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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 1,910,022 | $170.6M | 0.26% | +165,513+9.5% | Added |
| Two Sigma Advisers, LP | 1,998,800 | $178.6M | 0.36% | +211,000+11.8% | Added |
| Morgan Stanley | 2,177,634 | $194.5M | 0.01% | +1,151,277+112.2% | Added |
| Southpoint Capital Advisors LP | 2,500,000 | $223.3M | 5.86% | −1,300,000−34.2% | Reduced |
| Great Hill Partners, L.P. | 2,788,912 | $249.1M | 100.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 2,817,056 | $251.6M | 0.16% | +2,512,854+826.0% | Added |
| Prescott General Partners LLC | 2,922,401 | $261.1M | 18.23% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 2,923,845 | $261.2M | 6.75% | −76,155−2.5% | Reduced |
| Janus Henderson Group PLC | 3,403,620 | $304.0M | 0.14% | −602,222−15.0% | Reduced |
| Baillie Gifford & Co | 4,149,211 | $370.6M | 0.27% | −1,514,952−26.7% | Reduced |
| BlackRock, Inc. | 4,817,709 | $430.4M | 0.01% | −14,795−0.3% | Reduced |
| Renaissance Technologies LLC | 5,226,767 | $466.9M | 0.62% | +658,500+14.4% | Added |
| Vanguard Group Inc | 9,562,050 | $854.2M | 0.01% | +397,572+4.3% | Added |
| Capital World Investors | 13,374,574 | $1.19B | 0.16% | +521,240+4.1% | Added |
| FMR LLC | 15,715,843 | $1.40B | 0.07% | +218,362+1.4% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −5,833,171−100.0% | Sold out |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −1,062,126−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −792,654−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −750,955−100.0% | Sold out |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −743,491−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −527,892−100.0% | Sold out |
| Nan Fung Trinity (HK) Ltd | 0 | $0 | 0.00% | −302,500−100.0% | Sold out |
| Sycale Advisors (NY) LLC | 0 | $0 | 0.00% | −106,588−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −74,474−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −74,110−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −59,274−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −58,660−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −57,283−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −53,708−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,217−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −32,521−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −28,476−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −19,689−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −19,302−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,458−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −16,084−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −16,038−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −13,494−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −12,982−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,828−100.0% | Sold out |
| Par Capital Management Inc | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −8,199−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −6,685−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −5,710−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −5,573−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| HAP Trading, LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |