAPROCK Group, Inc.13,721$439.5K0.01%+13,721New
Pictet Asset Management Holding SA13,351$427.6K0.00%+820+6.5%Added
OP Asset Management Ltd12,463$399.2K0.01%+12,463New
Toroso Investments, LLC12,238$392.0K0.00%+1,226+11.1%Added
Virtu Financial LLC11,290$362.0K0.02%−6,530−36.6%Reduced
Victory Capital Management Inc11,192$358.5K0.00%−169,436−93.8%Reduced
Perbak Capital Partners LLP10,864$348.0K0.26%+10,864New
Blair William & Co10,314$330.4K0.00%−61−0.6%Reduced
Counterpoint Mutual Funds LLC10,311$330.3K0.05%+10,311New
Tower Research Capital LLC (TRC)10,060$326.1K0.01%+2,728+37.2%Added
Summit Trail Advisors, LLC9,996$320.2K0.01%+9,996New
Squarepoint Ops LLC9,947$318.6K0.00%+9,947New
Quest Partners LLC9,873$316.2K0.03%+20+0.2%Added
Optas, LLC9,274$297.0K0.05%+4,712+103.3%Added
Public Employees Retirement Association of Colorado9,016$289.0K0.00%00.0%Unchanged
Farringdon Capital, Ltd.9,022$289.0K0.15%+9,022New
Commonwealth Equity Services, LLC8,919$286.0K0.00%+455+5.4%Added
K2 Principal Fund, L.P.8,832$282.9K0.04%+8,832New