Wayfair Inc. Class AW
13F holders, Q2 2025 (June 30)336holders +19
86new positions
68sold out
10famous investors
$51.24avg. 13F price*
At the end of Q2 2025, 336 institutions reported holding Wayfair Inc. Class A (W) in their 13F filings, up 19 from Q1 2025. 86 opened new positions and 68 sold out. The largest holders were FMR LLC ($792.5M), Capital World Investors ($657.3M) and Vanguard Group Inc. ($468.7M). 10 famous investors held it, including Gavin Baker (1.0% of Atreides Management's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Wayfair Inc. Class A
- CUSIP
- 94419L101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $295.0M |
| Exits | 68 | $181.5M |
All 13F filers, Q1 2025 → Q2 2025: 16,679,614 shares bought and 16,917,763 shares sold, net −238,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 336 holders
| FMR LLC | 0.04% | Add +1.3% | 15,497,481 | $792.5M |
| Capital World Investors | 0.10% | Add +9.6% | 12,853,334 | $657.3M |
| Vanguard Group Inc. | 0.01% | Add +3.0% | 9,164,478 | $468.7M |
| Alyeska Investment Group, L.P. | 1.06% | Add +6.8% | 5,833,171 | $298.3M |
| Baillie Gifford & Co. | 0.22% | Reduce -4.1% | 5,664,163 | $289.7M |
| BlackRock, Inc. | 0.00% | Add +8.8% | 4,832,504 | $247.1M |
| Renaissance Technologies | 0.31% | Add +5.4% | 4,568,267 | $233.6M |
| Janus Henderson Group PLC | 0.10% | Reduce -20.1% | 4,005,842 | $204.9M |
| Southpoint Capital Advisors LP | 4.89% | Reduce -5.0% | 3,800,000 | $194.3M |
| Prescott General Partners LLC | 11.28% | No change | 2,922,401 | $160.8M |
| Spruce House Investment Management LLC | 5.66% | Add +37.6% | 3,000,000 | $153.4M |
| Great Hill Partners, L.P. | 100.00% | No change | 2,788,912 | $142.6M |
| Two Sigma Advisers, LP | 0.19% | Add +26.8% | 1,787,800 | $91.4M |
| Two Sigma Investments, LP | 0.17% | Add +7.2% | 1,744,509 | $89.2M |
| Geode Capital Management, LLC | 0.01% | Add +3.7% | 1,661,496 | $85.0M |
| State Street Corp. | 0.00% | Add +1.7% | 1,657,839 | $84.8M |
| AQR Capital Management | 0.07% | Add +197.3% | 1,557,937 | $79.7M |
| Holocene Advisors, LP | 0.16% | Add +351.9% | 1,294,057 | $66.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.4% | 1,087,020 | $55.6M |
| HarbourVest Partners LLC | 59.51% | No change | 1,062,126 | $54.3M |
| Morgan Stanley | 0.00% | Reduce -22.2% | 1,026,357 | $52.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.9% | 1,014,311 | $51.9M |
| Jain Global LLC | 0.79% | New | 939,098 | $48.0M |
| UBS Group AG | 0.01% | Reduce -60.8% | 875,202 | $44.8M |
| Balyasny Asset Management L.P. | 0.10% | Reduce -43.9% | 855,505 | $43.8M |
| Scopus Asset Management, L.P. | 1.08% | New | 792,654 | $40.5M |
| Hook Mill Capital Partners, LP | 3.93% | New | 781,484 | $40.0M |
| Barclays PLC | 0.02% | Add +56.4% | 769,893 | $39.4M |
| Wells Fargo & Company | 0.01% | Add +117.8% | 766,129 | $39.2M |
| Squarepoint Ops LLC | 0.08% | Add +7449.6% | 750,955 | $38.4M |
| Maple Rock Capital Partners Inc. | 1.90% | Reduce -26.1% | 743,491 | $38.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.8% | 737,007 | $37.7M |
| Bares Capital Management, Inc. | 3.65% | Reduce -7.4% | 736,012 | $37.6M |
| Atreides Management | 1.03% | Add +12.0% | 727,176 | $37.2M |
| Goodnow Investment Group, LLC | 3.22% | Add +19.3% | 675,868 | $34.6M |
| Citigroup Inc. | 0.02% | Add +282.6% | 669,030 | $34.2M |
| Bank of America Corp. | 0.00% | Reduce -32.6% | 662,261 | $33.9M |
| Norges Bank | 0.00% | Add +8.7% | 659,128 | $33.7M |
| BNP Paribas Financial Markets | 0.03% | Reduce -22.8% | 647,850 | $33.1M |
| Bank of Montreal | 0.02% | Reduce -5.7% | 612,135 | $31.3M |
| Allen Investment Management, LLC | 0.33% | No change | 587,500 | $30.0M |
| National Bank of Canada | 0.03% | Add +1249.4% | 543,435 | $27.8M |
| Glenview Capital Management, LLC | 0.77% | Add +56.1% | 527,892 | $27.0M |
| Davidson Kempner Capital Management LP | 0.60% | Add +26.3% | 500,000 | $25.6M |
| Verition Fund Management LLC | 0.15% | Add +417.0% | 487,383 | $24.9M |
| Shellback Capital, LP | 1.62% | New | 475,000 | $24.3M |
| Northern Trust Corp. | 0.00% | Add +5.1% | 472,056 | $24.1M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 23.18% | Reduce -6.9% | 460,360 | $23.5M |
| Jane Street Group, LLC | 0.04% | Reduce -57.6% | 459,421 | $23.5M |
| Wolf Hill Capital Management, LP | 1.68% | Add +16.4% | 395,440 | $20.2M |
| Signaturefd, LLC | 0.33% | Add +10.1% | 376,697 | $19.3M |
| Mane Global Capital Management LP | 0.80% | New | 343,272 | $17.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +34.2% | 341,719 | $17.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 304,202 | $15.6M |
| Nan Fung Trinity (hk) Ltd. | 1.85% | Add +17.4% | 302,500 | $15.5M |
| Millennium Management | 0.01% | Add +99.7% | 300,374 | $15.4M |
| Susquehanna International Group, LLP | 0.02% | Reduce -14.9% | 283,197 | $14.5M |
| Tudor Investment Corporation | 0.10% | New | 271,578 | $13.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.4% | 258,501 | $13.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +251400.0% | 251,500 | $12.9M |
| Rothschild & Co Wealth Management UK Ltd | 0.19% | Add +10.8% | 245,603 | $12.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +374.2% | 231,584 | $11.8M |
| Nuveen, LLC | 0.00% | Reduce -65.6% | 212,350 | $10.9M |
| Polar Asset Management Partners Inc. | 0.35% | New | 204,000 | $10.4M |
| Boothbay Fund Management, LLC | 0.32% | New | 195,148 | $10.0M |
| Swiss National Bank | 0.01% | Add +1.3% | 185,600 | $9.5M |
| Portman Square Capital LLP | 18.97% | Reduce -40.6% | 184,793 | $9.5M |
| Wellington Management Group LLP | 0.00% | Reduce -64.5% | 184,047 | $9.4M |
| Susquehanna Portfolio Strategies, LLC | 0.20% | New | 182,231 | $9.3M |
| Check Capital Management Inc. | 0.56% | Reduce -0.5% | 166,983 | $8.5M |
| Wolverine Asset Management LLC | 0.61% | Reduce -17.9% | 164,973 | $8.4M |
| Mayflower Financial Advisors, LLC | 1.16% | Reduce 0.0% | 162,497 | $8.3M |
| Fred Alger Management, LLC | 0.04% | Add +75.7% | 155,088 | $7.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +214.1% | 148,057 | $7.6M |
| Legal & General Group Plc | 0.00% | Add +4.7% | 147,741 | $7.6M |
| Onex Canada Asset Management Inc. | 0.87% | Reduce -9.7% | 139,519 | $7.1M |
| Teachers Retirement System of the State of Kentucky | 0.06% | Reduce -15.4% | 138,492 | $7.1M |
| Invesco Ltd. | 0.00% | Add +6.2% | 135,640 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +76.0% | 133,775 | $6.8M |
| Landscape Capital Management, L.L.C. | 0.54% | New | 133,743 | $6.8M |
| PDT Partners, LLC | 0.36% | New | 125,103 | $6.4M |
| California Public Employees Retirement System | 0.00% | Add +13.9% | 123,513 | $6.3M |
| Penserra Capital Management LLC | 0.09% | Add +9.1% | 120,516 | $6.2M |
| Aquatic Capital Management LLC | 0.12% | Reduce -55.2% | 114,518 | $5.9M |
| Proficio Capital Partners LLC | 0.34% | Reduce -0.6% | 108,410 | $5.5M |
| Sycale Advisors (NY) LLC | 1.74% | Reduce -45.2% | 106,588 | $5.5M |
| Tabor Asset Management, LP | 3.67% | Add +241.1% | 102,391 | $5.2M |
| Ingalls & Snyder LLC | 0.18% | Reduce -0.5% | 100,882 | $5.2M |
| Royal Bank of Canada | 0.00% | Reduce -76.0% | 99,477 | $5.1M |
| STRS Ohio | 0.02% | Add +2.4% | 97,240 | $5.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +1.2% | 95,408 | $4.9M |
| Rhumbline Advisers | 0.00% | Add +1.9% | 93,033 | $4.8M |
| California State Teachers Retirement System | 0.01% | Add +0.1% | 91,815 | $4.7M |
| HAP Trading, LLC | 1.91% | Add +74.8% | 85,854 | $4.4M |
| Caption Management, LLC | 0.40% | Reduce -20.6% | 85,000 | $4.3M |
| ProShare Advisors LLC | 0.01% | Add +12.0% | 83,854 | $4.3M |
| Twin Tree Management, LP | 0.10% | Reduce -9.4% | 80,185 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.0% | 75,138 | $3.8M |
| Walleye Capital LLC | 0.04% | Reduce -56.9% | 75,021 | $3.8M |
| Hidden Lake Asset Management LP | 1.87% | New | 74,474 | $3.8M |
"% of holder's portfolio" is W's weight in each manager's 13F, not the share of Wayfair Inc. Class A the manager owns.