Security record · archived quarter
W
Wayfair Inc. · Consumer Cyclical · Specialty Retail
130Tracked holders
+1Δ holders
97.08MShares held
$7.08BReported value
+10New positions
−10Exits
Momentum inputs (comparable managers):
holder breadth +0.8% ·
share flow -0.3% ·
net new positions 0.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 16.28M | +1.8% | $1.22B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 16.28M | +1.8% | $1.22B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 16.28M | +1.8% | $1.22B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 16.28M | +1.8% | $1.22B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 16.28M | +1.8% | $1.22B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 16.28M | +1.8% | $1.22B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | Capital World Investors ✦ | 13.79M | +2.5% | $1.04B | 0.1% | ▲ Add | 8 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 5.74M | +8.3% | $431.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 4.97M | -8.0% | $373.98M | 0.6% | ▼ Trim | 8 | SEC ↗ |
| 31 | Vanguard Capital Management Llc | 4.66M | — | $350.72M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Janus Henderson Group Plc | 3.87M | +8.3% | $290.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Janus Henderson Group Plc | 3.87M | +8.3% | $290.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Janus Henderson Group Plc | 3.87M | +8.3% | $290.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Janus Henderson Group Plc | 3.87M | +8.3% | $290.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Baillie Gifford ✦ | 2.86M | -28.5% | $215.27M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 37 | Baillie Gifford ✦ | 2.86M | -28.5% | $215.27M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 38 | Baillie Gifford ✦ | 2.86M | -28.5% | $215.27M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 39 | Baillie Gifford ✦ | 2.86M | -28.5% | $215.27M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 2.86M | +971.0% | $199.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Two Sigma Investments ✦ | 2.50M | +23.0% | $188.33M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 59 | Wellington Management ✦ | 2.46M | +115.4% | $184.77M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 60 | Wellington Management ✦ | 2.46M | +115.4% | $184.77M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 61 | Wellington Management ✦ | 2.46M | +115.4% | $184.77M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 62 | Wellington Management ✦ | 2.46M | +115.4% | $184.77M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 63 | Wellington Management ✦ | 2.46M | +115.4% | $184.77M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 64 | Wellington Management ✦ | 2.46M | +115.4% | $184.77M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 65 | Wellington Management ✦ | 2.46M | +115.4% | $184.77M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 66 | Wellington Management ✦ | 2.46M | +115.4% | $184.77M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 67 | Geode Capital Management ✦ (passive) | 2.21M | +16.3% | $167.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 68 | Geode Capital Management ✦ (passive) | 2.21M | +16.3% | $167.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 69 | UBS Group AG | 1.97M | -0.4% | $148.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | UBS Group AG | 1.97M | -0.4% | $148.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | UBS Group AG | 1.97M | -0.4% | $148.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | UBS Group AG | 1.97M | -0.4% | $148.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | UBS Group AG | 1.97M | -0.4% | $148.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | UBS Group AG | 1.97M | -0.4% | $148.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Arrowstreet Capital ✦ | 1.97M | -30.3% | $148.16M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 76 | AQR Capital Management ✦ | 1.85M | -2.5% | $135.37M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 77 | AQR Capital Management ✦ | 1.85M | -2.5% | $135.37M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 78 | AQR Capital Management ✦ | 1.85M | -2.5% | $135.37M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 79 | AQR Capital Management ✦ | 1.85M | -2.5% | $135.37M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 80 | AQR Capital Management ✦ | 1.85M | -2.5% | $135.37M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 81 | AQR Capital Management ✦ | 1.85M | -2.5% | $135.37M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 82 | AQR Capital Management ✦ | 1.85M | -2.5% | $135.37M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 83 | AQR Capital Management ✦ | 1.85M | -2.5% | $135.37M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 84 | AQR Capital Management ✦ | 1.85M | -2.5% | $135.37M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 85 | AQR Capital Management ✦ | 1.85M | -2.5% | $135.37M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 86 | State Street Global Advisors ✦ (passive) | 1.74M | -24.1% | $130.63M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 87 | State Street Global Advisors ✦ (passive) | 1.74M | -24.1% | $130.63M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 88 | State Street Global Advisors ✦ (passive) | 1.74M | -24.1% | $130.63M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 89 | Balyasny Asset Management L.P. | 1.59M | -1.3% | $119.72M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 90 | Balyasny Asset Management L.P. | 1.59M | -1.3% | $119.72M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 91 | Balyasny Asset Management L.P. | 1.59M | -1.3% | $119.72M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 92 | Charles Schwab Investment… | 1.16M | +1.8% | $86.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Dimensional Fund Advisors Lp | 1.04M | +46.4% | $77.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Dimensional Fund Advisors Lp | 1.04M | +46.4% | $77.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Dimensional Fund Advisors Lp | 1.04M | +46.4% | $77.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Dimensional Fund Advisors Lp | 1.04M | +46.4% | $77.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Dimensional Fund Advisors Lp | 1.04M | +46.4% | $77.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Morgan Stanley ✦ | 977.36K | +4.3% | $73.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Morgan Stanley ✦ | 977.36K | +4.3% | $73.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Morgan Stanley ✦ | 977.36K | +4.3% | $73.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $117.97M | was 0.0% |
| Holocene Advisors, LP | $92.68M | was 0.2% |
| Simplex Trading, Llc | $8.23M | was 0.2% |
| LMR Partners LLP | $2.26M | was 0.0% |
| Healthcare Of Ontario Pension… | $1.72M | was 0.0% |
| Point72 Asset Management | $973,977 | was 0.0% |
| Allianz Asset Management GmbH | $810,409 | was 0.0% |
| Cibc World Market Inc. | $407,363 | was 0.0% |
| Lido Advisors, LLC | $341,444 | was 0.0% |
| HighTower Advisors, LLC | $236,265 | was 0.0% |
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: Q1 2026 ·
Methodology ·
Get this via the API