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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 6,829 | $513.6K | 0.00% | +2,758+67.7% | Added |
| Smith Group Asset Management, LLC | 6,831 | $513.8K | 0.03% | −9,916−59.2% | Reduced |
| Signaturefd, LLC | 7,184 | $540.3K | 0.01% | +90+1.3% | Added |
| Aragon Global Management, LP | 7,200 | $541.5K | 0.38% | +7,200 | New |
| Concentric Capital Strategies, LP | 7,273 | $547.0K | 0.05% | −103,032−93.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,458 | $560.9K | 0.03% | +5,022+206.2% | Added |
| TD Waterhouse Canada Inc. | 7,471 | $561.5K | 0.00% | +7,357+6,453.5% | Added |
| Alphadyne Asset Management LP | 7,637 | $574.4K | 0.08% | +7,637 | New |
| Commonwealth Equity Services, LLC | 7,759 | $583.5K | 0.00% | −1,610−17.2% | Reduced |
| AlphaGrep UK Ltd | 7,894 | $593.7K | 0.17% | +2,304+41.2% | Added |
| Independent Advisor Alliance | 7,905 | $594.5K | 0.01% | +2,912+58.3% | Added |
| Nisa Investment Advisors, LLC | 8,003 | $601.9K | 0.00% | −798−9.1% | Reduced |
| Janney Montgomery Scott LLC | 8,129 | $611.0K | 0.00% | +5,698+234.4% | Added |
| Marex Group plc | 8,173 | $614.7K | 0.01% | +3,976+94.7% | Added |
| Ssi Investment Management LLC | 8,401 | $631.8K | 0.04% | +8,401 | New |
| Invst, LLC | 8,479 | $637.7K | 0.07% | −202−2.3% | Reduced |
| Vise Technologies, Inc. | 6,400 | $642.6K | 0.01% | 00.0% | Unchanged |
| Amundi | 8,612 | $647.7K | 0.00% | −180,480−95.4% | Reduced |
| Inspire Advisors, LLC | 8,655 | $650.9K | 0.05% | +8,655 | New |
| Xponance, Inc. | 8,825 | $663.7K | 0.00% | +2,164+32.5% | Added |
| Twin Focus Capital Partners, LLC | 8,887 | $668.4K | 0.08% | +8,887 | New |
| Blueshift Asset Management, LLC | 8,888 | $668.5K | 0.20% | +8,888 | New |
| Public Employees Retirement Association of Colorado | 9,016 | $678.0K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 9,028 | $679.0K | 0.04% | +4,060+81.7% | Added |
| Swiss Life Asset Management Ltd | 9,035 | $679.5K | 0.00% | +1,662+22.5% | Added |
| Baker Avenue Asset Management, LP | 9,284 | $698.2K | 0.02% | −1,097−10.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,299 | $699.4K | 0.01% | −73,374−88.8% | Reduced |
| Deutsche Bank AG | 9,428 | $709.1K | 0.00% | +620+7.0% | Added |
| Daiwa Securities Group Inc. | 9,775 | $735.2K | 0.00% | +907+10.2% | Added |
| Acadian Asset Management LLC | 9,992 | $750.0K | 0.00% | −61,898−86.1% | Reduced |
| Macquarie Group Ltd | 10,061 | $756.7K | 0.00% | +10,061 | New |
| Nomura Asset Management International Inc. | 10,061 | $757.0K | 0.00% | +10,061 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 10,629 | $799.4K | 0.00% | −626−5.6% | Reduced |
| Blair William & Co | 10,675 | $802.8K | 0.00% | +2,442+29.7% | Added |
| Lisanti Capital Growth, LLC | 11,070 | $832.6K | 0.21% | −45,175−80.3% | Reduced |
| Stifel Financial Corp | 11,156 | $839.0K | 0.00% | +11,156 | New |
| Dark Forest Capital Management LP | 11,412 | $858.3K | 0.08% | −17,229−60.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,416 | $858.6K | 0.14% | +11,416 | New |
| Teacher Retirement System of Texas | 11,477 | $863.2K | 0.00% | +7,190+167.7% | Added |
| Ionic Capital Management LLC | 11,500 | $864.9K | 0.73% | +11,500 | New |
| Great West Life Assurance Co | 11,493 | $868.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,788 | $886.6K | 0.00% | +7,093+151.1% | Added |
| Aquatic Capital Management LLC | 12,144 | $913.4K | 0.03% | −57,638−82.6% | Reduced |
| Numerai GP LLC | 12,416 | $933.8K | 0.09% | −11,603−48.3% | Reduced |
| Cerity Partners LLC | 12,629 | $949.8K | 0.00% | −28,061−69.0% | Reduced |
| Centiva Capital, LP | 12,702 | $955.3K | 0.04% | +10,347+439.4% | Added |
| FORA Capital, LLC | 13,131 | $987.2K | 0.07% | +13,131 | New |
| Colony Group, LLC | 13,273 | $998.2K | 0.00% | −10,770−44.8% | Reduced |
| Toroso Investments, LLC | 13,345 | $1.00M | 0.00% | −18,327−57.9% | Reduced |
| JustInvest LLC | 13,375 | $1.01M | 0.01% | −857−6.0% | Reduced |
| Lord, Abbett & Co. LLC | 13,497 | $1.01M | 0.00% | +13,497 | New |
| Cetera Investment Advisers | 13,741 | $1.03M | 0.00% | −6,966−33.6% | Reduced |
| Occudo Quantitative Strategies LP | 16,617 | $1.06M | 0.06% | −52,100−75.8% | Reduced |
| Mercer Global Advisors Inc | 15,044 | $1.13M | 0.00% | −11,492−43.3% | Reduced |
| Pinebridge Investments LLC | 15,347 | $1.15M | 0.01% | +15,347 | New |
| Parallax Volatility Advisers, L.P. | 14,635 | $1.17M | 0.05% | −17,656−54.7% | Reduced |
| Aristeia Capital LLC | 15,790 | $1.19M | 0.03% | +15,790 | New |
| Pictet Asset Management Holding SA | 16,528 | $1.24M | 0.00% | +1,802+12.2% | Added |
| Ieq Capital, LLC | 16,614 | $1.25M | 0.01% | −79,637−82.7% | Reduced |
| Kestra Investment Management, LLC | 16,799 | $1.26M | 0.02% | +16,799 | New |
| Kennondale Capital Management LLC | 16,885 | $1.27M | 0.92% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 17,378 | $1.31M | 0.16% | −145,291−89.3% | Reduced |
| Mariner, LLC | 18,212 | $1.37M | 0.00% | −23,799−56.6% | Reduced |
| Freestone Grove Partners LP | 18,434 | $1.39M | 0.01% | +2,765+17.6% | Added |
| WT Wealth Management | 19,941 | $1.50M | 0.45% | +4,234+27.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 20,372 | $1.53M | 0.00% | −89,062−81.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,629 | $1.57M | 0.00% | −3,852−15.1% | Reduced |
| Elo Mutual Pension Insurance Co | 21,377 | $1.61M | 0.03% | −2,295−9.7% | Reduced |
| Manufacturers Life Insurance Company, The | 22,059 | $1.66M | 0.00% | +3,470+18.7% | Added |
| Advisory Services Network, LLC | 22,354 | $1.68M | 0.02% | +7,249+48.0% | Added |
| Omers Administration Corp | 22,500 | $1.69M | 0.01% | +22,500 | New |
| KLP Kapitalforvaltning AS | 22,700 | $1.71M | 0.01% | +1,400+6.6% | Added |
| Summit Trail Advisors, LLC | 22,870 | $1.72M | 0.02% | +4,832+26.8% | Added |
| Oak Thistle LLC | 23,805 | $1.79M | 0.17% | +23,805 | New |
| National Bank of Canada | 23,901 | $1.80M | 0.00% | +2,511+11.7% | Added |
| IMC-Chicago, LLC | 24,137 | $1.82M | 0.03% | −18,070−42.8% | Reduced |
| Creative Planning | 24,705 | $1.86M | 0.00% | −7,994−24.4% | Reduced |
| Castle Hook Partners LP | 25,624 | $1.93M | 0.04% | +25,624 | New |
| Vanguard Investments Australia, Ltd. | 26,281 | $1.98M | 0.01% | +26,281 | New |
| Mitsubishi UFJ Trust & Banking Corp | 26,824 | $2.02M | 0.00% | +1,271+5.0% | Added |
| Hillsdale Investment Management Inc. | 27,800 | $2.09M | 0.06% | −14,000−33.5% | Reduced |
| CWM, LLC | 27,855 | $2.09M | 0.01% | −20,966−42.9% | Reduced |
| Arizona State Retirement System | 28,313 | $2.13M | 0.01% | +175+0.6% | Added |
| Trexquant Investment LP | 30,029 | $2.26M | 0.02% | +30,029 | New |
| Public Employees Retirement System of Ohio | 30,038 | $2.26M | 0.01% | −1,063−3.4% | Reduced |
| Employees Retirement System of Texas | 30,191 | $2.27M | 0.02% | −5,706−15.9% | Reduced |
| Lighthouse Investment Partners, LLC | 30,263 | $2.28M | 0.09% | +9,581+46.3% | Added |
| Quantitative Investment Management, LLC | 30,704 | $2.31M | 0.24% | +30,704 | New |
| Group One Trading, L.P. | 30,951 | $2.33M | 0.08% | −43,968−58.7% | Reduced |
| Handelsbanken Fonder AB | 31,100 | $2.34M | 0.01% | 00.0% | Unchanged |
| Ruffer LLP | 31,465 | $2.37M | 0.10% | +31,465 | New |
| LPL Financial LLC | 31,870 | $2.40M | 0.00% | +12,195+62.0% | Added |
| Penserra Capital Management LLC | 32,942 | $2.48M | 0.03% | −3,493−9.6% | Reduced |
| North Dakota State Investment Board | 32,952 | $2.48M | 0.11% | −3,258−9.0% | Reduced |
| Silvant Capital Management LLC | 33,598 | $2.53M | 0.09% | +33,598 | New |
| Virginia Retirement Systems Et Al | 34,656 | $2.61M | 0.02% | +12,400+55.7% | Added |
| Polen Capital Management LLC | 35,216 | $2.65M | 0.02% | +8,359+31.1% | Added |
| Caption Management, LLC | 35,300 | $2.65M | 0.13% | −21,500−37.9% | Reduced |
| State of New Jersey Common Pension Fund D | 35,643 | $2.68M | 0.01% | +194+0.5% | Added |
| Montag A & Associates Inc | 35,660 | $2.68M | 0.12% | +35,660 | New |