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, Q1 2026
Institutional positions in Wayfair Inc. as of Mar 31, 2026. 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
- 449
- −27 vs. Q4 2025
- Shares held
- 123.5M
- +10.2M (+9.0%) vs. Q4 2025
- Total value
- $9.27B
- −$2.11B (−18.5%) vs. Q4 2025
- New holders
- 99
- 146 more added
- Sold out
- 126
- 150 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 16,277,859 | $1.22B | 0.06% | +280,401+1.8% | Added |
| Capital World Investors | 13,791,783 | $1.04B | 0.14% | +334,625+2.5% | Added |
| BlackRock, Inc. | 5,738,678 | $431.6M | 0.01% | +438,913+8.3% | Added |
| Renaissance Technologies LLC | 4,972,425 | $374.0M | 0.58% | −434,900−8.0% | Reduced |
| Vanguard Capital Management LLC | 4,663,199 | $350.7M | 0.01% | +4,663,199 | New |
| Vanguard Portfolio Management LLC | 4,388,661 | $330.1M | 0.02% | +4,388,661 | New |
| Janus Henderson Group PLC | 3,866,708 | $290.8M | 0.14% | +296,233+8.3% | Added |
| Baillie Gifford & Co | 2,862,209 | $215.3M | 0.22% | −1,139,895−28.5% | Reduced |
| Great Hill Partners, L.P. | 2,788,912 | $209.8M | 100.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,862,046 | $199.1M | 0.01% | +2,594,813+971.0% | Added |
| Spruce House Investment Management LLC | 2,600,000 | $195.5M | 6.98% | −323,845−11.1% | Reduced |
| Two Sigma Investments, LP | 2,503,995 | $188.3M | 0.16% | +467,976+23.0% | Added |
| Wellington Management Group LLP | 2,456,698 | $184.8M | 0.03% | +1,315,947+115.4% | Added |
| Prescott General Partners LLC | 2,322,401 | $174.7M | 12.80% | −600,000−20.5% | Reduced |
| Geode Capital Management, LLC | 2,213,897 | $167.2M | 0.01% | +310,678+16.3% | Added |
| UBS Group AG | 1,972,419 | $148.3M | 0.03% | −8,147−0.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,969,981 | $148.2M | 0.08% | −855,673−30.3% | Reduced |
| AQR Capital Management LLC | 1,853,157 | $135.4M | 0.06% | −48,053−2.5% | Reduced |
| State Street Corp | 1,736,825 | $130.6M | 0.00% | −552,529−24.1% | Reduced |
| Balyasny Asset Management LLC | 1,591,870 | $119.7M | 0.24% | −20,884−1.3% | Reduced |
| Atreides Management, LP | 1,430,997 | $107.6M | 2.62% | +560,133+64.3% | Added |
| Charles Schwab Investment Management Inc | 1,156,033 | $86.9M | 0.01% | +20,746+1.8% | Added |
| Hook Mill Capital Partners, LP | 1,039,825 | $78.2M | 6.90% | +176,833+20.5% | Added |
| Dimensional Fund Advisors LP | 1,036,531 | $77.9M | 0.02% | +328,358+46.4% | Added |
| Morgan Stanley | 977,357 | $73.5M | 0.00% | +39,932+4.3% | Added |
| Clearbridge Investments, LLC | 961,113 | $72.3M | 0.06% | +961,113 | New |
| D. E. Shaw & Co., Inc. | 929,228 | $69.9M | 0.06% | −1,129,541−54.9% | Reduced |
| BNP Paribas Arbitrage, SA | 928,879 | $69.9M | 0.05% | −86,798−8.5% | Reduced |
| Artemis Investment Management LLP | 877,117 | $66.0M | 0.70% | +399,038+83.5% | Added |
| Qube Research & Technologies Ltd | 771,442 | $58.0M | 0.08% | +192,085+33.2% | Added |
| American Century Companies Inc | 768,548 | $57.8M | 0.03% | +79,084+11.5% | Added |
| Allen Investment Management LLC | 749,250 | $56.4M | 0.70% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 721,099 | $54.2M | 0.01% | +57,689+8.7% | Added |
| Bank of Nova Scotia | 701,000 | $52.7M | 0.09% | +701,000 | New |
| Squarepoint Ops LLC | 687,919 | $51.7M | 0.11% | +687,919 | New |
| Jacobs Levy Equity Management, Inc | 681,488 | $51.3M | 0.22% | −12,417−1.8% | Reduced |
| Southpoint Capital Advisors LP | 664,286 | $50.0M | 1.03% | −835,714−55.7% | Reduced |
| Vanguard Fiduciary Trust Co | 661,088 | $49.7M | 0.01% | +661,088 | New |
| Citadel Advisors LLC | 659,072 | $49.6M | 0.04% | −169,213−20.4% | Reduced |
| Voloridge Investment Management, LLC | 657,065 | $49.4M | 0.20% | −703,280−51.7% | Reduced |
| Bank of America Corp | 639,783 | $48.1M | 0.00% | +57,909+10.0% | Added |
| Goodnow Investment Group, LLC | 638,592 | $48.0M | 5.26% | +5,640+0.9% | Added |
| Assenagon Asset Management S.A. | 575,800 | $43.3M | 0.07% | +573,401+23,901.7% | Added |
| Schonfeld Strategic Advisors LLC | 549,561 | $41.3M | 0.34% | +538,509+4,872.5% | Added |
| Bank of Montreal | 531,085 | $39.9M | 0.02% | −28,583−5.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 529,804 | $39.8M | 0.09% | +145,861+38.0% | Added |
| Northern Trust Corp | 516,253 | $38.8M | 0.01% | +23,396+4.7% | Added |
| Citigroup Inc | 493,599 | $37.1M | 0.02% | +369,862+298.9% | Added |
| Federated Hermes, Inc. | 486,115 | $36.6M | 0.06% | −165,058−25.3% | Reduced |
| Alyeska Investment Group, L.P. | 482,281 | $36.3M | 0.10% | +482,281 | New |
| Jane Street Group, LLC | 476,857 | $35.9M | 0.04% | +34,500+7.8% | Added |
| Anomaly Capital Management, LP | 467,242 | $35.1M | 2.13% | +467,242 | New |
| Millennium Management LLC | 466,420 | $35.1M | 0.03% | +237,735+104.0% | Added |
| Phoenix Asset Management Partners Ltd | 460,360 | $34.6M | 26.10% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 416,500 | $31.3M | 1.13% | −43,500−9.5% | Reduced |
| Man Group plc | 409,298 | $30.8M | 0.06% | +384,242+1,533.5% | Added |
| Scopus Asset Management, L.P. | 391,988 | $29.5M | 0.92% | −97,512−19.9% | Reduced |
| Nuveen, LLC | 345,289 | $26.0M | 0.01% | +41,293+13.6% | Added |
| Invesco Ltd. | 336,500 | $25.3M | 0.00% | +166,340+97.8% | Added |
| Adage Capital Partners GP, L.L.C. | 333,000 | $25.0M | 0.04% | +333,000 | New |
| Contour Asset Management LLC | 328,708 | $24.7M | 0.80% | +328,708 | New |
| Bank of New York Mellon Corp | 310,825 | $23.4M | 0.00% | +5,586+1.8% | Added |
| Quantinno Capital Management LP | 302,332 | $22.7M | 0.04% | −8,654−2.8% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 297,817 | $22.4M | 0.34% | +34,670+13.2% | Added |
| Boothbay Fund Management, LLC | 255,115 | $19.2M | 0.45% | +45,538+21.7% | Added |
| Voya Investment Management LLC | 250,051 | $18.8M | 0.02% | +242,388+3,163.1% | Added |
| Marshall Wace, LLP | 249,532 | $18.8M | 0.02% | +242,405+3,401.2% | Added |
| UBS Asset Management Americas Inc | 247,799 | $18.6M | 0.00% | −8,998−3.5% | Reduced |
| Nishkama Capital, LLC | 243,400 | $18.3M | 2.60% | +243,400 | New |
| Smith Thomas W | 237,100 | $17.8M | 17.62% | 00.0% | Unchanged |
| Hidden Lake Asset Management LP | 220,489 | $16.6M | 10.99% | +207,070+1,543.1% | Added |
| California Public Employees Retirement System | 220,448 | $16.6M | 0.01% | +42,286+23.7% | Added |
| SG Americas Securities, LLC | 211,005 | $15.9M | 0.02% | −36,601−14.8% | Reduced |
| Susquehanna International Group, LLP | 210,809 | $15.9M | 0.02% | +46,374+28.2% | Added |
| Walleye Capital LLC | 208,150 | $15.7M | 0.10% | −12,457−5.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 207,993 | $15.6M | 2.60% | +50,194+31.8% | Added |
| Alliancebernstein L.P. | 154,736 | $15.5M | 0.01% | +19,845+14.7% | Added |
| Swiss National Bank | 203,800 | $15.3M | 0.01% | +7,200+3.7% | Added |
| Panagora Asset Management Inc | 194,408 | $14.6M | 0.05% | +40,868+26.6% | Added |
| Ameriprise Financial Inc | 191,192 | $14.4M | 0.00% | −403,574−67.9% | Reduced |
| Tabor Asset Management, LP | 189,891 | $14.3M | 5.74% | +21,207+12.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 182,231 | $13.7M | 0.20% | 00.0% | Unchanged |
| Portman Square Capital LLP | 182,039 | $13.7M | 2.09% | +153,617+540.5% | Added |
| Russell Investments Group, Ltd. | 180,914 | $13.6M | 0.01% | −2,921−1.6% | Reduced |
| Barclays PLC | 176,901 | $13.3M | 0.00% | −514,102−74.4% | Reduced |
| STRS Ohio | 175,742 | $13.2M | 0.05% | +36,296+26.0% | Added |
| Price T Rowe Associates Inc | 171,616 | $12.9M | 0.00% | −739,967−81.2% | Reduced |
| Check Capital Management Inc | 167,948 | $12.6M | 0.78% | +756+0.5% | Added |
| Gotham Asset Management, LLC | 166,645 | $12.5M | 0.04% | +5,241+3.2% | Added |
| Teachers Retirement System of the State of Kentucky | 165,160 | $12.4M | 0.10% | +36,389+28.3% | Added |
| Meridiem Capital Partners LP | 160,118 | $12.0M | 0.79% | +160,118 | New |
| Worldquant Millennium Advisors LLC | 159,732 | $12.0M | 0.05% | +112,024+234.8% | Added |
| Natixis | 154,392 | $11.6M | 0.05% | +154,392 | New |
| Neuberger Berman Group LLC | 146,073 | $11.0M | 0.01% | −162,783−52.7% | Reduced |
| HRT Financial LP | 145,061 | $10.9M | 0.03% | +124,250+597.0% | Added |
| Wells Fargo & Company | 138,962 | $10.5M | 0.00% | −703,641−83.5% | Reduced |
| First Trust Advisors LP | 135,044 | $10.2M | 0.01% | −13,526−9.1% | Reduced |
| Royal Bank of Canada | 131,359 | $9.88M | 0.00% | −203,835−60.8% | Reduced |
| Franklin Resources Inc | 127,624 | $9.60M | 0.00% | +72,888+133.2% | Added |
| California State Teachers Retirement System | 119,772 | $9.01M | 0.01% | +25,317+26.8% | Added |