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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Wayfair Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild & Co Wealth Management UK Ltd | 350,803 | $32.4M | 0.47% | +52,986+17.8% | Added |
| Portman Square Capital LLP | 409,349 | $37.8M | 6.44% | +227,310+124.9% | Added |
| Hennessy Advisors Inc | 416,500 | $38.5M | 1.23% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 453,019 | $41.9M | 0.06% | −33,096−6.8% | Reduced |
| Phoenix Asset Management Partners Ltd | 469,360 | $43.4M | 28.49% | +9,000+2.0% | Added |
| Jacobs Levy Equity Management, Inc | 469,638 | $43.4M | 0.16% | −211,850−31.1% | Reduced |
| Invesco Ltd. | 472,405 | $43.7M | 0.00% | +135,905+40.4% | Added |
| Calamos Advisors LLC | 509,226 | $47.1M | 0.17% | +509,226 | New |
| Artemis Investment Management LLP | 511,868 | $47.3M | 0.42% | −365,249−41.6% | Reduced |
| Northern Trust Corp | 527,382 | $48.7M | 0.01% | +11,129+2.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 549,450 | $50.8M | 0.10% | +19,646+3.7% | Added |
| Bank of America Corp | 554,024 | $51.2M | 0.00% | −85,759−13.4% | Reduced |
| Bank of Montreal | 568,988 | $52.6M | 0.02% | +37,903+7.1% | Added |
| JPMorgan Chase & Co | 583,160 | $56.3M | 0.00% | −2,278,886−79.6% | Reduced |
| Goodnow Investment Group, LLC | 623,772 | $57.6M | 5.98% | −14,820−2.3% | Reduced |
| Citadel Advisors LLC | 627,846 | $58.0M | 0.03% | −31,226−4.7% | Reduced |
| Quantinno Capital Management LP | 633,235 | $58.5M | 0.07% | +330,903+109.5% | Added |
| BNP Paribas Arbitrage, SA | 645,458 | $59.7M | 0.03% | −283,421−30.5% | Reduced |
| Vanguard Fiduciary Trust Co | 696,006 | $64.3M | 0.01% | +34,918+5.3% | Added |
| Bank of Nova Scotia | 720,053 | $66.5M | 0.10% | +19,053+2.7% | Added |
| Morgan Stanley | 735,155 | $67.9M | 0.00% | −242,202−24.8% | Reduced |
| Allen Investment Management LLC | 749,250 | $69.2M | 0.82% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 753,236 | $69.6M | 0.18% | +270,955+56.2% | Added |
| American Century Companies Inc | 785,206 | $72.6M | 0.03% | +16,658+2.2% | Added |
| Assenagon Asset Management S.A. | 818,591 | $75.7M | 0.10% | +242,791+42.2% | Added |
| Hook Mill Capital Partners, LP | 826,823 | $76.4M | 7.09% | −213,002−20.5% | Reduced |
| Atreides Management, LP | 843,860 | $78.0M | 0.70% | −587,137−41.0% | Reduced |
| UBS Group AG | 892,727 | $82.5M | 0.01% | −1,079,692−54.7% | Reduced |
| Wolf Hill Capital Management, LP | 1,049,318 | $97.0M | 9.39% | +1,049,318 | New |
| Clearbridge Investments, LLC | 1,057,745 | $97.8M | 0.08% | +96,632+10.1% | Added |
| Goldman Sachs Group Inc | 1,117,663 | $103.3M | 0.01% | +396,564+55.0% | Added |
| Charles Schwab Investment Management Inc | 1,151,457 | $106.4M | 0.01% | −4,576−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,232,815 | $114.0M | 0.02% | +196,284+18.9% | Added |
| Jane Street Group, LLC | 1,257,610 | $116.2M | 0.07% | +780,753+163.7% | Added |
| Norges Bank | 1,309,943 | $121.1M | 0.01% | +1,309,943 | New |
| Anomaly Capital Management, LP | 1,379,204 | $127.5M | 4.87% | +911,962+195.2% | Added |
| State Street Corp | 1,839,140 | $170.0M | 0.01% | +102,315+5.9% | Added |
| Geode Capital Management, LLC | 1,918,415 | $178.5M | 0.01% | −295,482−13.3% | Reduced |
| Wellington Management Group LLP | 2,259,111 | $208.8M | 0.04% | −197,587−8.0% | Reduced |
| Prescott General Partners LLC | 2,322,401 | $214.6M | 10.97% | 00.0% | Unchanged |
| Contour Asset Management LLC | 2,396,292 | $221.5M | 5.24% | +2,067,584+629.0% | Added |
| Castle Hook Partners LP | 2,455,952 | $227.0M | 2.43% | +2,430,328+9,484.6% | Added |
| D. E. Shaw & Co., Inc. | 2,467,411 | $228.0M | 0.14% | +1,538,183+165.5% | Added |
| Two Sigma Investments, LP | 2,612,733 | $241.5M | 0.18% | +108,738+4.3% | Added |
| Great Hill Partners, L.P. | 2,788,912 | $257.8M | 100.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 2,811,620 | $259.8M | 0.24% | −50,589−1.8% | Reduced |
| Spruce House Investment Management LLC | 2,909,700 | $268.9M | 7.91% | +309,700+11.9% | Added |
| AQR Capital Management LLC | 3,101,936 | $284.9M | 0.10% | +1,248,779+67.4% | Added |
| Vanguard Portfolio Management LLC | 4,198,629 | $388.0M | 0.02% | −190,032−4.3% | Reduced |
| Jupiter Topco LLC | 4,469,109 | $413.0M | 0.17% | +4,469,109 | New |
| Renaissance Technologies LLC | 4,514,426 | $417.2M | 0.57% | −457,999−9.2% | Reduced |
| Vanguard Capital Management LLC | 4,776,475 | $441.4M | 0.01% | +113,276+2.4% | Added |
| BlackRock, Inc. | 5,035,150 | $465.3M | 0.01% | −703,528−12.3% | Reduced |
| Capital World Investors | 11,177,483 | $1.03B | 0.12% | −2,614,300−19.0% | Reduced |
| FMR LLC | 16,277,047 | $1.50B | 0.07% | −8120.0% | Reduced |
| ABS Investment Management LLC | 92 | – | – | +92 | New |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,969,981−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −687,919−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −664,286−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −657,065−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −391,988−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −243,400−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −220,489−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −160,118−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −116,700−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −74,055−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −60,811−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −57,939−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −46,714−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −44,040−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −42,729−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −35,300−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −31,465−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −30,704−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −21,377−100.0% | Sold out |
| WT Wealth Management | 0 | $0 | 0.00% | −19,941−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −18,434−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −15,347−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −13,497−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −13,345−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −12,416−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,412−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −11,070−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −10,061−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −10,061−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −9,028−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,888−100.0% | Sold out |
| Ssi Investment Management LLC | 0 | $0 | 0.00% | −8,401−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −8,173−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −7,637−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −7,458−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −6,736−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −6,686−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,487−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −5,548−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |