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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, 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.

Institutional holdersQ3 2025: 415 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 heldQ3 2025: $10.7B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q2 2025.

Institutions holding W in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Quarry LP1,775$158.6K0.04%−1,356−43.3%Reduced
Versant Capital Management, Inc1,948$174.0K0.02%+151+8.4%Added
GAMMA Investing LLC2,011$179.6K0.01%+676+50.6%Added
Crewe Advisors LLC2,100$187.6K0.02%+1,715+445.5%Added
NBC Securities, Inc.2,144$191.5K0.01%+850+65.7%Added
Meeder Advisory Services, Inc.2,247$200.7K0.01%+2,247New
Sherbrooke Park Advisers LLC2,268$202.6K0.09%+2,268New
Childress Capital Advisors, LLC2,269$202.7K0.04%+2,269New
St Germain D J Co Inc2,295$205.0K0.01%+2,095+1,047.5%Added
Corton Capital Inc.2,327$207.9K0.51%+2,327New
US Bancorp2,388$213.3K0.00%+392+19.6%Added
MetLife Investment Management2,389$213.4K0.00%+63+2.7%Added
HighTower Advisors, LLC2,410$215.3K0.00%+2,410New
Oak Thistle LLC2,460$219.8K0.03%−21,008−89.5%Reduced
Forum Financial Management, LP2,467$220.4K0.00%+2,467New
Dynamic Technology Lab Private Ltd2,505$224.0K0.04%+2,505New
Scotia Capital Inc.2,512$224.4K0.00%+2,512New
Syon Capital LLC2,544$227.3K0.01%+2,544New
Cypress Wealth Services, LLC2,673$238.8K0.04%+2,673New
Blueshift Asset Management, LLC2,753$245.9K0.08%−51,699−94.9%Reduced
Chicago Partners Investment Group LLC2,317$246.8K0.01%+2,317New
Assenagon Asset Management S.A.2,784$248.7K0.00%+2,784New
KBC Group NV2,816$252.0K0.00%00.0%Unchanged
CIBC Asset Management Inc2,959$264.3K0.00%+2,959New
Flynn Zito Capital Management, LLC3,028$270.5K0.10%−2,673−46.9%Reduced
Ronald Blue Trust, Inc.3,035$271.1K0.00%00.0%Unchanged
Merit Financial Group, LLC3,158$282.1K0.00%+3,158New
Lazard Asset Management LLC3,179$284.0K0.00%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.3,270$284.1K0.00%−13,410−80.4%Reduced
Voleon Capital Management LP3,186$284.6K0.01%+3,186New
Integrated Advisors Network LLC3,204$286.2K0.01%+3,204New
Aaron Wealth Advisors3,258$291.0K0.02%+3,258New
Kestra Private Wealth Services, LLC3,280$293.0K0.00%+3,280New
Semanteon Capital Management, LP3,287$293.6K0.37%+3,287New
Magnus Financial Group LLC3,303$295.1K0.02%+3,303New
R Squared Ltd3,344$298.7K0.13%+3,344New
O'Shaughnessy Asset Management, LLC3,390$302.8K0.00%+3,390New
Wedmont Private Capital3,653$303.6K0.01%+3,653New
Patriot Financial Group Insurance Agency, LLC3,413$304.8K0.04%−5,419−61.4%Reduced
Northwestern Mutual Wealth Management Co3,468$309.8K0.00%+1,006+40.9%Added
Sanctuary Advisors, LLC3,482$311.0K0.00%+3,482New
Empowered Funds, LLC3,490$311.8K0.00%−2,620−42.9%Reduced
Ethic Inc.3,555$317.6K0.01%+3,555New
Gsa Capital Partners LLP3,575$319.0K0.03%−1,305−26.7%Reduced
Krilogy Financial LLC3,206$323.4K0.01%+3,206New
Lido Advisors, LLC3,702$330.7K0.00%+3,702New
QRG Capital Management, Inc.3,797$339.2K0.00%−2,891−43.2%Reduced
Advisor Group Holdings, Inc.4,506$355.3K0.00%+552+14.0%Added
CIBC World Markets Inc.4,204$375.5K0.00%+4,204New
The PNC Financial Services Group, Inc.4,279$382.2K0.00%+55+1.3%Added
Bridgefront Capital, LLC4,295$383.7K0.11%+4,295New
Inscription Capital, LLC4,322$386.1K0.04%+4,322New
Independent Advisor Alliance4,387$391.9K0.01%+4,387New
Swiss Life Asset Management Ltd4,409$393.9K0.00%+4,409New
M&T Bank Corp4,419$394.6K0.00%−710−13.8%Reduced
Pathstone Holdings, LLC4,506$402.5K0.00%+4,506New
Guggenheim Capital LLC4,528$404.5K0.00%+389+9.4%Added
Kovitz Investment Group Partners, LLC4,606$411.5K0.00%+4,606New
Maryland State Retirement & Pension System4,739$423.3K0.01%−534−10.1%Reduced
Skaana Management L.P.4,743$423.7K0.19%+4,743New
Sterling Capital Management LLC4,845$432.8K0.01%−300−5.8%Reduced
American Trust5,370$436.0K0.04%+5,370New
Optas, LLC4,951$442.3K0.08%+76+1.6%Added
Intrepid Financial Planning Group LLC5,000$446.6K0.17%00.0%Unchanged
Utah Retirement Systems5,026$449.0K0.00%+100+2.0%Added
Everence Capital Management Inc5,090$455.0K0.03%00.0%Unchanged
Stonehearth Capital Management, LLC5,185$463.2K0.18%00.0%Unchanged
Bayesian Capital Management, LP5,200$464.5K0.09%−13,411−72.1%Reduced
Amalgamated Bank5,239$468.0K0.00%−109−2.0%Reduced
Optimist Retirement Group LLC5,279$471.6K0.21%+5,279New
State of Alaska, Department of Revenue5,294$472.0K0.00%+5,294New
Bayforest Capital Ltd5,349$477.8K0.23%+5,349New
Quantitative Investment Management, LLC5,385$481.0K0.07%+5,385New
State of Wyoming5,409$483.2K0.06%+5,409New
West Michigan Advisors, LLC5,410$483.3K0.12%+5,410New
Annis Gardner Whiting Capital Advisors, LLC5,760$514.5K0.11%00.0%Unchanged
Vise Technologies, Inc.6,030$538.7K0.02%−1,142−15.9%Reduced
Pallas Capital Advisors LLC6,046$540.1K0.02%+1,477+32.3%Added
Buckingham Strategic Partners5,615$544.9K0.01%+5,615New
Thrivent Financial for Lutherans6,182$552.0K0.00%−6,752−52.2%Reduced
Xponance, Inc.6,277$560.7K0.00%+68+1.1%Added
Neo Ivy Capital Management6,282$561.2K0.14%−43,953−87.5%Reduced
Brighton Jones LLC6,388$570.6K0.01%+6,388New
Colony Group, LLC6,463$577.6K0.00%+6,463New
Federation des caisses Desjardins du Quebec6,648$593.9K0.00%+6,527+5,394.2%Added
Groupama Asset Managment–$601.6K0.01%––
Commonwealth Equity Services, LLC6,955$621.0K0.00%−1,318−15.9%Reduced
Inceptionr LLC7,118$635.9K0.15%+7,118New
Prudential Financial Inc7,133$637.2K0.00%−195−2.7%Reduced
Captrust Financial Advisors7,288$651.0K0.00%+7,288New
Numerai GP LLC7,317$653.6K0.09%+7,317New
Corient IA LLC7,500$670.0K0.50%00.0%Unchanged
Daiwa Securities Group Inc.7,532$673.0K0.00%+650+9.4%Added
Unique Wealth Strategies, LLC7,561$675.4K0.27%+7,561New
Formula Growth Ltd7,783$695.3K0.25%−22,000−73.9%Reduced
Intech Investment Management LLC8,196$732.1K0.01%+8,196New
Bryce Point Capital, LLC8,271$738.8K0.90%+8,271New
Voya Investment Management LLC8,313$742.6K0.00%−7,584−47.7%Reduced
Marex Group plc8,386$749.1K0.01%−4,360−34.2%Reduced
Nisa Investment Advisors, LLC8,500$759.3K0.00%+6,000+240.0%Added