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, Q3 2025
Institutional positions in Wayfair Inc. as of Sep 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
- 415
- +82 vs. Q2 2025
- Shares held
- 119.5M
- +1.64M (+1.4%) vs. Q2 2025
- Total value
- $10.7B
- +$4.63B (+76.7%) vs. Q2 2025
- New holders
- 128
- 141 more added
- Sold out
- 46
- 95 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 15,715,843 | $1.40B | 0.07% | +218,362+1.4% | Added |
| Capital World Investors | 13,374,574 | $1.19B | 0.16% | +521,240+4.1% | Added |
| Vanguard Group Inc | 9,562,050 | $854.2M | 0.01% | +397,572+4.3% | Added |
| Renaissance Technologies LLC | 5,226,767 | $466.9M | 0.62% | +658,500+14.4% | Added |
| BlackRock, Inc. | 4,817,709 | $430.4M | 0.01% | −14,795−0.3% | Reduced |
| Baillie Gifford & Co | 4,149,211 | $370.6M | 0.27% | −1,514,952−26.7% | Reduced |
| Janus Henderson Group PLC | 3,403,620 | $304.0M | 0.14% | −602,222−15.0% | Reduced |
| Spruce House Investment Management LLC | 2,923,845 | $261.2M | 6.75% | −76,155−2.5% | Reduced |
| Prescott General Partners LLC | 2,922,401 | $261.1M | 18.23% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 2,817,056 | $251.6M | 0.16% | +2,512,854+826.0% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $249.1M | 100.00% | 00.0% | Unchanged |
| Southpoint Capital Advisors LP | 2,500,000 | $223.3M | 5.86% | −1,300,000−34.2% | Reduced |
| Morgan Stanley | 2,177,634 | $194.5M | 0.01% | +1,151,277+112.2% | Added |
| Two Sigma Advisers, LP | 1,998,800 | $178.6M | 0.36% | +211,000+11.8% | Added |
| Two Sigma Investments, LP | 1,910,022 | $170.6M | 0.26% | +165,513+9.5% | Added |
| UBS Group AG | 1,857,953 | $166.0M | 0.03% | +982,751+112.3% | Added |
| Geode Capital Management, LLC | 1,717,322 | $153.4M | 0.01% | +55,826+3.4% | Added |
| State Street Corp | 1,656,480 | $148.0M | 0.01% | −1,359−0.1% | Reduced |
| AQR Capital Management LLC | 1,647,726 | $147.2M | 0.09% | +89,789+5.8% | Added |
| Jane Street Group, LLC | 1,458,393 | $130.3M | 0.15% | +998,972+217.4% | Added |
| D. E. Shaw & Co., Inc. | 1,288,786 | $115.1M | 0.09% | +1,259,592+4,314.6% | Added |
| Balyasny Asset Management LLC | 1,252,761 | $111.9M | 0.23% | +397,256+46.4% | Added |
| Holocene Advisors, LP | 1,250,707 | $111.7M | 0.26% | −43,350−3.3% | Reduced |
| Voloridge Investment Management, LLC | 1,210,395 | $108.1M | 0.36% | +1,210,395 | New |
| Citadel Advisors LLC | 1,200,765 | $107.3M | 0.09% | +1,169,212+3,705.5% | Added |
| Charles Schwab Investment Management Inc | 1,147,364 | $102.5M | 0.02% | +60,344+5.6% | Added |
| Atreides Management, LP | 854,390 | $76.3M | 1.98% | +127,214+17.5% | Added |
| BNP Paribas Arbitrage, SA | 799,033 | $71.4M | 0.06% | +151,183+23.3% | Added |
| JPMorgan Chase & Co | 792,707 | $70.8M | 0.00% | +55,700+7.6% | Added |
| Wolf Hill Capital Management, LP | 783,600 | $70.0M | 6.67% | +388,160+98.2% | Added |
| Hook Mill Capital Partners, LP | 682,558 | $61.0M | 5.57% | −98,926−12.7% | Reduced |
| Bares Capital Management, Inc. | 672,486 | $60.1M | 5.54% | −63,526−8.6% | Reduced |
| American Century Companies Inc | 659,887 | $58.9M | 0.03% | +659,887 | New |
| Goodnow Investment Group, LLC | 649,648 | $58.0M | 5.55% | −26,220−3.9% | Reduced |
| Royal Bank of Canada | 626,336 | $56.0M | 0.01% | +526,859+529.6% | Added |
| Tudor Investment Corp Et Al | 616,159 | $55.0M | 0.36% | +344,581+126.9% | Added |
| Jacobs Levy Equity Management, Inc | 612,809 | $54.7M | 0.22% | +574,660+1,506.4% | Added |
| Wells Fargo & Company | 612,482 | $54.7M | 0.01% | −153,647−20.1% | Reduced |
| Dimensional Fund Advisors LP | 607,511 | $54.3M | 0.01% | +459,454+310.3% | Added |
| Bank of Montreal | 598,679 | $53.5M | 0.02% | −13,456−2.2% | Reduced |
| Allen Investment Management LLC | 566,250 | $50.6M | 0.56% | −21,250−3.6% | Reduced |
| Federated Hermes, Inc. | 565,911 | $50.6M | 0.09% | +565,911 | New |
| Ameriprise Financial Inc | 547,765 | $48.9M | 0.01% | +413,990+309.5% | Added |
| Wellington Management Group LLP | 500,236 | $44.7M | 0.01% | +316,189+171.8% | Added |
| Northern Trust Corp | 495,236 | $44.2M | 0.01% | +23,180+4.9% | Added |
| Barclays PLC | 492,887 | $44.0M | 0.02% | −277,006−36.0% | Reduced |
| Hennessy Advisors Inc | 485,700 | $43.4M | 1.50% | +485,700 | New |
| Phoenix Asset Management Partners Ltd | 460,360 | $41.1M | 35.39% | 00.0% | Unchanged |
| Bank of America Corp | 451,459 | $40.3M | 0.00% | −210,802−31.8% | Reduced |
| Shellback Capital, LP | 403,000 | $36.0M | 2.28% | −72,000−15.2% | Reduced |
| Goldman Sachs Group Inc | 396,320 | $35.4M | 0.01% | −617,991−60.9% | Reduced |
| Mane Global Capital Management LP | 381,085 | $34.0M | 1.60% | +37,813+11.0% | Added |
| Walleye Capital LLC | 348,510 | $31.1M | 0.25% | +273,489+364.5% | Added |
| Neuberger Berman Group LLC | 320,157 | $28.6M | 0.02% | +320,157 | New |
| Bank of Nova Scotia | 300,000 | $26.8M | 0.05% | +300,000 | New |
| Nuveen, LLC | 288,986 | $25.8M | 0.01% | +76,636+36.1% | Added |
| Bank of New York Mellon Corp | 281,472 | $25.1M | 0.00% | +22,971+8.9% | Added |
| UBS Asset Management Americas Inc | 256,780 | $22.9M | 0.00% | −84,939−24.9% | Reduced |
| Davidson Kempner Capital Management LP | 250,000 | $22.3M | 0.31% | −250,000−50.0% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 249,946 | $22.3M | 0.36% | +4,343+1.8% | Added |
| Jain Global LLC | 245,506 | $21.9M | 0.28% | −693,592−73.9% | Reduced |
| Citigroup Inc | 241,495 | $21.6M | 0.01% | −427,535−63.9% | Reduced |
| Aquatic Capital Management LLC | 235,191 | $21.0M | 0.39% | +120,673+105.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 208,905 | $18.7M | 0.06% | −22,679−9.8% | Reduced |
| Swiss National Bank | 190,900 | $17.1M | 0.01% | +5,300+2.9% | Added |
| Invesco Ltd. | 186,722 | $16.7M | 0.00% | +51,082+37.7% | Added |
| Boothbay Fund Management, LLC | 182,278 | $16.3M | 0.42% | −12,870−6.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 182,231 | $16.3M | 0.26% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 173,706 | $15.5M | 1.96% | +34,187+24.5% | Added |
| Check Capital Management Inc | 167,850 | $15.0M | 0.95% | +867+0.5% | Added |
| California Public Employees Retirement System | 166,832 | $14.9M | 0.01% | +43,319+35.1% | Added |
| Russell Investments Group, Ltd. | 165,607 | $14.8M | 0.02% | +93,564+129.9% | Added |
| Susquehanna International Group, LLP | 164,932 | $14.7M | 0.02% | −118,265−41.8% | Reduced |
| Mayflower Financial Advisors, LLC | 162,526 | $14.5M | 1.82% | +290.0% | Added |
| First Trust Advisors LP | 160,527 | $14.3M | 0.01% | +160,527 | New |
| Gotham Asset Management, LLC | 157,513 | $14.1M | 0.06% | +104,688+198.2% | Added |
| Teachers Retirement System of the State of Kentucky | 141,792 | $12.7M | 0.10% | +3,300+2.4% | Added |
| National Bank of Canada | 139,969 | $12.5M | 0.01% | −403,466−74.2% | Reduced |
| Driehaus Capital Management LLC | 139,714 | $12.5M | 0.09% | +139,714 | New |
| Legal & General Group Plc | 139,447 | $12.5M | 0.00% | −8,294−5.6% | Reduced |
| Quantinno Capital Management LP | 138,652 | $12.4M | 0.03% | +79,315+133.7% | Added |
| PEAK6 LLC | 135,027 | $12.1M | 0.30% | +135,027 | New |
| Acadian Asset Management LLC | 133,872 | $12.0M | 0.02% | +133,872 | New |
| Canada Pension Plan Investment Board | 133,400 | $11.9M | 0.01% | −118,100−47.0% | Reduced |
| Trexquant Investment LP | 132,268 | $11.8M | 0.12% | +100,943+322.2% | Added |
| Engineers Gate Manager LP | 128,731 | $11.5M | 0.13% | +119,095+1,235.9% | Added |
| Penserra Capital Management LLC | 115,012 | $10.3M | 0.12% | −5,504−4.6% | Reduced |
| Fred Alger Management, LLC | 113,092 | $10.1M | 0.04% | −41,996−27.1% | Reduced |
| Algert Global LLC | 111,457 | $9.96M | 0.17% | +84,327+310.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 102,230 | $9.13M | 0.02% | +94,419+1,208.8% | Added |
| Tabor Asset Management, LP | 100,835 | $9.01M | 5.67% | −1,556−1.5% | Reduced |
| Ingalls & Snyder LLC | 99,189 | $8.86M | 0.29% | −1,693−1.7% | Reduced |
| Millennium Management LLC | 98,531 | $8.80M | 0.01% | −201,843−67.2% | Reduced |
| STRS Ohio | 97,271 | $8.69M | 0.03% | +310.0% | Added |
| Verition Fund Management LLC | 96,546 | $8.62M | 0.05% | −390,837−80.2% | Reduced |
| Group One Trading, L.P. | 96,278 | $8.60M | 0.26% | +60,281+167.5% | Added |
| Proficio Capital Partners LLC | 93,404 | $8.34M | 0.57% | −15,006−13.8% | Reduced |
| California State Teachers Retirement System | 93,259 | $8.33M | 0.01% | +1,444+1.6% | Added |
| Rhumbline Advisers | 91,462 | $8.17M | 0.01% | −1,571−1.7% | Reduced |
| Panoramic Capital, LLC | 91,053 | $8.13M | 5.15% | +31,053+51.8% | Added |