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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 118,500 | $8.91M | 0.01% | +2,300+2.0% | Added |
| Adams Diversified Equity Fund, Inc. | 116,700 | $8.78M | 0.31% | +116,700 | New |
| HSBC Holdings PLC | 116,960 | $8.75M | 0.01% | −12,747−9.8% | Reduced |
| Victory Capital Management Inc | 112,311 | $8.45M | 0.01% | +82,132+272.1% | Added |
| Cypress Point Investment Management LP | 110,917 | $8.34M | 1.97% | +76,980+226.8% | Added |
| Ofi Invest Asset Management | 121,290 | $7.92M | 0.10% | +121,290 | New |
| Jump Financial, LLC | 103,155 | $7.76M | 0.11% | +103,155 | New |
| Ingalls & Snyder LLC | 98,325 | $7.39M | 0.26% | −482−0.5% | Reduced |
| Raymond James Financial Inc | 98,275 | $7.39M | 0.00% | +63,945+186.3% | Added |
| Algert Global LLC | 97,405 | $7.33M | 0.11% | +6,440+7.1% | Added |
| Verition Fund Management LLC | 93,660 | $7.04M | 0.07% | −25,583−21.5% | Reduced |
| Vanguard Asset Management, Ltd | 93,257 | $7.01M | 0.01% | +93,257 | New |
| Rhumbline Advisers | 89,559 | $6.74M | 0.01% | −5,499−5.8% | Reduced |
| Proficio Capital Partners LLC | 83,404 | $6.27M | 0.34% | −10.0% | Reduced |
| Legal & General Group Plc | 83,216 | $6.26M | 0.00% | −19,827−19.2% | Reduced |
| Shellback Capital, LP | 80,400 | $6.05M | 0.86% | −48,029−37.4% | Reduced |
| State Board of Administration of Florida Retirement System | 80,278 | $6.04M | 0.01% | −1,219−1.5% | Reduced |
| BloombergSen Inc. | 79,785 | $6.00M | 0.67% | +18,599+30.4% | Added |
| Interval Partners, LP | 78,174 | $5.88M | 0.20% | −106,049−57.6% | Reduced |
| Engineers Gate Manager LP | 74,055 | $5.57M | 0.07% | −100,713−57.6% | Reduced |
| State of Wisconsin Investment Board | 67,124 | $5.05M | 0.01% | +4,716+7.6% | Added |
| OP Asset Management Ltd | 66,458 | $5.00M | 0.05% | +48,596+272.1% | Added |
| Panoramic Capital, LLC | 66,227 | $4.98M | 3.50% | −27,500−29.3% | Reduced |
| Soviero Asset Management, LP | 65,000 | $4.89M | 2.74% | +65,000 | New |
| Jain Global LLC | 62,182 | $4.68M | 0.06% | +23,995+62.8% | Added |
| Bridgewater Associates, LP | 60,811 | $4.57M | 0.02% | −24,656−28.8% | Reduced |
| Ossiam | 60,544 | $4.55M | 0.08% | +60,544 | New |
| PEAK6 LLC | 57,939 | $4.36M | 0.13% | +57,939 | New |
| SEI Investments Co | 56,182 | $4.23M | 0.00% | −12,580−18.3% | Reduced |
| Lazard Asset Management LLC | 54,538 | $4.10M | 0.01% | +50,236+1,167.7% | Added |
| Illinois Municipal Retirement Fund | 54,309 | $4.08M | 0.05% | +16,077+42.1% | Added |
| Tudor Investment Corp Et Al | 53,819 | $4.05M | 0.02% | −161,965−75.1% | Reduced |
| CI Private Wealth, LLC | 53,863 | $4.04M | 0.01% | +41,098+322.0% | Added |
| Envestnet Asset Management Inc | 51,553 | $3.88M | 0.00% | +33,385+183.8% | Added |
| New York State Common Retirement Fund | 51,489 | $3.87M | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 50,696 | $3.81M | 0.14% | +29,241+136.3% | Added |
| Vanguard Global Advisers, LLC | 48,490 | $3.65M | 0.00% | +48,490 | New |
| Mirae Asset Global Investments Co., Ltd. | 46,714 | $3.51M | 0.01% | +46,714 | New |
| Taproot Management LP | 44,040 | $3.31M | 0.63% | +44,040 | New |
| Atom Investors LP | 43,134 | $3.24M | 0.23% | +14,351+49.9% | Added |
| Chemistry Wealth Management LLC | 42,834 | $3.22M | 0.57% | −133−0.3% | Reduced |
| XTX Topco Ltd | 42,729 | $3.21M | 0.06% | +42,729 | New |
| Police & Firemen's Retirement System of New Jersey | 42,338 | $3.18M | 0.03% | +480+1.1% | Added |
| Treasurer of the State of North Carolina | 41,922 | $3.15M | 0.01% | +893+2.2% | Added |
| Entropy Technologies, LP | 41,874 | $3.15M | 0.15% | +29,656+242.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,881 | $3.00M | 0.01% | +8,340+26.4% | Added |
| PDT Partners, LLC | 38,689 | $2.91M | 0.17% | 00.0% | Unchanged |
| ProShare Advisors LLC | 38,266 | $2.88M | 0.00% | +6,070+18.9% | Added |
| Axq Capital, LP | 36,216 | $2.72M | 0.35% | +22,298+160.2% | Added |
| Montag A & Associates Inc | 35,660 | $2.68M | 0.12% | +35,660 | New |
| State of New Jersey Common Pension Fund D | 35,643 | $2.68M | 0.01% | +194+0.5% | Added |
| Caption Management, LLC | 35,300 | $2.65M | 0.13% | −21,500−37.9% | Reduced |
| Polen Capital Management LLC | 35,216 | $2.65M | 0.02% | +8,359+31.1% | Added |
| Virginia Retirement Systems Et Al | 34,656 | $2.61M | 0.02% | +12,400+55.7% | Added |
| Silvant Capital Management LLC | 33,598 | $2.53M | 0.09% | +33,598 | New |
| North Dakota State Investment Board | 32,952 | $2.48M | 0.11% | −3,258−9.0% | Reduced |
| Penserra Capital Management LLC | 32,942 | $2.48M | 0.03% | −3,493−9.6% | Reduced |
| LPL Financial LLC | 31,870 | $2.40M | 0.00% | +12,195+62.0% | Added |
| Ruffer LLP | 31,465 | $2.37M | 0.10% | +31,465 | New |
| Handelsbanken Fonder AB | 31,100 | $2.34M | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 30,951 | $2.33M | 0.08% | −43,968−58.7% | Reduced |
| Quantitative Investment Management, LLC | 30,704 | $2.31M | 0.24% | +30,704 | New |
| Lighthouse Investment Partners, LLC | 30,263 | $2.28M | 0.09% | +9,581+46.3% | Added |
| Employees Retirement System of Texas | 30,191 | $2.27M | 0.02% | −5,706−15.9% | Reduced |
| Public Employees Retirement System of Ohio | 30,038 | $2.26M | 0.01% | −1,063−3.4% | Reduced |
| Trexquant Investment LP | 30,029 | $2.26M | 0.02% | +30,029 | New |
| Arizona State Retirement System | 28,313 | $2.13M | 0.01% | +175+0.6% | Added |
| CWM, LLC | 27,855 | $2.09M | 0.01% | −20,966−42.9% | Reduced |
| Hillsdale Investment Management Inc. | 27,800 | $2.09M | 0.06% | −14,000−33.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 26,824 | $2.02M | 0.00% | +1,271+5.0% | Added |
| Vanguard Investments Australia, Ltd. | 26,281 | $1.98M | 0.01% | +26,281 | New |
| Castle Hook Partners LP | 25,624 | $1.93M | 0.04% | +25,624 | New |
| Creative Planning | 24,705 | $1.86M | 0.00% | −7,994−24.4% | Reduced |
| IMC-Chicago, LLC | 24,137 | $1.82M | 0.03% | −18,070−42.8% | Reduced |
| National Bank of Canada | 23,901 | $1.80M | 0.00% | +2,511+11.7% | Added |
| Oak Thistle LLC | 23,805 | $1.79M | 0.17% | +23,805 | New |
| Summit Trail Advisors, LLC | 22,870 | $1.72M | 0.02% | +4,832+26.8% | Added |
| KLP Kapitalforvaltning AS | 22,700 | $1.71M | 0.01% | +1,400+6.6% | Added |
| Omers Administration Corp | 22,500 | $1.69M | 0.01% | +22,500 | New |
| Advisory Services Network, LLC | 22,354 | $1.68M | 0.02% | +7,249+48.0% | Added |
| Manufacturers Life Insurance Company, The | 22,059 | $1.66M | 0.00% | +3,470+18.7% | Added |
| Elo Mutual Pension Insurance Co | 21,377 | $1.61M | 0.03% | −2,295−9.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,629 | $1.57M | 0.00% | −3,852−15.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 20,372 | $1.53M | 0.00% | −89,062−81.4% | Reduced |
| WT Wealth Management | 19,941 | $1.50M | 0.45% | +4,234+27.0% | Added |
| Freestone Grove Partners LP | 18,434 | $1.39M | 0.01% | +2,765+17.6% | Added |
| Mariner, LLC | 18,212 | $1.37M | 0.00% | −23,799−56.6% | Reduced |
| Mayflower Financial Advisors, LLC | 17,378 | $1.31M | 0.16% | −145,291−89.3% | Reduced |
| Kennondale Capital Management LLC | 16,885 | $1.27M | 0.92% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 16,799 | $1.26M | 0.02% | +16,799 | New |
| Ieq Capital, LLC | 16,614 | $1.25M | 0.01% | −79,637−82.7% | Reduced |
| Pictet Asset Management Holding SA | 16,528 | $1.24M | 0.00% | +1,802+12.2% | Added |
| Aristeia Capital LLC | 15,790 | $1.19M | 0.03% | +15,790 | New |
| Parallax Volatility Advisers, L.P. | 14,635 | $1.17M | 0.05% | −17,656−54.7% | Reduced |
| Pinebridge Investments LLC | 15,347 | $1.15M | 0.01% | +15,347 | New |
| Mercer Global Advisors Inc | 15,044 | $1.13M | 0.00% | −11,492−43.3% | Reduced |
| Occudo Quantitative Strategies LP | 16,617 | $1.06M | 0.06% | −52,100−75.8% | Reduced |
| Cetera Investment Advisers | 13,741 | $1.03M | 0.00% | −6,966−33.6% | Reduced |
| Lord, Abbett & Co. LLC | 13,497 | $1.01M | 0.00% | +13,497 | New |
| JustInvest LLC | 13,375 | $1.01M | 0.01% | −857−6.0% | Reduced |