Wayfair Inc. Class AW
13F holders, Q1 2026 (March 31)449holders −33
91new positions
123sold out
9famous investors
$75.07avg. 13F price*
At the end of Q1 2026, 449 institutions reported holding Wayfair Inc. Class A (W) in their 13F filings, down 33 from Q4 2025. 91 opened new positions and 123 sold out. The largest holders were FMR LLC ($1.2B), Capital World Investors ($1.0B) and BlackRock, Inc. ($431.6M). 9 famous investors held it, including Gavin Baker (2.6% of Atreides Management's portfolio), Jim Simons / Peter Brown (0.6% of Renaissance Technologies's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Wayfair Inc. Class A
- CUSIP
- 94419L101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $426.5M |
| Exits | 123 | $400.5M |
All 13F filers, Q4 2025 → Q1 2026: 18,474,026 shares bought and 16,074,478 shares sold, net +2,399,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 449 holders
| FMR LLC | 0.06% | Add +1.8% | 16,277,859 | $1.2B |
| Capital World Investors | 0.14% | Add +2.5% | 13,791,783 | $1.0B |
| BlackRock, Inc. | 0.01% | Add +8.3% | 5,738,678 | $431.6M |
| Renaissance Technologies | 0.58% | Reduce -8.0% | 4,972,425 | $374.0M |
| Vanguard Capital Management LLC | 0.01% | — | 4,663,199 | $350.7M |
| Vanguard Portfolio Management LLC | 0.02% | — | 4,388,661 | $330.1M |
| Janus Henderson Group PLC | 0.14% | Add +8.3% | 3,866,708 | $290.8M |
| Baillie Gifford & Co. | 0.22% | Reduce -28.5% | 2,862,209 | $215.3M |
| Great Hill Partners, L.P. | 100.00% | No change | 2,788,912 | $209.8M |
| JPMorgan Chase & Co. | 0.01% | Add +971.0% | 2,862,046 | $199.1M |
| Spruce House Investment Management LLC | 6.98% | Reduce -11.1% | 2,600,000 | $195.5M |
| Two Sigma Investments, LP | 0.16% | Add +23.0% | 2,503,995 | $188.3M |
| Wellington Management Group LLP | 0.03% | Add +115.4% | 2,456,698 | $184.8M |
| Prescott General Partners LLC | 12.80% | Reduce -20.5% | 2,322,401 | $174.7M |
| Geode Capital Management, LLC | 0.01% | Add +16.3% | 2,213,897 | $167.2M |
| UBS Group AG | 0.03% | Reduce -0.4% | 1,972,419 | $148.3M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Reduce -30.3% | 1,969,981 | $148.2M |
| AQR Capital Management | 0.06% | Reduce -2.5% | 1,853,157 | $135.4M |
| State Street Corp. | 0.00% | Reduce -24.1% | 1,736,825 | $130.6M |
| Balyasny Asset Management L.P. | 0.25% | Reduce -1.3% | 1,591,870 | $119.7M |
| Atreides Management | 2.62% | Add +64.3% | 1,430,997 | $107.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 1,156,033 | $86.9M |
| Hook Mill Capital Partners, LP | 6.90% | Add +20.5% | 1,039,825 | $78.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +46.4% | 1,036,531 | $77.9M |
| Morgan Stanley | 0.00% | Add +4.3% | 977,357 | $73.5M |
| Clearbridge Investments, LLC | 0.06% | New | 961,113 | $72.3M |
| D. E. Shaw & Co. | 0.06% | Reduce -54.9% | 929,228 | $69.9M |
| BNP Paribas Financial Markets | 0.05% | Reduce -8.6% | 928,879 | $69.9M |
| Artemis Investment Management LLP | 0.70% | Add +83.5% | 877,117 | $66.0M |
| Qube Research & Technologies Ltd | 0.08% | Add +33.1% | 771,442 | $58.0M |
| American Century Companies Inc. | 0.03% | Add +11.5% | 768,548 | $57.8M |
| Allen Investment Management, LLC | 0.70% | No change | 749,250 | $56.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +8.7% | 721,099 | $54.2M |
| Bank of Nova Scotia | 0.09% | New | 701,000 | $52.7M |
| Squarepoint Ops LLC | 0.11% | New | 687,919 | $51.7M |
| Jacobs Levy Equity Management, Inc. | 0.22% | Reduce -1.8% | 681,488 | $51.3M |
| Southpoint Capital Advisors LP | 1.03% | Reduce -55.7% | 664,286 | $50.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 661,088 | $49.7M |
| Citadel Advisors | 0.04% | Reduce -20.4% | 659,072 | $49.6M |
| Voloridge Investment Management, LLC | 0.20% | Reduce -51.7% | 657,065 | $49.4M |
| Bank of America Corp. | 0.00% | Add +9.9% | 639,783 | $48.1M |
| Goodnow Investment Group, LLC | 5.26% | Add +0.9% | 638,592 | $48.0M |
| Assenagon Asset Management S.A. | 0.07% | Add +23901.7% | 575,800 | $43.3M |
| Schonfeld Strategic Advisors LLC | 0.34% | Add +4872.5% | 549,561 | $41.3M |
| Bank of Montreal | 0.02% | Reduce -5.1% | 531,085 | $39.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | Add +38.0% | 529,804 | $39.8M |
| Northern Trust Corp. | 0.01% | Add +4.8% | 516,253 | $38.8M |
| Citigroup Inc. | 0.02% | Add +298.9% | 493,599 | $37.1M |
| Federated Hermes, Inc. | 0.06% | Reduce -25.4% | 486,115 | $36.6M |
| Alyeska Investment Group, L.P. | 0.10% | New | 482,281 | $36.3M |
| Jane Street Group, LLC | 0.04% | Add +7.8% | 476,857 | $35.9M |
| Anomaly Capital Management, LP | 2.13% | New | 467,242 | $35.1M |
| Millennium Management | 0.03% | Add +104.0% | 466,420 | $35.1M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 26.10% | No change | 460,360 | $34.6M |
| Hennessy Advisors Inc. | 1.13% | Reduce -9.5% | 416,500 | $31.3M |
| Man Group plc | 0.06% | Add +1533.5% | 409,298 | $30.8M |
| Scopus Asset Management, L.P. | 0.92% | Reduce -19.9% | 391,988 | $29.5M |
| Nuveen, LLC | 0.01% | Add +13.6% | 345,289 | $26.0M |
| Invesco Ltd. | 0.00% | Add +97.8% | 336,500 | $25.3M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 333,000 | $25.0M |
| Contour Asset Management LLC | 0.80% | New | 328,708 | $24.7M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 310,825 | $23.4M |
| Quantinno Capital Management LP | 0.04% | Reduce -2.8% | 302,332 | $22.7M |
| Rothschild & Co Wealth Management UK Ltd | 0.34% | Add +13.2% | 297,817 | $22.4M |
| Boothbay Fund Management, LLC | 0.46% | Add +21.7% | 255,115 | $19.2M |
| Voya Investment Management LLC | 0.02% | Add +3163.1% | 250,051 | $18.8M |
| Marshall Wace, LLP | 0.02% | Add +3401.2% | 249,532 | $18.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.5% | 247,799 | $18.6M |
| Nishkama Capital, LLC | 2.60% | New | 243,400 | $18.3M |
| Smith Thomas W | 17.62% | No change | 237,100 | $17.8M |
| Hidden Lake Asset Management LP | 10.99% | Add +1543.1% | 220,489 | $16.6M |
| California Public Employees Retirement System | 0.01% | Add +23.7% | 220,448 | $16.6M |
| SG Americas Securities, LLC | 0.02% | Reduce -14.8% | 211,005 | $15.9M |
| Susquehanna International Group, LLP | 0.02% | Add +28.2% | 210,809 | $15.9M |
| Walleye Capital LLC | 0.10% | Reduce -5.7% | 208,150 | $15.7M |
| Onex Canada Asset Management Inc. | 2.60% | Add +31.8% | 207,993 | $15.6M |
| Alliancebernstein L.P. | 0.01% | Add +14.7% | 154,736 | $15.5M |
| Swiss National Bank | 0.01% | Add +3.7% | 203,800 | $15.3M |
| Panagora Asset Management Inc. | 0.05% | Add +26.6% | 194,408 | $14.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -67.8% | 191,192 | $14.4M |
| Tabor Asset Management, LP | 5.74% | Add +12.6% | 189,891 | $14.3M |
| Susquehanna Portfolio Strategies, LLC | 0.20% | No change | 182,231 | $13.7M |
| Portman Square Capital LLP | 8.57% | Add +540.5% | 182,039 | $13.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.6% | 180,914 | $13.6M |
| Barclays PLC | 0.00% | Reduce -74.4% | 176,901 | $13.3M |
| STRS Ohio | 0.05% | Add +26.0% | 175,742 | $13.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -81.2% | 171,616 | $12.9M |
| Check Capital Management Inc. | 0.78% | Add +0.5% | 167,948 | $12.6M |
| Gotham Asset Management | 0.04% | Add +3.3% | 166,645 | $12.5M |
| Teachers Retirement System of the State of Kentucky | 0.10% | Add +28.3% | 165,160 | $12.4M |
| Meridiem Capital Partners LP | 0.79% | New | 160,118 | $12.0M |
| Worldquant Millennium Advisors LLC | 0.05% | Add +234.8% | 159,732 | $12.0M |
| Natixis | 0.05% | New | 154,392 | $11.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -52.7% | 146,073 | $11.0M |
| HRT Financial LP | 0.03% | Add +597.0% | 145,061 | $10.9M |
| Wells Fargo & Company | 0.00% | Reduce -83.5% | 138,962 | $10.5M |
| First Trust Advisors LP | 0.01% | Reduce -9.1% | 135,044 | $10.2M |
| Royal Bank of Canada | 0.00% | Reduce -60.8% | 131,359 | $9.9M |
| Franklin Resources Inc. | 0.00% | Add +133.2% | 127,624 | $9.6M |
| California State Teachers Retirement System | 0.01% | Add +26.8% | 119,772 | $9.0M |
"% of holder's portfolio" is W's weight in each manager's 13F, not the share of Wayfair Inc. Class A the manager owns.