Wayfair Inc. Class AW
13F holders, Q3 2024 (September 30)354holders +17
71new positions
52sold out
11famous investors
$56.19avg. 13F price*
At the end of Q3 2024, 354 institutions reported holding Wayfair Inc. Class A (W) in their 13F filings, up 17 from Q2 2024. 71 opened new positions and 52 sold out. The largest holders were FMR LLC ($822.3M), Capital World Investors ($714.8M) and Vanguard Group Inc. ($504.9M). 11 famous investors held it, including Gavin Baker (2.6% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $422.0M |
| Exits | 52 | $122.0M |
All 13F filers, Q2 2024 → Q3 2024: 13,949,688 shares bought and 14,434,727 shares sold, net −485,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 354 holders
| FMR LLC | 0.05% | Add +1.6% | 14,636,201 | $822.3M |
| Capital World Investors | 0.11% | Add +4.7% | 12,723,443 | $714.8M |
| Vanguard Group Inc. | 0.01% | Add +0.0% | 8,987,734 | $504.9M |
| Baillie Gifford & Co. | 0.23% | Reduce -2.7% | 5,439,120 | $305.6M |
| BlackRock, Inc. | 0.01% | — | 4,476,941 | $251.5M |
| Prescott General Partners LLC | 14.05% | No change | 3,752,264 | $210.8M |
| Janus Henderson Group PLC | 0.11% | Add +9.8% | 3,691,462 | $207.4M |
| Renaissance Technologies | 0.27% | Add +5.4% | 3,253,667 | $182.8M |
| Great Hill Partners, L.P. | 100.00% | No change | 2,788,912 | $156.7M |
| Spruce House Investment Management LLC | 7.26% | No change | 2,637,000 | $148.1M |
| Alliancebernstein L.P. | 0.04% | Reduce -11.6% | 2,157,276 | $121.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.27% | Add +18.8% | 1,970,684 | $110.7M |
| Morgan Stanley | 0.01% | Add +8.3% | 1,958,028 | $110.0M |
| Wolf Hill Capital Management, LP | 9.65% | Reduce -22.9% | 1,792,145 | $100.7M |
| JPMorgan Chase & Co. | 0.01% | Add +34.5% | 1,672,754 | $94.0M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 1,524,854 | $85.7M |
| State Street Corp. | 0.00% | Add +1.9% | 1,507,249 | $84.7M |
| Southpoint Capital Advisors LP | 1.86% | New | 1,400,000 | $78.7M |
| Atreides Management | 2.64% | Reduce -10.1% | 1,390,537 | $78.1M |
| Alyeska Investment Group, L.P. | 0.40% | Reduce -66.5% | 1,382,358 | $77.7M |
| Holocene Advisors, LP | 0.28% | Add +5699.9% | 1,235,193 | $69.4M |
| Wellington Management Group LLP | 0.01% | Add +22.4% | 1,097,822 | $61.7M |
| HarbourVest Partners LLC | 31.02% | No change | 1,062,126 | $59.7M |
| Balyasny Asset Management L.P. | 0.15% | New | 1,002,636 | $56.3M |
| Bares Capital Management, Inc. | 5.03% | Reduce -30.0% | 983,522 | $55.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +35.2% | 974,255 | $54.7M |
| Two Sigma Investments, LP | 0.11% | Reduce -35.9% | 823,489 | $46.3M |
| Norges Bank | 0.01% | Reduce -26.9% | 751,449 | $42.2M |
| Jane Street Group, LLC | 0.07% | Reduce -31.9% | 727,389 | $40.9M |
| Contour Asset Management LLC | 1.31% | Reduce -52.0% | 704,000 | $39.6M |
| Barclays PLC | 0.02% | Add +1.3% | 700,044 | $39.3M |
| Maverick Capital | 0.75% | Reduce -5.2% | 683,970 | $38.4M |
| Hook Mill Capital Partners, LP | 4.75% | Add +16.7% | 674,341 | $37.9M |
| Bank of Montreal | 0.02% | Reduce -36.1% | 650,589 | $36.9M |
| Newbrook Capital Advisors LP | 4.90% | Add +15.6% | 646,684 | $36.3M |
| Allen Investment Management, LLC | 0.42% | Reduce -3.3% | 624,500 | $35.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -69.7% | 623,960 | $35.1M |
| BNP Paribas Financial Markets | 0.03% | Add +10.4% | 604,793 | $34.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -14.0% | 574,701 | $32.3M |
| Millennium Management | 0.03% | Add +19.2% | 570,981 | $32.1M |
| Scopus Asset Management, L.P. | 0.91% | New | 550,000 | $30.9M |
| AQR Capital Management | 0.04% | Add +156.3% | 511,796 | $28.8M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 23.20% | Reduce -0.2% | 494,684 | $27.8M |
| Citadel Advisors | 0.03% | New | 447,734 | $25.2M |
| Goodnow Investment Group, LLC | 2.64% | Add +14.2% | 443,308 | $24.9M |
| Verition Fund Management LLC | 0.19% | Add +8.8% | 443,161 | $24.9M |
| Jump Financial, LLC | 0.52% | New | 437,441 | $24.6M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 416,131 | $23.4M |
| Masters Capital Management LLC | 4.32% | New | 400,000 | $22.5M |
| Delta Global Management LP | 1.47% | Add +49.7% | 389,958 | $21.9M |
| AQR Arbitrage LLC | 0.90% | New | 388,354 | $21.8M |
| Nishkama Capital, LLC | 3.33% | Add +46.7% | 384,104 | $21.6M |
| Moore Capital Management, LP | 0.62% | New | 347,984 | $19.5M |
| Bank of America Corp. | 0.00% | Reduce -21.0% | 325,458 | $18.3M |
| Davidson Kempner Capital Management LP | 0.64% | Reduce -13.9% | 323,371 | $18.2M |
| Signaturefd, LLC | 0.34% | Add +56.4% | 321,098 | $18.0M |
| Lighthouse Investment Partners, LLC | 0.96% | New | 317,000 | $17.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -14.7% | 316,718 | $17.8M |
| Bank of New York Mellon Corp | 0.00% | Add +3.7% | 301,370 | $16.9M |
| Wolverine Asset Management LLC | 1.64% | New | 292,874 | $16.5M |
| Walleye Capital LLC | 0.19% | Add +6.4% | 288,585 | $16.2M |
| Mesirow Institutional Investment Management, Inc. | 1.12% | Add +24.5% | 261,386 | $14.7M |
| Citigroup Inc. | 0.01% | Reduce -38.4% | 241,329 | $13.6M |
| Twin Tree Management, LP | 0.31% | Reduce -11.6% | 236,706 | $13.3M |
| Rothschild & Co Wealth Management UK Ltd | 0.19% | Add +2.3% | 216,069 | $12.1M |
| Boothbay Fund Management, LLC | 0.40% | Add +67.0% | 214,375 | $12.0M |
| Ensign Peak Advisors, Inc | 0.02% | Add +14.7% | 212,886 | $12.0M |
| Susquehanna International Group, LLP | 0.02% | Reduce -24.8% | 208,315 | $11.7M |
| Nan Fung Trinity (hk) Ltd. | 2.32% | New | 205,900 | $11.6M |
| UBS Group AG | 0.00% | Add +37.1% | 205,040 | $11.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -11.4% | 202,619 | $11.4M |
| Check Capital Management Inc. | 0.80% | Reduce -0.5% | 199,433 | $11.2M |
| Twinbeech Capital LP | 0.21% | New | 198,704 | $11.2M |
| Royal Bank of Canada | 0.00% | Add +45.2% | 196,660 | $11.0M |
| Thames Capital Management LLC | 3.39% | New | 193,821 | $10.9M |
| Interval Partners, LP | 0.30% | New | 185,000 | $10.4M |
| Swiss National Bank | 0.01% | Add +0.7% | 178,500 | $10.0M |
| Wells Fargo & Company | 0.00% | Reduce -11.5% | 163,421 | $9.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -0.5% | 161,523 | $9.2M |
| Voya Investment Management LLC | 0.01% | Add +718.5% | 162,512 | $9.1M |
| Mayflower Financial Advisors, LLC | 1.38% | Reduce -0.0% | 162,499 | $9.1M |
| ProShare Advisors LLC | 0.02% | Add +111.0% | 157,664 | $8.9M |
| Tabor Asset Management, LP | 4.24% | Add +11.3% | 156,871 | $8.8M |
| Boston Partners | 0.01% | Add +16.0% | 151,823 | $8.5M |
| Teachers Retirement System of the State of Kentucky | 0.07% | Add +16.5% | 147,436 | $8.3M |
| Sycale Advisors (NY) LLC | 3.12% | Add +52.5% | 143,903 | $8.1M |
| Two Sigma Advisers, LP | 0.02% | Reduce -90.0% | 139,400 | $7.8M |
| Deutsche Bank AG | 0.00% | Reduce -42.8% | 137,972 | $7.8M |
| D. E. Shaw & Co. | 0.01% | Add +112.5% | 137,305 | $7.7M |
| Legal & General Group Plc | 0.00% | Add +6.0% | 137,096 | $7.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -31.8% | 134,456 | $7.6M |
| Trexquant Investment LP | 0.09% | Add +384.8% | 132,753 | $7.5M |
| Formula Growth Ltd. | 2.55% | Add +7.3% | 132,117 | $7.4M |
| Shellback Capital, LP | 0.60% | Reduce -22.9% | 131,500 | $7.4M |
| Bridgewater Associates | 0.04% | New | 128,207 | $7.2M |
| iA Global Asset Management Inc. | 0.12% | New | 123,960 | $7.0M |
| California Public Employees Retirement System | 0.00% | Add +4.8% | 121,670 | $6.8M |
| CMT Capital Markets Trading GmbH | 3.11% | Reduce -16.8% | 121,000 | $6.8M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -35.3% | 118,400 | $6.7M |
| Proficio Capital Partners LLC | 0.61% | Reduce -0.3% | 108,561 | $6.1M |
"% of holder's portfolio" is W's weight in each manager's 13F, not the share of Wayfair Inc. Class A the manager owns.