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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.

Institutional holdersQ1 2026: 449 institutions
Q1 2021: 450 institutionsQ2 2021: 441 institutionsQ3 2021: 416 institutionsQ4 2021: 427 institutionsQ1 2022: 367 institutionsQ2 2022: 328 institutionsQ3 2022: 321 institutionsQ4 2022: 302 institutionsQ1 2023: 290 institutionsQ2 2023: 309 institutionsQ3 2023: 328 institutionsQ4 2023: 356 institutionsQ1 2024: 365 institutionsQ2 2024: 337 institutionsQ3 2024: 355 institutionsQ4 2024: 341 institutionsQ1 2025: 318 institutionsQ2 2025: 337 institutionsQ3 2025: 415 institutionsQ4 2025: 482 institutionsQ1 2026: 449 institutionsQ2 2026: 456 institutions
Value heldQ1 2026: $9.27B
Q1 2021: $27.5BQ2 2021: $27.6BQ3 2021: $23.1BQ4 2021: $17.2BQ1 2022: $9.98BQ2 2022: $4.21BQ3 2022: $3.10BQ4 2022: $3.29BQ1 2023: $3.44BQ2 2023: $6.78BQ3 2023: $6.53BQ4 2023: $6.86BQ1 2024: $7.59BQ2 2024: $6.05BQ3 2024: $6.41BQ4 2024: $4.90BQ1 2025: $3.82BQ2 2025: $6.08BQ3 2025: $10.7BQ4 2025: $12.5BQ1 2026: $9.27BQ2 2026: $11.2B
Institutions holding W and their total value by quarter
QuarterHoldersValue
Q2 2026456$11.2B
Q1 2026449$9.27B
Q4 2025482$12.5B
Q3 2025415$10.7B
Q2 2025337$6.08B
Q1 2025318$3.82B
Q4 2024341$4.90B
Q3 2024355$6.41B
Q2 2024337$6.05B
Q1 2024365$7.59B
Q4 2023356$6.86B
Q3 2023328$6.53B
Q2 2023309$6.78B
Q1 2023290$3.44B
Q4 2022302$3.29B
Q3 2022321$3.10B
Q2 2022328$4.21B
Q1 2022367$9.98B
Q4 2021427$17.2B
Q3 2021416$23.1B
Q2 2021441$27.6B
Q1 2021450$27.5B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q4 2025.

Institutions holding W in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Axq Capital, LP36,216$2.72M0.35%+22,298+160.2%Added
ProShare Advisors LLC38,266$2.88M0.00%+6,070+18.9%Added
PDT Partners, LLC38,689$2.91M0.17%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)39,881$3.00M0.01%+8,340+26.4%Added
Entropy Technologies, LP41,874$3.15M0.15%+29,656+242.7%Added
Treasurer of the State of North Carolina41,922$3.15M0.01%+893+2.2%Added
Police & Firemen's Retirement System of New Jersey42,338$3.18M0.03%+480+1.1%Added
XTX Topco Ltd42,729$3.21M0.06%+42,729New
Chemistry Wealth Management LLC42,834$3.22M0.57%−133−0.3%Reduced
Atom Investors LP43,134$3.24M0.23%+14,351+49.9%Added
Taproot Management LP44,040$3.31M0.63%+44,040New
Mirae Asset Global Investments Co., Ltd.46,714$3.51M0.01%+46,714New
Vanguard Global Advisers, LLC48,490$3.65M0.00%+48,490New
Optiver Holding B.V.50,696$3.81M0.14%+29,241+136.3%Added
New York State Common Retirement Fund51,489$3.87M0.01%00.0%Unchanged
Envestnet Asset Management Inc51,553$3.88M0.00%+33,385+183.8%Added
CI Private Wealth, LLC53,863$4.04M0.01%+41,098+322.0%Added
Tudor Investment Corp Et Al53,819$4.05M0.02%−161,965−75.1%Reduced
Illinois Municipal Retirement Fund54,309$4.08M0.05%+16,077+42.1%Added
Lazard Asset Management LLC54,538$4.10M0.01%+50,236+1,167.7%Added
SEI Investments Co56,182$4.23M0.00%−12,580−18.3%Reduced
PEAK6 LLC57,939$4.36M0.13%+57,939New
Ossiam60,544$4.55M0.08%+60,544New
Bridgewater Associates, LP60,811$4.57M0.02%−24,656−28.8%Reduced
Jain Global LLC62,182$4.68M0.06%+23,995+62.8%Added
Soviero Asset Management, LP65,000$4.89M2.74%+65,000New
Panoramic Capital, LLC66,227$4.98M3.50%−27,500−29.3%Reduced
OP Asset Management Ltd66,458$5.00M0.05%+48,596+272.1%Added
State of Wisconsin Investment Board67,124$5.05M0.01%+4,716+7.6%Added
Engineers Gate Manager LP74,055$5.57M0.07%−100,713−57.6%Reduced
Interval Partners, LP78,174$5.88M0.20%−106,049−57.6%Reduced
BloombergSen Inc.79,785$6.00M0.67%+18,599+30.4%Added
State Board of Administration of Florida Retirement System80,278$6.04M0.01%−1,219−1.5%Reduced
Shellback Capital, LP80,400$6.05M0.86%−48,029−37.4%Reduced
Legal & General Group Plc83,216$6.26M0.00%−19,827−19.2%Reduced
Proficio Capital Partners LLC83,404$6.27M0.34%−10.0%Reduced
Rhumbline Advisers89,559$6.74M0.01%−5,499−5.8%Reduced
Vanguard Asset Management, Ltd93,257$7.01M0.01%+93,257New
Verition Fund Management LLC93,660$7.04M0.07%−25,583−21.5%Reduced
Algert Global LLC97,405$7.33M0.11%+6,440+7.1%Added
Raymond James Financial Inc98,275$7.39M0.00%+63,945+186.3%Added
Ingalls & Snyder LLC98,325$7.39M0.26%−482−0.5%Reduced
Jump Financial, LLC103,155$7.76M0.11%+103,155New
Ofi Invest Asset Management121,290$7.92M0.10%+121,290New
Cypress Point Investment Management LP110,917$8.34M1.97%+76,980+226.8%Added
Victory Capital Management Inc112,311$8.45M0.01%+82,132+272.1%Added
HSBC Holdings PLC116,960$8.75M0.01%−12,747−9.8%Reduced
Adams Diversified Equity Fund, Inc.116,700$8.78M0.31%+116,700New
Canada Pension Plan Investment Board118,500$8.91M0.01%+2,300+2.0%Added
California State Teachers Retirement System119,772$9.01M0.01%+25,317+26.8%Added
Franklin Resources Inc127,624$9.60M0.00%+72,888+133.2%Added
Royal Bank of Canada131,359$9.88M0.00%−203,835−60.8%Reduced
First Trust Advisors LP135,044$10.2M0.01%−13,526−9.1%Reduced
Wells Fargo & Company138,962$10.5M0.00%−703,641−83.5%Reduced
HRT Financial LP145,061$10.9M0.03%+124,250+597.0%Added
Neuberger Berman Group LLC146,073$11.0M0.01%−162,783−52.7%Reduced
Natixis154,392$11.6M0.05%+154,392New
Worldquant Millennium Advisors LLC159,732$12.0M0.05%+112,024+234.8%Added
Meridiem Capital Partners LP160,118$12.0M0.79%+160,118New
Teachers Retirement System of the State of Kentucky165,160$12.4M0.10%+36,389+28.3%Added
Gotham Asset Management, LLC166,645$12.5M0.04%+5,241+3.2%Added
Check Capital Management Inc167,948$12.6M0.78%+756+0.5%Added
Price T Rowe Associates Inc171,616$12.9M0.00%−739,967−81.2%Reduced
STRS Ohio175,742$13.2M0.05%+36,296+26.0%Added
Barclays PLC176,901$13.3M0.00%−514,102−74.4%Reduced
Russell Investments Group, Ltd.180,914$13.6M0.01%−2,921−1.6%Reduced
Portman Square Capital LLP182,039$13.7M2.09%+153,617+540.5%Added
Susquehanna Portfolio Strategies, LLC182,231$13.7M0.20%00.0%Unchanged
Tabor Asset Management, LP189,891$14.3M5.74%+21,207+12.6%Added
Ameriprise Financial Inc191,192$14.4M0.00%−403,574−67.9%Reduced
Panagora Asset Management Inc194,408$14.6M0.05%+40,868+26.6%Added
Swiss National Bank203,800$15.3M0.01%+7,200+3.7%Added
Alliancebernstein L.P.154,736$15.5M0.01%+19,845+14.7%Added
Gluskin Sheff & Assoc Inc207,993$15.6M2.60%+50,194+31.8%Added
Walleye Capital LLC208,150$15.7M0.10%−12,457−5.6%Reduced
Susquehanna International Group, LLP210,809$15.9M0.02%+46,374+28.2%Added
SG Americas Securities, LLC211,005$15.9M0.02%−36,601−14.8%Reduced
California Public Employees Retirement System220,448$16.6M0.01%+42,286+23.7%Added
Hidden Lake Asset Management LP220,489$16.6M10.99%+207,070+1,543.1%Added
Smith Thomas W237,100$17.8M17.62%00.0%Unchanged
Nishkama Capital, LLC243,400$18.3M2.60%+243,400New
UBS Asset Management Americas Inc247,799$18.6M0.00%−8,998−3.5%Reduced
Marshall Wace, LLP249,532$18.8M0.02%+242,405+3,401.2%Added
Voya Investment Management LLC250,051$18.8M0.02%+242,388+3,163.1%Added
Boothbay Fund Management, LLC255,115$19.2M0.45%+45,538+21.7%Added
Rothschild & Co Wealth Management UK Ltd297,817$22.4M0.34%+34,670+13.2%Added
Quantinno Capital Management LP302,332$22.7M0.04%−8,654−2.8%Reduced
Bank of New York Mellon Corp310,825$23.4M0.00%+5,586+1.8%Added
Contour Asset Management LLC328,708$24.7M0.80%+328,708New
Adage Capital Partners GP, L.L.C.333,000$25.0M0.04%+333,000New
Invesco Ltd.336,500$25.3M0.00%+166,340+97.8%Added
Nuveen, LLC345,289$26.0M0.01%+41,293+13.6%Added
Scopus Asset Management, L.P.391,988$29.5M0.92%−97,512−19.9%Reduced
Man Group plc409,298$30.8M0.06%+384,242+1,533.5%Added
Hennessy Advisors Inc416,500$31.3M1.13%−43,500−9.5%Reduced
Phoenix Asset Management Partners Ltd460,360$34.6M26.10%00.0%Unchanged
Millennium Management LLC466,420$35.1M0.03%+237,735+104.0%Added
Anomaly Capital Management, LP467,242$35.1M2.13%+467,242New
Jane Street Group, LLC476,857$35.9M0.04%+34,500+7.8%Added
Alyeska Investment Group, L.P.482,281$36.3M0.10%+482,281New