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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, 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.

Institutional holdersQ2 2025: 337 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 heldQ2 2025: $6.08B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q1 2025.

Institutions holding W in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Quarry LP3,131$160.1K0.04%+2,478+379.5%Added
Lazard Asset Management LLC3,179$161.0K0.00%−50,134−94.0%Reduced
Advisor Group Holdings, Inc.3,954$201.7K0.00%+1,329+50.6%Added
Spears Abacus Advisors LLC4,000$204.6K0.00%−11,300−73.9%Reduced
Guggenheim Capital LLC4,139$211.7K0.00%−13,153−76.1%Reduced
The PNC Financial Services Group, Inc.4,224$216.0K0.00%−1,364−24.4%Reduced
Pallas Capital Advisors LLC4,569$233.7K0.01%+4,569New
Optas, LLC4,875$249.3K0.05%−4,399−47.4%Reduced
Gsa Capital Partners LLP4,880$250.0K0.02%+4,880New
Utah Retirement Systems4,926$251.9K0.00%+4,926New
Ieq Capital, LLC4,951$253.2K0.00%+4,951New
Intrepid Financial Planning Group LLC5,000$255.7K0.11%+5,000New
Everence Capital Management Inc5,090$260.0K0.02%+5,090New
M&T Bank Corp5,129$262.1K0.00%+5,129New
Sterling Capital Management LLC5,145$263.1K0.00%−183−3.4%Reduced
Stonehearth Capital Management, LLC5,185$265.2K0.11%+5,185New
Maryland State Retirement & Pension System5,273$269.7K0.01%+5,273New
Amalgamated Bank5,348$273.0K0.00%+278+5.5%Added
CMT Capital Markets Trading GmbH5,573$285.0K0.14%−23,801−81.0%Reduced
Flynn Zito Capital Management, LLC5,701$291.5K0.12%+5,701New
RFG Advisory, LLC5,710$292.0K0.01%+5,710New
Annis Gardner Whiting Capital Advisors, LLC5,760$294.6K0.10%−1,920−25.0%Reduced
Empowered Funds, LLC6,110$312.5K0.00%+6,110New
Prudential Financial Inc7,328$314.3K0.00%+1,710+30.4%Added
Xponance, Inc.6,209$317.5K0.00%+6,209New
Mercer Global Advisors Inc6,274$320.9K0.00%+6,274New
Worldquant Millennium Advisors LLC6,685$341.9K0.00%+6,685New
QRG Capital Management, Inc.6,688$342.0K0.00%+6,688New
Avantax Advisory Services, Inc.6,844$350.0K0.00%+6,844New
Daiwa Securities Group Inc.6,882$352.0K0.00%+200+3.0%Added
Vise Technologies, Inc.7,172$366.8K0.02%+7,172New
Summit Trail Advisors, LLC7,382$377.5K0.01%−2,614−26.2%Reduced
Corient IA LLC7,500$383.6K0.23%00.0%Unchanged
Universal- Beteiligungs- und Servicegesellschaft mbH7,811$399.5K0.00%+7,811New
Mariner, LLC7,975$407.8K0.00%+7,975New
Atom Investors LP8,199$419.3K0.04%−7,874−49.0%Reduced
Capstone Investment Advisors, LLC8,221$420.4K0.00%+8,221New
Commonwealth Equity Services, LLC8,273$423.0K0.00%−646−7.2%Reduced
Leonteq Securities AG8,808$450.4K0.03%−12,727−59.1%Reduced
Cerity Partners LLC8,824$451.3K0.00%+8,824New
Nomura Holdings Inc8,827$451.4K0.00%−193,257−95.6%Reduced
Patriot Financial Group Insurance Agency, LLC8,832$451.6K0.05%+8,832New
Wealth Enhancement Advisory Services, LLC8,039$456.5K0.00%+8,039New
Par Capital Management Inc9,000$460.3K0.02%+9,000New
Public Employees Retirement Association of Colorado9,016$461.0K0.00%00.0%Unchanged
Blair William & Co9,094$465.1K0.00%−1,220−11.8%Reduced
SG Americas Securities, LLC9,303$476.0K0.00%−12,660−57.6%Reduced
Engineers Gate Manager LP9,636$492.8K0.01%+9,636New
Prelude Capital Management, LLC9,828$502.6K0.05%+9,828New
CWM, LLC10,098$516.0K0.00%+8,361+481.3%Added
Deutsche Bank AG10,185$520.9K0.00%−130,139−92.7%Reduced
Victory Capital Management Inc11,233$574.5K0.00%+41+0.4%Added
Quest Partners LLC11,448$585.5K0.06%+1,575+16.0%Added
JustInvest LLC11,794$603.1K0.01%+3,395+40.4%Added
OP Asset Management Ltd12,463$637.4K0.01%00.0%Unchanged
Marex Group plc12,746$651.8K0.01%−36,385−74.1%Reduced
Thrivent Financial for Lutherans12,934$661.0K0.00%+12,934New
Eventide Asset Management, LLC12,982$664.9K0.01%+12,982New
Pictet Asset Management Holding SA13,269$678.6K0.00%−82−0.6%Reduced
Options Solutions, LLC13,494$690.1K0.25%+13,494New
Advisory Services Network, LLC10,807$709.4K0.01%+10,807New
Toroso Investments, LLC14,232$727.8K0.00%+1,994+16.3%Added
Cetera Investment Advisers14,457$739.3K0.00%+14,457New
Teacher Retirement System of Texas14,730$753.3K0.00%+910+6.6%Added
Illinois Municipal Retirement Fund15,189$776.8K0.01%−195−1.3%Reduced
Voya Investment Management LLC15,897$813.0K0.00%+656+4.3%Added
Picton Mahoney Asset Management16,038$820.0K0.01%+11,738+273.0%Added
Boston Partners16,084$822.5K0.00%−8,445−34.4%Reduced
Principal Financial Group Inc16,500$843.8K0.00%+16,500New
Banco Bilbao Vizcaya Argentaria, S.A.16,680$859.1K0.01%−28,882−63.4%Reduced
Parallax Volatility Advisers, L.P.17,065$872.7K0.03%+17,065New
Polen Capital Management LLC17,286$884.0K0.00%+17,286New
Manufacturers Life Insurance Company, The17,449$892.3K0.00%−2,474−12.4%Reduced
Two Sigma Securities, LLC17,458$892.8K0.11%+10,061+136.0%Added
Virginia Retirement Systems Et Al17,656$902.9K0.01%00.0%Unchanged
Envestnet Asset Management Inc17,854$913.1K0.00%+2,296+14.8%Added
Creative Planning17,924$916.6K0.00%+1,863+11.6%Added
LPL Financial LLC18,340$937.9K0.00%−2,179−10.6%Reduced
Bayesian Capital Management, LP18,611$951.8K0.15%+18,611New
Point72 Asset Management, L.P.19,000$971.7K0.00%+19,000New
My Personal CFO, LLC19,302$987.1K0.45%−1,704−8.1%Reduced
Prospera Financial Services Inc19,689$1.01M0.02%+19,689New
Quantessence Capital LLC20,012$1.02M0.30%+20,012New
KLP Kapitalforvaltning AS20,400$1.04M0.00%+1,200+6.3%Added
Marshall Wace, LLP20,432$1.04M0.00%+20,432New
Groupama Asset Managment–$1.15M0.02%––
Great West Life Assurance Co22,439$1.15M0.00%00.0%Unchanged
Nebula Research & Development LLC23,400$1.20M0.10%−7,134−23.4%Reduced
Oak Thistle LLC23,468$1.20M0.18%+23,468New
Handelsbanken Fonder AB25,500$1.30M0.00%00.0%Unchanged
Kennondale Capital Management LLC25,737$1.32M1.34%00.0%Unchanged
SEI Investments Co26,636$1.36M0.00%−45,341−63.0%Reduced
Algert Global LLC27,130$1.39M0.03%00.0%Unchanged
Ameritas Advisory Services, LLC27,800$1.42M0.07%+6,884+32.9%Added
Ensign Peak Advisors, Inc28,225$1.44M0.00%−728,121−96.3%Reduced
Arizona State Retirement System28,360$1.45M0.01%+1,212+4.5%Added
Twinbeech Capital LP28,476$1.46M0.03%+28,476New
D. E. Shaw & Co., Inc.29,194$1.49M0.00%−97,280−76.9%Reduced
Y-Intercept (Hong Kong) Ltd29,557$1.51M0.04%+29,557New
Formula Growth Ltd29,783$1.52M0.58%−134,928−81.9%Reduced