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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, Q2 2026

Institutional positions in Wayfair Inc. as of Jun 30, 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
456
+9 vs. Q1 2026
Shares held
121.4M
+1.83M (+1.5%) vs. Q1 2026
Total value
$11.2B
+$2.24B (+24.9%) vs. Q1 2026
New holders
92
159 more added
Sold out
83
143 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 456 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 heldQ2 2026: $11.2B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q1 2026.

Institutions holding W in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Sig Brokerage, LP36,107$3.34M0.53%+36,107New
Worldquant Millennium Advisors LLC36,815$3.40M0.01%−122,917−77.0%Reduced
Dockside LLC37,078$3.43M0.80%+37,078New
LPL Financial LLC38,473$3.56M0.00%+6,603+20.7%Added
Mercer Global Advisors Inc39,150$3.62M0.00%+24,106+160.2%Added
ProShare Advisors LLC39,581$3.66M0.01%+1,315+3.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)39,881$3.69M0.01%00.0%Unchanged
Shellback Capital, LP40,000$3.70M0.32%−40,400−50.2%Reduced
Wealth Enhancement Advisory Services, LLC46,340$3.72M0.01%+24,711+114.2%Added
Creative Planning41,381$3.82M0.00%+16,676+67.5%Added
Penserra Capital Management LLC42,210$3.90M0.03%+9,268+28.1%Added
Vanguard Global Advisers, LLC43,006$3.97M0.00%−5,484−11.3%Reduced
Treasurer of the State of North Carolina44,322$4.10M0.01%+2,400+5.7%Added
Chemistry Wealth Management LLC45,368$4.19M0.67%+2,534+5.9%Added
Police & Firemen's Retirement System of New Jersey46,734$4.32M0.03%+4,396+10.4%Added
Group One Trading, L.P.52,482$4.85M0.14%+21,531+69.6%Added
Ci Investments Inc.53,581$4.95M0.02%+53,581New
Night Squared LP53,879$4.98M0.54%+53,879New
Algert Global LLC54,320$5.02M0.06%−43,085−44.2%Reduced
New York State Common Retirement Fund55,289$5.11M0.01%+3,800+7.4%Added
Panagora Asset Management Inc56,142$5.19M0.02%−138,266−71.1%Reduced
Cerity Partners LLC57,546$5.32M0.01%+44,917+355.7%Added
Voya Investment Management LLC57,812$5.34M0.00%−192,239−76.9%Reduced
RBF Capital, LLC59,000$5.45M0.23%+59,000New
Envestnet Asset Management Inc59,480$5.50M0.00%+7,927+15.4%Added
Ieq Capital, LLC60,487$5.59M0.03%+43,873+264.1%Added
Ossiam60,544$5.60M0.07%00.0%Unchanged
State of Wisconsin Investment Board61,981$5.73M0.01%−5,143−7.7%Reduced
Mariner, LLC63,086$5.83M0.01%+44,874+246.4%Added
Optiver Holding B.V.63,860$5.90M0.08%+13,164+26.0%Added
Tudor Investment Corp Et Al65,662$6.07M0.03%+11,843+22.0%Added
Concentric Capital Strategies, LP65,699$6.07M0.37%+58,426+803.3%Added
Victory Capital Management Inc65,742$6.08M0.00%−46,569−41.5%Reduced
OP Asset Management Ltd70,577$6.52M0.07%+4,119+6.2%Added
First Trust Advisors LP70,688$6.53M0.00%−64,356−47.7%Reduced
Maytus Capital Management, LLC76,060$7.03M1.11%+76,060New
Rhumbline Advisers81,156$7.50M0.01%−8,403−9.4%Reduced
Illinois Municipal Retirement Fund82,690$7.64M0.09%+28,381+52.3%Added
State Board of Administration of Florida Retirement System83,059$7.68M0.01%+2,781+3.5%Added
Legal & General Group Plc83,812$7.75M0.00%+596+0.7%Added
BloombergSen Inc.83,942$7.76M0.87%+4,157+5.2%Added
Proficio Capital Partners LLC86,194$7.97M0.29%+2,790+3.3%Added
Interval Partners, LP87,632$8.10M0.26%+9,458+12.1%Added
Lighthouse Investment Partners, LLC87,701$8.11M0.25%+57,438+189.8%Added
Aquatic Capital Management LLC89,129$8.24M0.28%+76,985+633.9%Added
Verition Fund Management LLC92,119$8.51M0.06%−1,541−1.6%Reduced
Raymond James Financial Inc93,756$8.66M0.00%−4,519−4.6%Reduced
Ingalls & Snyder LLC98,653$9.12M0.25%+328+0.3%Added
Canada Pension Plan Investment Board99,300$9.18M0.01%−19,200−16.2%Reduced
Susquehanna International Group, LLP99,582$9.20M0.01%−111,227−52.8%Reduced
Davidson Kempner Capital Management LP100,000$9.24M0.15%+100,000New
Vanguard Asset Management, Ltd100,262$9.27M0.01%+7,005+7.5%Added
Octahedron Capital Management L.P.104,500$9.66M4.94%+104,500New
Schonfeld Strategic Advisors LLC105,194$9.72M0.05%−444,367−80.9%Reduced
Cypress Point Investment Management LP108,812$10.1M1.82%−2,105−1.9%Reduced
Natixis109,300$10.1M0.05%−45,092−29.2%Reduced
Susquehanna Portfolio Strategies, LLC109,455$10.1M0.16%−72,776−39.9%Reduced
ING Groep NV110,000$10.2M0.05%+110,000New
Man Group plc113,091$10.5M0.02%−296,207−72.4%Reduced
California State Teachers Retirement System119,765$11.1M0.01%−70.0%Reduced
Avalon Global Asset Management LLC120,000$11.1M1.63%+120,000New
LMR Partners LLP127,100$11.7M0.09%+127,100New
CI Private Wealth, LLC135,582$12.5M0.02%+81,719+151.7%Added
Ofi Invest Asset Management155,077$12.5M0.13%+33,787+27.9%Added
HRT Financial LP140,672$13.0M0.02%−4,389−3.0%Reduced
IMC-Chicago, LLC145,868$13.5M0.12%+121,731+504.3%Added
Royal Bank of Canada149,257$13.8M0.00%+17,898+13.6%Added
Russell Investments Group, Ltd.149,679$13.8M0.01%−31,235−17.3%Reduced
California Public Employees Retirement System159,282$14.7M0.01%−61,166−27.7%Reduced
Arvin Capital Management LP159,515$14.7M2.76%+159,515New
Barclays PLC163,565$15.1M0.00%−13,336−7.5%Reduced
Citigroup Inc164,790$15.2M0.01%−328,809−66.6%Reduced
Check Capital Management Inc169,025$15.6M0.88%+1,077+0.6%Added
Wells Fargo & Company176,435$16.3M0.00%+37,473+27.0%Added
Baird Financial Group, Inc.177,043$16.4M0.02%+177,043New
Teachers Retirement System of the State of Kentucky181,188$16.7M0.11%+16,028+9.7%Added
Ameriprise Financial Inc190,828$17.6M0.00%−364−0.2%Reduced
Trexquant Investment LP195,820$18.1M0.11%+165,791+552.1%Added
STRS Ohio195,894$18.1M0.07%+20,152+11.5%Added
Nuveen, LLC196,182$18.1M0.00%−149,107−43.2%Reduced
Alliancebernstein L.P.243,369$18.3M0.01%+88,633+57.3%Added
Balyasny Asset Management LLC201,718$18.6M0.03%−1,390,152−87.3%Reduced
Walleye Capital LLC202,873$18.7M0.09%−5,277−2.5%Reduced
Swiss National Bank207,400$19.2M0.01%+3,600+1.8%Added
Qube Research & Technologies Ltd216,480$20.0M0.02%−554,962−71.9%Reduced
Tabor Asset Management, LP217,280$20.1M6.15%+27,389+14.4%Added
Smith Thomas W225,850$20.9M18.53%−11,250−4.7%Reduced
Millennium Management LLC227,312$21.0M0.01%−239,108−51.3%Reduced
Marshall Wace, LLP233,494$21.6M0.02%−16,038−6.4%Reduced
Gotham Asset Management, LLC233,888$21.6M0.05%+67,243+40.4%Added
Boothbay Fund Management, LLC240,611$22.2M0.43%−14,504−5.7%Reduced
Gluskin Sheff & Assoc Inc244,785$22.6M3.48%+36,792+17.7%Added
UBS Asset Management Americas Inc248,494$23.0M0.00%+695+0.3%Added
SG Americas Securities, LLC279,449$25.8M0.01%+68,444+32.4%Added
Adage Capital Partners GP, L.L.C.285,000$26.3M0.04%−48,000−14.4%Reduced
Price T Rowe Associates Inc293,431$27.1M0.00%+121,815+71.0%Added
Mane Global Capital Management LP297,573$27.5M2.27%+297,573New
Gilder Gagnon Howe & Co LLC299,898$27.7M0.29%+299,898New
Bank of New York Mellon Corp318,846$29.5M0.00%+8,021+2.6%Added
Benchstone Capital Management LP331,642$30.7M3.82%+331,642New