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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
Public Sector Pension Investment Board90,400$8.08M0.03%+90,400New
Price T Rowe Associates Inc84,113$7.51M0.00%+8,975+11.9%Added
State Board of Administration of Florida Retirement System83,785$7.48M0.01%−11,623−12.2%Reduced
Amundi86,602$7.29M0.00%+86,602New
Quadrature Capital Ltd78,056$6.97M0.08%+35,097+81.7%Added
Caption Management, LLC76,100$6.80M0.40%−8,900−10.5%Reduced
SEI Investments Co72,843$6.51M0.01%+46,207+173.5%Added
Polar Asset Management Partners Inc.72,421$6.47M0.13%−131,579−64.5%Reduced
Bridgewater Associates, LP70,817$6.33M0.02%+70,817New
Dark Forest Capital Management LP69,623$6.22M0.23%+69,623New
Pinnbrook Capital Management LP68,358$6.11M1.13%+68,358New
Optiver Holding B.V.63,067$5.63M0.09%+63,067New
Portman Square Capital LLP62,056$5.54M0.73%−122,737−66.4%Reduced
Night Squared LP60,416$5.40M1.95%+60,416New
IMC-Chicago, LLC59,751$5.34M0.09%+12,729+27.1%Added
HAP Trading, LLC59,630$5.33M1.47%+59,630New
BloombergSen Inc.57,825$5.17M0.44%+13,513+30.5%Added
EAM Investors, LLC58,669$5.16M0.59%+58,669New
Wolverine Trading, LLC55,698$4.97M0.10%−6,730−10.8%Reduced
ING Groep NV55,400$4.95M0.03%+55,400New
Entropy Technologies, LP52,984$4.73M0.35%+52,984New
New York State Common Retirement Fund51,489$4.60M0.01%+4,230+9.0%Added
Simplex Trading, LLC50,028$4.47M0.10%+50,028New
Twin Tree Management, LP45,777$4.09M0.19%−34,408−42.9%Reduced
ProShare Advisors LLC45,709$4.08M0.01%−38,145−45.5%Reduced
Principal Financial Group Inc45,663$4.08M0.00%+29,163+176.7%Added
Ieq Capital, LLC45,419$4.06M0.01%+40,468+817.4%Added
Parallax Volatility Advisers, L.P.44,252$3.95M0.12%+27,187+159.3%Added
Great Lakes Advisors, LLC44,177$3.95M0.03%+44,177New
Chemistry Wealth Management LLC43,921$3.92M0.76%+418+1.0%Added
State of Wisconsin Investment Board43,673$3.90M0.01%+190+0.4%Added
Treasurer of the State of North Carolina42,699$3.81M0.01%−1,083−2.5%Reduced
Police & Firemen's Retirement System of New Jersey41,812$3.74M0.03%+6,588+18.7%Added
HSBC Holdings PLC41,140$3.59M0.00%+8,398+25.6%Added
Hillsdale Investment Management Inc.40,100$3.58M0.11%+40,100New
Avalon Global Asset Management LLC40,000$3.57M0.82%+40,000New
Healthcare of Ontario Pension Plan Trust Fund39,534$3.53M0.01%+39,534New
CWM, LLC39,490$3.53M0.01%+29,392+291.1%Added
PDT Partners, LLC38,689$3.46M0.22%−86,414−69.1%Reduced
Concurrent Investment Advisors, LLC37,296$3.33M0.06%+37,296New
Alliancebernstein L.P.36,425$3.25M0.00%+1,646+4.7%Added
State of New Jersey Common Pension Fund D36,405$3.25M0.01%−15,595−30.0%Reduced
Employees Retirement System of Texas35,897$3.21M0.03%+627+1.8%Added
Toroso Investments, LLC35,081$3.13M0.01%+20,849+146.5%Added
Occudo Quantitative Strategies LP32,971$2.95M0.36%+32,971New
Handelsbanken Fonder AB31,000$2.77M0.01%+5,500+21.6%Added
Public Employees Retirement System of Ohio30,430$2.72M0.01%+574+1.9%Added
Polen Capital Management LLC29,861$2.67M0.01%+12,575+72.7%Added
Winton Group Ltd29,502$2.64M0.10%+29,502New
Arizona State Retirement System29,139$2.60M0.01%+779+2.7%Added
Mitsubishi UFJ Trust & Banking Corp29,032$2.59M0.01%−2,105−6.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)28,761$2.57M0.01%−1,920−6.3%Reduced
Raymond James Financial Inc28,538$2.55M0.00%−20,173−41.4%Reduced
Cerity Partners LLC28,439$2.54M0.00%+19,615+222.3%Added
Signaturefd, LLC28,088$2.51M0.04%−348,609−92.5%Reduced
Macquarie Group Ltd27,253$2.44M0.00%+27,253New
Capstone Investment Advisors, LLC26,716$2.39M0.02%+18,495+225.0%Added
Creative Planning26,450$2.36M0.00%+8,526+47.6%Added
OP Asset Management Ltd24,422$2.18M0.03%+11,959+96.0%Added
Kennondale Capital Management LLC24,122$2.15M1.65%−1,615−6.3%Reduced
Landscape Capital Management, L.L.C.23,836$2.13M0.14%−109,907−82.2%Reduced
Illinois Municipal Retirement Fund23,028$2.06M0.03%+7,839+51.6%Added
Great West Life Assurance Co23,022$2.05M0.00%+583+2.6%Added
Quantbot Technologies LP21,920$1.96M0.05%+21,920New
Mariner, LLC21,592$1.93M0.00%+13,617+170.7%Added
Divisadero Street Capital Management, LP21,591$1.93M0.09%+21,591New
Nomura Holdings Inc20,606$1.84M0.01%+11,779+133.4%Added
KLP Kapitalforvaltning AS20,400$1.82M0.01%00.0%Unchanged
Brevan Howard Capital Management LP19,867$1.77M0.03%+19,867New
LPL Financial LLC19,829$1.77M0.00%+1,489+8.1%Added
Envestnet Asset Management Inc19,246$1.72M0.00%+1,392+7.8%Added
Cetera Investment Advisers18,214$1.63M0.00%+3,757+26.0%Added
Virginia Retirement Systems Et Al17,656$1.58M0.01%00.0%Unchanged
Ensign Peak Advisors, Inc17,625$1.57M0.00%−10,600−37.6%Reduced
Manufacturers Life Insurance Company, The17,620$1.57M0.00%+171+1.0%Added
Wealth Enhancement Advisory Services, LLC18,780$1.56M0.00%+10,741+133.6%Added
Truist Financial Corp17,132$1.53M0.00%+17,132New
Bridgeway Capital Management, LLC17,100$1.53M0.03%+17,100New
Mercer Global Advisors Inc16,542$1.48M0.00%+10,268+163.7%Added
Y-Intercept (Hong Kong) Ltd15,843$1.42M0.03%−13,714−46.4%Reduced
FORA Capital, LLC15,167$1.35M0.24%+15,167New
Advisory Services Network, LLC15,148$1.35M0.02%+4,341+40.2%Added
Summit Trail Advisors, LLC15,059$1.35M0.02%+7,677+104.0%Added
Range Financial Group LLC14,891$1.33M0.48%+14,891New
Aigen Investment Management, LP14,823$1.32M0.20%−42,208−74.0%Reduced
Smith Group Asset Management, LLC14,730$1.32M0.08%+14,730New
Massachusetts Financial Services Co14,619$1.31M0.00%+14,619New
Pictet Asset Management Holding SA14,249$1.27M0.00%+980+7.4%Added
SRS Capital Advisors, Inc.14,152$1.26M0.02%+13,971+7,718.8%Added
JustInvest LLC13,652$1.22M0.01%+1,858+15.8%Added
Williamson Legacy Group, LLC13,407$1.20M0.93%+13,407New
Caxton Associates LLP12,863$1.15M0.03%+12,863New
Teacher Retirement System of Texas12,862$1.15M0.00%−1,868−12.7%Reduced
FNY Investment Advisers, LLC12,534$1.12M0.36%+12,401+9,324.1%Added
Baader Bank INC12,468$1.11M0.09%+12,468New
Mirae Asset Global ETFs Holdings Ltd.12,280$1.10M0.00%−53,025−81.2%Reduced
Schonfeld Strategic Advisors LLC11,474$1.02M0.01%+11,474New
Deutsche Bank AG11,310$1.01M0.00%+1,125+11.0%Added
Quest Partners LLC11,062$988.2K0.06%−386−3.4%Reduced
Fox Run Management, L.L.C.11,056$987.6K0.15%+11,056New