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W — WAYFAIR INC

Reported value held$5.59B
Funds holding (latest)55
SectorConsumer Discretionary
Funds holding (Q2 2026)39
Institutional value$3.90B · 99.76M sh
New / Add / Cut / Exit3 / 17 / 16 / 6
Top-5 / Top-10 concentration63.1% / 87.2%
Institutional holdings change Reducing -9.6% (-10.54M sh)
Institutional value change Up +17.9%

As of Q2 2026, 39 SEC-registered investment managers reported holding W (WAYFAIR INC) in their latest 13F filings, with a combined reported value of $3.90B across 99.76M shares. That is -9.6% by share count (-10.54M shares) versus the previous quarter, while reported value moved +17.9%. Ownership is concentrated: the five largest holders account for 63.1% of reported value and the top ten for 87.2%.

Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 16 trimmed, 6 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

W is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Capital World Investors history Q2 2026 11.18M $1.03B 0.13% Reduce
Vanguard Group history Q4 2025 9.63M $967.43M 0.01% Add
BlackRock Inc history Q2 2026 5.04M $465.35M 0.01% Add
Renaissance Technologies history Q2 2026 4.51M $417.22M 0.57% Reduce
Janus Henderson Group history Q1 2026 3.87M $290.81M 0.14% Add
AQR Capital Management history Q2 2026 3.10M $284.85M 0.10% Add
Baillie Gifford & Co history Q2 2026 2.81M $259.85M 0.24% Reduce
Two Sigma Investments history Q2 2026 2.62M $241.75M 0.19% Add
Wellington Management Group history Q2 2026 2.26M $208.79M 0.04% Reduce
Citadel Advisors history Q2 2026 2.07M $190.94M 0.02% Add
Geode Capital Management history Q2 2026 1.92M $178.54M 0.01% Reduce
Ruane Cunniff & Goldfarb (Sequoia) history Q3 2022 4.69M $152.51M 2.49% Reduce
Arrowstreet Capital history Q1 2026 1.97M $148.16M 0.08% Reduce
Norges Bank Investment Management history Q2 2026 1.31M $121.06M 0.01% Add
Charles Schwab Investment Management history Q2 2026 1.15M $106.42M 0.01% Hold
Morgan Stanley history Q2 2026 735.15K $67.94M 0.00% Reduce
Bank of America Corp history Q2 2026 554.02K $51.20M 0.00% Reduce
Northern Trust Corp history Q2 2026 527.38K $48.74M 0.01% Add
Whale Rock Capital Management history Q1 2022 405.92K $44.97M 0.58% Reduce
Invesco Ltd history Q2 2026 472.40K $43.66M 0.00% Reduce

View all 55 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Capital World Investors 3.29M 3.58M 3.68M 6.03M 6.03M 10.53M 10.68M 10.68M 11.08M 12.04M 12.15M 12.15M 12.72M 13.51M 11.73M 12.85M 13.37M 13.46M 13.79M 11.18M
BlackRock Inc — — — — — — — — — — — — 5.76M 7.15M 6.97M 6.47M 6.67M 6.17M 3.98M 5.04M
Renaissance Technologies — — 339.10K 2.25M 2.52M 2.18M — 545.80K 1.56M 1.93M 2.41M 3.09M 3.25M 3.83M 4.33M 4.57M 5.23M 5.41M 4.97M 4.51M
AQR Capital Management 100.00K — — — — 34.43K 14.85K 97.86K 511.45K 460.00K 441.76K 199.65K 511.80K 247.60K 524.07K 1.56M 1.65M 1.90M 1.85M 3.10M
Baillie Gifford & Co 9.99M 10.25M 9.21M 9.04M 8.88M 8.57M 8.59M 7.85M 7.71M 7.43M 5.71M 5.59M 5.44M 6.18M 5.91M 5.66M 4.15M 4.00M 2.86M 2.81M
Two Sigma Investments 66.00K 34.90K 242.85K 1.45M 29.50K 991.07K 1.29M 2.13M 10.00M 12.50M 2.37M 8.50M 823.49K 5.00M 5.00M 5.00M 5.00M 2.04M 2.50M 2.62M
Wellington Management Group 243.94K 11.20K 18.89K 33.87K 35.33K — 397.25K 384.38K 644.62K 764.50K 899.42K 896.66K 1.10M 656.87K 517.99K 2.68M 2.50M 237.00K 2.46M 2.26M
Citadel Advisors 27.00M 33.50M 151.84M 2.75M 2.76M 5.22M 18.43M 60.25M 42.00M 77.83M 97.98M 95.48M 5.00M 36.50M 4.54M 2.84M 4.26M 3.35M 1.85M 2.07M
Geode Capital Management 887.88K 925.78K 960.29K 985.50K 978.48K 1.03M 1.07M 1.16M 1.26M 1.33M 1.39M 1.49M 1.52M 1.55M 1.60M 1.66M 1.72M 1.90M 2.21M 1.92M
Norges Bank Investment Management — — — — — 852.67K — — — 767.82K — 1.03M — 710.10K — 659.13K — 1.17M — 1.31M
Charles Schwab Investment Management 229.31K 236.40K 245.38K 268.46K 248.83K 282.78K 302.35K 337.38K 634.61K 674.16K 687.88K 720.57K 974.25K 1.01M 1.01M 1.09M 1.15M 1.14M 1.16M 1.15M
Morgan Stanley 5.98M 11.89M 33.71M 939.00K 1.24M 2.00M 2.08M 21.00K 8.00K 1.00K 203.00K 256.00K 499.00K 4.00K 4.00K 4.00K 2.39M 310.00K 1.85M 735.15K
Bank of America Corp 272.00K 3.15M 11.08M 448.00K 1.00K 3.00K 3.00K 76.00K 12.26M 494.40K 2.93M 75.00K 1.85M 2.59M 2.96M 1.60K 723.00K 5.37M 6.59M 554.02K
Northern Trust Corp 597.75K 604.63K 571.02K 466.04K 426.31K 352.56K 345.67K 352.31K 375.34K 391.09K 382.82K 412.60K 416.13K 463.46K 449.25K 472.06K 495.24K 492.86K 516.25K 527.38K
Invesco Ltd 14.72M 9.12M 7.75M 400.00K 400.00K 400.00K 625.00K 625.00K 4.00M 850.00K 850.00K 850.00K 850.00K 106.97K 127.72K 135.64K 3.00M 3.00M 2.00M 472.40K
D. E. Shaw & Co 29.59M 72.09M 91.09M 964.79K 44.09M 42.09M 48.09M 13.14M 2.50M 2.87M 2.87M 3.01M 8.30M 34.69M 1.17M 7.74M 75.19M 5.79M 1.25M 26.72M
BNY Mellon 460.12K 804.27K 792.54K 700.93K 759.00K 660.49K 647.44K 665.80K 673.52K 695.22K 658.94K 590.51K 501.37K 508.59K 498.53K 258.50K 681.47K 568.24K 310.82K 318.85K
Millennium Management 27.50K 29.50K 17.00K 2.50K 5.00K 524.05K 2.24M 1.15M 1.30M 2.50M 4.00M 12.50M 43.17M 5.00M 7.50M 10.00M 420.83K 399.99K 582.92K 289.81K
Marshall Wace 26.50M 29.00M 50.00M 1.51M 6.50M 6.50M 6.91M 3.00M 48.21M 18.51M 22.50M 15.00M 22.14M 35.00M 27.00M 26.02M 7.50M 7.51M 7.75M 234.89K
Balyasny Asset Management — 18.90K 29.24M 4.83K 100.90K 490.62K 949.43K 528.86K 601.98K 366.88K 22.50M 393.50K 1.23M 130.06K 1.84M 10.00M 66.13M 18.35M 12.15M 12.24M

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