W
Wayfair Inc. · Consumer Cyclical · Specialty Retail
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 123 | -5 | 83.82M | $7.74B | +5 | −9 |
| Q1 2026 | 130 | +1 | 97.08M | $7.08B | +10 | −10 |
| Q4 2025 | 130 | +1 | 103.48M | $9.69B | +2 | — |
| Q3 2025 | 22 | -1 | 70.16M | $6.27B | +1 | −3 |
| Q2 2025 | 21 | +3 | 61.41M | $3.14B | +3 | — |
| Q1 2025 | 15 | -1 | 29.47M | $943.81M | +1 | −2 |
| Q4 2024 | 16 | -1 | 31.93M | $1.42B | +1 | −2 |
| Q3 2024 | 16 | +3 | 27.60M | $1.55B | +3 | — |
| Q2 2024 | 13 | — | 27.02M | $1.42B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 12.15M | — | $640.60M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 5.59M | — | $294.66M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 5.59M | — | $294.66M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 5.59M | — | $294.66M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 5.59M | — | $294.66M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 3.09M | — | $162.75M | 0.3% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 1.49M | — | $78.57M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 1.49M | — | $78.57M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 1.28M | — | $67.75M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 1.28M | — | $67.75M | 0.2% | n/c | 1 | SEC ↗ |
| 11 | Norges Bank ✦ (passive) | 1.03M | — | $54.22M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 896.66K | — | $47.28M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 896.66K | — | $47.28M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 896.66K | — | $47.28M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 677.37K | — | $35.72M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 677.37K | — | $35.72M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 677.37K | — | $35.72M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 677.37K | — | $35.72M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Millennium Management ✦ | 478.99K | — | $25.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Millennium Management ✦ | 478.99K | — | $25.26M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Millennium Management ✦ | 478.99K | — | $25.26M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 199.65K | — | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 199.65K | — | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 199.65K | — | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 199.65K | — | $10.19M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 64.63K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 64.63K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 64.63K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 64.63K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 64.63K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 64.63K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | T. Rowe Price ✦ | 59.43K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Gotham Asset Management ✦ | 16.91K | — | $891,875 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 13.00K shares, $12,616 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 8.72K sh · $889,674
Director · 25.25K sh · $2.60M
Director · 23.60K sh · $2.45M
Director · 11.25K sh · $1.18M
Director · 175 sh · $18,448
Officer, Director · 9.03K sh · $920,370
Officer, Director · 23.26K sh · $2.39M
Officer, Director · 25.14K sh · $2.61M
Officer, Director · 11.52K sh · $1.21M
Officer, Director · 55 sh · $5,799
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology