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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
Victory Capital Management Inc10,995$982.2K0.00%−238−2.1%Reduced
Graham Capital Management, L.P.10,976$980.5K0.04%+10,976New
Interval Partners, LP10,958$978.9K0.02%+10,958New
CI Private Wealth, LLC10,875$971.5K0.00%+10,875New
Limestone Investment Advisors LP10,666$952.8K0.43%+10,666New
Quantessence Capital LLC10,606$947.4K0.30%−9,406−47.0%Reduced
Counterpoint Mutual Funds LLC10,328$922.6K0.07%+10,328New
RBF Capital, LLC10,000$893.3K0.04%+10,000New
PharVision Advisers, LLC9,827$877.8K0.49%+9,827New
SG Americas Securities, LLC9,519$850.0K0.00%+216+2.3%Added
Wolverine Asset Management LLC9,230$824.5K0.01%−155,743−94.4%Reduced
Public Employees Retirement Association of Colorado9,016$805.0K0.00%00.0%Unchanged
Cinctive Capital Management LP8,654$773.1K0.04%−30,088−77.7%Reduced
Blair William & Co8,590$767.3K0.00%−504−5.5%Reduced
Diversified Trust Co8,577$766.2K0.02%+8,577New
Nisa Investment Advisors, LLC8,500$759.3K0.00%+6,000+240.0%Added
Marex Group plc8,386$749.1K0.01%−4,360−34.2%Reduced
Voya Investment Management LLC8,313$742.6K0.00%−7,584−47.7%Reduced
Bryce Point Capital, LLC8,271$738.8K0.90%+8,271New
Intech Investment Management LLC8,196$732.1K0.01%+8,196New
Formula Growth Ltd7,783$695.3K0.25%−22,000−73.9%Reduced
Unique Wealth Strategies, LLC7,561$675.4K0.27%+7,561New
Daiwa Securities Group Inc.7,532$673.0K0.00%+650+9.4%Added
Corient IA LLC7,500$670.0K0.50%00.0%Unchanged
Numerai GP LLC7,317$653.6K0.09%+7,317New
Captrust Financial Advisors7,288$651.0K0.00%+7,288New
Prudential Financial Inc7,133$637.2K0.00%−195−2.7%Reduced
Inceptionr LLC7,118$635.9K0.15%+7,118New
Commonwealth Equity Services, LLC6,955$621.0K0.00%−1,318−15.9%Reduced
Groupama Asset Managment–$601.6K0.01%––
Federation des caisses Desjardins du Quebec6,648$593.9K0.00%+6,527+5,394.2%Added
Colony Group, LLC6,463$577.6K0.00%+6,463New
Brighton Jones LLC6,388$570.6K0.01%+6,388New
Neo Ivy Capital Management6,282$561.2K0.14%−43,953−87.5%Reduced
Xponance, Inc.6,277$560.7K0.00%+68+1.1%Added
Thrivent Financial for Lutherans6,182$552.0K0.00%−6,752−52.2%Reduced
Buckingham Strategic Partners5,615$544.9K0.01%+5,615New
Pallas Capital Advisors LLC6,046$540.1K0.02%+1,477+32.3%Added
Vise Technologies, Inc.6,030$538.7K0.02%−1,142−15.9%Reduced
Annis Gardner Whiting Capital Advisors, LLC5,760$514.5K0.11%00.0%Unchanged
West Michigan Advisors, LLC5,410$483.3K0.12%+5,410New
State of Wyoming5,409$483.2K0.06%+5,409New
Quantitative Investment Management, LLC5,385$481.0K0.07%+5,385New
Bayforest Capital Ltd5,349$477.8K0.23%+5,349New
State of Alaska, Department of Revenue5,294$472.0K0.00%+5,294New
Optimist Retirement Group LLC5,279$471.6K0.21%+5,279New
Amalgamated Bank5,239$468.0K0.00%−109−2.0%Reduced
Bayesian Capital Management, LP5,200$464.5K0.09%−13,411−72.1%Reduced
Stonehearth Capital Management, LLC5,185$463.2K0.18%00.0%Unchanged
Everence Capital Management Inc5,090$455.0K0.03%00.0%Unchanged
Utah Retirement Systems5,026$449.0K0.00%+100+2.0%Added
Intrepid Financial Planning Group LLC5,000$446.6K0.17%00.0%Unchanged
Optas, LLC4,951$442.3K0.08%+76+1.6%Added
American Trust5,370$436.0K0.04%+5,370New
Sterling Capital Management LLC4,845$432.8K0.01%−300−5.8%Reduced
Skaana Management L.P.4,743$423.7K0.19%+4,743New
Maryland State Retirement & Pension System4,739$423.3K0.01%−534−10.1%Reduced
Kovitz Investment Group Partners, LLC4,606$411.5K0.00%+4,606New
Guggenheim Capital LLC4,528$404.5K0.00%+389+9.4%Added
Pathstone Holdings, LLC4,506$402.5K0.00%+4,506New
M&T Bank Corp4,419$394.6K0.00%−710−13.8%Reduced
Swiss Life Asset Management Ltd4,409$393.9K0.00%+4,409New
Independent Advisor Alliance4,387$391.9K0.01%+4,387New
Inscription Capital, LLC4,322$386.1K0.04%+4,322New
Bridgefront Capital, LLC4,295$383.7K0.11%+4,295New
The PNC Financial Services Group, Inc.4,279$382.2K0.00%+55+1.3%Added
CIBC World Markets Inc.4,204$375.5K0.00%+4,204New
Advisor Group Holdings, Inc.4,506$355.3K0.00%+552+14.0%Added
QRG Capital Management, Inc.3,797$339.2K0.00%−2,891−43.2%Reduced
Lido Advisors, LLC3,702$330.7K0.00%+3,702New
Krilogy Financial LLC3,206$323.4K0.01%+3,206New
Gsa Capital Partners LLP3,575$319.0K0.03%−1,305−26.7%Reduced
Ethic Inc.3,555$317.6K0.01%+3,555New
Empowered Funds, LLC3,490$311.8K0.00%−2,620−42.9%Reduced
Sanctuary Advisors, LLC3,482$311.0K0.00%+3,482New
Northwestern Mutual Wealth Management Co3,468$309.8K0.00%+1,006+40.9%Added
Patriot Financial Group Insurance Agency, LLC3,413$304.8K0.04%−5,419−61.4%Reduced
Wedmont Private Capital3,653$303.6K0.01%+3,653New
O'Shaughnessy Asset Management, LLC3,390$302.8K0.00%+3,390New
R Squared Ltd3,344$298.7K0.13%+3,344New
Magnus Financial Group LLC3,303$295.1K0.02%+3,303New
Semanteon Capital Management, LP3,287$293.6K0.37%+3,287New
Kestra Private Wealth Services, LLC3,280$293.0K0.00%+3,280New
Aaron Wealth Advisors3,258$291.0K0.02%+3,258New
Integrated Advisors Network LLC3,204$286.2K0.01%+3,204New
Voleon Capital Management LP3,186$284.6K0.01%+3,186New
Banco Bilbao Vizcaya Argentaria, S.A.3,270$284.1K0.00%−13,410−80.4%Reduced
Lazard Asset Management LLC3,179$284.0K0.00%00.0%Unchanged
Merit Financial Group, LLC3,158$282.1K0.00%+3,158New
Ronald Blue Trust, Inc.3,035$271.1K0.00%00.0%Unchanged
Flynn Zito Capital Management, LLC3,028$270.5K0.10%−2,673−46.9%Reduced
CIBC Asset Management Inc2,959$264.3K0.00%+2,959New
KBC Group NV2,816$252.0K0.00%00.0%Unchanged
Assenagon Asset Management S.A.2,784$248.7K0.00%+2,784New
Chicago Partners Investment Group LLC2,317$246.8K0.01%+2,317New
Blueshift Asset Management, LLC2,753$245.9K0.08%−51,699−94.9%Reduced
Cypress Wealth Services, LLC2,673$238.8K0.04%+2,673New
Syon Capital LLC2,544$227.3K0.01%+2,544New
Scotia Capital Inc.2,512$224.4K0.00%+2,512New
Dynamic Technology Lab Private Ltd2,505$224.0K0.04%+2,505New