Wayfair Inc. Class AW
13F holders, Q4 2024 (December 31)340holders −14
43new positions
70sold out
8famous investors
$44.27avg. 13F price*
At the end of Q4 2024, 340 institutions reported holding Wayfair Inc. Class A (W) in their 13F filings, down 14 from Q3 2024. 43 opened new positions and 70 sold out. The largest holders were FMR LLC ($660.8M), Capital World Investors ($598.6M) and Vanguard Group Inc. ($412.9M). 8 famous investors held it, including Gavin Baker (1.2% of Atreides Management's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Wayfair Inc. Class A
- CUSIP
- 94419L101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $95.8M |
| Exits | 70 | $263.2M |
All 13F filers, Q3 2024 → Q4 2024: 13,476,628 shares bought and 17,680,180 shares sold, net −4,203,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 340 holders
| FMR LLC | 0.04% | Add +1.9% | 14,909,141 | $660.8M |
| Capital World Investors | 0.09% | Add +6.2% | 13,506,200 | $598.6M |
| Vanguard Group Inc. | 0.01% | Add +3.6% | 9,315,337 | $412.9M |
| Baillie Gifford & Co. | 0.21% | Add +13.6% | 6,179,761 | $273.9M |
| BlackRock, Inc. | 0.00% | Add +6.4% | 4,764,061 | $211.1M |
| Janus Henderson Group PLC | 0.11% | Add +27.6% | 4,709,301 | $208.7M |
| Renaissance Technologies | 0.25% | Add +17.9% | 3,834,667 | $170.0M |
| Prescott General Partners LLC | 9.53% | Reduce -22.1% | 2,922,401 | $129.5M |
| Southpoint Capital Advisors LP | 2.91% | Add +100.0% | 2,800,000 | $124.1M |
| Great Hill Partners, L.P. | 100.00% | No change | 2,788,912 | $123.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.26% | Add +18.4% | 2,333,297 | $103.4M |
| Spruce House Investment Management LLC | 3.55% | Reduce -17.3% | 2,180,385 | $96.6M |
| Morgan Stanley | 0.01% | Add +8.9% | 2,132,967 | $94.5M |
| State Street Corp. | 0.00% | Add +10.0% | 1,657,309 | $73.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.4% | 1,546,932 | $68.6M |
| UBS Group AG | 0.02% | Add +644.1% | 1,525,813 | $67.6M |
| Two Sigma Investments, LP | 0.14% | Add +57.4% | 1,296,530 | $57.5M |
| HarbourVest Partners LLC | 23.23% | No change | 1,062,126 | $47.1M |
| Jane Street Group, LLC | 0.08% | Add +45.1% | 1,055,179 | $46.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.6% | 1,009,312 | $44.7M |
| Bares Capital Management, Inc. | 3.86% | Reduce -1.5% | 968,349 | $42.9M |
| Atreides Management | 1.22% | Reduce -37.2% | 873,606 | $38.7M |
| Contour Asset Management LLC | 1.07% | Add +18.7% | 835,455 | $37.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.9% | 754,339 | $33.4M |
| Millennium Management | 0.03% | Add +30.6% | 745,515 | $33.0M |
| Norges Bank | 0.00% | Reduce -5.5% | 710,098 | $31.5M |
| Alyeska Investment Group, L.P. | 0.12% | Reduce -49.5% | 698,707 | $31.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 693,468 | $30.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +15.0% | 661,027 | $29.3M |
| Wellington Management Group LLP | 0.01% | Reduce -40.2% | 656,867 | $29.1M |
| Bank of Montreal | 0.01% | Reduce -0.7% | 646,287 | $28.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -64.2% | 598,644 | $26.5M |
| Citigroup Inc. | 0.03% | Add +146.0% | 593,684 | $26.3M |
| Allen Investment Management, LLC | 0.30% | Reduce -5.9% | 587,500 | $26.0M |
| BNP Paribas Financial Markets | 0.02% | Reduce -4.1% | 580,221 | $25.7M |
| Goodnow Investment Group, LLC | 2.46% | Add +26.9% | 562,718 | $24.9M |
| Hook Mill Capital Partners, LP | 2.53% | Reduce -16.7% | 561,564 | $24.9M |
| Citadel Advisors | 0.02% | Add +23.7% | 553,804 | $24.5M |
| Northern Trust Corp. | 0.00% | Add +11.4% | 463,457 | $20.5M |
| Verition Fund Management LLC | 0.10% | Reduce -1.9% | 434,754 | $19.3M |
| Two Sigma Advisers, LP | 0.04% | Add +195.6% | 412,000 | $18.3M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 14.58% | Add +4.0% | 514,320 | $16.9M |
| Benchstone Capital Management LP | 1.67% | — | 364,372 | $16.1M |
| Boston Partners | 0.02% | Add +138.0% | 361,404 | $16.0M |
| Signaturefd, LLC | 0.29% | Add +7.6% | 345,567 | $15.3M |
| Mesirow Institutional Investment Management, Inc. | 1.07% | Add +20.3% | 314,515 | $13.9M |
| Barclays PLC | 0.01% | Reduce -55.7% | 310,032 | $13.7M |
| Bank of New York Mellon Corp | 0.00% | Add +2.4% | 308,594 | $13.7M |
| Nan Fung Trinity (hk) Ltd. | 2.33% | Add +25.2% | 257,700 | $11.4M |
| Bank of America Corp. | 0.00% | Reduce -21.8% | 254,514 | $11.3M |
| AQR Arbitrage LLC | 0.47% | Reduce -35.1% | 252,052 | $11.2M |
| Davidson Kempner Capital Management LP | 0.30% | Reduce -22.7% | 250,000 | $11.1M |
| AQR Capital Management | 0.01% | Reduce -51.6% | 247,601 | $11.0M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -22.1% | 246,704 | $10.9M |
| Ensign Peak Advisors, Inc | 0.02% | Add +10.8% | 235,886 | $10.5M |
| Wolverine Asset Management LLC | 0.78% | Reduce -20.4% | 233,173 | $10.3M |
| Interval Partners, LP | 0.26% | Add +24.7% | 230,762 | $10.2M |
| Holocene Advisors, LP | 0.03% | Reduce -81.7% | 226,165 | $10.0M |
| Rothschild & Co Wealth Management UK Ltd | 0.17% | Reduce -1.1% | 213,688 | $9.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +27.9% | 206,661 | $9.2M |
| D. E. Shaw & Co. | 0.01% | Add +50.0% | 206,026 | $9.1M |
| Masters Capital Management LLC | 1.51% | Reduce -50.0% | 200,000 | $8.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +44.6% | 194,417 | $8.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -9.6% | 188,249 | $8.3M |
| Invenomic Capital Management LP | 0.47% | New | 187,098 | $8.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -91.3% | 186,857 | $8.3M |
| Caisse de depot et placement du Quebec | 0.02% | New | 186,000 | $8.2M |
| Swiss National Bank | 0.01% | Add +2.4% | 182,700 | $8.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -10.8% | 180,628 | $8.0M |
| Royal Bank of Canada | 0.00% | Reduce -10.4% | 176,183 | $7.8M |
| Teachers Retirement System of the State of Kentucky | 0.07% | Add +15.9% | 170,815 | $7.6M |
| Portman Square Capital LLP | 6.97% | Add +63.5% | 170,148 | $7.5M |
| CI Investments Inc. | 0.03% | Add +106.8% | 165,502 | $7.3M |
| Check Capital Management Inc. | 0.48% | Reduce -17.5% | 164,600 | $7.3M |
| Mayflower Financial Advisors, LLC | 1.08% | Reduce -0.0% | 162,461 | $7.2M |
| Assenagon Asset Management S.A. | 0.01% | New | 153,411 | $6.8M |
| Polar Asset Management Partners Inc. | 0.13% | Add +142.3% | 151,653 | $6.7M |
| Jain Global LLC | 0.20% | — | 147,724 | $6.5M |
| Formula Growth Ltd. | 2.17% | Add +9.5% | 144,689 | $6.4M |
| IMC-Chicago, LLC | 0.17% | Add +321.8% | 142,139 | $6.3M |
| Deutsche Bank AG | 0.00% | Add +2.3% | 141,172 | $6.3M |
| Legal & General Group Plc | 0.00% | Add +0.4% | 137,681 | $6.1M |
| Voya Investment Management LLC | 0.01% | Reduce -16.3% | 136,082 | $6.0M |
| Sycale Advisors (NY) LLC | 2.08% | Reduce -5.6% | 135,903 | $6.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +13.4% | 134,300 | $6.0M |
| Raymond James Financial Inc. | 0.00% | — | 130,593 | $5.8M |
| Lighthouse Investment Partners, LLC | 0.22% | Reduce -59.5% | 128,467 | $5.7M |
| Panagora Asset Management Inc. | 0.03% | New | 127,355 | $5.6M |
| Boothbay Fund Management, LLC | 0.18% | Reduce -40.9% | 126,793 | $5.6M |
| Walleye Capital LLC | 0.06% | Reduce -58.1% | 120,776 | $5.4M |
| Man Group plc | 0.02% | Add +1531.3% | 120,405 | $5.3M |
| Penserra Capital Management LLC | 0.10% | Add +66.7% | 119,446 | $5.3M |
| California Public Employees Retirement System | 0.00% | Reduce -5.8% | 114,595 | $5.1M |
| Wells Fargo & Company | 0.00% | Reduce -30.4% | 113,683 | $5.0M |
| Tabor Asset Management, LP | 2.40% | Reduce -27.6% | 113,565 | $5.0M |
| Proficio Capital Partners LLC | 0.39% | Add +0.1% | 108,673 | $4.8M |
| Invesco Ltd. | 0.00% | Add +0.7% | 106,975 | $4.7M |
| Jump Financial, LLC | 0.10% | Reduce -75.9% | 105,410 | $4.7M |
| Cinctive Capital Management LP | 0.25% | Add +31.2% | 104,244 | $4.6M |
| PEAK6 LLC | 0.17% | — | 99,565 | $4.4M |
"% of holder's portfolio" is W's weight in each manager's 13F, not the share of Wayfair Inc. Class A the manager owns.