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W in the 13F filings

Wayfair Inc · CUSIP 94419L101

Sector · Consumer discretionaryTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Aug 2025
latest of these filings; the earliest 6 Aug 2025
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 12 listed it in both
Shares listed
52,370,898
combined, among listed positions
Reported value
$2.7bn
combined, at the quarter end

Among the 95 comparable managers: 15 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing W in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Fidelity (FMR LLC)15,497,481$793munder 0.1%Added+195,54014 Aug 2025 (the filing on sec.gov)
Capital World Investors12,853,334$657m0.10%Added+1,126,32613 Aug 2025 (the filing on sec.gov)
Baillie Gifford & Co5,664,163$290m0.22%Trimmed-243,7676 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC4,568,267$234m0.31%Added+235,70013 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd4,005,842$205m0.10%Trimmed-1,008,71714 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP1,787,800$91m0.19%Added+377,70014 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP1,744,509$89m0.16%Added+116,92814 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC1,557,937$80m0.07%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Holocene Advisors LP1,294,057$66m0.16%Added+1,007,67614 Aug 2025 (the filing on sec.gov)
Balyasny Asset Management LLC855,505$44m0.07%Trimmed-669,36514 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC750,955$38munder 0.1%Addedn.a.27 Aug 2025 (the filing on sec.gov)
Glenview Capital Management LLC527,892$27m0.76%Added+189,71414 Aug 2025 (the filing on sec.gov)
Davidson Kempner Capital Management LP500,000$26m0.37%Added+104,12814 Aug 2025 (the filing on sec.gov)
Verition Fund Management LLC487,383$25m0.11%Addedn.a.14 Aug 2025 (the filing on sec.gov)
PDT Partners LLC125,103$6.4m0.36%Newnew14 Aug 2025 (the filing on sec.gov)
Maverick Capital Ltd74,110$3.8m0.06%Added+6,89414 Aug 2025 (the filing on sec.gov)
Eisler Capital Management Ltd59,274$3.0munder 0.1%Newnew12 Aug 2025 (the filing on sec.gov)
Polen Capital Management LLC17,286$884kunder 0.1%Newnew13 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
18 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

0102030201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
W by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20143$12mn.a.n.a.
Q1 20153$50mn.a.n.a.
Q2 20151$9.3mn.a.n.a.
Q3 20156$55mn.a.n.a.
Q4 20158$422mn.a.n.a.
Q1 20167$558mn.a.n.a.
Q2 20168$443mn.a.n.a.
Q3 201610$473mn.a.n.a.
Q4 20166$216mn.a.n.a.
Q1 20175$232mn.a.n.a.
Q2 201711$1.4bnn.a.n.a.
Q3 201712$1.4bnn.a.n.a.
Q4 201714$2.0bnn.a.n.a.
Q1 201813$1.7bnn.a.n.a.
Q2 201817$3.1bnn.a.n.a.
Q3 201817$4.2bnn.a.n.a.
Q4 201816$2.7bnn.a.n.a.
Q1 201924$4.6bnn.a.n.a.
Q2 201917$4.2bnn.a.n.a.
Q3 201915$3.2bnn.a.n.a.
Q4 201914$2.6bnn.a.n.a.
Q1 202013$1.5bnn.a.n.a.
Q2 202022$6.0bnn.a.n.a.
Q3 202020$8.4bnn.a.n.a.
Q4 202020$6.2bnn.a.n.a.
Q1 202120$9.3bnn.a.n.a.
Q2 202116$9.7bnn.a.n.a.
Q3 202115$8.6bnn.a.n.a.
Q4 20219$6.2bnn.a.n.a.
Q1 202213$3.6bnn.a.n.a.
Q2 202211$1.7bnn.a.n.a.
Q3 202211$1.2bnn.a.n.a.
Q4 202211$1.3bnn.a.n.a.
Q1 202311$1.3bnn.a.n.a.
Q2 202314$2.7bnn.a.n.a.
Q3 202321$2.9bnn.a.n.a.
Q4 202321$3.1bn129
Q1 202421$3.3bn1310
Q2 202415$2.5bn106
Q3 202418$2.7bn136
Q4 202412$2.1bn96
Q1 202513$1.6bn112
Q2 202518$2.7bn154
Q3 202523$5.2bn187
Q4 202524$5.9bn2318
Q1 202621$4.1bn1721
Q2 202617$4.6bn1425

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

W and GOOGL →W and AMZN →W and GOOG →Choose a stock to compare with W →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own W, latest filings →Back to the 13F Explorer →