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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 486,115 | $36.6M | 0.06% | −165,058−25.3% | Reduced |
| Citigroup Inc | 493,599 | $37.1M | 0.02% | +369,862+298.9% | Added |
| Northern Trust Corp | 516,253 | $38.8M | 0.01% | +23,396+4.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 529,804 | $39.8M | 0.09% | +145,861+38.0% | Added |
| Bank of Montreal | 531,085 | $39.9M | 0.02% | −28,583−5.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 549,561 | $41.3M | 0.34% | +538,509+4,872.5% | Added |
| Assenagon Asset Management S.A. | 575,800 | $43.3M | 0.07% | +573,401+23,901.7% | Added |
| Goodnow Investment Group, LLC | 638,592 | $48.0M | 5.26% | +5,640+0.9% | Added |
| Bank of America Corp | 639,783 | $48.1M | 0.00% | +57,909+10.0% | Added |
| Voloridge Investment Management, LLC | 657,065 | $49.4M | 0.20% | −703,280−51.7% | Reduced |
| Citadel Advisors LLC | 659,072 | $49.6M | 0.04% | −169,213−20.4% | Reduced |
| Vanguard Fiduciary Trust Co | 661,088 | $49.7M | 0.01% | +661,088 | New |
| Southpoint Capital Advisors LP | 664,286 | $50.0M | 1.03% | −835,714−55.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 681,488 | $51.3M | 0.22% | −12,417−1.8% | Reduced |
| Squarepoint Ops LLC | 687,919 | $51.7M | 0.11% | +687,919 | New |
| Bank of Nova Scotia | 701,000 | $52.7M | 0.09% | +701,000 | New |
| Goldman Sachs Group Inc | 721,099 | $54.2M | 0.01% | +57,689+8.7% | Added |
| Allen Investment Management LLC | 749,250 | $56.4M | 0.70% | 00.0% | Unchanged |
| American Century Companies Inc | 768,548 | $57.8M | 0.03% | +79,084+11.5% | Added |
| Qube Research & Technologies Ltd | 771,442 | $58.0M | 0.08% | +192,085+33.2% | Added |
| Artemis Investment Management LLP | 877,117 | $66.0M | 0.70% | +399,038+83.5% | Added |
| BNP Paribas Arbitrage, SA | 928,879 | $69.9M | 0.05% | −86,798−8.5% | Reduced |
| D. E. Shaw & Co., Inc. | 929,228 | $69.9M | 0.06% | −1,129,541−54.9% | Reduced |
| Clearbridge Investments, LLC | 961,113 | $72.3M | 0.06% | +961,113 | New |
| Morgan Stanley | 977,357 | $73.5M | 0.00% | +39,932+4.3% | Added |
| Dimensional Fund Advisors LP | 1,036,531 | $77.9M | 0.02% | +328,358+46.4% | Added |
| Hook Mill Capital Partners, LP | 1,039,825 | $78.2M | 6.90% | +176,833+20.5% | Added |
| Charles Schwab Investment Management Inc | 1,156,033 | $86.9M | 0.01% | +20,746+1.8% | Added |
| Atreides Management, LP | 1,430,997 | $107.6M | 2.62% | +560,133+64.3% | Added |
| Balyasny Asset Management LLC | 1,591,870 | $119.7M | 0.24% | −20,884−1.3% | Reduced |
| State Street Corp | 1,736,825 | $130.6M | 0.00% | −552,529−24.1% | Reduced |
| AQR Capital Management LLC | 1,853,157 | $135.4M | 0.06% | −48,053−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,969,981 | $148.2M | 0.08% | −855,673−30.3% | Reduced |
| UBS Group AG | 1,972,419 | $148.3M | 0.03% | −8,147−0.4% | Reduced |
| Geode Capital Management, LLC | 2,213,897 | $167.2M | 0.01% | +310,678+16.3% | Added |
| Prescott General Partners LLC | 2,322,401 | $174.7M | 12.80% | −600,000−20.5% | Reduced |
| Wellington Management Group LLP | 2,456,698 | $184.8M | 0.03% | +1,315,947+115.4% | Added |
| Two Sigma Investments, LP | 2,503,995 | $188.3M | 0.16% | +467,976+23.0% | Added |
| Spruce House Investment Management LLC | 2,600,000 | $195.5M | 6.98% | −323,845−11.1% | Reduced |
| JPMorgan Chase & Co | 2,862,046 | $199.1M | 0.01% | +2,594,813+971.0% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $209.8M | 100.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 2,862,209 | $215.3M | 0.22% | −1,139,895−28.5% | Reduced |
| Janus Henderson Group PLC | 3,866,708 | $290.8M | 0.14% | +296,233+8.3% | Added |
| Vanguard Portfolio Management LLC | 4,388,661 | $330.1M | 0.02% | +4,388,661 | New |
| Vanguard Capital Management LLC | 4,663,199 | $350.7M | 0.01% | +4,663,199 | New |
| Renaissance Technologies LLC | 4,972,425 | $374.0M | 0.58% | −434,900−8.0% | Reduced |
| BlackRock, Inc. | 5,738,678 | $431.6M | 0.01% | +438,913+8.3% | Added |
| Capital World Investors | 13,791,783 | $1.04B | 0.14% | +334,625+2.5% | Added |
| FMR LLC | 16,277,859 | $1.22B | 0.06% | +280,401+1.8% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,056,700−100.0% | Sold out |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −1,273,004−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −923,040−100.0% | Sold out |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −228,226−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −143,638−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −81,918−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −80,281−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −57,521−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −52,501−100.0% | Sold out |
| RH Tailwind Management, LLC | 0 | $0 | 0.00% | −49,000−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −45,619−100.0% | Sold out |
| Avalon Global Asset Management LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −43,850−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −42,067−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −39,413−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −36,380−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −31,471−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −31,125−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −30,150−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −29,723−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −26,470−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −24,967−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −22,602−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −22,509−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −19,817−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −18,655−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −17,388−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −17,148−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −16,364−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −13,793−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −13,215−100.0% | Sold out |
| Eddie Patel Inc | 0 | $0 | 0.00% | −12,378−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −12,258−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −11,607−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −11,053−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −9,325−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −8,186−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −8,071−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −6,997−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −6,566−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −5,379−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −5,173−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,017−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |