Wayfair Inc. Class AW
13F holders, Q4 2025 (December 31)482holders +68
102new positions
52sold out
10famous investors
$100.41avg. 13F price*
At the end of Q4 2025, 482 institutions reported holding Wayfair Inc. Class A (W) in their 13F filings, up 68 from Q3 2025. 102 opened new positions and 52 sold out. The largest holders were FMR LLC ($1.6B), Capital World Investors ($1.4B) and Vanguard Group Inc. ($967.4M). 10 famous investors held it, including Gavin Baker (1.9% of Atreides Management's portfolio), Jim Simons / Peter Brown (0.8% of Renaissance Technologies's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).
- Company
- Wayfair Inc. Class A
- CUSIP
- 94419L101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $303.0M |
| Exits | 52 | $96.6M |
All 13F filers, Q3 2025 → Q4 2025: 12,835,253 shares bought and 9,023,182 shares sold, net +3,812,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 482 holders
| FMR LLC | 0.08% | Add +1.8% | 15,997,458 | $1.6B |
| Capital World Investors | 0.18% | Add +0.6% | 13,457,158 | $1.4B |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 9,634,757 | $967.4M |
| Renaissance Technologies | 0.84% | Add +3.5% | 5,407,325 | $542.9M |
| BlackRock, Inc. | 0.01% | Add +10.0% | 5,299,765 | $532.1M |
| Baillie Gifford & Co. | 0.33% | Reduce -3.5% | 4,002,104 | $401.9M |
| Janus Henderson Group PLC | 0.16% | Add +4.9% | 3,570,475 | $358.5M |
| Spruce House Investment Management LLC | 8.51% | No change | 2,923,845 | $293.6M |
| Prescott General Partners LLC | 20.95% | No change | 2,922,401 | $293.4M |
| Arrowstreet Capital, Limited Partnership | 0.17% | Add +0.3% | 2,825,654 | $283.7M |
| Great Hill Partners, L.P. | 100.00% | No change | 2,788,912 | $280.0M |
| State Street Corp. | 0.01% | Add +38.2% | 2,289,354 | $229.9M |
| D. E. Shaw & Co. | 0.17% | Add +59.7% | 2,058,769 | $206.7M |
| Two Sigma Advisers, LP | 0.40% | Add +2.9% | 2,056,700 | $206.5M |
| Two Sigma Investments, LP | 0.32% | Add +6.6% | 2,036,019 | $204.4M |
| UBS Group AG | 0.04% | Add +6.6% | 1,980,566 | $198.9M |
| Geode Capital Management, LLC | 0.01% | Add +10.8% | 1,903,219 | $191.1M |
| AQR Capital Management | 0.10% | Add +15.4% | 1,901,210 | $190.9M |
| Balyasny Asset Management L.P. | 0.32% | Add +28.7% | 1,612,754 | $161.9M |
| Southpoint Capital Advisors LP | 3.50% | Reduce -40.0% | 1,500,000 | $150.6M |
| Voloridge Investment Management, LLC | 0.48% | Add +12.4% | 1,360,345 | $136.6M |
| Wolf Hill Capital Management, LP | 14.89% | Add +62.5% | 1,273,004 | $127.8M |
| Norges Bank | 0.01% | — | 1,174,915 | $118.0M |
| Wellington Management Group LLP | 0.02% | Add +128.0% | 1,140,751 | $114.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.1% | 1,135,287 | $114.0M |
| BNP Paribas Financial Markets | 0.07% | Add +27.1% | 1,015,677 | $102.0M |
| Morgan Stanley | 0.01% | Reduce -57.0% | 937,425 | $94.1M |
| Holocene Advisors, LP | 0.20% | Reduce -26.2% | 923,040 | $92.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +983.8% | 911,583 | $91.5M |
| Atreides Management | 1.86% | Add +1.9% | 870,864 | $87.4M |
| Hook Mill Capital Partners, LP | 8.16% | Add +26.4% | 862,992 | $86.7M |
| Wells Fargo & Company | 0.02% | Add +37.6% | 842,603 | $84.6M |
| Citadel Advisors | 0.06% | Reduce -31.0% | 828,285 | $83.2M |
| Allen Investment Management, LLC | 0.83% | Add +32.3% | 749,250 | $75.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +16.6% | 708,173 | $71.1M |
| Jacobs Levy Equity Management, Inc. | 0.27% | Add +13.2% | 693,905 | $69.7M |
| Barclays PLC | 0.03% | Add +40.2% | 691,003 | $69.4M |
| American Century Companies Inc. | 0.03% | Add +4.5% | 689,464 | $69.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +67.4% | 663,410 | $66.6M |
| Federated Hermes, Inc. | 0.11% | Add +15.1% | 651,173 | $65.4M |
| Goodnow Investment Group, LLC | 5.93% | Reduce -2.6% | 632,952 | $63.6M |
| Ameriprise Financial Inc. | 0.01% | Add +8.6% | 594,766 | $59.7M |
| Bank of America Corp. | 0.00% | Add +28.9% | 581,874 | $58.4M |
| Qube Research & Technologies Ltd | 0.08% | New | 579,357 | $58.2M |
| Bank of Montreal | 0.02% | Reduce -6.5% | 559,668 | $56.2M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 492,857 | $49.5M |
| Scopus Asset Management, L.P. | 1.37% | New | 489,500 | $49.2M |
| Artemis Investment Management LLP | 0.58% | New | 478,079 | $48.0M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 31.81% | No change | 460,360 | $46.2M |
| Hennessy Advisors Inc. | 1.64% | Reduce -5.3% | 460,000 | $46.2M |
| Jane Street Group, LLC | 0.05% | Reduce -69.7% | 442,357 | $44.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Add +83.8% | 383,943 | $38.6M |
| Royal Bank of Canada | 0.01% | Reduce -46.5% | 335,194 | $33.7M |
| Quantinno Capital Management LP | 0.06% | Add +124.3% | 310,986 | $31.2M |
| Neuberger Berman Group LLC | 0.02% | Reduce -3.5% | 308,856 | $31.0M |
| Bank of New York Mellon Corp | 0.01% | Add +8.4% | 305,239 | $30.6M |
| Nuveen, LLC | 0.01% | Add +5.2% | 303,996 | $30.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.3% | 267,233 | $26.8M |
| Rothschild & Co Wealth Management UK Ltd | 0.42% | Add +5.3% | 263,147 | $26.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.0% | 256,797 | $25.8M |
| SG Americas Securities, LLC | 0.03% | Add +2501.2% | 247,606 | $24.9M |
| Smith Thomas W | 22.01% | — | 237,100 | $23.8M |
| Millennium Management | 0.02% | Add +132.1% | 228,685 | $23.0M |
| Benchstone Capital Management LP | 2.58% | New | 228,226 | $22.9M |
| Walleye Capital LLC | 0.14% | Reduce -36.7% | 220,607 | $22.2M |
| Tudor Investment Corporation | 0.12% | Reduce -65.0% | 215,784 | $21.7M |
| Boothbay Fund Management, LLC | 0.56% | Add +15.0% | 209,577 | $21.0M |
| Moore Capital Management, LP | 0.42% | New | 197,468 | $19.8M |
| Swiss National Bank | 0.01% | Add +3.0% | 196,600 | $19.7M |
| Amundi | 0.01% | Add +118.3% | 189,092 | $19.0M |
| Interval Partners, LP | 0.43% | Add +1581.2% | 184,223 | $18.5M |
| Russell Investments Group, Ltd. | 0.02% | Add +11.0% | 183,835 | $18.5M |
| Susquehanna Portfolio Strategies, LLC | 0.28% | No change | 182,231 | $18.3M |
| California Public Employees Retirement System | 0.01% | Add +6.8% | 178,162 | $17.9M |
| Engineers Gate Manager LP | 0.21% | Add +35.8% | 174,768 | $17.5M |
| Invesco Ltd. | 0.00% | Reduce -8.9% | 170,160 | $17.1M |
| Tabor Asset Management, LP | 6.84% | Add +67.3% | 168,684 | $16.9M |
| Check Capital Management Inc. | 1.00% | Reduce -0.4% | 167,192 | $16.8M |
| Susquehanna International Group, LLP | 0.02% | Reduce -0.3% | 164,435 | $16.5M |
| Mayflower Financial Advisors, LLC | 1.98% | Add +0.1% | 162,669 | $16.3M |
| Gotham Asset Management | 0.06% | Add +2.5% | 161,404 | $16.2M |
| Onex Canada Asset Management Inc. | 2.20% | Reduce -9.2% | 157,799 | $15.8M |
| Panagora Asset Management Inc. | 0.05% | New | 153,540 | $15.4M |
| Davidson Kempner Capital Management LP | 0.31% | Reduce -40.0% | 150,000 | $15.1M |
| First Trust Advisors LP | 0.01% | Reduce -7.5% | 148,570 | $14.9M |
| Driehaus Capital Management LLC | 0.10% | Add +2.8% | 143,638 | $14.4M |
| STRS Ohio | 0.05% | Add +43.4% | 139,446 | $14.0M |
| Alliancebernstein L.P. | 0.00% | Add +270.3% | 134,891 | $13.5M |
| HSBC Holdings PLC | 0.01% | Add +215.3% | 129,707 | $13.0M |
| Teachers Retirement System of the State of Kentucky | 0.10% | Reduce -9.2% | 128,771 | $12.9M |
| Shellback Capital, LP | 1.23% | Reduce -68.1% | 128,429 | $12.9M |
| Citigroup Inc. | 0.01% | Reduce -48.8% | 123,737 | $12.4M |
| Verition Fund Management LLC | 0.07% | Add +23.5% | 119,243 | $12.0M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -12.9% | 116,200 | $11.7M |
| Concentric Capital Strategies, LP | 0.57% | New | 110,305 | $11.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +7.0% | 109,434 | $11.0M |
| Legal & General Group Plc | 0.00% | Reduce -26.1% | 103,043 | $10.3M |
| Ingalls & Snyder LLC | 0.37% | Reduce -0.4% | 98,807 | $9.9M |
| Ieq Capital, LLC | 0.03% | Add +111.9% | 96,251 | $9.7M |
| Rhumbline Advisers | 0.01% | Add +3.9% | 95,058 | $9.5M |
"% of holder's portfolio" is W's weight in each manager's 13F, not the share of Wayfair Inc. Class A the manager owns.