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 |
|---|---|---|---|---|---|
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −10,666−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −10,606−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −10,328−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −9,230−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −7,783−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −7,561−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,118−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −6,388−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,385−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Stonehearth Capital Management, LLC | 0 | $0 | 0.00% | −5,185−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −4,606−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −3,344−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −3,287−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −3,270−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,753−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,505−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Clear Investment Research, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bares Capital Management, Inc. | – | – | – | – | Not filed |
| HAP Trading, LLC | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Bryce Point Capital, LLC | – | – | – | – | Not filed |
| Corton Capital Inc. | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |