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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, 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.

Institutional holdersQ4 2025: 482 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 heldQ4 2025: $12.5B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q3 2025.

Institutions holding W in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Eventide Asset Management, LLC4,315$435.9K0.01%+4,315New
PharVision Advisers, LLC4,524$454.3K0.23%−5,303−54.0%Reduced
Prudential Financial Inc4,563$458.2K0.00%−2,570−36.0%Reduced
O'Shaughnessy Asset Management, LLC4,564$458.3K0.00%+1,174+34.6%Added
Northwestern Mutual Wealth Management Co4,695$471.4K0.00%+1,227+35.4%Added
NorthCrest Asset Manangement, LLC4,477$471.8K0.01%+4,477New
Maryland State Retirement & Pension System4,739$475.8K0.01%00.0%Unchanged
Skaana Management L.P.4,743$476.2K0.26%00.0%Unchanged
Diversified Trust Co4,755$477.4K0.01%−3,822−44.6%Reduced
M&T Bank Corp4,798$481.7K0.00%+379+8.6%Added
Krilogy Financial LLC4,445$489.5K0.02%+1,239+38.6%Added
Sterling Capital Management LLC4,880$490.0K0.01%+35+0.7%Added
Cynosure Management, LLC4,964$498.4K0.05%+4,964New
BCJ Capital Management, LLC4,968$498.8K0.03%+4,968New
Independent Advisor Alliance4,993$501.3K0.01%+606+13.8%Added
RBF Capital, LLC5,000$502.1K0.02%−5,000−50.0%Reduced
Intrepid Financial Planning Group LLC5,000$502.1K0.19%00.0%Unchanged
Intech Investment Management LLC5,017$503.8K0.00%−3,179−38.8%Reduced
Optas, LLC5,057$507.8K0.08%+106+2.1%Added
Everence Capital Management Inc5,090$511.0K0.03%00.0%Unchanged
Optimist Retirement Group LLC5,160$518.1K0.24%−119−2.3%Reduced
Vestmark Advisory Solutions, Inc.5,173$519.4K0.01%+5,173New
Harvest Investment Services, LLC5,190$521.1K0.10%+5,190New
Utah Retirement Systems5,194$521.5K0.00%+168+3.3%Added
American Trust5,250$527.2K0.04%−120−2.2%Reduced
Sanctuary Advisors, LLC5,376$539.8K0.00%+1,894+54.4%Added
West Michigan Advisors, LLC5,379$540.1K0.12%−31−0.6%Reduced
Pathstone Holdings, LLC5,386$540.8K0.00%+880+19.5%Added
Inscription Capital, LLC5,393$541.5K0.06%+1,071+24.8%Added
State of Alaska, Department of Revenue5,418$544.0K0.01%+124+2.3%Added
Thrivent Financial for Lutherans5,459$549.0K0.00%−723−11.7%Reduced
Ensign Peak Advisors, Inc5,475$549.7K0.00%−12,150−68.9%Reduced
AlphaGrep UK Ltd5,590$561.3K0.19%+5,590New
Annis Gardner Whiting Capital Advisors, LLC5,760$578.4K0.11%00.0%Unchanged
Chicago Partners Investment Group LLC5,506$604.4K0.01%+3,189+137.6%Added
Amalgamated Bank6,199$622.0K0.00%+960+18.3%Added
Advisor Group Holdings, Inc.6,384$641.1K0.00%+1,878+41.7%Added
Vise Technologies, Inc.6,400$642.6K0.01%+370+6.1%Added
Pallas Capital Advisors LLC6,534$656.1K0.02%+488+8.1%Added
Aaron Wealth Advisors6,566$659.3K0.04%+3,308+101.5%Added
Merit Financial Group, LLC6,573$660.0K0.01%+3,415+108.1%Added
Xponance, Inc.6,661$668.8K0.01%+384+6.1%Added
Odyssean, LLC6,997$702.6K0.50%+6,997New
Signaturefd, LLC7,094$712.3K0.01%−20,994−74.7%Reduced
Marshall Wace, LLP7,127$715.6K0.00%+5,568+357.2%Added
Swiss Life Asset Management Ltd7,373$740.3K0.00%+2,964+67.2%Added
Corient IA LLC7,500$753.1K0.71%00.0%Unchanged
Voya Investment Management LLC7,663$769.4K0.00%−650−7.8%Reduced
Ares Systematic Credit Ltd7,756$778.8K0.64%+7,756New
Federation des caisses Desjardins du Quebec7,792$782.4K0.00%+1,144+17.2%Added
Captrust Financial Advisors8,001$803.4K0.00%+713+9.8%Added
Allianz Asset Management GmbH8,071$810.4K0.00%+8,071New
Buckingham Strategic Partners8,186$822.0K0.01%+2,571+45.8%Added
Blair William & Co8,233$826.7K0.00%−357−4.2%Reduced
Los Angeles Capital Management LLC8,206$840.3K0.00%+8,206New
Invst, LLC8,681$871.7K0.09%+8,681New
Nisa Investment Advisors, LLC8,801$883.7K0.00%+301+3.5%Added
Deutsche Bank AG8,808$884.4K0.00%−2,502−22.1%Reduced
Daiwa Securities Group Inc.8,868$890.0K0.00%+1,336+17.7%Added
Public Employees Retirement Association of Colorado9,016$905.0K0.00%00.0%Unchanged
Friedenthal Financial9,325$936.3K0.48%+9,325New
Commonwealth Equity Services, LLC9,369$940.7K0.00%+2,414+34.7%Added
Point72 Asset Management, L.P.9,700$974.0K0.00%+9,700New
Baker Avenue Asset Management, LP10,381$1.04M0.02%+10,381New
Schonfeld Strategic Advisors LLC11,052$1.11M0.01%−422−3.7%Reduced
Quest Partners LLC11,053$1.11M0.06%−9−0.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.11,255$1.13M0.00%−1,025−8.3%Reduced
Great West Life Assurance Co11,493$1.16M0.00%−11,529−50.1%Reduced
CAPROCK Group, Inc.11,607$1.17M0.02%+11,607New
Entropy Technologies, LP12,218$1.23M0.07%−40,766−76.9%Reduced
Baader Bank INC12,258$1.23M0.10%−210−1.7%Reduced
Eddie Patel Inc12,378$1.24M0.93%+12,378New
KBC Group NV12,699$1.27M0.00%+9,883+351.0%Added
CI Private Wealth, LLC12,765$1.28M0.00%+1,890+17.4%Added
Legato Capital Management LLC13,215$1.33M0.11%+13,215New
Hidden Lake Asset Management LP13,419$1.35M0.73%+13,419New
Range Financial Group LLC13,793$1.38M0.48%−1,098−7.4%Reduced
Centaurus Financial, Inc.13,843$1.39M0.06%+13,843New
Axq Capital, LP13,918$1.40M0.32%+13,918New
JustInvest LLC14,232$1.43M0.01%+580+4.2%Added
Pictet Asset Management Holding SA14,726$1.48M0.00%+477+3.3%Added
Advisory Services Network, LLC15,105$1.52M0.02%−43−0.3%Reduced
Freestone Grove Partners LP15,669$1.57M0.01%+15,669New
WT Wealth Management15,707$1.58M0.45%+15,707New
Pinnbrook Capital Management LP16,364$1.64M0.42%−51,994−76.1%Reduced
Smith Group Asset Management, LLC16,747$1.68M0.09%+2,017+13.7%Added
Kennondale Capital Management LLC16,885$1.70M1.25%−7,237−30.0%Reduced
Bridgeway Capital Management, LLC17,000$1.71M0.04%−100−0.6%Reduced
Healthcare of Ontario Pension Plan Trust Fund17,148$1.72M0.00%−22,386−56.6%Reduced
Neo Ivy Capital Management17,388$1.75M0.28%+11,106+176.8%Added
OP Asset Management Ltd17,862$1.79M0.02%−6,560−26.9%Reduced
Summit Trail Advisors, LLC18,038$1.81M0.03%+2,979+19.8%Added
Envestnet Asset Management Inc18,168$1.82M0.00%−1,078−5.6%Reduced
Manufacturers Life Insurance Company, The18,589$1.87M0.00%+969+5.5%Added
Landscape Capital Management, L.L.C.18,655$1.87M0.13%−5,181−21.7%Reduced
LPL Financial LLC19,675$1.98M0.00%−154−0.8%Reduced
Dockside LLC19,817$1.99M0.51%+19,817New
Nomura Asset Management Co Ltd20,212$2.03M0.01%+19,052+1,642.4%Added
Public Sector Pension Investment Board20,400$2.05M0.01%−70,000−77.4%Reduced
Lighthouse Investment Partners, LLC20,682$2.08M0.07%+20,682New