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, Q2 2025
Institutional positions in Wayfair Inc. as of Jun 30, 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
- 337
- +22 vs. Q1 2025
- Shares held
- 118.6M
- −229.8K (−0.2%) vs. Q1 2025
- Total value
- $6.08B
- +$2.26B (+59.3%) vs. Q1 2025
- New holders
- 89
- 102 more added
- Sold out
- 67
- 106 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 15,497,481 | $792.5M | 0.04% | +195,540+1.3% | Added |
| Capital World Investors | 12,853,334 | $657.3M | 0.10% | +1,126,326+9.6% | Added |
| Vanguard Group Inc | 9,164,478 | $468.7M | 0.01% | +266,242+3.0% | Added |
| Alyeska Investment Group, L.P. | 5,833,171 | $298.3M | 1.06% | +370,520+6.8% | Added |
| Baillie Gifford & Co | 5,664,163 | $289.7M | 0.22% | −243,767−4.1% | Reduced |
| BlackRock, Inc. | 4,832,504 | $247.1M | 0.00% | +392,687+8.8% | Added |
| Renaissance Technologies LLC | 4,568,267 | $233.6M | 0.31% | +235,700+5.4% | Added |
| Janus Henderson Group PLC | 4,005,842 | $204.9M | 0.10% | −1,008,717−20.1% | Reduced |
| Southpoint Capital Advisors LP | 3,800,000 | $194.3M | 4.89% | −200,000−5.0% | Reduced |
| Prescott General Partners LLC | 2,922,401 | $160.8M | 11.28% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 3,000,000 | $153.4M | 5.66% | +819,615+37.6% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $142.6M | 100.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 1,787,800 | $91.4M | 0.19% | +377,700+26.8% | Added |
| Two Sigma Investments, LP | 1,744,509 | $89.2M | 0.16% | +116,928+7.2% | Added |
| Geode Capital Management, LLC | 1,661,496 | $85.0M | 0.01% | +59,083+3.7% | Added |
| State Street Corp | 1,657,839 | $84.8M | 0.00% | +27,250+1.7% | Added |
| AQR Capital Management LLC | 1,557,937 | $79.7M | 0.07% | +1,033,865+197.3% | Added |
| Holocene Advisors, LP | 1,294,057 | $66.2M | 0.16% | +1,007,676+351.9% | Added |
| Charles Schwab Investment Management Inc | 1,087,020 | $55.6M | 0.01% | +74,972+7.4% | Added |
| HarbourVest Partners LLC | 1,062,126 | $54.3M | 59.51% | 00.0% | Unchanged |
| Morgan Stanley | 1,026,357 | $52.5M | 0.00% | −292,122−22.2% | Reduced |
| Goldman Sachs Group Inc | 1,014,311 | $51.9M | 0.01% | −63,934−5.9% | Reduced |
| Jain Global LLC | 939,098 | $48.0M | 0.75% | +939,098 | New |
| UBS Group AG | 875,202 | $44.8M | 0.01% | −1,357,857−60.8% | Reduced |
| Balyasny Asset Management LLC | 855,505 | $43.8M | 0.10% | −669,365−43.9% | Reduced |
| Scopus Asset Management, L.P. | 792,654 | $40.5M | 1.08% | +792,654 | New |
| Hook Mill Capital Partners, LP | 781,484 | $40.0M | 3.93% | +781,484 | New |
| Barclays PLC | 769,893 | $39.4M | 0.02% | +277,649+56.4% | Added |
| Wells Fargo & Company | 766,129 | $39.2M | 0.01% | +414,456+117.9% | Added |
| Squarepoint Ops LLC | 750,955 | $38.4M | 0.08% | +741,008+7,449.6% | Added |
| Maple Rock Capital Partners Inc. | 743,491 | $38.0M | 1.90% | −263,007−26.1% | Reduced |
| JPMorgan Chase & Co | 737,007 | $37.7M | 0.00% | −822,664−52.7% | Reduced |
| Bares Capital Management, Inc. | 736,012 | $37.6M | 3.65% | −59,049−7.4% | Reduced |
| Atreides Management, LP | 727,176 | $37.2M | 1.03% | +78,106+12.0% | Added |
| Goodnow Investment Group, LLC | 675,868 | $34.6M | 3.22% | +109,090+19.2% | Added |
| Citigroup Inc | 669,030 | $34.2M | 0.02% | +494,144+282.6% | Added |
| Bank of America Corp | 662,261 | $33.9M | 0.00% | −320,530−32.6% | Reduced |
| Norges Bank | 659,128 | $33.7M | 0.00% | +52,875+8.7% | Added |
| BNP Paribas Arbitrage, SA | 647,850 | $33.1M | 0.03% | −191,578−22.8% | Reduced |
| Bank of Montreal | 612,135 | $31.3M | 0.02% | −36,721−5.7% | Reduced |
| Allen Investment Management LLC | 587,500 | $30.0M | 0.33% | 00.0% | Unchanged |
| National Bank of Canada | 543,435 | $27.8M | 0.03% | +503,163+1,249.4% | Added |
| Glenview Capital Management, LLC | 527,892 | $27.0M | 0.77% | +189,714+56.1% | Added |
| Davidson Kempner Capital Management LP | 500,000 | $25.6M | 0.39% | +104,128+26.3% | Added |
| Verition Fund Management LLC | 487,383 | $24.9M | 0.14% | +393,114+417.0% | Added |
| Shellback Capital, LP | 475,000 | $24.3M | 1.62% | +475,000 | New |
| Northern Trust Corp | 472,056 | $24.1M | 0.00% | +22,804+5.1% | Added |
| Phoenix Asset Management Partners Ltd | 460,360 | $23.5M | 23.18% | −34,324−6.9% | Reduced |
| Jane Street Group, LLC | 459,421 | $23.5M | 0.04% | −623,780−57.6% | Reduced |
| Wolf Hill Capital Management, LP | 395,440 | $20.2M | 1.68% | +55,613+16.4% | Added |
| Signaturefd, LLC | 376,697 | $19.3M | 0.33% | +34,507+10.1% | Added |
| Mane Global Capital Management LP | 343,272 | $17.6M | 0.80% | +343,272 | New |
| UBS Asset Management Americas Inc | 341,719 | $17.5M | 0.00% | +87,014+34.2% | Added |
| Arrowstreet Capital, Limited Partnership | 304,202 | $15.6M | 0.01% | +304,202 | New |
| Nan Fung Trinity (HK) Ltd | 302,500 | $15.5M | 1.85% | +44,800+17.4% | Added |
| Millennium Management LLC | 300,374 | $15.4M | 0.01% | +149,946+99.7% | Added |
| Susquehanna International Group, LLP | 283,197 | $14.5M | 0.02% | −49,502−14.9% | Reduced |
| Tudor Investment Corp Et Al | 271,578 | $13.9M | 0.11% | +271,578 | New |
| Bank of New York Mellon Corp | 258,501 | $13.2M | 0.00% | −40,033−13.4% | Reduced |
| Canada Pension Plan Investment Board | 251,500 | $12.9M | 0.01% | +251,400+251,400.0% | Added |
| Rothschild & Co Wealth Management UK Ltd | 245,603 | $12.6M | 0.19% | +23,855+10.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 231,584 | $11.8M | 0.04% | +182,744+374.2% | Added |
| Nuveen, LLC | 212,350 | $10.9M | 0.00% | −404,253−65.6% | Reduced |
| Polar Asset Management Partners Inc. | 204,000 | $10.4M | 0.26% | +204,000 | New |
| Boothbay Fund Management, LLC | 195,148 | $9.98M | 0.31% | +195,148 | New |
| Swiss National Bank | 185,600 | $9.49M | 0.01% | +2,300+1.3% | Added |
| Portman Square Capital LLP | 184,793 | $9.45M | 1.02% | −126,420−40.6% | Reduced |
| Wellington Management Group LLP | 184,047 | $9.41M | 0.00% | −333,945−64.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 182,231 | $9.32M | 0.20% | +182,231 | New |
| Check Capital Management Inc | 166,983 | $8.54M | 0.56% | −762−0.5% | Reduced |
| Wolverine Asset Management LLC | 164,973 | $8.44M | 0.14% | −35,868−17.9% | Reduced |
| Mayflower Financial Advisors, LLC | 162,497 | $8.31M | 1.16% | −10.0% | Reduced |
| Fred Alger Management, LLC | 155,088 | $7.93M | 0.04% | +66,824+75.7% | Added |
| Dimensional Fund Advisors LP | 148,057 | $7.57M | 0.00% | +100,915+214.1% | Added |
| Legal & General Group Plc | 147,741 | $7.56M | 0.00% | +6,570+4.7% | Added |
| Gluskin Sheff & Assoc Inc | 139,519 | $7.14M | 0.87% | −15,023−9.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 138,492 | $7.08M | 0.06% | −25,169−15.4% | Reduced |
| Invesco Ltd. | 135,640 | $6.94M | 0.00% | +7,917+6.2% | Added |
| Ameriprise Financial Inc | 133,775 | $6.84M | 0.00% | +57,744+75.9% | Added |
| Landscape Capital Management, L.L.C. | 133,743 | $6.84M | 0.54% | +133,743 | New |
| PDT Partners, LLC | 125,103 | $6.40M | 0.36% | +125,103 | New |
| California Public Employees Retirement System | 123,513 | $6.32M | 0.00% | +15,107+13.9% | Added |
| Penserra Capital Management LLC | 120,516 | $6.16M | 0.09% | +10,058+9.1% | Added |
| Aquatic Capital Management LLC | 114,518 | $5.86M | 0.12% | −141,044−55.2% | Reduced |
| Proficio Capital Partners LLC | 108,410 | $5.54M | 0.34% | −657−0.6% | Reduced |
| Sycale Advisors (NY) LLC | 106,588 | $5.45M | 1.68% | −88,020−45.2% | Reduced |
| Tabor Asset Management, LP | 102,391 | $5.24M | 3.66% | +72,376+241.1% | Added |
| Ingalls & Snyder LLC | 100,882 | $5.16M | 0.18% | −491−0.5% | Reduced |
| Royal Bank of Canada | 99,477 | $5.09M | 0.00% | −314,932−76.0% | Reduced |
| STRS Ohio | 97,240 | $4.97M | 0.02% | +2,240+2.4% | Added |
| State Board of Administration of Florida Retirement System | 95,408 | $4.88M | 0.01% | +1,090+1.2% | Added |
| Rhumbline Advisers | 93,033 | $4.76M | 0.00% | +1,761+1.9% | Added |
| California State Teachers Retirement System | 91,815 | $4.70M | 0.01% | +136+0.1% | Added |
| HAP Trading, LLC | 85,854 | $4.39M | 1.91% | +36,750+74.8% | Added |
| Caption Management, LLC | 85,000 | $4.35M | 0.40% | −22,050−20.6% | Reduced |
| ProShare Advisors LLC | 83,854 | $4.29M | 0.01% | +9,012+12.0% | Added |
| Twin Tree Management, LP | 80,185 | $4.10M | 0.10% | −8,323−9.4% | Reduced |
| Price T Rowe Associates Inc | 75,138 | $3.84M | 0.00% | +1,477+2.0% | Added |
| Walleye Capital LLC | 75,021 | $3.84M | 0.04% | −99,094−56.9% | Reduced |
| Hidden Lake Asset Management LP | 74,474 | $3.81M | 1.87% | +74,474 | New |