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 |
|---|---|---|---|---|---|
| IMC-Chicago, LLC | 59,751 | $5.34M | 0.09% | +12,729+27.1% | Added |
| Night Squared LP | 60,416 | $5.40M | 1.95% | +60,416 | New |
| Portman Square Capital LLP | 62,056 | $5.54M | 0.73% | −122,737−66.4% | Reduced |
| Optiver Holding B.V. | 63,067 | $5.63M | 0.09% | +63,067 | New |
| Pinnbrook Capital Management LP | 68,358 | $6.11M | 1.13% | +68,358 | New |
| Dark Forest Capital Management LP | 69,623 | $6.22M | 0.23% | +69,623 | New |
| Bridgewater Associates, LP | 70,817 | $6.33M | 0.02% | +70,817 | New |
| Polar Asset Management Partners Inc. | 72,421 | $6.47M | 0.13% | −131,579−64.5% | Reduced |
| SEI Investments Co | 72,843 | $6.51M | 0.01% | +46,207+173.5% | Added |
| Caption Management, LLC | 76,100 | $6.80M | 0.40% | −8,900−10.5% | Reduced |
| Quadrature Capital Ltd | 78,056 | $6.97M | 0.08% | +35,097+81.7% | Added |
| Amundi | 86,602 | $7.29M | 0.00% | +86,602 | New |
| State Board of Administration of Florida Retirement System | 83,785 | $7.48M | 0.01% | −11,623−12.2% | Reduced |
| Price T Rowe Associates Inc | 84,113 | $7.51M | 0.00% | +8,975+11.9% | Added |
| Public Sector Pension Investment Board | 90,400 | $8.08M | 0.03% | +90,400 | New |
| Panoramic Capital, LLC | 91,053 | $8.13M | 5.15% | +31,053+51.8% | Added |
| Rhumbline Advisers | 91,462 | $8.17M | 0.01% | −1,571−1.7% | Reduced |
| California State Teachers Retirement System | 93,259 | $8.33M | 0.01% | +1,444+1.6% | Added |
| Proficio Capital Partners LLC | 93,404 | $8.34M | 0.57% | −15,006−13.8% | Reduced |
| Group One Trading, L.P. | 96,278 | $8.60M | 0.26% | +60,281+167.5% | Added |
| Verition Fund Management LLC | 96,546 | $8.62M | 0.05% | −390,837−80.2% | Reduced |
| STRS Ohio | 97,271 | $8.69M | 0.03% | +310.0% | Added |
| Millennium Management LLC | 98,531 | $8.80M | 0.01% | −201,843−67.2% | Reduced |
| Ingalls & Snyder LLC | 99,189 | $8.86M | 0.29% | −1,693−1.7% | Reduced |
| Tabor Asset Management, LP | 100,835 | $9.01M | 5.67% | −1,556−1.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 102,230 | $9.13M | 0.02% | +94,419+1,208.8% | Added |
| Algert Global LLC | 111,457 | $9.96M | 0.17% | +84,327+310.8% | Added |
| Fred Alger Management, LLC | 113,092 | $10.1M | 0.04% | −41,996−27.1% | Reduced |
| Penserra Capital Management LLC | 115,012 | $10.3M | 0.12% | −5,504−4.6% | Reduced |
| Engineers Gate Manager LP | 128,731 | $11.5M | 0.13% | +119,095+1,235.9% | Added |
| Trexquant Investment LP | 132,268 | $11.8M | 0.12% | +100,943+322.2% | Added |
| Canada Pension Plan Investment Board | 133,400 | $11.9M | 0.01% | −118,100−47.0% | Reduced |
| Acadian Asset Management LLC | 133,872 | $12.0M | 0.02% | +133,872 | New |
| PEAK6 LLC | 135,027 | $12.1M | 0.30% | +135,027 | New |
| Quantinno Capital Management LP | 138,652 | $12.4M | 0.03% | +79,315+133.7% | Added |
| Legal & General Group Plc | 139,447 | $12.5M | 0.00% | −8,294−5.6% | Reduced |
| Driehaus Capital Management LLC | 139,714 | $12.5M | 0.09% | +139,714 | New |
| National Bank of Canada | 139,969 | $12.5M | 0.01% | −403,466−74.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 141,792 | $12.7M | 0.10% | +3,300+2.4% | Added |
| Gotham Asset Management, LLC | 157,513 | $14.1M | 0.06% | +104,688+198.2% | Added |
| First Trust Advisors LP | 160,527 | $14.3M | 0.01% | +160,527 | New |
| Mayflower Financial Advisors, LLC | 162,526 | $14.5M | 1.82% | +290.0% | Added |
| Susquehanna International Group, LLP | 164,932 | $14.7M | 0.02% | −118,265−41.8% | Reduced |
| Russell Investments Group, Ltd. | 165,607 | $14.8M | 0.02% | +93,564+129.9% | Added |
| California Public Employees Retirement System | 166,832 | $14.9M | 0.01% | +43,319+35.1% | Added |
| Check Capital Management Inc | 167,850 | $15.0M | 0.95% | +867+0.5% | Added |
| Gluskin Sheff & Assoc Inc | 173,706 | $15.5M | 1.96% | +34,187+24.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 182,231 | $16.3M | 0.26% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 182,278 | $16.3M | 0.42% | −12,870−6.6% | Reduced |
| Invesco Ltd. | 186,722 | $16.7M | 0.00% | +51,082+37.7% | Added |
| Swiss National Bank | 190,900 | $17.1M | 0.01% | +5,300+2.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 208,905 | $18.7M | 0.06% | −22,679−9.8% | Reduced |
| Aquatic Capital Management LLC | 235,191 | $21.0M | 0.39% | +120,673+105.4% | Added |
| Citigroup Inc | 241,495 | $21.6M | 0.01% | −427,535−63.9% | Reduced |
| Jain Global LLC | 245,506 | $21.9M | 0.28% | −693,592−73.9% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 249,946 | $22.3M | 0.36% | +4,343+1.8% | Added |
| Davidson Kempner Capital Management LP | 250,000 | $22.3M | 0.31% | −250,000−50.0% | Reduced |
| UBS Asset Management Americas Inc | 256,780 | $22.9M | 0.00% | −84,939−24.9% | Reduced |
| Bank of New York Mellon Corp | 281,472 | $25.1M | 0.00% | +22,971+8.9% | Added |
| Nuveen, LLC | 288,986 | $25.8M | 0.01% | +76,636+36.1% | Added |
| Bank of Nova Scotia | 300,000 | $26.8M | 0.05% | +300,000 | New |
| Neuberger Berman Group LLC | 320,157 | $28.6M | 0.02% | +320,157 | New |
| Walleye Capital LLC | 348,510 | $31.1M | 0.25% | +273,489+364.5% | Added |
| Mane Global Capital Management LP | 381,085 | $34.0M | 1.60% | +37,813+11.0% | Added |
| Goldman Sachs Group Inc | 396,320 | $35.4M | 0.01% | −617,991−60.9% | Reduced |
| Shellback Capital, LP | 403,000 | $36.0M | 2.28% | −72,000−15.2% | Reduced |
| Bank of America Corp | 451,459 | $40.3M | 0.00% | −210,802−31.8% | Reduced |
| Phoenix Asset Management Partners Ltd | 460,360 | $41.1M | 35.39% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 485,700 | $43.4M | 1.50% | +485,700 | New |
| Barclays PLC | 492,887 | $44.0M | 0.02% | −277,006−36.0% | Reduced |
| Northern Trust Corp | 495,236 | $44.2M | 0.01% | +23,180+4.9% | Added |
| Wellington Management Group LLP | 500,236 | $44.7M | 0.01% | +316,189+171.8% | Added |
| Ameriprise Financial Inc | 547,765 | $48.9M | 0.01% | +413,990+309.5% | Added |
| Federated Hermes, Inc. | 565,911 | $50.6M | 0.09% | +565,911 | New |
| Allen Investment Management LLC | 566,250 | $50.6M | 0.56% | −21,250−3.6% | Reduced |
| Bank of Montreal | 598,679 | $53.5M | 0.02% | −13,456−2.2% | Reduced |
| Dimensional Fund Advisors LP | 607,511 | $54.3M | 0.01% | +459,454+310.3% | Added |
| Wells Fargo & Company | 612,482 | $54.7M | 0.01% | −153,647−20.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 612,809 | $54.7M | 0.22% | +574,660+1,506.4% | Added |
| Tudor Investment Corp Et Al | 616,159 | $55.0M | 0.36% | +344,581+126.9% | Added |
| Royal Bank of Canada | 626,336 | $56.0M | 0.01% | +526,859+529.6% | Added |
| Goodnow Investment Group, LLC | 649,648 | $58.0M | 5.55% | −26,220−3.9% | Reduced |
| American Century Companies Inc | 659,887 | $58.9M | 0.03% | +659,887 | New |
| Bares Capital Management, Inc. | 672,486 | $60.1M | 5.54% | −63,526−8.6% | Reduced |
| Hook Mill Capital Partners, LP | 682,558 | $61.0M | 5.57% | −98,926−12.7% | Reduced |
| Wolf Hill Capital Management, LP | 783,600 | $70.0M | 6.67% | +388,160+98.2% | Added |
| JPMorgan Chase & Co | 792,707 | $70.8M | 0.00% | +55,700+7.6% | Added |
| BNP Paribas Arbitrage, SA | 799,033 | $71.4M | 0.06% | +151,183+23.3% | Added |
| Atreides Management, LP | 854,390 | $76.3M | 1.98% | +127,214+17.5% | Added |
| Charles Schwab Investment Management Inc | 1,147,364 | $102.5M | 0.02% | +60,344+5.6% | Added |
| Citadel Advisors LLC | 1,200,765 | $107.3M | 0.09% | +1,169,212+3,705.5% | Added |
| Voloridge Investment Management, LLC | 1,210,395 | $108.1M | 0.36% | +1,210,395 | New |
| Holocene Advisors, LP | 1,250,707 | $111.7M | 0.26% | −43,350−3.3% | Reduced |
| Balyasny Asset Management LLC | 1,252,761 | $111.9M | 0.23% | +397,256+46.4% | Added |
| D. E. Shaw & Co., Inc. | 1,288,786 | $115.1M | 0.09% | +1,259,592+4,314.6% | Added |
| Jane Street Group, LLC | 1,458,393 | $130.3M | 0.15% | +998,972+217.4% | Added |
| AQR Capital Management LLC | 1,647,726 | $147.2M | 0.09% | +89,789+5.8% | Added |
| State Street Corp | 1,656,480 | $148.0M | 0.01% | −1,359−0.1% | Reduced |
| Geode Capital Management, LLC | 1,717,322 | $153.4M | 0.01% | +55,826+3.4% | Added |
| UBS Group AG | 1,857,953 | $166.0M | 0.03% | +982,751+112.3% | Added |