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 |
|---|---|---|---|---|---|
| Gluskin Sheff & Assoc Inc | 157,799 | $15.8M | 2.20% | −15,907−9.2% | Reduced |
| Gotham Asset Management, LLC | 161,404 | $16.2M | 0.06% | +3,891+2.5% | Added |
| Mayflower Financial Advisors, LLC | 162,669 | $16.3M | 1.98% | +143+0.1% | Added |
| Susquehanna International Group, LLP | 164,435 | $16.5M | 0.02% | −497−0.3% | Reduced |
| Check Capital Management Inc | 167,192 | $16.8M | 1.00% | −658−0.4% | Reduced |
| Tabor Asset Management, LP | 168,684 | $16.9M | 6.84% | +67,849+67.3% | Added |
| Invesco Ltd. | 170,160 | $17.1M | 0.00% | −16,562−8.9% | Reduced |
| Engineers Gate Manager LP | 174,768 | $17.5M | 0.21% | +46,037+35.8% | Added |
| California Public Employees Retirement System | 178,162 | $17.9M | 0.01% | +11,330+6.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 182,231 | $18.3M | 0.28% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 183,835 | $18.5M | 0.02% | +18,228+11.0% | Added |
| Interval Partners, LP | 184,223 | $18.5M | 0.43% | +173,265+1,581.2% | Added |
| Amundi | 189,092 | $19.0M | 0.01% | +102,490+118.3% | Added |
| Swiss National Bank | 196,600 | $19.7M | 0.01% | +5,700+3.0% | Added |
| Moore Capital Management, LP | 197,468 | $19.8M | 0.40% | +197,468 | New |
| Boothbay Fund Management, LLC | 209,577 | $21.0M | 0.55% | +27,299+15.0% | Added |
| Tudor Investment Corp Et Al | 215,784 | $21.7M | 0.12% | −400,375−65.0% | Reduced |
| Walleye Capital LLC | 220,607 | $22.2M | 0.13% | −127,903−36.7% | Reduced |
| Benchstone Capital Management LP | 228,226 | $22.9M | 2.58% | +228,226 | New |
| Millennium Management LLC | 228,685 | $23.0M | 0.02% | +130,154+132.1% | Added |
| Smith Thomas W | 237,100 | $23.8M | 22.01% | +237,100 | New |
| SG Americas Securities, LLC | 247,606 | $24.9M | 0.03% | +238,087+2,501.2% | Added |
| UBS Asset Management Americas Inc | 256,797 | $25.8M | 0.01% | +170.0% | Added |
| Rothschild & Co Wealth Management UK Ltd | 263,147 | $26.4M | 0.42% | +13,201+5.3% | Added |
| JPMorgan Chase & Co | 267,233 | $26.8M | 0.00% | −525,474−66.3% | Reduced |
| Nuveen, LLC | 303,996 | $30.5M | 0.01% | +15,010+5.2% | Added |
| Bank of New York Mellon Corp | 305,239 | $30.6M | 0.01% | +23,767+8.4% | Added |
| Neuberger Berman Group LLC | 308,856 | $31.0M | 0.02% | −11,301−3.5% | Reduced |
| Quantinno Capital Management LP | 310,986 | $31.2M | 0.06% | +172,334+124.3% | Added |
| Royal Bank of Canada | 335,194 | $33.7M | 0.01% | −291,142−46.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 383,943 | $38.6M | 0.10% | +175,038+83.8% | Added |
| Jane Street Group, LLC | 442,357 | $44.4M | 0.05% | −1,016,036−69.7% | Reduced |
| Hennessy Advisors Inc | 460,000 | $46.2M | 1.64% | −25,700−5.3% | Reduced |
| Phoenix Asset Management Partners Ltd | 460,360 | $46.2M | 31.81% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 478,079 | $48.0M | 0.58% | +478,079 | New |
| Scopus Asset Management, L.P. | 489,500 | $49.2M | 1.37% | +489,500 | New |
| Northern Trust Corp | 492,857 | $49.5M | 0.01% | −2,379−0.5% | Reduced |
| Bank of Montreal | 559,668 | $56.2M | 0.02% | −39,011−6.5% | Reduced |
| Qube Research & Technologies Ltd | 579,357 | $58.2M | 0.08% | +579,357 | New |
| Bank of America Corp | 581,874 | $58.4M | 0.00% | +130,415+28.9% | Added |
| Ameriprise Financial Inc | 594,766 | $59.7M | 0.01% | +47,001+8.6% | Added |
| Goodnow Investment Group, LLC | 632,952 | $63.6M | 5.93% | −16,696−2.6% | Reduced |
| Federated Hermes, Inc. | 651,173 | $65.4M | 0.11% | +85,262+15.1% | Added |
| Goldman Sachs Group Inc | 663,410 | $66.6M | 0.01% | +267,090+67.4% | Added |
| American Century Companies Inc | 689,464 | $69.2M | 0.03% | +29,577+4.5% | Added |
| Barclays PLC | 691,003 | $69.4M | 0.03% | +198,116+40.2% | Added |
| Jacobs Levy Equity Management, Inc | 693,905 | $69.7M | 0.27% | +81,096+13.2% | Added |
| Dimensional Fund Advisors LP | 708,173 | $71.1M | 0.01% | +100,662+16.6% | Added |
| Allen Investment Management LLC | 749,250 | $75.2M | 0.83% | +183,000+32.3% | Added |
| Citadel Advisors LLC | 828,285 | $83.2M | 0.06% | −372,480−31.0% | Reduced |
| Wells Fargo & Company | 842,603 | $84.6M | 0.02% | +230,121+37.6% | Added |
| Hook Mill Capital Partners, LP | 862,992 | $86.7M | 8.16% | +180,434+26.4% | Added |
| Atreides Management, LP | 870,864 | $87.4M | 1.86% | +16,474+1.9% | Added |
| Price T Rowe Associates Inc | 911,583 | $91.5M | 0.01% | +827,470+983.8% | Added |
| Holocene Advisors, LP | 923,040 | $92.7M | 0.20% | −327,667−26.2% | Reduced |
| Morgan Stanley | 937,425 | $94.1M | 0.01% | −1,240,209−57.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,015,677 | $102.0M | 0.06% | +216,644+27.1% | Added |
| Charles Schwab Investment Management Inc | 1,135,287 | $114.0M | 0.02% | −12,077−1.1% | Reduced |
| Wellington Management Group LLP | 1,140,751 | $114.5M | 0.02% | +640,515+128.0% | Added |
| Norges Bank | 1,174,915 | $118.0M | 0.01% | +1,174,915 | New |
| Wolf Hill Capital Management, LP | 1,273,004 | $127.8M | 14.89% | +489,404+62.5% | Added |
| Voloridge Investment Management, LLC | 1,360,345 | $136.6M | 0.48% | +149,950+12.4% | Added |
| Southpoint Capital Advisors LP | 1,500,000 | $150.6M | 3.50% | −1,000,000−40.0% | Reduced |
| Balyasny Asset Management LLC | 1,612,754 | $161.9M | 0.30% | +359,993+28.7% | Added |
| AQR Capital Management LLC | 1,901,210 | $190.9M | 0.10% | +253,484+15.4% | Added |
| Geode Capital Management, LLC | 1,903,219 | $191.1M | 0.01% | +185,897+10.8% | Added |
| UBS Group AG | 1,980,566 | $198.9M | 0.04% | +122,613+6.6% | Added |
| Two Sigma Investments, LP | 2,036,019 | $204.4M | 0.30% | +125,997+6.6% | Added |
| Two Sigma Advisers, LP | 2,056,700 | $206.5M | 0.40% | +57,900+2.9% | Added |
| D. E. Shaw & Co., Inc. | 2,058,769 | $206.7M | 0.16% | +769,983+59.7% | Added |
| State Street Corp | 2,289,354 | $229.9M | 0.01% | +632,874+38.2% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $280.0M | 100.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 2,825,654 | $283.7M | 0.17% | +8,598+0.3% | Added |
| Prescott General Partners LLC | 2,922,401 | $293.4M | 20.95% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 2,923,845 | $293.6M | 8.51% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3,570,475 | $358.5M | 0.16% | +166,855+4.9% | Added |
| Baillie Gifford & Co | 4,002,104 | $401.9M | 0.33% | −147,107−3.5% | Reduced |
| BlackRock, Inc. | 5,299,765 | $532.1M | 0.01% | +482,056+10.0% | Added |
| Renaissance Technologies LLC | 5,407,325 | $542.9M | 0.84% | +180,558+3.5% | Added |
| Vanguard Group Inc | 9,634,757 | $967.4M | 0.01% | +72,707+0.8% | Added |
| Capital World Investors | 13,457,158 | $1.35B | 0.18% | +82,584+0.6% | Added |
| FMR LLC | 15,997,458 | $1.61B | 0.08% | +281,615+1.8% | Added |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −135,027−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −132,268−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −78,056−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −55,400−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −45,777−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −27,253−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −26,716−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,920−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −21,591−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,606−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −19,867−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −15,167−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,823−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −14,619−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −12,863−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −12,534−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,056−100.0% | Sold out |