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Livermore
ZHEN

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.

Q4 2025 vs. Q3 2025

How the institutions holding Wayfair Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of W: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders4156482+73
Shares119.5M798.5K124.1M+5.40M (+4.6%)
Value$10.7B$71.3M$12.5B+$1.86B (+17.5%)

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (127)

Institutions that held Wayfair Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 127 by value.

Institutions new to W in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank1,174,915$118.0M0.01%
Qube Research & Technologies Ltd579,357$58.2M0.08%
Scopus Asset Management, L.P.489,500$49.2M1.37%
Artemis Investment Management LLP478,079$48.0M0.58%
Smith Thomas W237,100$23.8M22.01%
Benchstone Capital Management LP228,226$22.9M2.58%
Moore Capital Management, LP197,468$19.8M0.40%
Panagora Asset Management Inc153,540$15.4M0.05%
Concentric Capital Strategies, LP110,305$11.1M0.57%
Tredje AP-fonden90,000$9.04M0.07%
Hudson Bay Capital Management LP80,281$8.06M0.05%
Lisanti Capital Growth, LLC56,245$5.65M1.34%
RH Tailwind Management, LLC49,000$4.92M4.95%
Worldquant Millennium Advisors LLC47,708$4.79M0.02%
Covenant Asset Management, LLC43,850$4.40M0.85%
Picton Mahoney Asset Management36,380$3.65M0.04%
North Dakota State Investment Board36,210$3.64M0.14%
Cypress Point Investment Management LP33,937$3.41M0.73%
Edgestream Partners, L.P.31,125$3.13M0.09%
Atom Investors LP28,783$2.89M0.23%
Elo Mutual Pension Insurance Co23,672$2.38M0.04%
LMR Partners LLP22,509$2.26M0.02%
HRT Financial LP20,811$2.09M0.01%
Lighthouse Investment Partners, LLC20,682$2.08M0.07%
Dockside LLC19,817$1.99M0.51%
WT Wealth Management15,707$1.58M0.45%
Freestone Grove Partners LP15,669$1.57M0.01%
Axq Capital, LP13,918$1.40M0.32%
Centaurus Financial, Inc.13,843$1.39M0.06%
Hidden Lake Asset Management LP13,419$1.35M0.73%
Legato Capital Management LLC13,215$1.33M0.11%
Eddie Patel Inc12,378$1.24M0.93%
CAPROCK Group, Inc.11,607$1.17M0.02%
Baker Avenue Asset Management, LP10,381$1.04M0.02%
Point72 Asset Management, L.P.9,700$974.0K0.00%
Friedenthal Financial9,325$936.3K0.48%
Invst, LLC8,681$871.7K0.09%
Los Angeles Capital Management LLC8,206$840.3K0.00%
Allianz Asset Management GmbH8,071$810.4K0.00%
Ares Systematic Credit Ltd7,756$778.8K0.64%
Odyssean, LLC6,997$702.6K0.50%
AlphaGrep UK Ltd5,590$561.3K0.19%
Harvest Investment Services, LLC5,190$521.1K0.10%
Vestmark Advisory Solutions, Inc.5,173$519.4K0.01%
BCJ Capital Management, LLC4,968$498.8K0.03%
Cynosure Management, LLC4,964$498.4K0.05%
NorthCrest Asset Manangement, LLC4,477$471.8K0.01%
Eventide Asset Management, LLC4,315$435.9K0.01%
Triumph Capital Management4,063$408.0K0.09%
PFG Advisors4,059$407.6K0.02%
Cambridge Investment Research Advisors, Inc.3,846$386.0K0.00%
Advisors Asset Management, Inc.3,658$367.3K0.01%
Kera Capital Partners, Inc.3,503$362.5K0.04%
Mirabella Financial Services LLP3,609$362.4K0.03%
Evolve Private Wealth, LLC3,545$356.0K0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,510$352.4K0.01%
Berkshire Money Management, Inc.3,483$349.7K0.03%
Arista Wealth Management, LLC3,300$331.4K0.04%
Caerus Investment Advisors, LLC3,053$306.6K0.10%
Evergreen Capital Management LLC3,034$304.6K0.01%
Integrated Wealth Concepts LLC2,790$280.1K0.00%
RMB Capital Management, LLC2,715$272.6K0.00%
Wedbush Securities Inc2,522$253.0K0.01%
Prelude Capital Management, LLC2,516$252.6K0.02%
WSFS Capital Management, LLC2,478$248.8K0.01%
Janney Montgomery Scott LLC2,431$244.0K0.00%
Northwest & Ethical Investments L.P.2,400$242.5K0.01%
Sequoia Financial Advisors, LLC2,410$242.0K0.00%
Adviser Investments LLC2,375$238.5K0.00%
Two Sigma Securities, LLC2,365$237.5K0.03%
Centiva Capital, LP2,355$236.5K0.01%
Vident Advisory, LLC2,277$228.6K0.00%
Atomi Financial Group, Inc.2,225$223.4K0.01%
Mach-1 Financial Group, Inc.2,192$220.1K0.05%
RSM US Wealth Management LLC2,161$218.3K0.00%
Prospera Financial Services Inc2,128$213.7K0.00%
SummitTX Capital, L.P.2,110$211.9K0.01%
First National Bank Sioux Falls2,050$205.8K0.06%
AlTi Global, Inc.2,045$205.3K0.00%
VARCOV Co.2,033$204.1K0.08%
Spears Abacus Advisors LLC2,000$200.8K0.00%
GFG Capital, LLC2,000$200.8K0.07%
Clarity Wealth Advisors, LLC2,000$200.8K0.04%
Pinnacle Wealth Planning Services, Inc.1,668$167.5K0.02%
Aster Capital Management (DIFC) Ltd1,441$144.7K0.06%
Beacon Pointe Advisors, LLC1,399$140.5K0.00%
Basecamp Wealth Advisors LLC765$76.8K0.02%
Brown Brothers Harriman & Co703$70.6K0.00%
Key Capital Management, INC664$66.7K0.07%
Elequin Capital LP542$54.4K0.01%
SageView Advisory Group, LLC475$47.7K0.00%
Kestra Advisory Services, LLC442$44.4K0.00%
Havemeyer Place LP392$39.4K0.01%
V-Square Quantitative Management LLC328$32.9K0.00%
Webster Bank, N. A.297$29.8K0.00%
Golden State Wealth Management, LLC215$21.6K0.00%
International Assets Investment Management, LLC202$20.3K0.00%
CrossGen Wealth, LLC183$18.4K0.02%
REAP Financial Group, LLC150$15.1K0.00%
Strive Financial Group ,LLC126$12.7K0.01%

Sold out (54)

Institutions that held Wayfair Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of W in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Bank of Nova Scotia300,000$26.8M
PEAK6 LLC135,027$12.1M
Trexquant Investment LP132,268$11.8M
Quadrature Capital Ltd78,056$6.97M
ING Groep NV55,400$4.95M
Twin Tree Management, LP45,777$4.09M
Macquarie Group Ltd27,253$2.44M
Capstone Investment Advisors, LLC26,716$2.39M
Quantbot Technologies LP21,920$1.96M
Divisadero Street Capital Management, LP21,591$1.93M
Nomura Holdings Inc20,606$1.84M
Brevan Howard Capital Management LP19,867$1.77M
FORA Capital, LLC15,167$1.35M
Aigen Investment Management, LP14,823$1.32M
Massachusetts Financial Services Co14,619$1.31M
Caxton Associates LLP12,863$1.15M
FNY Investment Advisers, LLC12,534$1.12M
Fox Run Management, L.L.C.11,056$987.6K
Limestone Investment Advisors LP10,666$952.8K
Quantessence Capital LLC10,606$947.4K
Counterpoint Mutual Funds LLC10,328$922.6K
Wolverine Asset Management LLC9,230$824.5K
Formula Growth Ltd7,783$695.3K
Unique Wealth Strategies, LLC7,561$675.4K
Inceptionr LLC7,118$635.9K
Groupama Asset Managment–$601.6K
Brighton Jones LLC6,388$570.6K
Quantitative Investment Management, LLC5,385$481.0K
Bayesian Capital Management, LP5,200$464.5K
Stonehearth Capital Management, LLC5,185$463.2K
Kovitz Investment Group Partners, LLC4,606$411.5K
Bridgefront Capital, LLC4,295$383.7K
Gsa Capital Partners LLP3,575$319.0K
R Squared Ltd3,344$298.7K
Semanteon Capital Management, LP3,287$293.6K
Banco Bilbao Vizcaya Argentaria, S.A.3,270$284.1K
Blueshift Asset Management, LLC2,753$245.9K
Dynamic Technology Lab Private Ltd2,505$224.0K
Oak Thistle LLC2,460$219.8K
Sherbrooke Park Advisers LLC2,268$202.6K
Ci Investments Inc.360$32.0K
Ameritas Advisory Services, LLC129$11.5K
Principal Securities, Inc.100$8.93K
GPS Wealth Strategies Group, LLC100$8.93K
Storebrand Asset Management AS52$4.64K
Heartwood Wealth Advisors LLC52$4.64K
Grey Fox Wealth Advisors, LLC24$2.14K
Clear Investment Research, LLC23$2.06K
TSFG, LLC21$2.00K
Wealthspire Advisors, LLC14$1.25K
Cloud Capital Management, LLC12$1.00K
Financial Consulate, Inc5$447
Mather Group, LLC.1$89
Tortoise Investment Management, LLC1$89

Not filed for Q4 2025 yet (6)

Institutions that held Wayfair Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding W in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Bares Capital Management, Inc.672,486$60.1M
HAP Trading, LLC59,630$5.33M
Wolverine Trading, LLC55,698$4.97M
Bryce Point Capital, LLC8,271$738.8K
Corton Capital Inc.2,327$207.9K
Hemington Wealth Management90$8.00K