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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
Public Employees Retirement System of Ohio29,856$1.53M0.01%−648−2.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)30,681$1.57M0.00%+6,600+27.4%Added
Mitsubishi UFJ Trust & Banking Corp31,137$1.59M0.00%+9,894+46.6%Added
Trexquant Investment LP31,325$1.60M0.02%+31,325New
Citadel Advisors LLC31,553$1.61M0.00%−252,337−88.9%Reduced
XTX Topco Ltd32,521$1.66M0.07%−48,956−60.1%Reduced
HSBC Holdings PLC32,742$1.68M0.00%+7,647+30.5%Added
Alliancebernstein L.P.34,779$1.78M0.00%−44,189−56.0%Reduced
Police & Firemen's Retirement System of New Jersey35,224$1.80M0.02%−299−0.8%Reduced
Employees Retirement System of Texas35,270$1.80M0.01%00.0%Unchanged
Group One Trading, L.P.35,997$1.84M0.06%+3,199+9.8%Added
Jacobs Levy Equity Management, Inc38,149$1.95M0.01%+24,025+170.1%Added
Cinctive Capital Management LP38,742$1.98M0.11%−10,592−21.5%Reduced
Quadrature Capital Ltd42,959$2.20M0.04%+42,959New
State of Wisconsin Investment Board43,483$2.22M0.01%−32,030−42.4%Reduced
Chemistry Wealth Management LLC43,503$2.22M0.48%+3,722+9.4%Added
Treasurer of the State of North Carolina43,782$2.24M0.01%−638−1.4%Reduced
BloombergSen Inc.44,312$2.27M0.19%+8,704+24.4%Added
IMC-Chicago, LLC47,022$2.40M0.06%−151,851−76.4%Reduced
New York State Common Retirement Fund47,259$2.42M0.00%+2,000+4.4%Added
HRT Financial LP48,217$2.46M0.01%+48,217New
Raymond James Financial Inc48,711$2.49M0.00%−62,290−56.1%Reduced
Neo Ivy Capital Management50,235$2.57M0.82%+18,273+57.2%Added
State of New Jersey Common Pension Fund D52,000$2.66M0.01%+5,125+10.9%Added
Gotham Asset Management, LLC52,825$2.70M0.02%+36,240+218.5%Added
Edgestream Partners, L.P.53,708$2.75M0.08%+53,708New
Blueshift Asset Management, LLC54,452$2.78M0.86%−63,065−53.7%Reduced
Aigen Investment Management, LP57,031$2.92M0.40%+57,031New
Fieldview Capital Management, LLC57,283$2.93M0.44%+57,283New
Los Angeles Capital Management LLC58,660$3.00M0.01%+58,660New
Eisler Capital Management Ltd.59,274$3.03M0.10%+59,274New
Quantinno Capital Management LP59,337$3.03M0.01%−121,805−67.2%Reduced
Panoramic Capital, LLC60,000$3.07M2.36%+60,000New
Wolverine Trading, LLC62,428$3.20M0.08%−56,555−47.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.65,305$3.34M0.01%−1,718−2.6%Reduced
Russell Investments Group, Ltd.72,043$3.68M0.00%+13,318+22.7%Added
Maverick Capital LtdSuperinvestorMaverick Capital74,110$3.79M0.06%+6,894+10.3%Added
Hidden Lake Asset Management LP74,474$3.81M1.87%+74,474New
Walleye Capital LLC75,021$3.84M0.04%−99,094−56.9%Reduced
Price T Rowe Associates Inc75,138$3.84M0.00%+1,477+2.0%Added
Twin Tree Management, LP80,185$4.10M0.10%−8,323−9.4%Reduced
ProShare Advisors LLC83,854$4.29M0.01%+9,012+12.0%Added
Caption Management, LLC85,000$4.35M0.40%−22,050−20.6%Reduced
HAP Trading, LLC85,854$4.39M1.91%+36,750+74.8%Added
California State Teachers Retirement System91,815$4.70M0.01%+136+0.1%Added
Rhumbline Advisers93,033$4.76M0.00%+1,761+1.9%Added
State Board of Administration of Florida Retirement System95,408$4.88M0.01%+1,090+1.2%Added
STRS Ohio97,240$4.97M0.02%+2,240+2.4%Added
Royal Bank of Canada99,477$5.09M0.00%−314,932−76.0%Reduced
Ingalls & Snyder LLC100,882$5.16M0.18%−491−0.5%Reduced
Tabor Asset Management, LP102,391$5.24M3.66%+72,376+241.1%Added
Sycale Advisors (NY) LLC106,588$5.45M1.68%−88,020−45.2%Reduced
Proficio Capital Partners LLC108,410$5.54M0.34%−657−0.6%Reduced
Aquatic Capital Management LLC114,518$5.86M0.12%−141,044−55.2%Reduced
Penserra Capital Management LLC120,516$6.16M0.09%+10,058+9.1%Added
California Public Employees Retirement System123,513$6.32M0.00%+15,107+13.9%Added
PDT Partners, LLC125,103$6.40M0.36%+125,103New
Landscape Capital Management, L.L.C.133,743$6.84M0.54%+133,743New
Ameriprise Financial Inc133,775$6.84M0.00%+57,744+75.9%Added
Invesco Ltd.135,640$6.94M0.00%+7,917+6.2%Added
Teachers Retirement System of the State of Kentucky138,492$7.08M0.06%−25,169−15.4%Reduced
Gluskin Sheff & Assoc Inc139,519$7.14M0.87%−15,023−9.7%Reduced
Legal & General Group Plc147,741$7.56M0.00%+6,570+4.7%Added
Dimensional Fund Advisors LP148,057$7.57M0.00%+100,915+214.1%Added
Fred Alger Management, LLC155,088$7.93M0.04%+66,824+75.7%Added
Mayflower Financial Advisors, LLC162,497$8.31M1.16%−10.0%Reduced
Wolverine Asset Management LLC164,973$8.44M0.14%−35,868−17.9%Reduced
Check Capital Management Inc166,983$8.54M0.56%−762−0.5%Reduced
Susquehanna Portfolio Strategies, LLC182,231$9.32M0.20%+182,231New
Wellington Management Group LLP184,047$9.41M0.00%−333,945−64.5%Reduced
Portman Square Capital LLP184,793$9.45M1.02%−126,420−40.6%Reduced
Swiss National Bank185,600$9.49M0.01%+2,300+1.3%Added
Boothbay Fund Management, LLC195,148$9.98M0.31%+195,148New
Polar Asset Management Partners Inc.204,000$10.4M0.26%+204,000New
Nuveen, LLC212,350$10.9M0.00%−404,253−65.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.231,584$11.8M0.04%+182,744+374.2%Added
Rothschild & Co Wealth Management UK Ltd245,603$12.6M0.19%+23,855+10.8%Added
Canada Pension Plan Investment Board251,500$12.9M0.01%+251,400+251,400.0%Added
Bank of New York Mellon Corp258,501$13.2M0.00%−40,033−13.4%Reduced
Tudor Investment Corp Et Al271,578$13.9M0.11%+271,578New
Susquehanna International Group, LLP283,197$14.5M0.02%−49,502−14.9%Reduced
Millennium Management LLC300,374$15.4M0.01%+149,946+99.7%Added
Nan Fung Trinity (HK) Ltd302,500$15.5M1.85%+44,800+17.4%Added
Arrowstreet Capital, Limited Partnership304,202$15.6M0.01%+304,202New
UBS Asset Management Americas Inc341,719$17.5M0.00%+87,014+34.2%Added
Mane Global Capital Management LP343,272$17.6M0.80%+343,272New
Signaturefd, LLC376,697$19.3M0.33%+34,507+10.1%Added
Wolf Hill Capital Management, LP395,440$20.2M1.68%+55,613+16.4%Added
Jane Street Group, LLC459,421$23.5M0.04%−623,780−57.6%Reduced
Phoenix Asset Management Partners Ltd460,360$23.5M23.18%−34,324−6.9%Reduced
Northern Trust Corp472,056$24.1M0.00%+22,804+5.1%Added
Shellback Capital, LP475,000$24.3M1.62%+475,000New
Verition Fund Management LLC487,383$24.9M0.14%+393,114+417.0%Added
Davidson Kempner Capital Management LP500,000$25.6M0.39%+104,128+26.3%Added
Glenview Capital Management, LLC527,892$27.0M0.77%+189,714+56.1%Added
National Bank of Canada543,435$27.8M0.03%+503,163+1,249.4%Added
Allen Investment Management LLC587,500$30.0M0.33%00.0%Unchanged
Bank of Montreal612,135$31.3M0.02%−36,721−5.7%Reduced
BNP Paribas Arbitrage, SA647,850$33.1M0.03%−191,578−22.8%Reduced
Norges Bank659,128$33.7M0.00%+52,875+8.7%Added