What is the 13F Pro Quality Score for W?

13F Pro ranks Wayfair Inc. (W) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View W's current score at https://13fpro.ai/research/W (free sign-up required for the full ranking).

Which hedge funds own the most W stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of W include FMR, Capital World Investors, BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/W as soon as new 13F filings post.

Where does 13F Pro source W data?

All Wayfair Inc. fundamentals and ownership data come directly from SEC EDGAR. Wayfair Inc. files with the SEC under CIK 1616707. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Wayfair Inc. (W) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is W research updated on 13F Pro?

W's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Wayfair Inc.(W)Stock Analysis

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13F Pro Quality Score

40.5/100

Rank #1,937 of 2,879 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

39.0/100

Profitability

36.3/100

Balance Sheet

18.9/100

Earnings Quality

30.0/100

Free Cash Flow

39.8/100

Institutional Flow

2.8/100

Revenue Scale

88.1/100

Dilution Risk

36.0/100

W Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Wayfair Inc. (W), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores W at 40.5/100 on a 32-signal composite quality model, placing it at rank #1,937 of 2,879 stocks — the bottom half of the AI-ranked universe. W scores in the top quartile across revenue scale (88.1). Areas of concern include institutional flow (2.8) and balance sheet strength (18.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 36.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Wayfair Inc. reports quarterly revenue of $2.9B, net income of $-105.0M, an operating margin of -0.4%. Top institutional holders of W by reported 13-F value include FMR, Capital World Investors, BlackRock,, based on the most recent SEC filings. W trades on the NYSE exchange and files with the SEC under CIK 1616707. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate W daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Wayfair Inc. directly from SEC EDGAR. Wayfair Inc.'s 13F Pro composite quality score has ranged between 8 and 74 since 2021, currently 40.5 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

Revenue

Q1 2026

$2.9B

Net Income

Q1 2026

$-105.0M

Free Cash Flow

Q1 2026

$-77.0M

Operating Margin

Q1 2026

-0.4%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-1.8% YoY

$12.00BFY 2023

FY17 $4.72BFY21 $13.71BFY22 $12.22BFY23 $12.00B

Net Income

+44.6% YoY

$-738.0MFY 2023

FY17 $-244.6MFY21 $-131.0MFY22 $-1.33BFY23 $-738.0M

Operating Income

+41.3% YoY

$-813.0MFY 2023

FY17 $-235.5MFY21 $-94.0MFY22 $-1.38BFY23 $-813.0M

EPS (Diluted)

+48.4% YoY

$-6.47FY 2023

FY17 —FY21 $-1.26FY22 $-12.54FY23 $-6.47

Total Assets

-3.0% YoY

$3.47BFY 2023

FY17 $1.21BFY21 $4.57BFY22 $3.58BFY23 $3.47B

Total Debt

+6.0% YoY

$3.33BFY 2023

FY17 $332.9MFY21 $3.05BFY22 $3.14BFY23 $3.33B

Op. Cash Flow

+151.8% YoY

$349.0MFY 2023

FY17 $33.6MFY21 $410.0MFY22 $-674.0MFY23 $349.0M

Metric	FY 2023	FY 2022	FY 2021	FY 2017	FY 2016	FY 2013
Revenue	$12.00B -1.8%	$12.22B -10.9%	$13.71B +190.4%	$4.72B +39.7%	$3.38B +269.1%	$915.8M
Net Income	$-738.0M +44.6%	$-1.33B -916.0%	$-131.0M +46.4%	$-244.6M -25.8%	$-194.4M -1151.9%	$-15.5M
Operating Income	$-813.0M +41.3%	$-1.38B -1372.3%	$-94.0M +60.1%	$-235.5M -20.0%	$-196.2M -1124.9%	$-16.0M
EPS (Diluted)	$-6.47 +48.4%	$-12.54 -895.2%	$-1.26	—	—	—
Total Assets	$3.47B -3.0%	$3.58B -21.7%	$4.57B +276.6%	$1.21B +59.3%	$761.7M +288.0%	$196.3M
Total Debt	$3.33B +6.0%	$3.14B +2.8%	$3.05B +816.8%	$332.9M	$0.00	—
Operating Cash Flow	$349.0M +151.8%	$-674.0M -264.4%	$410.0M +1119.0%	$33.6M -46.5%	$62.8M	—

AI Insight: W Financial Trends

Wayfair achieved first profitable quarter in Q2 2025 with $15M net income but performance remains volatile with negative equity persisting.

• Revenue grew 7.4% from Q2 2024 to Q2 2025 ($3,117M to $3,273M) despite quarterly volatility.

• Operating income turned positive in Q2 2025 ($17M) and Q3 2025 ($38M) after six quarters of losses.

• Total debt decreased from $3,369M in Q2 2024 to $2,970M in Q1 2026, reducing leverage.

• Company maintains negative equity throughout period, ending at -$2,842M in Q1 2026.

⚠ Operating income volatility with recent decline to -$11M in Q1 2026 after Q4 2025 high of $84M.

⚠ Operating cash flow turned negative in Q1 seasons (Q1 2025: -$96M, Q1 2026: -$52M) showing seasonal weakness.

AI Insight: W Ratio Trends

Wayfair's operating margin turned positive in Q2-Q4 2025 but fell back to negative territory in Q1 2026.

• Operating margin improved dramatically from -4.5% in Q1 2025 to 2.5% in Q4 2025 before declining to -0.4% in Q1 2026.

• ROIC swung from deeply negative -78.1% in Q4 2024 to positive 63.5% in Q4 2025 but reversed to -34.4% in Q1 2026.

• Net profit margin remained negative throughout the period, ranging from -4.1% to 0.5% across quarters.

⚠ Operating margin volatility showed sharp quarter-to-quarter swings, indicating potential operational instability or seasonal challenges.

⚠ ROA deteriorated consistently from 1.8% in Q2 2025 to -14.6% in Q1 2026 despite operating improvements.

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Available Research

13F Pro tracks comprehensive data for Wayfair Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of W

FMR LLC
$1.2B16,277,859 sh
Capital World Investors
$1.0B13,791,783 sh
BlackRock, Inc.
$431.6M5,738,678 sh
RENAISSANCE TECHNOLOGIES LLC
$374.0M4,972,425 sh
VANGUARD CAPITAL MANAGEMENT LLC
$350.7M4,663,199 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$330.1M4,388,661 sh
JANE STREET GROUP, LLC
$306.2M4,071,400 sh
JANUS HENDERSON GROUP PLC
$290.8M3,866,708 sh
BAILLIE GIFFORD & CO
$215.3M2,862,209 sh
GREAT HILL PARTNERS, L.P.
$209.8M2,788,912 sh

Fund	Value	Shares
FMR LLC	$1.2B	16,277,859
Capital World Investors	$1.0B	13,791,783
BlackRock, Inc.	$431.6M	5,738,678
RENAISSANCE TECHNOLOGIES LLC	$374.0M	4,972,425
VANGUARD CAPITAL MANAGEMENT LLC	$350.7M	4,663,199
VANGUARD PORTFOLIO MANAGEMENT LLC	$330.1M	4,388,661
JANE STREET GROUP, LLC	$306.2M	4,071,400
JANUS HENDERSON GROUP PLC	$290.8M	3,866,708
BAILLIE GIFFORD & CO	$215.3M	2,862,209
GREAT HILL PARTNERS, L.P.	$209.8M	2,788,912

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Is W a good stock to buy?

13F Pro's AI-powered analysis of Wayfair Inc. (W) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for W are available on the W stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own W?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling W. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Wayfair Inc.'s investment landscape.