증권 기록 · 과거 분기 (아카이브)
W
Wayfair Inc. · Consumer Cyclical · Specialty Retail
22추적 보유자
-1Δ 보유자
70.16M보유 주식 수
$6.27B보고 가치
+1신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -4.3% ·
주식 흐름 +8.1% ·
순 신규 포지션 -9.1%
— 산식
집중 매집 — 더 적은 보유자 사이에서 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q3 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q3 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 15.72M | +1.4% | $1.40B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 15.72M | +1.4% | $1.40B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 15.72M | +1.4% | $1.40B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 15.72M | +1.4% | $1.40B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 15.72M | +1.4% | $1.40B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 15.72M | +1.4% | $1.40B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Capital World Investors ✦ | 13.37M | +4.1% | $1.19B | 0.2% | ▲ Add | 6 | SEC ↗ |
| 8 | The Vanguard Group ✦ (패시브) | 9.56M | +4.3% | $854.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | The Vanguard Group ✦ (패시브) | 9.56M | +4.3% | $854.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | The Vanguard Group ✦ (패시브) | 9.56M | +4.3% | $854.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | The Vanguard Group ✦ (패시브) | 9.56M | +4.3% | $854.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | The Vanguard Group ✦ (패시브) | 9.56M | +4.3% | $854.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | The Vanguard Group ✦ (패시브) | 9.56M | +4.3% | $854.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 5.23M | +14.4% | $466.91M | 0.6% | ▲ Add | 6 | SEC ↗ |
| 15 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | BlackRock ✦ (패시브) | 4.82M | -0.3% | $430.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Baillie Gifford ✦ | 4.15M | -26.8% | $370.65M | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 35 | Baillie Gifford ✦ | 4.15M | -26.8% | $370.65M | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 36 | Baillie Gifford ✦ | 4.15M | -26.8% | $370.65M | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 37 | Baillie Gifford ✦ | 4.15M | -26.8% | $370.65M | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 38 | Arrowstreet Capital ✦ | 2.82M | +826.0% | $251.65M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 2.18M | — | $194.53M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Two Sigma Investments ✦ | 1.91M | +9.5% | $170.62M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 54 | Two Sigma Investments ✦ | 1.91M | +9.5% | $170.62M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 55 | Geode Capital Management ✦ (패시브) | 1.72M | +3.4% | $153.44M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 56 | Geode Capital Management ✦ (패시브) | 1.72M | +3.4% | $153.44M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 57 | State Street Global Advisors ✦ (패시브) | 1.66M | -0.1% | $147.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | State Street Global Advisors ✦ (패시브) | 1.66M | -0.1% | $147.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | State Street Global Advisors ✦ (패시브) | 1.66M | -0.1% | $147.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 1.65M | +5.8% | $147.19M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 1.65M | +5.8% | $147.19M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 1.65M | +5.8% | $147.19M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 1.65M | +5.8% | $147.19M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 1.65M | +5.8% | $147.19M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 1.65M | +5.8% | $147.19M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 1.65M | +5.8% | $147.19M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 1.59M | — | $141.63M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | D. E. Shaw & Co. ✦ | 1.29M | +4314.6% | $115.13M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 92 | D. E. Shaw & Co. ✦ | 1.29M | +4314.6% | $115.13M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 93 | D. E. Shaw & Co. ✦ | 1.29M | +4314.6% | $115.13M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 94 | D. E. Shaw & Co. ✦ | 1.29M | +4314.6% | $115.13M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 95 | Citadel Advisors ✦ | 1.20M | +3705.6% | $107.26M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 96 | Wellington Management ✦ | 500.24K | +171.8% | $44.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 97 | Wellington Management ✦ | 500.24K | +171.8% | $44.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 98 | Wellington Management ✦ | 500.24K | +171.8% | $44.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 99 | Wellington Management ✦ | 500.24K | +171.8% | $44.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 100 | Wellington Management ✦ | 500.24K | +171.8% | $44.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Norges Bank | $33.71M | 이었음 0.0% |
| Glenview Capital | $27.00M | 이었음 0.8% |
| Point72 Asset Management | $971,660 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1 보유 기관, 13.00K 주식, $12,616 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Aug 12
Conine Steven
Director · 8.72K 주(sh) · $889,674
Aug 12
Conine Steven
Director · 25.25K 주(sh) · $2.60M
Aug 12
Conine Steven
Director · 23.60K 주(sh) · $2.45M
Aug 12
Conine Steven
Director · 11.25K 주(sh) · $1.18M
Aug 12
Conine Steven
Director · 175 주(sh) · $18,448
Aug 12
Shah Niraj
Officer, Director · 9.03K 주(sh) · $920,370
Aug 12
Shah Niraj
Officer, Director · 23.26K 주(sh) · $2.39M
Aug 12
Shah Niraj
Officer, Director · 25.14K 주(sh) · $2.61M
Aug 12
Shah Niraj
Officer, Director · 11.52K 주(sh) · $1.21M
Aug 12
Shah Niraj
Officer, Director · 55 주(sh) · $5,799
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
Aug 12
SC 13G/A — Capital World Investors
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q3 2025 ·
방법론 ·
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