Wayfair Inc. Class AW
13F holders, Q2 2026 (June 30)456holders +7
84new positions
80sold out
8famous investors
$92.38avg. 13F price*
At the end of Q2 2026, 456 institutions reported holding Wayfair Inc. Class A (W) in their 13F filings, up 7 from Q1 2026. 84 opened new positions and 80 sold out. The largest holders were FMR LLC ($1.5B), Capital World Investors ($1.0B) and BlackRock, Inc. ($465.3M). 8 famous investors held it, including Gavin Baker (0.7% of Atreides Management's portfolio), Jim Simons / Peter Brown (0.6% of Renaissance Technologies's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).
- Company
- Wayfair Inc. Class A
- CUSIP
- 94419L101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $373.2M |
| Exits | 80 | $443.5M |
All 13F filers, Q1 2026 → Q2 2026: 17,421,730 shares bought and 21,370,403 shares sold, net −3,948,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 456 holders
| FMR LLC | 0.07% | Reduce 0.0% | 16,277,047 | $1.5B |
| Capital World Investors | 0.12% | Reduce -19.0% | 11,177,483 | $1.0B |
| BlackRock, Inc. | 0.01% | Reduce -12.3% | 5,035,150 | $465.3M |
| Vanguard Capital Management LLC | 0.01% | Add +2.4% | 4,776,475 | $441.4M |
| Renaissance Technologies | 0.57% | Reduce -9.2% | 4,514,426 | $417.2M |
| Jupiter Topco LLC | 0.17% | — | 4,469,109 | $413.0M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -4.3% | 4,198,629 | $388.0M |
| AQR Capital Management | 0.10% | Add +67.4% | 3,101,936 | $284.9M |
| Spruce House Investment Management LLC | 7.91% | Add +11.9% | 2,909,700 | $268.9M |
| Baillie Gifford & Co. | 0.24% | Reduce -1.8% | 2,811,620 | $259.8M |
| Great Hill Partners, L.P. | 100.00% | No change | 2,788,912 | $257.8M |
| Two Sigma Investments, LP | 0.19% | Add +4.3% | 2,612,733 | $241.5M |
| D. E. Shaw & Co. | 0.15% | Add +165.5% | 2,467,411 | $228.0M |
| Castle Hook Partners LP | 2.43% | Add +9484.6% | 2,455,952 | $227.0M |
| Contour Asset Management LLC | 5.24% | Add +629.0% | 2,396,292 | $221.5M |
| Prescott General Partners LLC | 10.97% | No change | 2,322,401 | $214.6M |
| Wellington Management Group LLP | 0.04% | Reduce -8.0% | 2,259,111 | $208.8M |
| Geode Capital Management, LLC | 0.01% | Reduce -13.3% | 1,918,415 | $178.5M |
| State Street Corp. | 0.01% | Add +5.9% | 1,839,140 | $170.0M |
| Anomaly Capital Management, LP | 4.87% | Add +195.2% | 1,379,204 | $127.5M |
| Norges Bank | 0.01% | — | 1,309,943 | $121.1M |
| Jane Street Group, LLC | 0.07% | Add +163.7% | 1,257,610 | $116.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +18.9% | 1,232,815 | $114.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.4% | 1,151,457 | $106.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +55.0% | 1,117,663 | $103.3M |
| Clearbridge Investments, LLC | 0.08% | Add +10.1% | 1,057,745 | $97.8M |
| Wolf Hill Capital Management, LP | 9.39% | New | 1,049,318 | $97.0M |
| UBS Group AG | 0.01% | Reduce -54.7% | 892,727 | $82.5M |
| Atreides Management | 0.70% | Reduce -41.0% | 843,860 | $78.0M |
| Hook Mill Capital Partners, LP | 7.09% | Reduce -20.5% | 826,823 | $76.4M |
| Assenagon Asset Management S.A. | 0.10% | Add +42.2% | 818,591 | $75.7M |
| American Century Companies Inc. | 0.03% | Add +2.2% | 785,206 | $72.6M |
| Alyeska Investment Group, L.P. | 0.18% | Add +56.2% | 753,236 | $69.6M |
| Allen Investment Management, LLC | 0.82% | No change | 749,250 | $69.2M |
| Morgan Stanley | 0.00% | Reduce -24.8% | 735,155 | $67.9M |
| Bank of Nova Scotia | 0.10% | Add +2.7% | 720,053 | $66.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +5.3% | 696,006 | $64.3M |
| BNP Paribas Financial Markets | 0.03% | Reduce -30.5% | 645,458 | $59.7M |
| Quantinno Capital Management LP | 0.07% | Add +109.5% | 633,235 | $58.5M |
| Citadel Advisors | 0.03% | Reduce -4.7% | 627,846 | $58.0M |
| Goodnow Investment Group, LLC | 5.98% | Reduce -2.3% | 623,772 | $57.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -79.6% | 583,160 | $56.3M |
| Bank of Montreal | 0.02% | Add +7.1% | 568,988 | $52.6M |
| Bank of America Corp. | 0.00% | Reduce -13.4% | 554,024 | $51.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Add +3.7% | 549,450 | $50.8M |
| Northern Trust Corp. | 0.01% | Add +2.2% | 527,382 | $48.7M |
| Artemis Investment Management LLP | 0.42% | Reduce -41.6% | 511,868 | $47.3M |
| Calamos Advisors LLC | 0.24% | New | 509,226 | $47.1M |
| Invesco Ltd. | 0.00% | Add +40.4% | 472,405 | $43.7M |
| Jacobs Levy Equity Management, Inc. | 0.16% | Reduce -31.1% | 469,638 | $43.4M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 28.49% | Add +1.9% | 469,360 | $43.4M |
| Federated Hermes, Inc. | 0.06% | Reduce -6.8% | 453,019 | $41.9M |
| Hennessy Advisors Inc. | 1.23% | No change | 416,500 | $38.5M |
| Portman Square Capital LLP | 12.69% | Add +124.9% | 409,349 | $37.8M |
| Rothschild & Co Wealth Management UK Ltd | 0.47% | Add +17.8% | 350,803 | $32.4M |
| Benchstone Capital Management LP | 3.82% | New | 331,642 | $30.7M |
| Bank of New York Mellon Corp | 0.00% | Add +2.6% | 318,846 | $29.5M |
| Gilder Gagnon Howe & Co. LLC | 0.29% | New | 299,898 | $27.7M |
| Mane Global Capital Management LP | 2.27% | New | 297,573 | $27.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +71.0% | 293,431 | $27.1M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -14.4% | 285,000 | $26.3M |
| SG Americas Securities, LLC | 0.01% | Add +32.4% | 279,449 | $25.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.3% | 248,494 | $23.0M |
| Onex Canada Asset Management Inc. | 3.48% | Add +17.7% | 244,785 | $22.6M |
| Boothbay Fund Management, LLC | 0.44% | Reduce -5.7% | 240,611 | $22.2M |
| Gotham Asset Management | 0.05% | Add +40.4% | 233,888 | $21.6M |
| Marshall Wace, LLP | 0.02% | Reduce -6.4% | 233,494 | $21.6M |
| Millennium Management | 0.01% | Reduce -51.3% | 227,312 | $21.0M |
| Smith Thomas W | 18.53% | Reduce -4.7% | 225,850 | $20.9M |
| Tabor Asset Management, LP | 6.15% | Add +14.4% | 217,280 | $20.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -71.9% | 216,480 | $20.0M |
| Swiss National Bank | 0.01% | Add +1.8% | 207,400 | $19.2M |
| Walleye Capital LLC | 0.10% | Reduce -2.5% | 202,873 | $18.7M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -87.3% | 201,718 | $18.6M |
| Alliancebernstein L.P. | 0.01% | Add +57.3% | 243,369 | $18.3M |
| Nuveen, LLC | 0.00% | Reduce -43.2% | 196,182 | $18.1M |
| STRS Ohio | 0.07% | Add +11.5% | 195,894 | $18.1M |
| Trexquant Investment LP | 0.11% | Add +552.1% | 195,820 | $18.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 190,828 | $17.6M |
| Teachers Retirement System of the State of Kentucky | 0.11% | Add +9.7% | 181,188 | $16.7M |
| Baird Financial Group, Inc. | 0.02% | New | 177,043 | $16.4M |
| Wells Fargo & Company | 0.00% | Add +27.0% | 176,435 | $16.3M |
| Check Capital Management Inc. | 0.88% | Add +0.6% | 169,025 | $15.6M |
| Citigroup Inc. | 0.01% | Reduce -66.6% | 164,790 | $15.2M |
| Barclays PLC | 0.00% | Reduce -7.5% | 163,565 | $15.1M |
| Arvin Capital Management LP | 2.76% | New | 159,515 | $14.7M |
| California Public Employees Retirement System | 0.01% | Reduce -27.8% | 159,282 | $14.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -17.3% | 149,679 | $13.8M |
| Royal Bank of Canada | 0.00% | Add +13.6% | 149,257 | $13.8M |
| IMC-Chicago, LLC | 0.12% | Add +504.3% | 145,868 | $13.5M |
| HRT Financial LP | 0.02% | Reduce -3.0% | 140,672 | $13.0M |
| Ofi Invest Asset Management | 0.13% | Add +27.9% | 155,077 | $12.5M |
| Corient Private Wealth LP | 0.02% | Add +151.7% | 135,582 | $12.5M |
| LMR Partners LLP | 0.11% | New | 127,100 | $11.7M |
| Avalon Global Asset Management LLC | 1.63% | New | 120,000 | $11.1M |
| California State Teachers Retirement System | 0.01% | Reduce -0.0% | 119,765 | $11.1M |
| Man Group plc | 0.02% | Reduce -72.4% | 113,091 | $10.5M |
| ING Groep NV | 0.05% | New | 110,000 | $10.2M |
| Susquehanna Portfolio Strategies, LLC | 0.16% | Reduce -39.9% | 109,455 | $10.1M |
| Natixis | 0.05% | Reduce -29.2% | 109,300 | $10.1M |
"% of holder's portfolio" is W's weight in each manager's 13F, not the share of Wayfair Inc. Class A the manager owns.