W
Wayfair Inc. · Consumer Cyclical · Specialty Retail
Données momentum (gérants comparables) :
étendue des détenteurs +16.7% ·
flux d'actions +4.1% ·
nouvelles positions nettes +14.3%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 15.50M | — | $792.54M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 15.50M | — | $792.54M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 15.50M | — | $792.54M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 15.50M | — | $792.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 15.50M | — | $792.54M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 15.50M | — | $792.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 15.50M | — | $792.54M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Capital World Investors ✦ | 12.85M | +9.6% | $657.32M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 9 | The Vanguard Group ✦ (passif) | 9.16M | — | $468.67M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | The Vanguard Group ✦ (passif) | 9.16M | — | $468.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (passif) | 9.16M | — | $468.67M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passif) | 9.16M | — | $468.67M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passif) | 9.16M | — | $468.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passif) | 9.16M | — | $468.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baillie Gifford ✦ | 5.66M | -4.1% | $289.67M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 16 | Baillie Gifford ✦ | 5.66M | -4.1% | $289.67M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 17 | Baillie Gifford ✦ | 5.66M | -4.1% | $289.67M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 18 | Baillie Gifford ✦ | 5.66M | -4.1% | $289.67M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passif) | 4.83M | — | $247.13M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 4.57M | +5.4% | $233.62M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 39 | Two Sigma Investments ✦ | 1.74M | +7.2% | $89.21M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 40 | Two Sigma Investments ✦ | 1.74M | +7.2% | $89.21M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 41 | Geode Capital Management ✦ (passif) | 1.66M | +3.7% | $84.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Geode Capital Management ✦ (passif) | 1.66M | +3.7% | $84.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | State Street Global Advisors ✦ (passif) | 1.66M | +1.7% | $84.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | State Street Global Advisors ✦ (passif) | 1.66M | +1.7% | $84.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | State Street Global Advisors ✦ (passif) | 1.66M | +1.7% | $84.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 1.56M | +197.3% | $79.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 1.56M | +197.3% | $79.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 1.56M | +197.3% | $79.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 1.56M | +197.3% | $79.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 1.56M | +197.3% | $79.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 1.56M | +197.3% | $79.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 1.56M | +197.3% | $79.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 53 | Norges Bank ✦ (passif) | 659.13K | +8.7% | $33.71M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Glenview Capital ✦ | 527.89K | +56.1% | $27.00M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 55 | Arrowstreet Capital ✦ | 304.20K | Nouveau | $15.56M | 0.0% | New | 1 | SEC ↗ |
| 56 | Millennium Management ✦ | 300.37K | +99.7% | $15.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | Millennium Management ✦ | 300.37K | +99.7% | $15.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 58 | Millennium Management ✦ | 300.37K | +99.7% | $15.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 59 | Wellington Management ✦ | 184.05K | -64.5% | $9.41M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 60 | Wellington Management ✦ | 184.05K | -64.5% | $9.41M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 61 | Wellington Management ✦ | 184.05K | -64.5% | $9.41M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 62 | Wellington Management ✦ | 184.05K | -64.5% | $9.41M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 63 | Wellington Management ✦ | 184.05K | -64.5% | $9.41M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 64 | Wellington Management ✦ | 184.05K | -64.5% | $9.41M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 65 | T. Rowe Price ✦ | 75.14K | +2.0% | $3.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Gotham Asset Management ✦ | 52.83K | +218.5% | $2.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | Citadel Advisors ✦ | 31.55K | -88.9% | $1.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 68 | D. E. Shaw & Co. ✦ | 29.19K | -76.9% | $1.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 69 | D. E. Shaw & Co. ✦ | 29.19K | -76.9% | $1.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 70 | D. E. Shaw & Co. ✦ | 29.19K | -76.9% | $1.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 71 | Marshall Wace ✦ | 20.43K | Nouveau | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 72 | Marshall Wace ✦ | 20.43K | Nouveau | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 73 | Marshall Wace ✦ | 20.43K | Nouveau | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 74 | Marshall Wace ✦ | 20.43K | Nouveau | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 75 | Point72 Asset Management ✦ | 19.00K | Nouveau | $971,660 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Arrowstreet Capital | $15.56M | 0.0% |
| Marshall Wace | $1.04M | 0.0% |
| Marshall Wace | $1.04M | 0.0% |
| Marshall Wace | $1.04M | 0.0% |
| Marshall Wace | $1.04M | 0.0% |
| Point72 Asset Management | $971,660 | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 13.00K actions, $12,616 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Director · 8.72K act. · $889,674
Director · 25.25K act. · $2.60M
Director · 23.60K act. · $2.45M
Director · 11.25K act. · $1.18M
Director · 175 act. · $18,448
Officer, Director · 9.03K act. · $920,370
Officer, Director · 23.26K act. · $2.39M
Officer, Director · 25.14K act. · $2.61M
Officer, Director · 11.52K act. · $1.21M
Officer, Director · 55 act. · $5,799
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie