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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 94,455 | $9.48M | 0.01% | +1,196+1.3% | Added |
| Panoramic Capital, LLC | 93,727 | $9.41M | 5.39% | +2,674+2.9% | Added |
| Algert Global LLC | 90,965 | $9.13M | 0.14% | −20,492−18.4% | Reduced |
| Tredje AP-fonden | 90,000 | $9.04M | 0.07% | +90,000 | New |
| Bridgewater Associates, LP | 85,467 | $8.58M | 0.03% | +14,650+20.7% | Added |
| Proficio Capital Partners LLC | 83,405 | $8.37M | 0.59% | −9,999−10.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 82,673 | $8.30M | 0.19% | +66,830+421.8% | Added |
| Simplex Trading, LLC | 81,918 | $8.23M | 0.23% | +31,890+63.7% | Added |
| State Board of Administration of Florida Retirement System | 81,497 | $8.18M | 0.01% | −2,288−2.7% | Reduced |
| Hudson Bay Capital Management LP | 80,281 | $8.06M | 0.05% | +80,281 | New |
| Group One Trading, L.P. | 74,919 | $7.52M | 0.22% | −21,359−22.2% | Reduced |
| Acadian Asset Management LLC | 71,890 | $7.21M | 0.01% | −61,982−46.3% | Reduced |
| Aquatic Capital Management LLC | 69,782 | $7.01M | 0.20% | −165,409−70.3% | Reduced |
| SEI Investments Co | 68,762 | $6.90M | 0.01% | −4,081−5.6% | Reduced |
| Occudo Quantitative Strategies LP | 68,717 | $6.90M | 0.46% | +35,746+108.4% | Added |
| State of Wisconsin Investment Board | 62,408 | $6.27M | 0.01% | +18,735+42.9% | Added |
| BloombergSen Inc. | 61,186 | $6.14M | 0.65% | +3,361+5.8% | Added |
| EAM Investors, LLC | 57,521 | $5.78M | 0.64% | −1,148−2.0% | Reduced |
| Caption Management, LLC | 56,800 | $5.70M | 0.25% | −19,300−25.4% | Reduced |
| Lisanti Capital Growth, LLC | 56,245 | $5.65M | 1.34% | +56,245 | New |
| Franklin Resources Inc | 54,736 | $5.50M | 0.00% | +54,103+8,547.1% | Added |
| Concurrent Investment Advisors, LLC | 52,501 | $5.27M | 0.06% | +15,205+40.8% | Added |
| New York State Common Retirement Fund | 51,489 | $5.17M | 0.01% | 00.0% | Unchanged |
| RH Tailwind Management, LLC | 49,000 | $4.92M | 4.95% | +49,000 | New |
| CWM, LLC | 48,821 | $4.90M | 0.01% | +9,331+23.6% | Added |
| Worldquant Millennium Advisors LLC | 47,708 | $4.79M | 0.02% | +47,708 | New |
| Fred Alger Management, LLC | 45,619 | $4.58M | 0.02% | −67,473−59.7% | Reduced |
| Avalon Global Asset Management LLC | 45,000 | $4.52M | 1.00% | +5,000+12.5% | Added |
| Covenant Asset Management, LLC | 43,850 | $4.40M | 0.85% | +43,850 | New |
| Chemistry Wealth Management LLC | 42,967 | $4.31M | 0.81% | −954−2.2% | Reduced |
| IMC-Chicago, LLC | 42,207 | $4.24M | 0.07% | −17,544−29.4% | Reduced |
| Night Squared LP | 42,067 | $4.22M | 1.19% | −18,349−30.4% | Reduced |
| Mariner, LLC | 42,011 | $4.22M | 0.01% | +20,419+94.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 41,858 | $4.20M | 0.03% | +46+0.1% | Added |
| Hillsdale Investment Management Inc. | 41,800 | $4.20M | 0.12% | +1,700+4.2% | Added |
| Treasurer of the State of North Carolina | 41,029 | $4.12M | 0.01% | −1,670−3.9% | Reduced |
| Cerity Partners LLC | 40,690 | $4.09M | 0.01% | +12,251+43.1% | Added |
| Cinctive Capital Management LP | 39,413 | $3.96M | 0.23% | +30,759+355.4% | Added |
| PDT Partners, LLC | 38,689 | $3.88M | 0.25% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 38,232 | $3.84M | 0.05% | +15,204+66.0% | Added |
| Jain Global LLC | 38,187 | $3.83M | 0.04% | −207,319−84.4% | Reduced |
| Penserra Capital Management LLC | 36,435 | $3.66M | 0.04% | −78,577−68.3% | Reduced |
| Picton Mahoney Asset Management | 36,380 | $3.65M | 0.04% | +36,380 | New |
| North Dakota State Investment Board | 36,210 | $3.64M | 0.14% | +36,210 | New |
| Employees Retirement System of Texas | 35,897 | $3.60M | 0.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 35,449 | $3.56M | 0.01% | −956−2.6% | Reduced |
| Raymond James Financial Inc | 34,330 | $3.45M | 0.00% | +5,792+20.3% | Added |
| Cypress Point Investment Management LP | 33,937 | $3.41M | 0.73% | +33,937 | New |
| Creative Planning | 32,699 | $3.28M | 0.00% | +6,249+23.6% | Added |
| Parallax Volatility Advisers, L.P. | 32,291 | $3.24M | 0.10% | −11,961−27.0% | Reduced |
| ProShare Advisors LLC | 32,196 | $3.23M | 0.01% | −13,513−29.6% | Reduced |
| Toroso Investments, LLC | 31,672 | $3.18M | 0.01% | −3,409−9.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,541 | $3.17M | 0.01% | +2,780+9.7% | Added |
| Great Lakes Advisors, LLC | 31,471 | $3.16M | 0.03% | −12,706−28.8% | Reduced |
| Edgestream Partners, L.P. | 31,125 | $3.13M | 0.09% | +31,125 | New |
| Handelsbanken Fonder AB | 31,100 | $3.12M | 0.01% | +100+0.3% | Added |
| Public Employees Retirement System of Ohio | 31,101 | $3.12M | 0.01% | +671+2.2% | Added |
| Victory Capital Management Inc | 30,179 | $3.03M | 0.00% | +19,184+174.5% | Added |
| Graham Capital Management, L.P. | 30,150 | $3.03M | 0.10% | +19,174+174.7% | Added |
| Polar Asset Management Partners Inc. | 29,723 | $2.98M | 0.06% | −42,698−59.0% | Reduced |
| Atom Investors LP | 28,783 | $2.89M | 0.23% | +28,783 | New |
| Dark Forest Capital Management LP | 28,641 | $2.88M | 0.13% | −40,982−58.9% | Reduced |
| Portman Square Capital LLP | 28,422 | $2.85M | 0.50% | −33,634−54.2% | Reduced |
| Arizona State Retirement System | 28,138 | $2.83M | 0.02% | −1,001−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,481 | $2.81M | 0.00% | +6,701+35.7% | Added |
| Polen Capital Management LLC | 26,857 | $2.70M | 0.01% | −3,004−10.1% | Reduced |
| Mercer Global Advisors Inc | 26,536 | $2.66M | 0.00% | +9,994+60.4% | Added |
| Winton Group Ltd | 26,470 | $2.66M | 0.09% | −3,032−10.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 25,553 | $2.57M | 0.01% | −3,479−12.0% | Reduced |
| Man Group plc | 25,056 | $2.52M | 0.00% | +23,852+1,981.1% | Added |
| Williamson Legacy Group, LLC | 24,967 | $2.51M | 1.96% | +11,560+86.2% | Added |
| Colony Group, LLC | 24,043 | $2.41M | 0.00% | +17,580+272.0% | Added |
| Numerai GP LLC | 24,019 | $2.41M | 0.29% | +16,702+228.3% | Added |
| Elo Mutual Pension Insurance Co | 23,672 | $2.38M | 0.04% | +23,672 | New |
| Voleon Capital Management LP | 22,602 | $2.27M | 0.05% | +19,416+609.4% | Added |
| LMR Partners LLP | 22,509 | $2.26M | 0.02% | +22,509 | New |
| Virginia Retirement Systems Et Al | 22,256 | $2.23M | 0.01% | +4,600+26.1% | Added |
| Optiver Holding B.V. | 21,455 | $2.15M | 0.04% | −41,612−66.0% | Reduced |
| National Bank of Canada | 21,390 | $2.15M | 0.00% | −118,579−84.7% | Reduced |
| KLP Kapitalforvaltning AS | 21,300 | $2.14M | 0.01% | +900+4.4% | Added |
| HRT Financial LP | 20,811 | $2.09M | 0.01% | +20,811 | New |
| Cetera Investment Advisers | 20,707 | $2.08M | 0.00% | +2,493+13.7% | Added |
| Lighthouse Investment Partners, LLC | 20,682 | $2.08M | 0.07% | +20,682 | New |
| Public Sector Pension Investment Board | 20,400 | $2.05M | 0.01% | −70,000−77.4% | Reduced |
| Nomura Asset Management Co Ltd | 20,212 | $2.03M | 0.01% | +19,052+1,642.4% | Added |
| Dockside LLC | 19,817 | $1.99M | 0.51% | +19,817 | New |
| LPL Financial LLC | 19,675 | $1.98M | 0.00% | −154−0.8% | Reduced |
| Landscape Capital Management, L.L.C. | 18,655 | $1.87M | 0.13% | −5,181−21.7% | Reduced |
| Manufacturers Life Insurance Company, The | 18,589 | $1.87M | 0.00% | +969+5.5% | Added |
| Envestnet Asset Management Inc | 18,168 | $1.82M | 0.00% | −1,078−5.6% | Reduced |
| Summit Trail Advisors, LLC | 18,038 | $1.81M | 0.03% | +2,979+19.8% | Added |
| OP Asset Management Ltd | 17,862 | $1.79M | 0.02% | −6,560−26.9% | Reduced |
| Neo Ivy Capital Management | 17,388 | $1.75M | 0.28% | +11,106+176.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,148 | $1.72M | 0.00% | −22,386−56.6% | Reduced |
| Bridgeway Capital Management, LLC | 17,000 | $1.71M | 0.04% | −100−0.6% | Reduced |
| Kennondale Capital Management LLC | 16,885 | $1.70M | 1.25% | −7,237−30.0% | Reduced |
| Smith Group Asset Management, LLC | 16,747 | $1.68M | 0.09% | +2,017+13.7% | Added |
| Pinnbrook Capital Management LP | 16,364 | $1.64M | 0.42% | −51,994−76.1% | Reduced |
| WT Wealth Management | 15,707 | $1.58M | 0.45% | +15,707 | New |
| Freestone Grove Partners LP | 15,669 | $1.57M | 0.01% | +15,669 | New |