Wayfair Inc. Class AW
13F holders, Q2 2024 (June 30)337holders −28
44new positions
74sold out
9famous investors
$52.72avg. 13F price*
At the end of Q2 2024, 337 institutions reported holding Wayfair Inc. Class A (W) in their 13F filings, down 28 from Q1 2024. 44 opened new positions and 74 sold out. The largest holders were FMR LLC ($759.6M), Capital World Investors ($640.6M) and Vanguard Group Inc. ($473.7M). 9 famous investors held it, including Gavin Baker (2.7% of Atreides Management's portfolio), Lee Ainslie (0.7% of Maverick Capital's portfolio) and Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio).
- Company
- Wayfair Inc. Class A
- CUSIP
- 94419L101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $111.9M |
| Exits | 74 | $286.1M |
All 13F filers, Q1 2024 → Q2 2024: 15,211,044 shares bought and 12,392,546 shares sold, net +2,818,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 337 holders
| FMR LLC | 0.05% | Add +1.7% | 14,405,570 | $759.6M |
| Capital World Investors | 0.10% | Add +0.0% | 12,148,776 | $640.6M |
| Vanguard Group Inc. | 0.01% | Add +6.1% | 8,984,260 | $473.7M |
| Baillie Gifford & Co. | 0.23% | Reduce -2.2% | 5,588,167 | $294.7M |
| BlackRock Inc. | 0.01% | Add +4.9% | 4,710,557 | $248.4M |
| Alyeska Investment Group, L.P. | 1.26% | Add +187.7% | 4,132,705 | $217.9M |
| Prescott General Partners LLC | 12.10% | Reduce -1.9% | 3,752,264 | $197.9M |
| Janus Henderson Group PLC | 0.10% | Add +106.6% | 3,363,518 | $177.4M |
| Renaissance Technologies | 0.28% | Add +28.0% | 3,086,569 | $162.8M |
| Great Hill Partners, L.P. | 100.00% | No change | 2,788,912 | $147.1M |
| Spruce House Investment Management LLC | 9.16% | No change | 2,637,000 | $139.0M |
| Alliancebernstein L.P. | 0.04% | Reduce -15.8% | 2,440,571 | $128.7M |
| Wolf Hill Capital Management, LP | 12.31% | Add +27.9% | 2,322,906 | $122.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +64.1% | 2,060,952 | $108.7M |
| Morgan Stanley | 0.01% | Add +30.1% | 1,807,427 | $95.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.23% | Add +23.6% | 1,658,940 | $87.5M |
| Atreides Management | 2.66% | Add +72.3% | 1,547,386 | $81.6M |
| Geode Capital Management, LLC | 0.01% | Add +7.0% | 1,489,586 | $78.6M |
| State Street Corp. | 0.00% | Add +2.2% | 1,478,807 | $78.0M |
| Contour Asset Management LLC | 2.61% | Add +43.9% | 1,467,200 | $77.4M |
| Bares Capital Management, Inc. | 3.56% | Reduce -23.4% | 1,405,582 | $74.1M |
| Two Sigma Advisers, LP | 0.16% | Reduce -22.3% | 1,387,500 | $73.2M |
| Two Sigma Investments, LP | 0.17% | Reduce -25.8% | 1,284,934 | $67.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -20.5% | 1,243,211 | $65.6M |
| Jane Street Group, LLC | 0.06% | Add +42.9% | 1,068,764 | $56.4M |
| HarbourVest Partners LLC | 29.81% | No change | 1,062,126 | $56.0M |
| Norges Bank | 0.01% | Add +3.0% | 1,028,277 | $54.2M |
| Bank of Montreal | 0.02% | Reduce -17.6% | 1,018,951 | $52.8M |
| Wellington Management Group LLP | 0.01% | Reduce -0.3% | 896,665 | $47.3M |
| Maverick Capital | 0.72% | Add +46.2% | 721,618 | $38.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.8% | 720,574 | $38.0M |
| Barclays PLC | 0.02% | Add +2.4% | 690,823 | $36.4M |
| Point72 Asset Management | 0.12% | Reduce -4.0% | 677,368 | $35.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +30.8% | 668,140 | $35.2M |
| Allen Investment Management, LLC | 0.41% | No change | 645,500 | $34.0M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +23.7% | 636,233 | $33.5M |
| Hook Mill Capital Partners, LP | 4.55% | Add +149.5% | 577,754 | $30.5M |
| Newbrook Capital Advisors LP | 4.34% | Add +18.5% | 559,305 | $29.5M |
| BNP Paribas Financial Markets | 0.03% | Reduce -42.0% | 548,022 | $28.9M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 14.69% | Reduce -1.1% | 495,814 | $26.1M |
| Millennium Management | 0.02% | Reduce -53.8% | 478,993 | $25.3M |
| Northern Trust Corp. | 0.00% | Add +7.8% | 412,604 | $21.8M |
| Bank of America Corp. | 0.00% | Reduce -64.6% | 412,060 | $21.7M |
| Verition Fund Management LLC | 0.18% | Add +76.4% | 407,177 | $21.5M |
| Schonfeld Strategic Advisors LLC | 0.16% | Add +125.0% | 397,311 | $21.0M |
| Citigroup Inc. | 0.02% | Add +67.1% | 391,660 | $20.7M |
| Goodnow Investment Group, LLC | 2.37% | Add +7.2% | 388,038 | $20.5M |
| Davidson Kempner Capital Management LP | 0.46% | Add +80.7% | 375,394 | $19.8M |
| Nuveen Asset Management, LLC | 0.01% | Add +6.5% | 371,435 | $19.6M |
| Caisse de depot et placement du Quebec | 0.04% | New | 302,000 | $15.9M |
| Bank of New York Mellon Corp | 0.00% | Add +12.2% | 290,512 | $15.3M |
| Susquehanna International Group, LLP | 0.03% | Add +115.9% | 276,891 | $14.6M |
| Walleye Capital LLC | 0.16% | Add +0.6% | 271,178 | $14.3M |
| Twin Tree Management, LP | 0.41% | New | 267,823 | $14.1M |
| Nishkama Capital, LLC | 2.06% | Reduce -37.6% | 261,894 | $13.8M |
| Delta Global Management LP | 0.91% | New | 260,490 | $13.7M |
| Deutsche Bank AG | 0.01% | Reduce -0.1% | 241,024 | $12.7M |
| Victory Capital Management Inc. | 0.01% | Add +26.5% | 228,724 | $12.1M |
| Rothschild & Co Wealth Management UK Ltd | 0.19% | Reduce -2.4% | 211,289 | $11.1M |
| Mesirow Institutional Investment Management, Inc. | 0.97% | Add +4.1% | 209,964 | $11.1M |
| Signaturefd, LLC | 0.22% | Reduce -0.6% | 205,320 | $10.8M |
| Check Capital Management Inc. | 0.77% | Add +23.1% | 200,352 | $10.6M |
| American Century Companies Inc. | 0.01% | Reduce -22.8% | 199,714 | $10.5M |
| Russell Investments Group, Ltd. | 0.02% | Add +51.7% | 197,265 | $10.4M |
| First Trust Advisors LP | 0.01% | Reduce -18.3% | 194,856 | $10.3M |
| Hudson Bay Capital Management LP | 0.09% | Add +180.0% | 194,435 | $10.3M |
| AQR Capital Management | 0.02% | Reduce -54.8% | 199,654 | $10.2M |
| Ensign Peak Advisors, Inc | 0.02% | Add +214.4% | 185,534 | $9.8M |
| Wells Fargo & Company | 0.00% | Add +8.6% | 184,619 | $9.7M |
| Canada Pension Plan Investment Board | 0.01% | Add +43.2% | 182,900 | $9.6M |
| Swiss National Bank | 0.01% | Add +8.2% | 177,300 | $9.3M |
| Shellback Capital, LP | 0.66% | Reduce -43.2% | 170,500 | $9.0M |
| Mayflower Financial Advisors, LLC | 1.41% | Add +0.0% | 162,548 | $8.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -2.9% | 162,376 | $8.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.05% | New | 155,309 | $8.2M |
| UBS Group AG | 0.00% | Add +20.1% | 149,532 | $7.9M |
| CMT Capital Markets Trading GmbH | 2.18% | Reduce -21.7% | 145,500 | $7.7M |
| Tabor Asset Management, LP | 4.12% | Add +33.3% | 140,939 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 135,423 | $7.1M |
| Sei Investments Co. | 0.01% | Add +32.8% | 133,415 | $7.0M |
| Boston Partners | 0.01% | Add +1054.1% | 130,832 | $6.9M |
| Legal & General Group Plc | 0.00% | Add +20.1% | 129,313 | $6.8M |
| Boothbay Fund Management, LLC | 0.23% | New | 128,392 | $6.8M |
| Teachers Retirement System of the State of Kentucky | 0.06% | Add +12.3% | 126,552 | $6.7M |
| Honeycomb Asset Management LP | 1.82% | New | 126,000 | $6.6M |
| Formula Growth Ltd. | 2.36% | Add +520.6% | 123,117 | $6.5M |
| California Public Employees Retirement System | 0.00% | Reduce -19.3% | 116,110 | $6.1M |
| Granite Investment Partners, LLC | 0.25% | Reduce -1.9% | 113,191 | $6.0M |
| Proficio Capital Partners LLC | 0.60% | Add +0.0% | 108,840 | $5.7M |
| Hidden Lake Asset Management LP | 4.84% | Add +32.1% | 107,630 | $5.7M |
| Invesco Ltd. | 0.00% | Add +0.6% | 104,189 | $5.5M |
| Ingalls & Snyder LLC | 0.23% | Reduce -0.9% | 99,260 | $5.2M |
| Highland Peak Capital, LLC | 3.57% | New | 97,953 | $5.2M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -1.6% | 97,266 | $5.2M |
| Octahedron Capital Management L.P. | 5.08% | Add +209.7% | 96,000 | $5.1M |
| Caption Management, LLC | 0.53% | Add +24.8% | 94,700 | $5.0M |
| Sycale Advisors (NY) LLC | 1.83% | Add +24.4% | 94,367 | $5.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.3% | 94,318 | $5.0M |
| Armistice Capital, LLC | 0.13% | New | 93,000 | $4.9M |
| State of Wisconsin Investment Board | 0.01% | Add +171.5% | 90,765 | $4.8M |
"% of holder's portfolio" is W's weight in each manager's 13F, not the share of Wayfair Inc. Class A the manager owns.