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, Q4 2025
Institutional positions in Wayfair Inc. as of Dec 31, 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
- 482
- +73 vs. Q3 2025
- Shares held
- 124.1M
- +5.40M (+4.6%) vs. Q3 2025
- Total value
- $12.5B
- +$1.86B (+17.5%) vs. Q3 2025
- New holders
- 127
- 186 more added
- Sold out
- 54
- 117 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 15,997,458 | $1.61B | 0.08% | +281,615+1.8% | Added |
| Capital World Investors | 13,457,158 | $1.35B | 0.18% | +82,584+0.6% | Added |
| Vanguard Group Inc | 9,634,757 | $967.4M | 0.01% | +72,707+0.8% | Added |
| Renaissance Technologies LLC | 5,407,325 | $542.9M | 0.84% | +180,558+3.5% | Added |
| BlackRock, Inc. | 5,299,765 | $532.1M | 0.01% | +482,056+10.0% | Added |
| Baillie Gifford & Co | 4,002,104 | $401.9M | 0.33% | −147,107−3.5% | Reduced |
| Janus Henderson Group PLC | 3,570,475 | $358.5M | 0.16% | +166,855+4.9% | Added |
| Spruce House Investment Management LLC | 2,923,845 | $293.6M | 8.51% | 00.0% | Unchanged |
| Prescott General Partners LLC | 2,922,401 | $293.4M | 20.95% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 2,825,654 | $283.7M | 0.17% | +8,598+0.3% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $280.0M | 100.00% | 00.0% | Unchanged |
| State Street Corp | 2,289,354 | $229.9M | 0.01% | +632,874+38.2% | Added |
| D. E. Shaw & Co., Inc. | 2,058,769 | $206.7M | 0.16% | +769,983+59.7% | Added |
| Two Sigma Advisers, LP | 2,056,700 | $206.5M | 0.40% | +57,900+2.9% | Added |
| Two Sigma Investments, LP | 2,036,019 | $204.4M | 0.30% | +125,997+6.6% | Added |
| UBS Group AG | 1,980,566 | $198.9M | 0.04% | +122,613+6.6% | Added |
| Geode Capital Management, LLC | 1,903,219 | $191.1M | 0.01% | +185,897+10.8% | Added |
| AQR Capital Management LLC | 1,901,210 | $190.9M | 0.10% | +253,484+15.4% | Added |
| Balyasny Asset Management LLC | 1,612,754 | $161.9M | 0.30% | +359,993+28.7% | Added |
| Southpoint Capital Advisors LP | 1,500,000 | $150.6M | 3.50% | −1,000,000−40.0% | Reduced |
| Voloridge Investment Management, LLC | 1,360,345 | $136.6M | 0.48% | +149,950+12.4% | Added |
| Wolf Hill Capital Management, LP | 1,273,004 | $127.8M | 14.89% | +489,404+62.5% | Added |
| Norges Bank | 1,174,915 | $118.0M | 0.01% | +1,174,915 | New |
| Wellington Management Group LLP | 1,140,751 | $114.5M | 0.02% | +640,515+128.0% | Added |
| Charles Schwab Investment Management Inc | 1,135,287 | $114.0M | 0.02% | −12,077−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,015,677 | $102.0M | 0.06% | +216,644+27.1% | Added |
| Morgan Stanley | 937,425 | $94.1M | 0.01% | −1,240,209−57.0% | Reduced |
| Holocene Advisors, LP | 923,040 | $92.7M | 0.20% | −327,667−26.2% | Reduced |
| Price T Rowe Associates Inc | 911,583 | $91.5M | 0.01% | +827,470+983.8% | Added |
| Atreides Management, LP | 870,864 | $87.4M | 1.86% | +16,474+1.9% | Added |
| Hook Mill Capital Partners, LP | 862,992 | $86.7M | 8.16% | +180,434+26.4% | Added |
| Wells Fargo & Company | 842,603 | $84.6M | 0.02% | +230,121+37.6% | Added |
| Citadel Advisors LLC | 828,285 | $83.2M | 0.06% | −372,480−31.0% | Reduced |
| Allen Investment Management LLC | 749,250 | $75.2M | 0.83% | +183,000+32.3% | Added |
| Dimensional Fund Advisors LP | 708,173 | $71.1M | 0.01% | +100,662+16.6% | Added |
| Jacobs Levy Equity Management, Inc | 693,905 | $69.7M | 0.27% | +81,096+13.2% | Added |
| Barclays PLC | 691,003 | $69.4M | 0.03% | +198,116+40.2% | Added |
| American Century Companies Inc | 689,464 | $69.2M | 0.03% | +29,577+4.5% | Added |
| Goldman Sachs Group Inc | 663,410 | $66.6M | 0.01% | +267,090+67.4% | Added |
| Federated Hermes, Inc. | 651,173 | $65.4M | 0.11% | +85,262+15.1% | Added |
| Goodnow Investment Group, LLC | 632,952 | $63.6M | 5.93% | −16,696−2.6% | Reduced |
| Ameriprise Financial Inc | 594,766 | $59.7M | 0.01% | +47,001+8.6% | Added |
| Bank of America Corp | 581,874 | $58.4M | 0.00% | +130,415+28.9% | Added |
| Qube Research & Technologies Ltd | 579,357 | $58.2M | 0.08% | +579,357 | New |
| Bank of Montreal | 559,668 | $56.2M | 0.02% | −39,011−6.5% | Reduced |
| Northern Trust Corp | 492,857 | $49.5M | 0.01% | −2,379−0.5% | Reduced |
| Scopus Asset Management, L.P. | 489,500 | $49.2M | 1.37% | +489,500 | New |
| Artemis Investment Management LLP | 478,079 | $48.0M | 0.58% | +478,079 | New |
| Phoenix Asset Management Partners Ltd | 460,360 | $46.2M | 31.81% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 460,000 | $46.2M | 1.64% | −25,700−5.3% | Reduced |
| Jane Street Group, LLC | 442,357 | $44.4M | 0.05% | −1,016,036−69.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 383,943 | $38.6M | 0.10% | +175,038+83.8% | Added |
| Royal Bank of Canada | 335,194 | $33.7M | 0.01% | −291,142−46.5% | Reduced |
| Quantinno Capital Management LP | 310,986 | $31.2M | 0.06% | +172,334+124.3% | Added |
| Neuberger Berman Group LLC | 308,856 | $31.0M | 0.02% | −11,301−3.5% | Reduced |
| Bank of New York Mellon Corp | 305,239 | $30.6M | 0.01% | +23,767+8.4% | Added |
| Nuveen, LLC | 303,996 | $30.5M | 0.01% | +15,010+5.2% | Added |
| JPMorgan Chase & Co | 267,233 | $26.8M | 0.00% | −525,474−66.3% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 263,147 | $26.4M | 0.42% | +13,201+5.3% | Added |
| UBS Asset Management Americas Inc | 256,797 | $25.8M | 0.01% | +170.0% | Added |
| SG Americas Securities, LLC | 247,606 | $24.9M | 0.03% | +238,087+2,501.2% | Added |
| Smith Thomas W | 237,100 | $23.8M | 22.01% | +237,100 | New |
| Millennium Management LLC | 228,685 | $23.0M | 0.02% | +130,154+132.1% | Added |
| Benchstone Capital Management LP | 228,226 | $22.9M | 2.58% | +228,226 | New |
| Walleye Capital LLC | 220,607 | $22.2M | 0.13% | −127,903−36.7% | Reduced |
| Tudor Investment Corp Et Al | 215,784 | $21.7M | 0.12% | −400,375−65.0% | Reduced |
| Boothbay Fund Management, LLC | 209,577 | $21.0M | 0.55% | +27,299+15.0% | Added |
| Moore Capital Management, LP | 197,468 | $19.8M | 0.40% | +197,468 | New |
| Swiss National Bank | 196,600 | $19.7M | 0.01% | +5,700+3.0% | Added |
| Amundi | 189,092 | $19.0M | 0.01% | +102,490+118.3% | Added |
| Interval Partners, LP | 184,223 | $18.5M | 0.43% | +173,265+1,581.2% | Added |
| Russell Investments Group, Ltd. | 183,835 | $18.5M | 0.02% | +18,228+11.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 182,231 | $18.3M | 0.28% | 00.0% | Unchanged |
| California Public Employees Retirement System | 178,162 | $17.9M | 0.01% | +11,330+6.8% | Added |
| Engineers Gate Manager LP | 174,768 | $17.5M | 0.21% | +46,037+35.8% | Added |
| Invesco Ltd. | 170,160 | $17.1M | 0.00% | −16,562−8.9% | Reduced |
| Tabor Asset Management, LP | 168,684 | $16.9M | 6.84% | +67,849+67.3% | Added |
| Check Capital Management Inc | 167,192 | $16.8M | 1.00% | −658−0.4% | Reduced |
| Susquehanna International Group, LLP | 164,435 | $16.5M | 0.02% | −497−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 162,669 | $16.3M | 1.98% | +143+0.1% | Added |
| Gotham Asset Management, LLC | 161,404 | $16.2M | 0.06% | +3,891+2.5% | Added |
| Gluskin Sheff & Assoc Inc | 157,799 | $15.8M | 2.20% | −15,907−9.2% | Reduced |
| Panagora Asset Management Inc | 153,540 | $15.4M | 0.05% | +153,540 | New |
| Davidson Kempner Capital Management LP | 150,000 | $15.1M | 0.22% | −100,000−40.0% | Reduced |
| First Trust Advisors LP | 148,570 | $14.9M | 0.01% | −11,957−7.4% | Reduced |
| Driehaus Capital Management LLC | 143,638 | $14.4M | 0.10% | +3,924+2.8% | Added |
| STRS Ohio | 139,446 | $14.0M | 0.05% | +42,175+43.4% | Added |
| Alliancebernstein L.P. | 134,891 | $13.5M | 0.00% | +98,466+270.3% | Added |
| HSBC Holdings PLC | 129,707 | $13.0M | 0.01% | +88,567+215.3% | Added |
| Teachers Retirement System of the State of Kentucky | 128,771 | $12.9M | 0.10% | −13,021−9.2% | Reduced |
| Shellback Capital, LP | 128,429 | $12.9M | 1.23% | −274,571−68.1% | Reduced |
| Citigroup Inc | 123,737 | $12.4M | 0.01% | −117,758−48.8% | Reduced |
| Verition Fund Management LLC | 119,243 | $12.0M | 0.06% | +22,697+23.5% | Added |
| Canada Pension Plan Investment Board | 116,200 | $11.7M | 0.01% | −17,200−12.9% | Reduced |
| Concentric Capital Strategies, LP | 110,305 | $11.1M | 0.57% | +110,305 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 109,434 | $11.0M | 0.02% | +7,204+7.0% | Added |
| Legal & General Group Plc | 103,043 | $10.3M | 0.00% | −36,404−26.1% | Reduced |
| Ingalls & Snyder LLC | 98,807 | $9.92M | 0.37% | −382−0.4% | Reduced |
| Ieq Capital, LLC | 96,251 | $9.66M | 0.03% | +50,832+111.9% | Added |
| Rhumbline Advisers | 95,058 | $9.54M | 0.01% | +3,596+3.9% | Added |