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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 20,707 | $2.08M | 0.00% | +2,493+13.7% | Added |
| HRT Financial LP | 20,811 | $2.09M | 0.01% | +20,811 | New |
| KLP Kapitalforvaltning AS | 21,300 | $2.14M | 0.01% | +900+4.4% | Added |
| National Bank of Canada | 21,390 | $2.15M | 0.00% | −118,579−84.7% | Reduced |
| Optiver Holding B.V. | 21,455 | $2.15M | 0.04% | −41,612−66.0% | Reduced |
| Virginia Retirement Systems Et Al | 22,256 | $2.23M | 0.01% | +4,600+26.1% | Added |
| LMR Partners LLP | 22,509 | $2.26M | 0.02% | +22,509 | New |
| Voleon Capital Management LP | 22,602 | $2.27M | 0.05% | +19,416+609.4% | Added |
| Elo Mutual Pension Insurance Co | 23,672 | $2.38M | 0.04% | +23,672 | New |
| Numerai GP LLC | 24,019 | $2.41M | 0.29% | +16,702+228.3% | Added |
| Colony Group, LLC | 24,043 | $2.41M | 0.00% | +17,580+272.0% | Added |
| Williamson Legacy Group, LLC | 24,967 | $2.51M | 1.96% | +11,560+86.2% | Added |
| Man Group plc | 25,056 | $2.52M | 0.00% | +23,852+1,981.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 25,553 | $2.57M | 0.01% | −3,479−12.0% | Reduced |
| Winton Group Ltd | 26,470 | $2.66M | 0.09% | −3,032−10.3% | Reduced |
| Mercer Global Advisors Inc | 26,536 | $2.66M | 0.00% | +9,994+60.4% | Added |
| Polen Capital Management LLC | 26,857 | $2.70M | 0.01% | −3,004−10.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,481 | $2.81M | 0.00% | +6,701+35.7% | Added |
| Arizona State Retirement System | 28,138 | $2.83M | 0.02% | −1,001−3.4% | Reduced |
| Portman Square Capital LLP | 28,422 | $2.85M | 0.50% | −33,634−54.2% | Reduced |
| Dark Forest Capital Management LP | 28,641 | $2.88M | 0.13% | −40,982−58.9% | Reduced |
| Atom Investors LP | 28,783 | $2.89M | 0.23% | +28,783 | New |
| Polar Asset Management Partners Inc. | 29,723 | $2.98M | 0.06% | −42,698−59.0% | Reduced |
| Graham Capital Management, L.P. | 30,150 | $3.03M | 0.10% | +19,174+174.7% | Added |
| Victory Capital Management Inc | 30,179 | $3.03M | 0.00% | +19,184+174.5% | Added |
| Public Employees Retirement System of Ohio | 31,101 | $3.12M | 0.01% | +671+2.2% | Added |
| Handelsbanken Fonder AB | 31,100 | $3.12M | 0.01% | +100+0.3% | Added |
| Edgestream Partners, L.P. | 31,125 | $3.13M | 0.09% | +31,125 | New |
| Great Lakes Advisors, LLC | 31,471 | $3.16M | 0.03% | −12,706−28.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,541 | $3.17M | 0.01% | +2,780+9.7% | Added |
| Toroso Investments, LLC | 31,672 | $3.18M | 0.01% | −3,409−9.7% | Reduced |
| ProShare Advisors LLC | 32,196 | $3.23M | 0.01% | −13,513−29.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 32,291 | $3.24M | 0.10% | −11,961−27.0% | Reduced |
| Creative Planning | 32,699 | $3.28M | 0.00% | +6,249+23.6% | Added |
| Cypress Point Investment Management LP | 33,937 | $3.41M | 0.73% | +33,937 | New |
| Raymond James Financial Inc | 34,330 | $3.45M | 0.00% | +5,792+20.3% | Added |
| State of New Jersey Common Pension Fund D | 35,449 | $3.56M | 0.01% | −956−2.6% | Reduced |
| Employees Retirement System of Texas | 35,897 | $3.60M | 0.03% | 00.0% | Unchanged |
| North Dakota State Investment Board | 36,210 | $3.64M | 0.14% | +36,210 | New |
| Picton Mahoney Asset Management | 36,380 | $3.65M | 0.04% | +36,380 | New |
| Penserra Capital Management LLC | 36,435 | $3.66M | 0.04% | −78,577−68.3% | Reduced |
| Jain Global LLC | 38,187 | $3.83M | 0.04% | −207,319−84.4% | Reduced |
| Illinois Municipal Retirement Fund | 38,232 | $3.84M | 0.05% | +15,204+66.0% | Added |
| PDT Partners, LLC | 38,689 | $3.88M | 0.25% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 39,413 | $3.96M | 0.23% | +30,759+355.4% | Added |
| Cerity Partners LLC | 40,690 | $4.09M | 0.01% | +12,251+43.1% | Added |
| Treasurer of the State of North Carolina | 41,029 | $4.12M | 0.01% | −1,670−3.9% | Reduced |
| Hillsdale Investment Management Inc. | 41,800 | $4.20M | 0.12% | +1,700+4.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 41,858 | $4.20M | 0.03% | +46+0.1% | Added |
| Mariner, LLC | 42,011 | $4.22M | 0.01% | +20,419+94.6% | Added |
| Night Squared LP | 42,067 | $4.22M | 1.19% | −18,349−30.4% | Reduced |
| IMC-Chicago, LLC | 42,207 | $4.24M | 0.07% | −17,544−29.4% | Reduced |
| Chemistry Wealth Management LLC | 42,967 | $4.31M | 0.81% | −954−2.2% | Reduced |
| Covenant Asset Management, LLC | 43,850 | $4.40M | 0.85% | +43,850 | New |
| Avalon Global Asset Management LLC | 45,000 | $4.52M | 1.00% | +5,000+12.5% | Added |
| Fred Alger Management, LLC | 45,619 | $4.58M | 0.02% | −67,473−59.7% | Reduced |
| Worldquant Millennium Advisors LLC | 47,708 | $4.79M | 0.02% | +47,708 | New |
| CWM, LLC | 48,821 | $4.90M | 0.01% | +9,331+23.6% | Added |
| RH Tailwind Management, LLC | 49,000 | $4.92M | 4.95% | +49,000 | New |
| New York State Common Retirement Fund | 51,489 | $5.17M | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 52,501 | $5.27M | 0.06% | +15,205+40.8% | Added |
| Franklin Resources Inc | 54,736 | $5.50M | 0.00% | +54,103+8,547.1% | Added |
| Lisanti Capital Growth, LLC | 56,245 | $5.65M | 1.34% | +56,245 | New |
| Caption Management, LLC | 56,800 | $5.70M | 0.25% | −19,300−25.4% | Reduced |
| EAM Investors, LLC | 57,521 | $5.78M | 0.64% | −1,148−2.0% | Reduced |
| BloombergSen Inc. | 61,186 | $6.14M | 0.65% | +3,361+5.8% | Added |
| State of Wisconsin Investment Board | 62,408 | $6.27M | 0.01% | +18,735+42.9% | Added |
| Occudo Quantitative Strategies LP | 68,717 | $6.90M | 0.46% | +35,746+108.4% | Added |
| SEI Investments Co | 68,762 | $6.90M | 0.01% | −4,081−5.6% | Reduced |
| Aquatic Capital Management LLC | 69,782 | $7.01M | 0.20% | −165,409−70.3% | Reduced |
| Acadian Asset Management LLC | 71,890 | $7.21M | 0.01% | −61,982−46.3% | Reduced |
| Group One Trading, L.P. | 74,919 | $7.52M | 0.22% | −21,359−22.2% | Reduced |
| Hudson Bay Capital Management LP | 80,281 | $8.06M | 0.05% | +80,281 | New |
| State Board of Administration of Florida Retirement System | 81,497 | $8.18M | 0.01% | −2,288−2.7% | Reduced |
| Simplex Trading, LLC | 81,918 | $8.23M | 0.23% | +31,890+63.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 82,673 | $8.30M | 0.19% | +66,830+421.8% | Added |
| Proficio Capital Partners LLC | 83,405 | $8.37M | 0.59% | −9,999−10.7% | Reduced |
| Bridgewater Associates, LP | 85,467 | $8.58M | 0.03% | +14,650+20.7% | Added |
| Tredje AP-fonden | 90,000 | $9.04M | 0.07% | +90,000 | New |
| Algert Global LLC | 90,965 | $9.13M | 0.14% | −20,492−18.4% | Reduced |
| Panoramic Capital, LLC | 93,727 | $9.41M | 5.39% | +2,674+2.9% | Added |
| California State Teachers Retirement System | 94,455 | $9.48M | 0.01% | +1,196+1.3% | Added |
| Rhumbline Advisers | 95,058 | $9.54M | 0.01% | +3,596+3.9% | Added |
| Ieq Capital, LLC | 96,251 | $9.66M | 0.03% | +50,832+111.9% | Added |
| Ingalls & Snyder LLC | 98,807 | $9.92M | 0.37% | −382−0.4% | Reduced |
| Legal & General Group Plc | 103,043 | $10.3M | 0.00% | −36,404−26.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 109,434 | $11.0M | 0.02% | +7,204+7.0% | Added |
| Concentric Capital Strategies, LP | 110,305 | $11.1M | 0.57% | +110,305 | New |
| Canada Pension Plan Investment Board | 116,200 | $11.7M | 0.01% | −17,200−12.9% | Reduced |
| Verition Fund Management LLC | 119,243 | $12.0M | 0.06% | +22,697+23.5% | Added |
| Citigroup Inc | 123,737 | $12.4M | 0.01% | −117,758−48.8% | Reduced |
| Shellback Capital, LP | 128,429 | $12.9M | 1.23% | −274,571−68.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 128,771 | $12.9M | 0.10% | −13,021−9.2% | Reduced |
| HSBC Holdings PLC | 129,707 | $13.0M | 0.01% | +88,567+215.3% | Added |
| Alliancebernstein L.P. | 134,891 | $13.5M | 0.00% | +98,466+270.3% | Added |
| STRS Ohio | 139,446 | $14.0M | 0.05% | +42,175+43.4% | Added |
| Driehaus Capital Management LLC | 143,638 | $14.4M | 0.10% | +3,924+2.8% | Added |
| First Trust Advisors LP | 148,570 | $14.9M | 0.01% | −11,957−7.4% | Reduced |
| Davidson Kempner Capital Management LP | 150,000 | $15.1M | 0.22% | −100,000−40.0% | Reduced |
| Panagora Asset Management Inc | 153,540 | $15.4M | 0.05% | +153,540 | New |