W
Wayfair Inc. · Consumer Cyclical · Specialty Retail
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
| 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 |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | 590.64K | -63.9% | $60.58M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 102.48K | +121.2% | $9.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | TD Waterhouse Canada Inc. | 190 | -16.7% | $19,268 | 0.0% | ▼ Trim | 4 | 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
| 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.
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)
Director · 15.60K sh · $1.66M
Director · 8.65K sh · $907,576
Director · 5.05K sh · $523,483
Officer, Director · 594 sh · $63,742
Officer, Director · 15.60K sh · $1.66M
Officer, Director · 39.11K sh · $4.14M
Officer, Director · 8.65K sh · $907,576
Officer, Director · 5.05K sh · $523,483
Director · 594 sh · $63,742
Director · 39.11K sh · $4.14M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology