Wayfair Inc. Class AW
13F holders, Q1 2025 (March 31)317holders −23
43new positions
64sold out
8famous investors
$32.11avg. 13F price*
At the end of Q1 2025, 317 institutions reported holding Wayfair Inc. Class A (W) in their 13F filings, down 23 from Q4 2024. 43 opened new positions and 64 sold out. The largest holders were FMR LLC ($490.1M), Capital World Investors ($375.6M) and Vanguard Group Inc. ($285.0M). 8 famous investors held it, including Gavin Baker (0.8% of Atreides Management's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).
- Company
- Wayfair Inc. Class A
- CUSIP
- 94419L101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $127.8M |
| Exits | 64 | $142.2M |
All 13F filers, Q4 2024 → Q1 2025: 21,946,062 shares bought and 13,821,764 shares sold, net +8,124,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 317 holders
| FMR LLC | 0.03% | Add +2.6% | 15,301,941 | $490.1M |
| Capital World Investors | 0.06% | Reduce -13.2% | 11,727,008 | $375.6M |
| Vanguard Group Inc. | 0.01% | Reduce -4.5% | 8,898,236 | $285.0M |
| Baillie Gifford & Co. | 0.17% | Reduce -4.4% | 5,907,930 | $189.2M |
| Alyeska Investment Group, L.P. | 0.70% | Add +681.8% | 5,462,651 | $175.0M |
| Janus Henderson Group PLC | 0.09% | Add +6.5% | 5,014,559 | $169.7M |
| BlackRock, Inc. | 0.00% | Reduce -6.8% | 4,439,817 | $142.2M |
| Renaissance Technologies | 0.21% | Add +13.0% | 4,332,567 | $138.8M |
| Southpoint Capital Advisors LP | 3.09% | Add +42.9% | 4,000,000 | $128.1M |
| Prescott General Partners LLC | 7.14% | No change | 2,922,401 | $93.6M |
| Great Hill Partners, L.P. | 100.00% | No change | 2,788,912 | $89.3M |
| UBS Group AG | 0.02% | Add +46.4% | 2,233,059 | $71.5M |
| Spruce House Investment Management LLC | 3.63% | No change | 2,180,385 | $69.8M |
| State Street Corp. | 0.00% | Reduce -1.6% | 1,630,589 | $52.2M |
| Two Sigma Investments, LP | 0.12% | Add +25.5% | 1,627,581 | $52.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 1,602,413 | $51.3M |
| JPMorgan Chase & Co. | 0.00% | Add +160.5% | 1,559,671 | $50.0M |
| Balyasny Asset Management L.P. | 0.12% | Add +4809.0% | 1,524,870 | $48.8M |
| Two Sigma Advisers, LP | 0.10% | Add +242.3% | 1,410,100 | $45.2M |
| Morgan Stanley | 0.00% | Reduce -38.2% | 1,318,479 | $42.2M |
| Capula Management Ltd | 0.27% | New | 1,150,000 | $36.8M |
| Jane Street Group, LLC | 0.06% | Add +2.7% | 1,083,201 | $34.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +42.9% | 1,078,245 | $34.5M |
| HarbourVest Partners LLC | 22.13% | No change | 1,062,126 | $34.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.3% | 1,012,048 | $32.4M |
| Maple Rock Capital Partners Inc. | 2.35% | New | 1,006,498 | $32.2M |
| Bank of America Corp. | 0.00% | Add +286.1% | 982,791 | $31.5M |
| BNP Paribas Financial Markets | 0.02% | Add +44.7% | 839,428 | $26.9M |
| Bares Capital Management, Inc. | 2.99% | Reduce -17.9% | 795,061 | $25.5M |
| Ensign Peak Advisors, Inc | 0.05% | Add +220.6% | 756,346 | $24.2M |
| Atreides Management | 0.76% | Reduce -25.7% | 649,070 | $20.8M |
| Bank of Montreal | 0.01% | Add +0.4% | 648,856 | $20.8M |
| Nuveen, LLC | 0.01% | — | 616,603 | $19.7M |
| Norges Bank | 0.00% | Reduce -14.6% | 606,253 | $19.4M |
| Allen Investment Management, LLC | 0.22% | No change | 587,500 | $18.8M |
| Goodnow Investment Group, LLC | 1.96% | Add +0.7% | 566,778 | $18.2M |
| AQR Capital Management | 0.02% | Add +111.7% | 524,072 | $16.8M |
| Wellington Management Group LLP | 0.00% | Reduce -21.1% | 517,992 | $16.6M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 20.55% | Reduce -3.8% | 494,684 | $15.8M |
| Barclays PLC | 0.01% | Add +58.8% | 492,244 | $15.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -80.3% | 458,865 | $14.7M |
| Contour Asset Management LLC | 0.61% | Reduce -45.5% | 455,457 | $14.6M |
| Northern Trust Corp. | 0.00% | Reduce -3.1% | 449,252 | $14.4M |
| PEAK6 LLC | 0.54% | Add +334.6% | 432,754 | $13.9M |
| Beck Bode, LLC | 2.48% | New | 415,921 | $13.3M |
| Royal Bank of Canada | 0.00% | Add +135.2% | 414,409 | $13.3M |
| Benchstone Capital Management LP | 1.38% | Add +11.0% | 404,585 | $13.0M |
| Masters Capital Management LLC | 2.71% | Add +100.0% | 400,000 | $12.8M |
| Davidson Kempner Capital Management LP | 0.25% | Add +58.4% | 395,872 | $12.7M |
| Schonfeld Strategic Advisors LLC | 0.08% | New | 378,769 | $12.1M |
| Wells Fargo & Company | 0.00% | Add +209.3% | 351,673 | $11.3M |
| Signaturefd, LLC | 0.21% | Reduce -1.0% | 342,190 | $11.0M |
| Wolf Hill Capital Management, LP | 0.98% | Add +295.0% | 339,827 | $10.9M |
| Glenview Capital Management, LLC | 0.27% | New | 338,178 | $10.8M |
| Jump Financial, LLC | 0.16% | Add +217.0% | 334,103 | $10.7M |
| Susquehanna International Group, LLP | 0.02% | Add +76.7% | 332,699 | $10.7M |
| Portman Square Capital LLP | 8.73% | Add +82.9% | 311,213 | $10.0M |
| MetLife Investment Management, LLC | 0.05% | Add +18338.6% | 308,478 | $9.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 298,534 | $9.6M |
| Holocene Advisors, LP | 0.03% | Add +26.6% | 286,381 | $9.2M |
| Citadel Advisors | 0.01% | Reduce -48.7% | 283,890 | $9.1M |
| Nan Fung Trinity (hk) Ltd. | 1.31% | No change | 257,700 | $8.3M |
| Aquatic Capital Management LLC | 0.21% | Add +1421.1% | 255,562 | $8.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -61.5% | 254,705 | $8.2M |
| AQR Arbitrage LLC | 0.32% | Reduce -8.8% | 229,914 | $7.4M |
| Rothschild & Co Wealth Management UK Ltd | 0.12% | Add +3.8% | 221,748 | $7.1M |
| Lighthouse Investment Partners, LLC | 0.31% | Add +63.8% | 210,367 | $6.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | No change | 206,661 | $6.6M |
| Nomura Holdings Inc. | 0.03% | Add +1144.7% | 202,084 | $6.5M |
| Wolverine Asset Management LLC | 0.48% | Reduce -13.9% | 200,841 | $6.4M |
| IMC-Chicago, LLC | 0.25% | Add +39.9% | 198,873 | $6.4M |
| Sycale Advisors (NY) LLC | 2.21% | Add +43.2% | 194,608 | $6.2M |
| Swiss National Bank | 0.00% | Add +0.3% | 183,300 | $5.9M |
| Quantinno Capital Management LP | 0.04% | Add +1132.9% | 181,142 | $5.8M |
| Citigroup Inc. | 0.00% | Reduce -70.5% | 174,886 | $5.6M |
| Walleye Capital LLC | 0.07% | Add +44.2% | 174,115 | $5.6M |
| Check Capital Management Inc. | 0.35% | Add +1.9% | 167,745 | $5.4M |
| CI Investments Inc. | 0.02% | Add +1.1% | 167,256 | $5.4M |
| Formula Growth Ltd. | 2.14% | Add +13.8% | 164,711 | $5.3M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Reduce -4.2% | 163,661 | $5.2M |
| Mayflower Financial Advisors, LLC | 0.79% | Add +0.0% | 162,498 | $5.2M |
| Onex Canada Asset Management Inc. | 0.64% | Add +55.9% | 154,542 | $4.9M |
| Millennium Management | 0.00% | Reduce -79.8% | 150,428 | $4.8M |
| Meridiem Capital Partners LP | 0.53% | New | 150,073 | $4.8M |
| Prentice Capital Management, LP | 8.40% | New | 150,000 | $4.8M |
| Legal & General Group Plc | 0.00% | Add +2.5% | 141,171 | $4.5M |
| Deutsche Bank AG | 0.00% | Reduce -0.6% | 140,324 | $4.5M |
| Invesco Ltd. | 0.00% | Add +19.4% | 127,723 | $4.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -38.6% | 126,474 | $4.1M |
| Wolverine Trading, LLC | 0.13% | Add +89.4% | 118,983 | $4.0M |
| Blueshift Asset Management, LLC | 1.49% | Add +1754.2% | 117,517 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.0% | 111,001 | $3.6M |
| Penserra Capital Management LLC | 0.06% | Reduce -7.5% | 110,458 | $3.5M |
| Proficio Capital Partners LLC | 0.27% | Add +0.4% | 109,067 | $3.5M |
| California Public Employees Retirement System | 0.00% | Reduce -5.4% | 108,406 | $3.5M |
| Caption Management, LLC | 0.16% | Add +28.6% | 107,050 | $3.4M |
| Ingalls & Snyder LLC | 0.11% | Add +4.7% | 101,373 | $3.2M |
| STRS Ohio | 0.01% | No change | 95,000 | $3.0M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 94,318 | $3.0M |
| Verition Fund Management LLC | 0.02% | Reduce -78.3% | 94,269 | $3.0M |
"% of holder's portfolio" is W's weight in each manager's 13F, not the share of Wayfair Inc. Class A the manager owns.