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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
Diversified Trust Co8,577$766.2K0.02%+8,577New
Blair William & Co8,590$767.3K0.00%−504−5.5%Reduced
Cinctive Capital Management LP8,654$773.1K0.04%−30,088−77.7%Reduced
Public Employees Retirement Association of Colorado9,016$805.0K0.00%00.0%Unchanged
Wolverine Asset Management LLC9,230$824.5K0.01%−155,743−94.4%Reduced
SG Americas Securities, LLC9,519$850.0K0.00%+216+2.3%Added
PharVision Advisers, LLC9,827$877.8K0.49%+9,827New
RBF Capital, LLC10,000$893.3K0.04%+10,000New
Counterpoint Mutual Funds LLC10,328$922.6K0.07%+10,328New
Quantessence Capital LLC10,606$947.4K0.30%−9,406−47.0%Reduced
Limestone Investment Advisors LP10,666$952.8K0.43%+10,666New
CI Private Wealth, LLC10,875$971.5K0.00%+10,875New
Interval Partners, LP10,958$978.9K0.02%+10,958New
Graham Capital Management, L.P.10,976$980.5K0.04%+10,976New
Victory Capital Management Inc10,995$982.2K0.00%−238−2.1%Reduced
Fox Run Management, L.L.C.11,056$987.6K0.15%+11,056New
Quest Partners LLC11,062$988.2K0.06%−386−3.4%Reduced
Deutsche Bank AG11,310$1.01M0.00%+1,125+11.0%Added
Schonfeld Strategic Advisors LLC11,474$1.02M0.01%+11,474New
Mirae Asset Global ETFs Holdings Ltd.12,280$1.10M0.00%−53,025−81.2%Reduced
Baader Bank INC12,468$1.11M0.09%+12,468New
FNY Investment Advisers, LLC12,534$1.12M0.36%+12,401+9,324.1%Added
Teacher Retirement System of Texas12,862$1.15M0.00%−1,868−12.7%Reduced
Caxton Associates LLP12,863$1.15M0.03%+12,863New
Williamson Legacy Group, LLC13,407$1.20M0.93%+13,407New
JustInvest LLC13,652$1.22M0.01%+1,858+15.8%Added
SRS Capital Advisors, Inc.14,152$1.26M0.02%+13,971+7,718.8%Added
Pictet Asset Management Holding SA14,249$1.27M0.00%+980+7.4%Added
Massachusetts Financial Services Co14,619$1.31M0.00%+14,619New
Smith Group Asset Management, LLC14,730$1.32M0.08%+14,730New
Aigen Investment Management, LP14,823$1.32M0.20%−42,208−74.0%Reduced
Range Financial Group LLC14,891$1.33M0.48%+14,891New
Summit Trail Advisors, LLC15,059$1.35M0.02%+7,677+104.0%Added
Advisory Services Network, LLC15,148$1.35M0.02%+4,341+40.2%Added
FORA Capital, LLC15,167$1.35M0.24%+15,167New
Y-Intercept (Hong Kong) Ltd15,843$1.42M0.03%−13,714−46.4%Reduced
Mercer Global Advisors Inc16,542$1.48M0.00%+10,268+163.7%Added
Bridgeway Capital Management, LLC17,100$1.53M0.03%+17,100New
Truist Financial Corp17,132$1.53M0.00%+17,132New
Wealth Enhancement Advisory Services, LLC18,780$1.56M0.00%+10,741+133.6%Added
Manufacturers Life Insurance Company, The17,620$1.57M0.00%+171+1.0%Added
Ensign Peak Advisors, Inc17,625$1.57M0.00%−10,600−37.6%Reduced
Virginia Retirement Systems Et Al17,656$1.58M0.01%00.0%Unchanged
Cetera Investment Advisers18,214$1.63M0.00%+3,757+26.0%Added
Envestnet Asset Management Inc19,246$1.72M0.00%+1,392+7.8%Added
LPL Financial LLC19,829$1.77M0.00%+1,489+8.1%Added
Brevan Howard Capital Management LP19,867$1.77M0.03%+19,867New
KLP Kapitalforvaltning AS20,400$1.82M0.01%00.0%Unchanged
Nomura Holdings Inc20,606$1.84M0.01%+11,779+133.4%Added
Divisadero Street Capital Management, LP21,591$1.93M0.09%+21,591New
Mariner, LLC21,592$1.93M0.00%+13,617+170.7%Added
Quantbot Technologies LP21,920$1.96M0.05%+21,920New
Great West Life Assurance Co23,022$2.05M0.00%+583+2.6%Added
Illinois Municipal Retirement Fund23,028$2.06M0.03%+7,839+51.6%Added
Landscape Capital Management, L.L.C.23,836$2.13M0.14%−109,907−82.2%Reduced
Kennondale Capital Management LLC24,122$2.15M1.65%−1,615−6.3%Reduced
OP Asset Management Ltd24,422$2.18M0.03%+11,959+96.0%Added
Creative Planning26,450$2.36M0.00%+8,526+47.6%Added
Capstone Investment Advisors, LLC26,716$2.39M0.02%+18,495+225.0%Added
Macquarie Group Ltd27,253$2.44M0.00%+27,253New
Signaturefd, LLC28,088$2.51M0.04%−348,609−92.5%Reduced
Cerity Partners LLC28,439$2.54M0.00%+19,615+222.3%Added
Raymond James Financial Inc28,538$2.55M0.00%−20,173−41.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)28,761$2.57M0.01%−1,920−6.3%Reduced
Mitsubishi UFJ Trust & Banking Corp29,032$2.59M0.01%−2,105−6.8%Reduced
Arizona State Retirement System29,139$2.60M0.01%+779+2.7%Added
Winton Group Ltd29,502$2.64M0.10%+29,502New
Polen Capital Management LLC29,861$2.67M0.01%+12,575+72.7%Added
Public Employees Retirement System of Ohio30,430$2.72M0.01%+574+1.9%Added
Handelsbanken Fonder AB31,000$2.77M0.01%+5,500+21.6%Added
Occudo Quantitative Strategies LP32,971$2.95M0.36%+32,971New
Toroso Investments, LLC35,081$3.13M0.01%+20,849+146.5%Added
Employees Retirement System of Texas35,897$3.21M0.03%+627+1.8%Added
State of New Jersey Common Pension Fund D36,405$3.25M0.01%−15,595−30.0%Reduced
Alliancebernstein L.P.36,425$3.25M0.00%+1,646+4.7%Added
Concurrent Investment Advisors, LLC37,296$3.33M0.06%+37,296New
PDT Partners, LLC38,689$3.46M0.22%−86,414−69.1%Reduced
CWM, LLC39,490$3.53M0.01%+29,392+291.1%Added
Healthcare of Ontario Pension Plan Trust Fund39,534$3.53M0.01%+39,534New
Avalon Global Asset Management LLC40,000$3.57M0.82%+40,000New
Hillsdale Investment Management Inc.40,100$3.58M0.11%+40,100New
HSBC Holdings PLC41,140$3.59M0.00%+8,398+25.6%Added
Police & Firemen's Retirement System of New Jersey41,812$3.74M0.03%+6,588+18.7%Added
Treasurer of the State of North Carolina42,699$3.81M0.01%−1,083−2.5%Reduced
State of Wisconsin Investment Board43,673$3.90M0.01%+190+0.4%Added
Chemistry Wealth Management LLC43,921$3.92M0.76%+418+1.0%Added
Great Lakes Advisors, LLC44,177$3.95M0.03%+44,177New
Parallax Volatility Advisers, L.P.44,252$3.95M0.12%+27,187+159.3%Added
Ieq Capital, LLC45,419$4.06M0.01%+40,468+817.4%Added
Principal Financial Group Inc45,663$4.08M0.00%+29,163+176.7%Added
ProShare Advisors LLC45,709$4.08M0.01%−38,145−45.5%Reduced
Twin Tree Management, LP45,777$4.09M0.19%−34,408−42.9%Reduced
Simplex Trading, LLC50,028$4.47M0.10%+50,028New
New York State Common Retirement Fund51,489$4.60M0.01%+4,230+9.0%Added
Entropy Technologies, LP52,984$4.73M0.35%+52,984New
ING Groep NV55,400$4.95M0.03%+55,400New
Wolverine Trading, LLC55,698$4.97M0.10%−6,730−10.8%Reduced
EAM Investors, LLC58,669$5.16M0.59%+58,669New
BloombergSen Inc.57,825$5.17M0.44%+13,513+30.5%Added
HAP Trading, LLC59,630$5.33M1.47%+59,630New