W
Wayfair Inc. · Consumer Cyclical · Specialty Retail
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +9.1% ·
net new positions -6.2%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 693.32K | $70.20M | n/a | n/a |
| Q2 2026 | 121 | -6 | 83.81M | $7.74B | +4 | −10 |
| Q1 2026 | 130 | +1 | 97.08M | $7.08B | +10 | −10 |
| Q4 2025 | 130 | +1 | 103.48M | $9.69B | +2 | n/a |
| Q3 2025 | 22 | -1 | 70.16M | $6.27B | +1 | −3 |
| Q2 2025 | 21 | +3 | 61.41M | $3.14B | +3 | n/a |
| 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 | n/a |
| Q2 2024 | 13 | n/a | 27.02M | $1.42B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 13.51M | +6.2% | $598.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 6.18M | +13.6% | $273.89M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Renaissance Technologies ✦ | 3.83M | +17.9% | $169.95M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 1.66M | n/a | $73.45M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Geode Capital Management ✦ (passive) | 1.55M | +1.4% | $68.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Two Sigma Investments ✦ | 1.30M | +57.4% | $57.46M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 745.51K | +30.6% | $33.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Norges Bank ✦ (passive) | 710.10K | -5.5% | $31.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 693.47K | New | $30.73M | 0.0% | New | 1 | SEC ↗ |
| 10 | Wellington Management ✦ | 656.87K | -40.2% | $29.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 553.80K | +23.7% | $24.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 247.60K | -51.6% | $10.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 13 | D. E. Shaw & Co. ✦ | 206.03K | +50.0% | $9.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | T. Rowe Price ✦ | 67.90K | +6.5% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 17.07K | -56.6% | $756,764 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 13.20K | -83.4% | $585,024 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $30.73M | 0.0% |
Exited
| Bridgewater Associates | $7.20M | was 0.0% |
| Marshall Wace | $705,733 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 439 holders, 120.09M shares, $8.94B 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)
Officer, Director · 49.20K sh · $5.43M
Director · 21.58K sh · $2.43M
Director · 46.16K sh · $5.15M
Director · 49.27K sh · $5.44M
Officer · 546 sh · $60,060
Officer, Director · 22.90K sh · $2.58M
Officer, Director · 44.89K sh · $5.01M
Director · 15.60K sh · $1.66M
Director · 39.11K sh · $4.14M
Director · 8.65K sh · $907,576
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology