Security record · archived quarter
W
Wayfair Inc. · Consumer Cyclical · Specialty Retail
130Tracked holders
+1Δ holders
103.48MShares held
$9.69BReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +0.8% ·
share flow +1.9% ·
net new positions +1.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | Capital World Investors ✦ | 13.46M | +0.6% | $1.35B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | Renaissance Technologies ✦ | 5.41M | +3.5% | $542.95M | 0.8% | ▲ Add | 7 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×21 |
| 6 | Baillie Gifford ✦ | 4.00M | -3.5% | $401.85M | 0.3% | ▼ Trim | 7 | SEC ↗ ×4 |
| 7 | Janus Henderson Group Plc | 3.57M | n/a | $358.51M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 8 | Arrowstreet Capital ✦ | 2.83M | +0.3% | $283.72M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passive) | 2.29M | +38.2% | $229.87M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 10 | D. E. Shaw & Co. ✦ | 2.06M | +59.7% | $206.72M | 0.2% | ▲ Add | 7 | SEC ↗ ×4 |
| 11 | Two Sigma Investments ✦ | 2.04M | +6.6% | $204.44M | 0.3% | ▲ Add | 7 | SEC ↗ |
| 12 | UBS Group AG | 1.98M | n/a | $198.87M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 13 | Geode Capital Management ✦ (passive) | 1.90M | +10.8% | $191.14M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 14 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ ×8 |
| 15 | Balyasny Asset Management L.P. | 1.61M | n/a | $161.94M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 16 | Norges Bank ✦ (passive) | 1.17M | New | $117.97M | 0.0% | New | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ ×9 |
| 18 | Charles Schwab Investment… | 1.14M | n/a | $113.99M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bnp Paribas Financial Markets | 1.02M | n/a | $101.98M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 20 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 21 | Holocene Advisors, LP | 923.04K | n/a | $92.68M | 0.2% | n/c | 1 | SEC ↗ |
| 22 | T. Rowe Price ✦ | 911.58K | +983.8% | $91.53M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 23 | Wells Fargo & Company/Mn | 842.60K | n/a | $84.61M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 24 | Citadel Advisors ✦ | 828.28K | -31.0% | $83.17M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 708.17K | n/a | $71.11M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 26 | Barclays Plc | 691.00K | n/a | $69.38M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 27 | American Century Companies Inc | 689.46K | n/a | $69.23M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 663.41K | +67.4% | $66.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 29 | Federated Hermes, Inc. | 651.17K | n/a | $65.38M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 30 | Ameriprise Financial Inc | 594.77K | n/a | $59.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Bank Of America Corp /De/ | 581.87K | n/a | $58.43M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 32 | Qube Research & Technologies Ltd | 579.36K | n/a | $58.17M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 559.67K | n/a | $56.20M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 34 | Northern Trust Corp | 492.86K | n/a | $49.49M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Jane Street Group, Llc | 442.36K | n/a | $44.42M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 36 | Connor, Clark & Lunn Investment… | 383.94K | n/a | $38.55M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 335.19K | n/a | $33.66M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 38 | Quantinno Capital Management LP | 310.99K | n/a | $31.23M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 568.24K | n/a | $31.09M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 40 | Neuberger Berman Group LLC | 308.86K | n/a | $31.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Nuveen, LLC | 304.00K | n/a | $30.52M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 42 | JPMorgan Chase ✦ | 267.23K | -83.1% | $26.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 43 | Hsbc Holdings Plc | 259.41K | n/a | $26.08M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 44 | UBS AM, a distinct business unit of… | 256.80K | n/a | $25.78M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 45 | Millennium Management ✦ | 228.69K | +132.1% | $22.96M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 46 | Tudor Investment Corp Et Al | 215.78K | n/a | $21.67M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Swiss National Bank | 196.60K | n/a | $19.74M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Amundi | 189.09K | n/a | $18.99M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 183.84K | n/a | $18.46M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 50 | California Public Employees… | 178.16K | n/a | $17.89M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Invesco Ltd. | 170.16K | n/a | $17.09M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 52 | Susquehanna International Group, Llp | 164.44K | n/a | $16.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Gotham Asset Management ✦ | 161.40K | +2.5% | $16.21M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 54 | First Trust Advisors Lp | 148.57K | n/a | $14.92M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Alliancebernstein L.P. | 134.89K | n/a | $13.54M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Citigroup Inc | 123.74K | n/a | $12.42M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | Canada Pension Plan Investment Board | 116.20K | n/a | $11.67M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | State Of Wisconsin Investment Board | 3.06M | n/a | $11.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | Universal- Beteiligungs- und… | 109.43K | n/a | $10.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Legal & General Group Plc | 103.04K | n/a | $10.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 61 | Rhumbline Advisers | 95.06K | n/a | $9.54M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | California State Teachers… | 94.45K | n/a | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bridgewater Associates ✦ | 85.47K | +20.7% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Simplex Trading, Llc | 81.92K | n/a | $8.23M | 0.2% | n/c | 1 | SEC ↗ |
| 65 | State Board Of Administration Of… | 81.50K | n/a | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | BNP Paribas Asset Management… | 3.75M | n/a | $7.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 67 | Group One Trading Llc | 74.92K | n/a | $7.52M | 0.2% | n/c | 1 | SEC ↗ |
| 68 | Sei Investments Co | 68.76K | n/a | $6.90M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 69 | Hrt Financial Lp | 61.91K | n/a | $6.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 70 | Franklin Resources Inc | 54.74K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 71 | New York State Common Retirement… | 51.49K | n/a | $5.17M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Cwm, Llc | 48.82K | n/a | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | IMC-Chicago, LLC | 42.21K | n/a | $4.24M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Mariner, LLC | 42.01K | n/a | $4.22M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Cerity Partners LLC | 40.69K | n/a | $4.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 76 | Raymond James Financial Inc | 34.33K | n/a | $3.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | Corient Private Wealth LP | 89.93K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 78 | Creative Planning | 32.70K | n/a | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Parallax Volatility Advisers, L.P. | 32.29K | n/a | $3.24M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | ProShare Advisors LLC | 32.20K | n/a | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Tidal Investments LLC | 31.67K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 82 | Zurcher Kantonalbank (Zurich… | 31.54K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Victory Capital Management Inc | 30.18K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Wealth Enhancement Advisory… | 25.48K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Mercer Global Advisors Inc /Adv | 26.54K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Mitsubishi UFJ Trust & Banking Corp | 25.55K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Man Group plc | 25.06K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 88 | Focus Partners Wealth | 24.04K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | LMR Partners LLP | 22.51K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Optiver Holding B.V. | 21.45K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | National Bank Of Canada /Fi/ | 21.39K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Cetera Investment Advisers | 20.71K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Nomura Asset Management Co Ltd | 20.21K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | LPL Financial LLC | 19.68K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Manufacturers Life Insurance… | 18.59K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Envestnet Asset Management Inc | 18.17K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Healthcare Of Ontario Pension Plan… | 17.15K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Pictet Asset Management Holding SA | 14.73K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.26K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Point72 Asset Management ✦ | 9.70K | New | $973,977 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $117.97M | 0.0% |
| Point72 Asset Management | $973,977 | 0.0% |
Exited
| No tracked exits this quarter. |
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.
Frequently co-owned
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)
Oct 15
Shah Niraj
Officer, Director · 49.20K sh · $5.43M
Oct 15
Conine Steven
Director · 21.58K sh · $2.43M
Oct 15
Conine Steven
Director · 46.16K sh · $5.15M
Oct 15
Conine Steven
Director · 49.27K sh · $5.44M
Oct 15
Blotner Jon
Officer · 546 sh · $60,060
Oct 15
Shah Niraj
Officer, Director · 22.90K sh · $2.58M
Oct 15
Shah Niraj
Officer, Director · 44.89K sh · $5.01M
Oct 12
Conine Steven
Director · 15.60K sh · $1.66M
Oct 12
Conine Steven
Director · 39.11K sh · $4.14M
Oct 12
Conine Steven
Director · 8.65K sh · $907,576
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 12
SC 13G/A: Capital World Investors
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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