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Livermore
ZHEN

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 5 sales; 456 institutions reported holding it in 13F filings for Q2 2026, worth $11.2B in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding Wayfair Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of W: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4826449−27
Shares124.1M10.8M123.5M+10.2M (+9.0%)
Value$12.5B$1.09B$9.27B−$2.11B (−18.5%)

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (99)

Institutions that held Wayfair Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to W in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC4,663,199$350.7M0.01%
Vanguard Portfolio Management LLC4,388,661$330.1M0.02%
Clearbridge Investments, LLC961,113$72.3M0.06%
Bank of Nova Scotia701,000$52.7M0.09%
Squarepoint Ops LLC687,919$51.7M0.11%
Vanguard Fiduciary Trust Co661,088$49.7M0.01%
Alyeska Investment Group, L.P.482,281$36.3M0.10%
Anomaly Capital Management, LP467,242$35.1M2.13%
Adage Capital Partners GP, L.L.C.333,000$25.0M0.04%
Contour Asset Management LLC328,708$24.7M0.80%
Nishkama Capital, LLC243,400$18.3M2.60%
Meridiem Capital Partners LP160,118$12.0M0.79%
Natixis154,392$11.6M0.05%
Adams Diversified Equity Fund, Inc.116,700$8.78M0.31%
Ofi Invest Asset Management121,290$7.92M0.10%
Jump Financial, LLC103,155$7.76M0.11%
Vanguard Asset Management, Ltd93,257$7.01M0.01%
Soviero Asset Management, LP65,000$4.89M2.74%
Ossiam60,544$4.55M0.08%
PEAK6 LLC57,939$4.36M0.13%
Vanguard Global Advisers, LLC48,490$3.65M0.00%
Mirae Asset Global Investments Co., Ltd.46,714$3.51M0.01%
Taproot Management LP44,040$3.31M0.63%
XTX Topco Ltd42,729$3.21M0.06%
Montag A & Associates Inc35,660$2.68M0.12%
Silvant Capital Management LLC33,598$2.53M0.09%
Ruffer LLP31,465$2.37M0.10%
Quantitative Investment Management, LLC30,704$2.31M0.24%
Trexquant Investment LP30,029$2.26M0.02%
Vanguard Investments Australia, Ltd.26,281$1.98M0.01%
Castle Hook Partners LP25,624$1.93M0.04%
Oak Thistle LLC23,805$1.79M0.17%
Omers Administration Corp22,500$1.69M0.01%
Kestra Investment Management, LLC16,799$1.26M0.02%
Aristeia Capital LLC15,790$1.19M0.03%
Pinebridge Investments LLC15,347$1.15M0.01%
Lord, Abbett & Co. LLC13,497$1.01M0.00%
FORA Capital, LLC13,131$987.2K0.07%
Ionic Capital Management LLC11,500$864.9K0.73%
Dynamic Technology Lab Private Ltd11,416$858.6K0.14%
Stifel Financial Corp11,156$839.0K0.00%
Nomura Asset Management International Inc.10,061$757.0K0.00%
Macquarie Group Ltd10,061$756.7K0.00%
Blueshift Asset Management, LLC8,888$668.5K0.20%
Twin Focus Capital Partners, LLC8,887$668.4K0.08%
Inspire Advisors, LLC8,655$650.9K0.05%
Ssi Investment Management LLC8,401$631.8K0.04%
Alphadyne Asset Management LP7,637$574.4K0.08%
Aragon Global Management, LP7,200$541.5K0.38%
Mangrove Partners6,736$506.6K0.04%
CMT Capital Markets Trading GmbH5,578$420.0K0.19%
Brighton Jones LLC5,348$402.2K0.01%
DnB Asset Management AS5,070$381.3K0.00%
Caxton Associates LLP5,000$376.1K0.01%
Sycale Advisors (NY) LLC4,932$370.9K0.19%
United Capital Financial Advisers, LLC4,122$310.0K0.00%
Capstone Investment Advisors, LLC3,835$288.4K0.00%
PensionDanmark Pensionsforsikringsaktieselskab3,806$286.2K0.00%
Motley Fool Asset Management LLC3,797$285.6K0.01%
Spirepoint Private Client, LLC3,730$280.5K0.03%
CSS LLC3,663$275.5K0.02%
Kornitzer Capital Management Inc3,625$272.6K0.01%
Divisadero Street Capital Management, LP3,500$263.2K0.01%
Gsa Capital Partners LLP3,329$250.0K0.02%
Inceptionr LLC3,239$243.6K0.06%
Napier Financial, LLC3,123$234.9K0.05%
Kingsview Wealth Management, LLC3,033$228.1K0.00%
NewEdge Wealth, LLC3,033$228.1K0.00%
Sagewood Asset Management LP2,850$214.3K0.07%
Bayesian Capital Management, LP2,800$210.6K0.26%
Cambria Investment Management, L.P.2,744$206.4K0.01%
Advent Capital Management2,073$155.9K0.00%
Eurizon Capital SGR S.p.A.2,079$145.3K0.00%
Horizon Investments, LLC1,870$140.6K0.00%
Marquette Asset Management, LLC1,500$112.8K0.02%
ABS Direct Equity Fund LLC1,100$71.3K0.05%
Central Pacific Bank - Trust Division450$33.8K0.00%
Caitong International Asset Management Co., Ltd322$24.2K0.00%
LRI Investments, LLC273$20.5K0.00%
Zions Bancorporation, National Association255$19.2K0.00%
CX Institutional160$12.0K0.00%
Whittier Trust Co of Nevada Inc155$11.2K0.00%
Kemnay Advisory Services Inc.100$7.52K0.00%
Wealth Preservation Advisors, LLC58$4.36K0.00%
Cedar Mountain Advisors, LLC36$2.71K0.00%
Owl Creek Wealth Partners LLC35$2.63K0.00%
Chilton Capital Management LLC33$2.48K0.00%
Arlington Trust Co LLC29$2.18K0.00%
Harbour Investments, Inc.24$1.80K0.00%
Clear Investment Research, LLC23$1.73K0.00%
EFG International AG20$1.50K0.00%
Twin Peaks Wealth Advisors, LLC15$1.13K0.00%
Vermillion Wealth Management, Inc.9$6770.00%
Intentional Wealth Strategies, LLC7$5260.00%
Colonial Trust Co5$3630.00%
Principia Wealth Advisory, LLC2$1500.00%
Curio Wealth, LLC2$1500.00%
Golden State Equity Partners1$750.00%
Hughes Financial Services, LLC1$750.00%

Sold out (126)

Institutions that held Wayfair Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 126 by value.

Institutions that sold out of W in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Two Sigma Advisers, LP2,056,700$206.5M
Wolf Hill Capital Management, LP1,273,004$127.8M
Holocene Advisors, LP923,040$92.7M
Benchstone Capital Management LP228,226$22.9M
Davidson Kempner Capital Management LP150,000$15.1M
Driehaus Capital Management LLC143,638$14.4M
Tredje AP-fonden90,000$9.04M
Simplex Trading, LLC81,918$8.23M
Hudson Bay Capital Management LP80,281$8.06M
EAM Investors, LLC57,521$5.78M
Concurrent Investment Advisors, LLC52,501$5.27M
RH Tailwind Management, LLC49,000$4.92M
Fred Alger Management, LLC45,619$4.58M
Avalon Global Asset Management LLC45,000$4.52M
Covenant Asset Management, LLC43,850$4.40M
Night Squared LP42,067$4.22M
Cinctive Capital Management LP39,413$3.96M
Picton Mahoney Asset Management36,380$3.65M
Great Lakes Advisors, LLC31,471$3.16M
Edgestream Partners, L.P.31,125$3.13M
Graham Capital Management, L.P.30,150$3.03M
Polar Asset Management Partners Inc.29,723$2.98M
Winton Group Ltd26,470$2.66M
Williamson Legacy Group, LLC24,967$2.51M
Voleon Capital Management LP22,602$2.27M
LMR Partners LLP22,509$2.26M
Public Sector Pension Investment Board20,400$2.05M
Dockside LLC19,817$1.99M
Landscape Capital Management, L.L.C.18,655$1.87M
Neo Ivy Capital Management17,388$1.75M
Healthcare of Ontario Pension Plan Trust Fund17,148$1.72M
Bridgeway Capital Management, LLC17,000$1.71M
Pinnbrook Capital Management LP16,364$1.64M
Range Financial Group LLC13,793$1.38M
Legato Capital Management LLC13,215$1.33M
Eddie Patel Inc12,378$1.24M
Baader Bank INC12,258$1.23M
CAPROCK Group, Inc.11,607$1.17M
Quest Partners LLC11,053$1.11M
Point72 Asset Management, L.P.9,700$974.0K
Friedenthal Financial9,325$936.3K
Buckingham Strategic Partners8,186$822.0K
Allianz Asset Management GmbH8,071$810.4K
Odyssean, LLC6,997$702.6K
Aaron Wealth Advisors6,566$659.3K
West Michigan Advisors, LLC5,379$540.1K
American Trust5,250$527.2K
Harvest Investment Services, LLC5,190$521.1K
Vestmark Advisory Solutions, Inc.5,173$519.4K
Intech Investment Management LLC5,017$503.8K
RBF Capital, LLC5,000$502.1K
Krilogy Financial LLC4,445$489.5K
Diversified Trust Co4,755$477.4K
Skaana Management L.P.4,743$476.2K
NorthCrest Asset Manangement, LLC4,477$471.8K
PharVision Advisers, LLC4,524$454.3K
Eventide Asset Management, LLC4,315$435.9K
Ethic Inc.4,194$421.1K
PFG Advisors4,059$407.6K
CIBC World Markets Inc.4,057$407.4K
Mane Global Capital Management LP4,000$401.6K
Syon Capital LLC3,841$385.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,510$352.4K
Berkshire Money Management, Inc.3,483$349.7K
Kestra Private Wealth Services, LLC3,435$344.9K
Lido Advisors, LLC3,809$341.4K
Arista Wealth Management, LLC3,300$331.4K
Scotia Capital Inc.3,095$310.7K
Caerus Investment Advisors, LLC3,053$306.6K
Evergreen Capital Management LLC3,034$304.6K
Integrated Wealth Concepts LLC2,790$280.1K
RMB Capital Management, LLC2,715$272.6K
Guggenheim Capital LLC2,594$260.5K
Childress Capital Advisors, LLC2,529$253.9K
Wedbush Securities Inc2,522$253.0K
WSFS Capital Management, LLC2,478$248.8K
Forum Financial Management, LP2,475$248.5K
Northwest & Ethical Investments L.P.2,400$242.5K
Sequoia Financial Advisors, LLC2,410$242.0K
Adviser Investments LLC2,375$238.5K
Two Sigma Securities, LLC2,365$237.5K
HighTower Advisors, LLC2,353$236.3K
Vident Advisory, LLC2,277$228.6K
Atomi Financial Group, Inc.2,225$223.4K
Mach-1 Financial Group, Inc.2,192$220.1K
RSM US Wealth Management LLC2,161$218.3K
Prospera Financial Services Inc2,128$213.7K
SummitTX Capital, L.P.2,110$211.9K
Meeder Advisory Services, Inc.2,103$211.2K
First National Bank Sioux Falls2,050$205.8K
AlTi Global, Inc.2,045$205.3K
VARCOV Co.2,033$204.1K
Spears Abacus Advisors LLC2,000$200.8K
GFG Capital, LLC2,000$200.8K
Clarity Wealth Advisors, LLC2,000$200.8K
Bayforest Capital Ltd1,668$167.5K
Beacon Pointe Advisors, LLC1,399$140.5K
Cullen/Frost Bankers, Inc.800$80.3K
SageView Advisory Group, LLC475$47.7K
Kestra Advisory Services, LLC442$44.4K

Not filed for Q1 2026 yet (6)

Institutions that held Wayfair Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding W in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc9,634,757$967.4M
Norges Bank1,174,915$118.0M
Global Retirement Partners, LLC3,331$334.5K
Comerica Bank680$68.4K
CIBC Private Wealth Group, LLC63$6.33K
ORG Partners LLC34$3.41K