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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
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
34
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 19 listed it in both
Shares listed
58,781,828
combined, among listed positions
Reported value
$4.4bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 17 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,001,846.

Managers listing W in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

34 of 34 holders

ActionFiling
Fidelity (FMR LLC)16,277,859$1.2bn0.06%Added+280,40115 May 2026 (the filing on sec.gov)
Capital World Investors13,791,783$1.0bn0.14%Added+334,62513 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC4,972,425$374m0.58%Trimmed-434,90014 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd3,866,708$291m0.14%Added+296,23318 May 2026 (the filing on sec.gov)
Baillie Gifford & Co2,862,209$215m0.22%Trimmed-1,139,8958 May 2026 (the filing on sec.gov)
Two Sigma Investments LP2,503,995$188m0.15%Added+467,97615 May 2026 (the filing on sec.gov)
Wellington Management Group LLP2,456,698$185munder 0.1%Added+1,315,94715 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,969,981$148m0.08%Trimmed-855,67314 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,853,157$135m0.06%Trimmed-48,05315 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,591,870$120m0.16%Trimmed-20,88415 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.929,228$70munder 0.1%Trimmed-1,129,54115 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC687,919$52m0.06%Newnew15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC659,072$50munder 0.1%Trimmed-169,21315 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC657,065$49m0.20%Trimmed-703,28015 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC549,561$41m0.29%Added+538,50915 May 2026 (the filing on sec.gov)
Jane Street Group LLC476,857$36munder 0.1%Added+34,50012 May 2026 (the filing on sec.gov)
Millennium Management LLC466,420$35munder 0.1%Added+237,73515 May 2026 (the filing on sec.gov)
Man Group PLC409,298$31m0.06%Added+384,24215 May 2026 (the filing on sec.gov)
Invesco Ltd336,500$25munder 0.1%Added+166,34012 May 2026 (the filing on sec.gov)
Marshall Wace LLP249,532$19munder 0.1%Added+242,40515 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP210,809$16munder 0.1%Added+46,37415 May 2026 (the filing on sec.gov)
Walleye Capital LLC208,150$16m0.07%Trimmed-12,45713 May 2026 (the filing on sec.gov)
AllianceBernstein LP154,736$16munder 0.1%Added+19,84515 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc171,616$13munder 0.1%Trimmed-739,96715 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC146,073$11munder 0.1%Trimmed-162,78327 Oct 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (2)

Exited (5)

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 →