证券记录 · 已归档季度
W
Wayfair Inc. · Consumer Cyclical · Specialty Retail
21被追踪持有人
+3Δ持有人
61.41M持有股份
$3.14B报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +16.7% ·
股份流向 +4.1% ·
净新建仓位 +14.3%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 15.50M | n/a | $792.54M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 2 | Capital World Investors ✦ | 12.85M | +9.6% | $657.32M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 3 | The Vanguard Group ✦ (被动) | 9.16M | n/a | $468.67M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 4 | Baillie Gifford ✦ | 5.66M | -4.1% | $289.67M | 0.2% | ▼ Trim | 5 | SEC ↗ ×4 |
| 5 | BlackRock ✦ (被动) | 4.83M | n/a | $247.13M | 0.0% | n/c | 1 | SEC ↗ ×19 |
| 6 | Renaissance Technologies ✦ | 4.57M | +5.4% | $233.62M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 1.74M | +7.2% | $89.21M | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Geode Capital Management ✦ (被动) | 1.66M | +3.7% | $84.98M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | State Street Global Advisors ✦ (被动) | 1.66M | +1.7% | $84.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | AQR Capital Management ✦ | 1.56M | +197.3% | $79.67M | 0.1% | ▲ Add | 5 | SEC ↗ ×7 |
| 11 | Norges Bank ✦ (被动) | 659.13K | +8.7% | $33.71M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Glenview Capital ✦ | 527.89K | +56.1% | $27.00M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 304.20K | 新增 | $15.56M | 0.0% | New | 1 | SEC ↗ |
| 14 | Millennium Management ✦ | 300.37K | +99.7% | $15.36M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 15 | Wellington Management ✦ | 184.05K | -64.5% | $9.41M | 0.0% | ▼ Trim | 5 | SEC ↗ ×6 |
| 16 | T. Rowe Price ✦ | 75.14K | +2.0% | $3.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 52.83K | +218.5% | $2.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 31.55K | -88.9% | $1.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 29.19K | -76.9% | $1.49M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 20 | Marshall Wace ✦ | 20.43K | 新增 | $1.04M | 0.0% | New | 1 | SEC ↗ ×4 |
| 21 | Point72 Asset Management ✦ | 19.00K | 新增 | $971,660 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Arrowstreet Capital | $15.56M | 0.0% |
| Marshall Wace | $1.04M | 0.0% |
| Point72 Asset Management | $971,660 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 439 持有人, 120.09M 股份, $8.94B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Oct 12
Conine Steven
Director · 15.60K 股 · $1.66M
Oct 12
Conine Steven
Director · 8.65K 股 · $907,576
Oct 12
Conine Steven
Director · 5.05K 股 · $523,483
Oct 12
Shah Niraj
Officer, Director · 594 股 · $63,742
Oct 12
Shah Niraj
Officer, Director · 15.60K 股 · $1.66M
Oct 12
Shah Niraj
Officer, Director · 39.11K 股 · $4.14M
Oct 12
Shah Niraj
Officer, Director · 8.65K 股 · $907,576
Oct 12
Shah Niraj
Officer, Director · 5.05K 股 · $523,483
Oct 12
Conine Steven
Director · 594 股 · $63,742
Oct 12
Conine Steven
Director · 39.11K 股 · $4.14M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 12
SC 13G/A: Capital World Investors
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据