Wayfair Inc.
W- 交易所
- NYSE
- 產業
- Retail-Catalog & Mail-Order Houses
- SEC CIK
- 0001616707
近 90 天,Wayfair Inc. 內部人申報 0 筆公開市場買進、6 筆賣出;2026 年第 2 季末有 456 家機構在 13F 申報持有,市值合計 $112.1 億;沒有大師持有。
2025 年第 1 季 13F 持有人
Wayfair Inc. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 318
- 較 2024 年第 4 季 −19 家
- 持有股數
- 1.19 億
- 較 2024 年第 4 季 +877.8 萬 (+8.0%)
- 總市值
- $38.2 億
- 較 2024 年第 4 季 −$10.6 億 (−21.7%)
- 新進機構
- 47
- 另有 120 家加碼
- 清倉機構
- 66
- 另有 96 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 W 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 456 | $112.1 億 |
| 2026 年第 1 季 | 449 | $92.7 億 |
| 2025 年第 4 季 | 482 | $124.6 億 |
| 2025 年第 3 季 | 415 | $106.7 億 |
| 2025 年第 2 季 | 337 | $60.8 億 |
| 2025 年第 1 季 | 318 | $38.2 億 |
| 2024 年第 4 季 | 341 | $49.0 億 |
| 2024 年第 3 季 | 355 | $64.1 億 |
| 2024 年第 2 季 | 337 | $60.5 億 |
| 2024 年第 1 季 | 365 | $75.9 億 |
| 2023 年第 4 季 | 356 | $68.6 億 |
| 2023 年第 3 季 | 328 | $65.3 億 |
| 2023 年第 2 季 | 309 | $67.8 億 |
| 2023 年第 1 季 | 290 | $34.4 億 |
| 2022 年第 4 季 | 302 | $32.9 億 |
| 2022 年第 3 季 | 321 | $31.0 億 |
| 2022 年第 2 季 | 328 | $42.1 億 |
| 2022 年第 1 季 | 367 | $99.8 億 |
| 2021 年第 4 季 | 427 | $171.5 億 |
| 2021 年第 3 季 | 416 | $231.1 億 |
| 2021 年第 2 季 | 441 | $276.5 億 |
| 2021 年第 1 季 | 450 | $274.8 億 |
2025 年第 1 季持有機構
每家機構持有 Wayfair Inc. 的股數、市值與佔組合比重;股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 15,301,941 | $4.90 億 | 0.03% | +392,800+2.6% | 加碼 |
| Capital World Investors | 11,727,008 | $3.76 億 | 0.06% | −1,779,192−13.2% | 減碼 |
| Vanguard Group Inc | 8,898,236 | $2.85 億 | 0.01% | −417,101−4.5% | 減碼 |
| Baillie Gifford & Co | 5,907,930 | $1.89 億 | 0.17% | −271,831−4.4% | 減碼 |
| Alyeska Investment Group, L.P. | 5,462,651 | $1.75 億 | 0.70% | +4,763,944+681.8% | 加碼 |
| Janus Henderson Group PLC | 5,014,559 | $1.70 億 | 0.09% | +305,258+6.5% | 加碼 |
| BlackRock, Inc. | 4,439,817 | $1.42 億 | 0.00% | −324,244−6.8% | 減碼 |
| Renaissance Technologies LLC | 4,332,567 | $1.39 億 | 0.21% | +497,900+13.0% | 加碼 |
| Southpoint Capital Advisors LP | 4,000,000 | $1.28 億 | 3.09% | +1,200,000+42.9% | 加碼 |
| Prescott General Partners LLC | 2,922,401 | $9,360 萬 | 7.14% | 00.0% | 不變 |
| Great Hill Partners, L.P. | 2,788,912 | $8,933 萬 | 100.00% | 00.0% | 不變 |
| UBS Group AG | 2,233,059 | $7,152 萬 | 0.02% | +707,246+46.4% | 加碼 |
| Spruce House Investment Management LLC | 2,180,385 | $6,984 萬 | 3.63% | 00.0% | 不變 |
| State Street Corp | 1,630,589 | $5,223 萬 | 0.00% | −26,720−1.6% | 減碼 |
| Two Sigma Investments, LP | 1,627,581 | $5,213 萬 | 0.11% | +331,051+25.5% | 加碼 |
| Geode Capital Management, LLC | 1,602,413 | $5,134 萬 | 0.00% | +55,481+3.6% | 加碼 |
| JPMorgan Chase & Co | 1,559,671 | $4,996 萬 | 0.00% | +961,027+160.5% | 加碼 |
| Balyasny Asset Management LLC | 1,524,870 | $4,884 萬 | 0.12% | +1,493,807+4,809.0% | 加碼 |
| Two Sigma Advisers, LP | 1,410,100 | $4,517 萬 | 0.10% | +998,100+242.3% | 加碼 |
| Morgan Stanley | 1,318,479 | $4,223 萬 | 0.00% | −814,488−38.2% | 減碼 |
| Capula Management Ltd | 1,150,000 | $3,683 萬 | 0.27% | +1,150,000 | 新進 |
| Jane Street Group, LLC | 1,083,201 | $3,469 萬 | 0.06% | +28,022+2.7% | 加碼 |
| Goldman Sachs Group Inc | 1,078,245 | $3,454 萬 | 0.01% | +323,906+42.9% | 加碼 |
| HarbourVest Partners LLC | 1,062,126 | $3,402 萬 | 22.13% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 1,012,048 | $3,242 萬 | 0.01% | +2,736+0.3% | 加碼 |
| Maple Rock Capital Partners Inc. | 1,006,498 | $3,224 萬 | 2.35% | +1,006,498 | 新進 |
| Bank of America Corp | 982,791 | $3,148 萬 | 0.00% | +728,277+286.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 839,428 | $2,689 萬 | 0.02% | +259,207+44.7% | 加碼 |
| Bares Capital Management, Inc. | 795,061 | $2,547 萬 | 2.99% | −173,288−17.9% | 減碼 |
| Ensign Peak Advisors, Inc | 756,346 | $2,423 萬 | 0.05% | +520,460+220.6% | 加碼 |
| Atreides Management, LP | 649,070 | $2,079 萬 | 0.76% | −224,536−25.7% | 減碼 |
| Bank of Montreal | 648,856 | $2,078 萬 | 0.01% | +2,569+0.4% | 加碼 |
| Nuveen, LLC | 616,603 | $1,975 萬 | 0.01% | +616,603 | 新進 |
| Norges Bank | 606,253 | $1,942 萬 | 0.00% | −103,845−14.6% | 減碼 |
| Allen Investment Management LLC | 587,500 | $1,882 萬 | 0.22% | 00.0% | 不變 |
| Goodnow Investment Group, LLC | 566,778 | $1,815 萬 | 1.96% | +4,060+0.7% | 加碼 |
| AQR Capital Management LLC | 524,072 | $1,679 萬 | 0.02% | +276,471+111.7% | 加碼 |
| Wellington Management Group LLP | 517,992 | $1,659 萬 | 0.00% | −138,875−21.1% | 減碼 |
| Phoenix Asset Management Partners Ltd | 494,684 | $1,584 萬 | 20.55% | −19,636−3.8% | 減碼 |
| Barclays PLC | 492,244 | $1,577 萬 | 0.01% | +182,212+58.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 458,865 | $1,470 萬 | 0.04% | −1,874,432−80.3% | 減碼 |
| Contour Asset Management LLC | 455,457 | $1,459 萬 | 0.61% | −379,998−45.5% | 減碼 |
| Northern Trust Corp | 449,252 | $1,439 萬 | 0.00% | −14,205−3.1% | 減碼 |
| PEAK6 LLC | 432,754 | $1,386 萬 | 0.54% | +333,189+334.6% | 加碼 |
| Beck Bode, LLC | 415,921 | $1,332 萬 | 2.48% | +415,921 | 新進 |
| Royal Bank of Canada | 414,409 | $1,327 萬 | 0.00% | +238,226+135.2% | 加碼 |
| Benchstone Capital Management LP | 404,585 | $1,296 萬 | 1.38% | +40,213+11.0% | 加碼 |
| Masters Capital Management LLC | 400,000 | $1,281 萬 | 2.71% | +200,000+100.0% | 加碼 |
| Davidson Kempner Capital Management LP | 395,872 | $1,268 萬 | 0.18% | +145,872+58.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 378,769 | $1,213 萬 | 0.08% | +378,769 | 新進 |
| Wells Fargo & Company | 351,673 | $1,126 萬 | 0.00% | +237,990+209.3% | 加碼 |
| Signaturefd, LLC | 342,190 | $1,096 萬 | 0.21% | −3,377−1.0% | 減碼 |
| Wolf Hill Capital Management, LP | 339,827 | $1,088 萬 | 0.98% | +253,804+295.0% | 加碼 |
| Glenview Capital Management, LLC | 338,178 | $1,083 萬 | 0.27% | +338,178 | 新進 |
| Jump Financial, LLC | 334,103 | $1,070 萬 | 0.16% | +228,693+217.0% | 加碼 |
| Susquehanna International Group, LLP | 332,699 | $1,066 萬 | 0.02% | +144,450+76.7% | 加碼 |
| Portman Square Capital LLP | 311,213 | $996.8 萬 | 1.38% | +141,065+82.9% | 加碼 |
| MetLife Investment Management | 308,478 | $988.1 萬 | 0.05% | +306,805+18,338.6% | 加碼 |
| Bank of New York Mellon Corp | 298,534 | $956.2 萬 | 0.00% | −10,060−3.3% | 減碼 |
| Holocene Advisors, LP | 286,381 | $917.3 萬 | 0.03% | +60,216+26.6% | 加碼 |
| Citadel Advisors LLC | 283,890 | $909.3 萬 | 0.01% | −269,914−48.7% | 減碼 |
| Nan Fung Trinity (HK) Ltd | 257,700 | $825.4 萬 | 1.31% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 255,562 | $818.6 萬 | 0.21% | +238,761+1,421.1% | 加碼 |
| UBS Asset Management Americas Inc | 254,705 | $815.8 萬 | 0.00% | −406,322−61.5% | 減碼 |
| CNH Partners LLC | 229,914 | $736.4 萬 | 0.18% | −22,138−8.8% | 減碼 |
| Rothschild & Co Wealth Management UK Ltd | 221,748 | $710.3 萬 | 0.12% | +8,060+3.8% | 加碼 |
| Lighthouse Investment Partners, LLC | 210,367 | $673.8 萬 | 0.31% | +81,900+63.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 206,661 | $662.0 萬 | 0.03% | 00.0% | 不變 |
| Nomura Holdings Inc | 202,084 | $647.3 萬 | 0.03% | +185,848+1,144.7% | 加碼 |
| Wolverine Asset Management LLC | 200,841 | $643.3 萬 | 0.13% | −32,332−13.9% | 減碼 |
| IMC-Chicago, LLC | 198,873 | $637.0 萬 | 0.25% | +56,734+39.9% | 加碼 |
| Sycale Advisors (NY) LLC | 194,608 | $623.3 萬 | 2.01% | +58,705+43.2% | 加碼 |
| Swiss National Bank | 183,300 | $587.1 萬 | 0.00% | +600+0.3% | 加碼 |
| Quantinno Capital Management LP | 181,142 | $580.2 萬 | 0.04% | +166,450+1,132.9% | 加碼 |
| Citigroup Inc | 174,886 | $560.2 萬 | 0.00% | −418,798−70.5% | 減碼 |
| Walleye Capital LLC | 174,115 | $557.7 萬 | 0.06% | +53,339+44.2% | 加碼 |
| Check Capital Management Inc | 167,745 | $537.3 萬 | 0.35% | +3,145+1.9% | 加碼 |
| Ci Investments Inc. | 167,256 | $535.7 萬 | 0.02% | +1,754+1.1% | 加碼 |
| Formula Growth Ltd | 164,711 | $527.6 萬 | 2.14% | +20,022+13.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 163,661 | $524.2 萬 | 0.05% | −7,154−4.2% | 減碼 |
| Mayflower Financial Advisors, LLC | 162,498 | $520.5 萬 | 0.79% | +370.0% | 加碼 |
| Gluskin Sheff & Assoc Inc | 154,542 | $495.0 萬 | 0.64% | +55,404+55.9% | 加碼 |
| Millennium Management LLC | 150,428 | $481.8 萬 | 0.00% | −595,087−79.8% | 減碼 |
| Meridiem Capital Partners LP | 150,073 | $480.7 萬 | 0.53% | +150,073 | 新進 |
| Prentice Capital Management, LP | 150,000 | $480.4 萬 | 8.40% | +150,000 | 新進 |
| Legal & General Group Plc | 141,171 | $452.2 萬 | 0.00% | +3,490+2.5% | 加碼 |
| Deutsche Bank AG | 140,324 | $449.5 萬 | 0.00% | −848−0.6% | 減碼 |
| Invesco Ltd. | 127,723 | $409.1 萬 | 0.00% | +20,748+19.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 126,474 | $405.1 萬 | 0.00% | −79,552−38.6% | 減碼 |
| Wolverine Trading, LLC | 118,983 | $402.8 萬 | 0.13% | +56,157+89.4% | 加碼 |
| Blueshift Asset Management, LLC | 117,517 | $376.4 萬 | 1.49% | +111,179+1,754.2% | 加碼 |
| Raymond James Financial Inc | 111,001 | $355.5 萬 | 0.00% | −19,592−15.0% | 減碼 |
| Penserra Capital Management LLC | 110,458 | $353.7 萬 | 0.06% | −8,988−7.5% | 減碼 |
| Proficio Capital Partners LLC | 109,067 | $349.3 萬 | 0.27% | +394+0.4% | 加碼 |
| California Public Employees Retirement System | 108,406 | $347.2 萬 | 0.00% | −6,189−5.4% | 減碼 |
| Caption Management, LLC | 107,050 | $342.9 萬 | 0.16% | +23,783+28.6% | 加碼 |
| Ingalls & Snyder LLC | 101,373 | $324.7 萬 | 0.11% | +4,528+4.7% | 加碼 |
| STRS Ohio | 95,000 | $304.3 萬 | 0.01% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 94,318 | $302.1 萬 | 0.01% | 00.0% | 不變 |
| Verition Fund Management LLC | 94,269 | $301.9 萬 | 0.02% | −340,485−78.3% | 減碼 |