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 |
|---|---|---|---|---|---|---|
| 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 | — | — |
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 ↗ |
| 2 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 16.00M | +1.8% | $1.61B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Capital World Investors ✦ | 13.46M | +0.6% | $1.35B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passive) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | The Vanguard Group ✦ (passive) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | The Vanguard Group ✦ (passive) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | The Vanguard Group ✦ (passive) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passive) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passive) | 9.63M | +0.8% | $967.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 5.41M | +3.5% | $542.95M | 0.8% | ▲ Add | 7 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | BlackRock ✦ (passive) | 5.30M | +10.0% | $532.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Baillie Gifford ✦ | 4.00M | -3.5% | $401.85M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 37 | Baillie Gifford ✦ | 4.00M | -3.5% | $401.85M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 38 | Baillie Gifford ✦ | 4.00M | -3.5% | $401.85M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 39 | Baillie Gifford ✦ | 4.00M | -3.5% | $401.85M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 40 | Janus Henderson Group Plc | 3.57M | — | $358.51M | 0.2% | n/c | 1 | SEC ↗ |
| 41 | Janus Henderson Group Plc | 3.57M | — | $358.51M | 0.2% | n/c | 1 | SEC ↗ |
| 42 | Janus Henderson Group Plc | 3.57M | — | $358.51M | 0.2% | n/c | 1 | SEC ↗ |
| 43 | Janus Henderson Group Plc | 3.57M | — | $358.51M | 0.2% | n/c | 1 | SEC ↗ |
| 44 | Arrowstreet Capital ✦ | 2.83M | +0.3% | $283.72M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 45 | State Street Global Advisors ✦ (passive) | 2.29M | +38.2% | $229.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | State Street Global Advisors ✦ (passive) | 2.29M | +38.2% | $229.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | State Street Global Advisors ✦ (passive) | 2.29M | +38.2% | $229.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | D. E. Shaw & Co. ✦ | 2.06M | +59.7% | $206.72M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 2.06M | +59.7% | $206.72M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 2.06M | +59.7% | $206.72M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 51 | D. E. Shaw & Co. ✦ | 2.06M | +59.7% | $206.72M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 52 | Two Sigma Investments ✦ | 2.04M | +6.6% | $204.44M | 0.3% | ▲ Add | 7 | SEC ↗ |
| 53 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | UBS Group AG | 1.98M | — | $198.87M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Geode Capital Management ✦ (passive) | 1.90M | +10.8% | $191.14M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 61 | Geode Capital Management ✦ (passive) | 1.90M | +10.8% | $191.14M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 1.90M | +15.4% | $190.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 70 | Balyasny Asset Management L.P. | 1.61M | — | $161.94M | 0.3% | n/c | 1 | SEC ↗ |
| 71 | Balyasny Asset Management L.P. | 1.61M | — | $161.94M | 0.3% | n/c | 1 | SEC ↗ |
| 72 | Balyasny Asset Management L.P. | 1.61M | — | $161.94M | 0.3% | n/c | 1 | SEC ↗ |
| 73 | Norges Bank ✦ (passive) | 1.17M | New | $117.97M | 0.0% | New | 1 | SEC ↗ |
| 74 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 75 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 76 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 77 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 78 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 79 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 80 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 81 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 82 | Wellington Management ✦ | 1.14M | +128.0% | $114.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 83 | Charles Schwab Investment… | 1.14M | — | $113.99M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Bnp Paribas Financial Markets | 1.02M | — | $101.98M | 0.1% | n/c | 1 | SEC ↗ |
| 85 | Bnp Paribas Financial Markets | 1.02M | — | $101.98M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Bnp Paribas Financial Markets | 1.02M | — | $101.98M | 0.1% | n/c | 1 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Morgan Stanley ✦ | 937.42K | -57.0% | $94.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Holocene Advisors, LP | 923.04K | — | $92.68M | 0.2% | n/c | 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% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 13.00K shares, $12,616 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)
Aug 12
Conine Steven
Director · 8.72K sh · $889,674
Aug 12
Conine Steven
Director · 25.25K sh · $2.60M
Aug 12
Conine Steven
Director · 23.60K sh · $2.45M
Aug 12
Conine Steven
Director · 11.25K sh · $1.18M
Aug 12
Conine Steven
Director · 175 sh · $18,448
Aug 12
Shah Niraj
Officer, Director · 9.03K sh · $920,370
Aug 12
Shah Niraj
Officer, Director · 23.26K sh · $2.39M
Aug 12
Shah Niraj
Officer, Director · 25.14K sh · $2.61M
Aug 12
Shah Niraj
Officer, Director · 11.52K sh · $1.21M
Aug 12
Shah Niraj
Officer, Director · 55 sh · $5,799
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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