Wayfair Inc. Class AW
13F holders, Q3 2025 (September 30)414holders +78
127new positions
45sold out
9famous investors
$89.32avg. 13F price*
At the end of Q3 2025, 414 institutions reported holding Wayfair Inc. Class A (W) in their 13F filings, up 78 from Q2 2025. 127 opened new positions and 45 sold out. The largest holders were FMR LLC ($1.4B), Capital World Investors ($1.2B) and Vanguard Group Inc. ($854.2M). 9 famous investors held it, including Gavin Baker (2.0% of Atreides Management's portfolio), Jim Simons / Peter Brown (0.6% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.4% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 127 | $504.2M |
| Exits | 45 | $551.9M |
All 13F filers, Q2 2025 → Q3 2025: 21,821,597 shares bought and 20,221,882 shares sold, net +1,599,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 414 holders
| FMR LLC | 0.07% | Add +1.4% | 15,715,843 | $1.4B |
| Capital World Investors | 0.16% | Add +4.1% | 13,374,574 | $1.2B |
| Vanguard Group Inc. | 0.01% | Add +4.3% | 9,562,050 | $854.2M |
| Renaissance Technologies | 0.62% | Add +14.4% | 5,226,767 | $466.9M |
| BlackRock, Inc. | 0.01% | Reduce -0.3% | 4,817,709 | $430.4M |
| Baillie Gifford & Co. | 0.27% | Reduce -26.8% | 4,149,211 | $370.6M |
| Janus Henderson Group PLC | 0.14% | Reduce -15.0% | 3,403,620 | $304.0M |
| Spruce House Investment Management LLC | 6.75% | Reduce -2.5% | 2,923,845 | $261.2M |
| Prescott General Partners LLC | 18.23% | No change | 2,922,401 | $261.1M |
| Arrowstreet Capital, Limited Partnership | 0.16% | Add +826.0% | 2,817,056 | $251.6M |
| Great Hill Partners, L.P. | 100.00% | No change | 2,788,912 | $249.1M |
| Southpoint Capital Advisors LP | 5.86% | Reduce -34.2% | 2,500,000 | $223.3M |
| Morgan Stanley | 0.01% | Add +112.2% | 2,177,634 | $194.5M |
| Two Sigma Advisers, LP | 0.36% | Add +11.8% | 1,998,800 | $178.6M |
| Two Sigma Investments, LP | 0.28% | Add +9.5% | 1,910,022 | $170.6M |
| UBS Group AG | 0.03% | Add +112.3% | 1,857,953 | $166.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.4% | 1,717,322 | $153.4M |
| State Street Corp. | 0.01% | Reduce -0.1% | 1,656,480 | $148.0M |
| AQR Capital Management | 0.09% | Add +5.8% | 1,647,726 | $147.2M |
| Jane Street Group, LLC | 0.15% | Add +217.4% | 1,458,393 | $130.3M |
| D. E. Shaw & Co. | 0.10% | Add +4314.6% | 1,288,786 | $115.1M |
| Balyasny Asset Management L.P. | 0.23% | Add +46.4% | 1,252,761 | $111.9M |
| Holocene Advisors, LP | 0.26% | Reduce -3.4% | 1,250,707 | $111.7M |
| Voloridge Investment Management, LLC | 0.36% | New | 1,210,395 | $108.1M |
| Citadel Advisors | 0.09% | Add +3705.6% | 1,200,765 | $107.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.5% | 1,147,364 | $102.5M |
| Atreides Management | 1.98% | Add +17.5% | 854,390 | $76.3M |
| BNP Paribas Financial Markets | 0.06% | Add +23.3% | 799,033 | $71.4M |
| JPMorgan Chase & Co. | 0.00% | Add +7.6% | 792,707 | $70.8M |
| Wolf Hill Capital Management, LP | 6.67% | Add +98.2% | 783,600 | $70.0M |
| Hook Mill Capital Partners, LP | 5.57% | Reduce -12.7% | 682,558 | $61.0M |
| Bares Capital Management, Inc. | 5.54% | Reduce -8.6% | 672,486 | $60.1M |
| American Century Companies Inc. | 0.03% | New | 659,887 | $58.9M |
| Goodnow Investment Group, LLC | 5.55% | Reduce -3.9% | 649,648 | $58.0M |
| Royal Bank of Canada | 0.01% | Add +529.6% | 626,336 | $56.0M |
| Tudor Investment Corporation | 0.37% | Add +126.9% | 616,159 | $55.0M |
| Jacobs Levy Equity Management, Inc. | 0.22% | Add +1506.4% | 612,809 | $54.7M |
| Wells Fargo & Company | 0.01% | Reduce -20.1% | 612,482 | $54.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +310.3% | 607,511 | $54.3M |
| Bank of Montreal | 0.02% | Reduce -2.2% | 598,679 | $53.5M |
| Allen Investment Management, LLC | 0.56% | Reduce -3.6% | 566,250 | $50.6M |
| Federated Hermes, Inc. | 0.09% | New | 565,911 | $50.6M |
| Ameriprise Financial Inc. | 0.01% | Add +309.5% | 547,765 | $48.9M |
| Wellington Management Group LLP | 0.01% | Add +171.8% | 500,236 | $44.7M |
| Northern Trust Corp. | 0.01% | Add +4.9% | 495,236 | $44.2M |
| Barclays PLC | 0.02% | Reduce -36.0% | 492,887 | $44.0M |
| Hennessy Advisors Inc. | 1.50% | New | 485,700 | $43.4M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 35.39% | No change | 460,360 | $41.1M |
| Bank of America Corp. | 0.00% | Reduce -31.8% | 451,459 | $40.3M |
| Shellback Capital, LP | 2.28% | Reduce -15.2% | 403,000 | $36.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -60.9% | 396,320 | $35.4M |
| Mane Global Capital Management LP | 1.60% | Add +11.0% | 381,085 | $34.0M |
| Walleye Capital LLC | 0.28% | Add +364.6% | 348,510 | $31.1M |
| Neuberger Berman Group LLC | 0.02% | New | 320,157 | $28.6M |
| Bank of Nova Scotia | 0.05% | New | 300,000 | $26.8M |
| Nuveen, LLC | 0.01% | Add +36.1% | 288,986 | $25.8M |
| Bank of New York Mellon Corp | 0.00% | Add +8.9% | 281,472 | $25.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -24.9% | 256,780 | $22.9M |
| Davidson Kempner Capital Management LP | 0.47% | Reduce -50.0% | 250,000 | $22.3M |
| Rothschild & Co Wealth Management UK Ltd | 0.36% | Add +1.8% | 249,946 | $22.3M |
| Jain Global LLC | 0.31% | Reduce -73.9% | 245,506 | $21.9M |
| Citigroup Inc. | 0.01% | Reduce -63.9% | 241,495 | $21.6M |
| Aquatic Capital Management LLC | 0.39% | Add +105.4% | 235,191 | $21.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Reduce -9.8% | 208,905 | $18.7M |
| Swiss National Bank | 0.01% | Add +2.9% | 190,900 | $17.1M |
| Invesco Ltd. | 0.00% | Add +37.7% | 186,722 | $16.7M |
| Boothbay Fund Management, LLC | 0.43% | Reduce -6.6% | 182,278 | $16.3M |
| Susquehanna Portfolio Strategies, LLC | 0.26% | No change | 182,231 | $16.3M |
| Onex Canada Asset Management Inc. | 1.96% | Add +24.5% | 173,706 | $15.5M |
| Check Capital Management Inc. | 0.95% | Add +0.5% | 167,850 | $15.0M |
| California Public Employees Retirement System | 0.01% | Add +35.1% | 166,832 | $14.9M |
| Russell Investments Group, Ltd. | 0.02% | Add +129.9% | 165,607 | $14.8M |
| Susquehanna International Group, LLP | 0.02% | Reduce -41.8% | 164,932 | $14.7M |
| Mayflower Financial Advisors, LLC | 1.82% | Add +0.0% | 162,526 | $14.5M |
| First Trust Advisors LP | 0.01% | New | 160,527 | $14.3M |
| Gotham Asset Management | 0.06% | Add +198.2% | 157,513 | $14.1M |
| Teachers Retirement System of the State of Kentucky | 0.10% | Add +2.4% | 141,792 | $12.7M |
| National Bank of Canada | 0.01% | Reduce -74.2% | 139,969 | $12.5M |
| Driehaus Capital Management LLC | 0.09% | New | 139,714 | $12.5M |
| Legal & General Group Plc | 0.00% | Reduce -5.6% | 139,447 | $12.5M |
| Quantinno Capital Management LP | 0.03% | Add +133.7% | 138,652 | $12.4M |
| PEAK6 LLC | 0.30% | New | 135,027 | $12.1M |
| Acadian Asset Management LLC | 0.02% | New | 133,872 | $12.0M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -47.0% | 133,400 | $11.9M |
| Trexquant Investment LP | 0.12% | Add +322.2% | 132,268 | $11.8M |
| Engineers Gate Manager LP | 0.13% | Add +1235.9% | 128,731 | $11.5M |
| Penserra Capital Management LLC | 0.12% | Reduce -4.6% | 115,012 | $10.3M |
| Fred Alger Management, LLC | 0.04% | Reduce -27.1% | 113,092 | $10.1M |
| Algert Global LLC | 0.17% | Add +310.8% | 111,457 | $10.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +1208.8% | 102,230 | $9.1M |
| Tabor Asset Management, LP | 5.67% | Reduce -1.5% | 100,835 | $9.0M |
| Ingalls & Snyder LLC | 0.29% | Reduce -1.7% | 99,189 | $8.9M |
| Millennium Management | 0.01% | Reduce -67.2% | 98,531 | $8.8M |
| STRS Ohio | 0.03% | Add +0.0% | 97,271 | $8.7M |
| Verition Fund Management LLC | 0.05% | Reduce -80.2% | 96,546 | $8.6M |
| Group One Trading LLC | 0.26% | Add +167.5% | 96,278 | $8.6M |
| Proficio Capital Partners LLC | 0.57% | Reduce -13.8% | 93,404 | $8.3M |
| California State Teachers Retirement System | 0.01% | Add +1.6% | 93,259 | $8.3M |
| Rhumbline Advisers | 0.01% | Reduce -1.7% | 91,462 | $8.2M |
| Panoramic Capital, LLC | 5.15% | Add +51.8% | 91,053 | $8.1M |
"% of holder's portfolio" is W's weight in each manager's 13F, not the share of Wayfair Inc. Class A the manager owns.