Wayfair Inc. (W) — Institutional Holders, Q2 2026

474 institutional investment managers reported a W position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← W stock profile

W in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

157

Trimmed

145

Sold out

Biggest buyers

Castle Hook PartnersAdded · +2,430,328 sh+$224.6M
Contour Asset ManagementAdded · +2,067,584 sh+$191.1M
D. E. ShawAdded · +1,538,183 sh+$142.2M
AQR CAPITAL MANAGEMENTAdded · +1,248,779 sh+$115.4M
Wolf Hill Capital ManagementNew · +1,049,318 sh+$97.0M

Biggest sellers

Capital World InvestorsTrimmed · -2,614,300 sh-$241.6M
JPMORGAN CHASETrimmed · -2,278,886 sh-$210.6M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPSold out · -1,969,981 sh-$182.1M
BALYASNY ASSET MANAGEMENT L.P.Trimmed · -1,390,152 sh-$128.5M
UBS Group AGTrimmed · -1,079,692 sh-$99.8M

W 13F holders ranked 1–100 of 474

Institutional investors reporting a position in Wayfair Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	FMR#1 · 17,088,047 sh	17,088,047	$1.5B	0.07%	-5.0%
2	Capital World Investors#2 · 11,177,483 sh	11,177,483	$1.0B	0.12%	-19.0%
3	BlackRock#3 · 5,035,150 sh	5,035,150	$465.3M	<0.01%	-73.7%
4	VANGUARD CAPITAL MANAGEMENT#4 · 4,776,475 sh	4,776,475	$441.4M	<0.01%	+2.4%
5	RENAISSANCE TECHNOLOGIES#5 · 4,514,426 sh	4,514,426	$417.2M	0.57%	-9.2%
6	Jupiter Topco#6 · 4,469,109 sh	4,469,109	$413.0M	0.17%	—
7	VANGUARD PORTFOLIO MANAGEMENT#7 · 4,198,629 sh	4,198,629	$388.0M	0.02%	-4.3%
8	AQR CAPITAL MANAGEMENT#8 · 3,101,936 sh	3,101,936	$284.9M	0.10%	+67.4%
9	SPRUCE HOUSE INVESTMENT MANAGEMENT#9 · 2,909,700 sh	2,909,700	$268.9M	7.91%	+11.9%
10	D. E. Shaw#10 · 29,185,411 sh	29,185,411	$268.5M	0.13%	-68.8%
11	BAILLIE GIFFORD#11 · 2,811,620 sh	2,811,620	$259.8M	0.24%	-1.8%
12	GREAT HILL PARTNERS, L.P.#12 · 2,788,912 sh	2,788,912	$257.8M	100.00%	0.0%
13	TWO SIGMA INVESTMENTS#13 · 2,612,733 sh	2,612,733	$241.5M	0.17%	+4.3%
14	Castle Hook Partners#14 · 2,455,952 sh	2,455,952	$227.0M	1.04%	+9484.6%
15	Contour Asset Management#15 · 2,396,292 sh	2,396,292	$221.5M	5.24%	+629.0%
16	Prescott General Partners#16 · 2,322,401 sh	2,322,401	$214.6M	10.97%	0.0%
17	WELLINGTON MANAGEMENT GROUP LLP#17 · 2,259,111 sh	2,259,111	$208.8M	0.04%	-8.0%
18	GEODE CAPITAL MANAGEMENT#18 · 1,918,415 sh	1,918,415	$178.5M	<0.01%	-13.3%
19	STATE STREET#19 · 1,839,140 sh	1,839,140	$170.0M	<0.01%	-89.8%
20	Anomaly Capital Management#20 · 1,379,204 sh	1,379,204	$127.5M	4.87%	+195.2%
21	NORGES BANK#21 · 1,309,943 sh	1,309,943	$121.1M	0.01%	—
22	JANE STREET GROUP#22 · 1,507,610 sh	1,507,610	$116.5M	<0.01%	+25.4%
23	DIMENSIONAL FUND ADVISORS#23 · 1,232,815 sh	1,232,815	$114.0M	0.02%	+18.9%
24	CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 1,151,457 sh	1,151,457	$106.4M	0.01%	-0.4%
25	GOLDMAN SACHS GROUP#25 · 1,561,663 sh	1,561,663	$103.9M	<0.01%	+34.0%
26	Clearbridge Investments#26 · 1,057,745 sh	1,057,745	$97.8M	0.08%	+10.1%
27	Wolf Hill Capital Management#27 · 1,049,318 sh	1,049,318	$97.0M	8.11%	New
28	UBS Group AG#28 · 948,727 sh	948,727	$82.6M	0.01%	-89.8%
29	LINDEN ADVISORS#29 · 53,416,000 sh	53,416,000	$81.0M	0.42%	-33.4%
30	Atreides Management#30 · 843,860 sh	843,860	$78.0M	0.54%	-41.0%
31	Hook Mill Capital Partners#31 · 826,823 sh	826,823	$76.4M	7.09%	-20.5%
32	Assenagon Asset Management S.A.#32 · 818,591 sh	818,591	$75.7M	—	+42.2%
33	BNP PARIBAS FINANCIAL MARKETS#33 · 10,179,458 sh	10,179,458	$74.0M	0.03%	-73.4%
34	AMERICAN CENTURY COMPANIES#34 · 785,206 sh	785,206	$72.6M	0.03%	+2.2%
35	BANK OF MONTREAL#35 · 11,834,988 sh	11,834,988	$69.8M	0.02%	+942.7%
36	Alyeska Investment Group, L.P.#36 · 753,236 sh	753,236	$69.6M	0.18%	+56.2%
37	Allen Investment Management#37 · 749,250 sh	749,250	$69.2M	0.82%	0.0%
38	MORGAN STANLEY#38 · 735,155 sh	735,155	$67.9M	<0.01%	-74.0%
39	BANK OF NOVA SCOTIA#39 · 720,053 sh	720,053	$66.5M	0.10%	+2.7%
40	Calamos Advisors#40 · 12,754,226 sh	12,754,226	$65.8M	0.22%	-82.0%
41	VANGUARD FIDUCIARY#41 · 696,006 sh	696,006	$64.3M	0.01%	+5.3%
42	Quantinno Capital Management#42 · 633,235 sh	633,235	$58.5M	0.07%	+109.5%
43	CITADEL ADVISORS#43 · 627,846 sh	627,846	$58.0M	<0.01%	-4.7%
44	GOODNOW INVESTMENT GROUP#44 · 623,772 sh	623,772	$57.6M	5.98%	-2.3%
45	JPMORGAN CHASE#45 · 583,160 sh	583,160	$56.3M	<0.01%	-96.8%
46	BANK OF AMERICA#46 · 554,024 sh	554,024	$51.2M	<0.01%	-92.3%
47	Connor, Clark & Lunn Investment Management Ltd.#47 · 549,450 sh	549,450	$50.8M	0.10%	+3.7%
48	Ovata Capital Management Ltd#48 · 33,184,000 sh	33,184,000	$49.4M	3.71%	New
49	NORTHERN#49 · 527,382 sh	527,382	$48.7M	<0.01%	+2.2%
50	Artemis Investment Management LLP#50 · 511,868 sh	511,868	$47.3M	—	-41.6%
51	Invesco Ltd.#51 · 472,405 sh	472,405	$43.7M	<0.01%	-79.8%
52	JACOBS LEVY EQUITY MANAGEMENT#52 · 469,638 sh	469,638	$43.4M	0.16%	-31.1%
53	PHOENIX ASSET MANAGEMENT PARTNERS Ltd#53 · 469,360 sh	469,360	$43.4M	28.49%	+2.0%
54	FEDERATED HERMES#54 · 453,019 sh	453,019	$41.9M	0.06%	-6.8%
55	HENNESSY ADVISORS#55 · 416,500 sh	416,500	$38.5M	1.23%	0.0%
56	Portman Square Capital LLP#56 · 409,349 sh	409,349	$37.8M	—	+124.9%
57	BALYASNY ASSET MANAGEMENT L.P.#57 · 12,437,718 sh	12,437,718	$37.2M	0.05%	-72.1%
58	FRANKLIN RESOURCES#58 · 23,967,005 sh	23,967,005	$36.9M	<0.01%	-9.9%
59	Rothschild & Wealth Management UK Ltd#59 · 350,803 sh	350,803	$32.4M	—	+17.8%
60	Benchstone Capital Management#60 · 331,642 sh	331,642	$30.7M	3.70%	New
61	Bank of New York Mellon#61 · 318,846 sh	318,846	$29.5M	<0.01%	+2.6%
62	GILDER GAGNON HOWE#62 · 299,898 sh	299,898	$27.7M	0.29%	New
63	MANE GLOBAL CAPITAL MANAGEMENT#63 · 297,573 sh	297,573	$27.5M	2.27%	New
64	PRICE T ROWE ASSOCIATES#64 · 293,431 sh	293,431	$27.1M	<0.01%	+71.0%
65	ADAGE CAPITAL PARTNERS GP, L.L.C.#65 · 285,000 sh	285,000	$26.3M	0.04%	-14.4%
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#66 · 3,498,494 sh	3,498,494	$26.2M	<0.01%	+1311.8%
67	SG Americas Securities#67 · 279,449 sh	279,449	$25.8M	0.01%	+32.4%
68	WELLS FARGO & COMPANY#68 · 8,176,435 sh	8,176,435	$25.0M	<0.01%	-51.1%
69	Onex Canada Asset Management#69 · 244,785 sh	244,785	$22.6M	3.48%	+17.7%
70	BOOTHBAY FUND MANAGEMENT#70 · 240,611 sh	240,611	$22.2M	0.29%	-5.7%
71	Gotham Asset Management#71 · 233,888 sh	233,888	$21.6M	0.05%	+40.4%
72	MARSHALL WACE, LLP#72 · 233,494 sh	233,494	$21.6M	0.02%	-97.0%
73	MILLENNIUM MANAGEMENT#73 · 227,312 sh	227,312	$21.0M	<0.01%	-99.6%
74	SMITH THOMAS W#74 · 225,850 sh	225,850	$20.9M	18.53%	-4.7%
75	Tabor Asset Management#75 · 217,280 sh	217,280	$20.1M	6.13%	+14.4%
76	Qube Research & Technologies Ltd#76 · 216,480 sh	216,480	$20.0M	0.02%	-71.9%
77	Swiss National Bank#77 · 207,400 sh	207,400	$19.2M	0.01%	+1.8%
78	Walleye Capital#78 · 202,873 sh	202,873	$18.7M	0.07%	-2.5%
79	ALLIANCEBERNSTEIN L.P.#79 · 243,369 sh	243,369	$18.3M	<0.01%	+57.3%
80	Nuveen#80 · 196,182 sh	196,182	$18.1M	<0.01%	-85.4%
81	STRS OHIO#81 · 195,894 sh	195,894	$18.1M	0.07%	+11.5%
82	Trexquant Investment#82 · 195,820 sh	195,820	$18.1M	0.11%	+552.1%
83	AMERIPRISE FINANCIAL#83 · 190,828 sh	190,828	$17.6M	<0.01%	-0.2%
84	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#84 · 181,188 sh	181,188	$16.7M	0.11%	+9.7%
85	Baird Financial Group#85 · 177,043 sh	177,043	$16.4M	0.02%	New
86	CITIGROUP#86 · 725,790 sh	725,790	$15.8M	<0.01%	-34.9%
87	CHECK CAPITAL MANAGEMENT#87 · 169,025 sh	169,025	$15.6M	0.41%	+0.6%
88	BARCLAYS PLC#88 · 536,565 sh	536,565	$15.5M	<0.01%	-30.3%
89	Arvin Capital Management#89 · 159,515 sh	159,515	$14.7M	1.92%	New
90	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#90 · 159,282 sh	159,282	$14.7M	<0.01%	-27.7%
91	K2 PRINCIPAL FUND, L.P.#91 · 9,349 sh	9,349	$14.3M	1.05%	New
92	SONA ASSET MANAGEMENT (US)#92 · 14,095,000 sh	14,095,000	$14.1M	0.30%	0.0%
93	Russell Investments Group, Ltd.#93 · 149,679 sh	149,679	$13.8M	0.01%	-17.3%
94	ROYAL BANK OF CANADA#94 · 149,257 sh	149,257	$13.8M	<0.01%	+13.6%
95	IMC-Chicago#95 · 145,868 sh	145,868	$13.5M	<0.01%	+504.3%
96	HRT FINANCIAL#96 · 220,672 sh	220,672	$13.0M	0.03%	-10.6%
97	OFI INVEST ASSET MANAGEMENT#97 · 155,077 sh	155,077	$12.5M	0.13%	+27.9%
98	Corient Private Wealth#98 · 135,582 sh	135,582	$12.5M	0.02%	+151.7%
99	LMR Partners LLP#99 · 127,100 sh	127,100	$11.7M	0.04%	-99.6%
100	Avalon Global Asset Management#100 · 120,000 sh	120,000	$11.1M	1.21%	New

Funds that sold out of W in Q2 2026 (83)

Held W at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held W in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,969,981 sh	1,969,981	$148.2M
Squarepoint Ops687,919 sh	687,919	$51.7M
Southpoint Capital Advisors664,286 sh	664,286	$50.0M
VOLORIDGE INVESTMENT MANAGEMENT657,065 sh	657,065	$49.4M
SCOPUS ASSET MANAGEMENT, L.P.391,988 sh	391,988	$29.5M
Nishkama Capital243,400 sh	243,400	$18.3M
Hidden Lake Asset Management220,489 sh	220,489	$16.6M
Meridiem Capital Partners160,118 sh	160,118	$12.0M
ADAMS DIVERSIFIED EQUITY FUND116,700 sh	116,700	$8.8M
Engineers Gate Manager74,055 sh	74,055	$5.6M
Soviero Asset Management65,000 sh	65,000	$4.9M
Bridgewater Associates60,811 sh	60,811	$4.6M
PEAK657,939 sh	57,939	$4.4M
Mirae Asset Global Investments , Ltd.46,714 sh	46,714	$3.5M
XTX Topco Ltd42,729 sh	42,729	$3.2M
Caption Management35,300 sh	35,300	$2.7M
Ruffer LLP31,465 sh	31,465	$2.4M
Quantitative Investment Management30,704 sh	30,704	$2.3M
Hillsdale Investment Management27,800 sh	27,800	$2.1M
Elo Mutual Pension Insurance21,377 sh	21,377	$1.6M
WT Wealth Management19,941 sh	19,941	$1.5M
Freestone Grove Partners18,434 sh	18,434	$1.4M
PINEBRIDGE INVESTMENTS15,347 sh	15,347	$1.2M
LORD, ABBETT13,497 sh	13,497	$1.0M
Toroso Investments13,345 sh	13,345	$1.0M
Numerai GP12,416 sh	12,416	$933.8K
Ionic Capital Management11,500 sh	11,500	$864.9K
DARK FOREST CAPITAL MANAGEMENT11,412 sh	11,412	$858.3K
Lisanti Capital Growth11,070 sh	11,070	$832.6K
NOMURA ASSET MANAGEMENT INTERNATIONAL10,061 sh	10,061	$757.0K
MACQUARIE GROUP LTD10,061 sh	10,061	$756.7K
Trek Financial9,028 sh	9,028	$679.0K
Blueshift Asset Management8,888 sh	8,888	$668.5K
SSI INVESTMENT MANAGEMENT8,401 sh	8,401	$631.8K
Marex Group plc8,173 sh	8,173	$614.7K
Alphadyne Asset Management7,637 sh	7,637	$574.4K
Patriot Financial Group Insurance Agency7,458 sh	7,458	$560.9K
MANGROVE PARTNERS IM6,736 sh	6,736	$506.6K
MOORE CAPITAL MANAGEMENT6,686 sh	6,686	$502.9K
MIRABELLA FINANCIAL SERVICES LLP6,487 sh	6,487	$487.9K
BRIA Capital Group5,779 sh	5,779	$434.6K
Cynosure Management5,548 sh	5,548	$417.3K
CAXTON ASSOCIATES LLP5,000 sh	5,000	$376.1K
Sycale Advisors (NY)4,932 sh	4,932	$370.9K
Optimist Retirement Group4,180 sh	4,180	$314.4K
O'SHAUGHNESSY ASSET MANAGEMENT3,920 sh	3,920	$294.8K
CAPSTONE INVESTMENT ADVISORS3,835 sh	3,835	$288.4K
PensionDanmark Pensionsforsikringsaktieselskab3,806 sh	3,806	$286.2K
PRELUDE CAPITAL MANAGEMENT3,782 sh	3,782	$284.4K
Cambridge Investment Research Advisors3,694 sh	3,694	$278.0K
CSS3,663 sh	3,663	$275.5K
KORNITZER CAPITAL MANAGEMENT3,625 sh	3,625	$272.6K
Divisadero Street Capital Management3,500 sh	3,500	$263.2K
CENTAURUS FINANCIAL3,480 sh	3,480	$262.0K
INCEPTIONR3,239 sh	3,239	$243.6K
PRINCIPAL FINANCIAL GROUP3,168 sh	3,168	$238.3K
Kingsview Wealth Management3,033 sh	3,033	$228.1K
Bayesian Capital Management2,800 sh	2,800	$210.6K
Cypress Wealth Services2,673 sh	2,673	$201.0K
NBC SECURITIES2,172 sh	2,172	$163.4K
Ancora Advisors2,094 sh	2,094	$157.5K
NOMURA ASSET MANAGEMENT LTD900 sh	900	$67.7K
QUADRANT CAPITAL GROUP56 sh	56	$51.1K
Key Capital Management664 sh	664	$49.9K
Central Pacific Bank - Division450 sh	450	$33.8K
V-Square Quantitative Management304 sh	304	$22.9K
Root Financial Partners145 sh	145	$10.9K
Kemnay Advisory Services100 sh	100	$7.5K
MEEDER ASSET MANAGEMENT64 sh	64	$4.8K
Wealth Preservation Advisors58 sh	58	$4.4K
CHILTON CAPITAL MANAGEMENT33 sh	33	$2.5K
Arlington29 sh	29	$2.2K
CLEAR INVESTMENT RESEARCH23 sh	23	$1.7K
EFG International AG20 sh	20	$1.5K
TWIN PEAKS WEALTH ADVISORS15 sh	15	$1.1K
Vermillion Wealth Management9 sh	9	$677.00
Intentional Wealth Strategies7 sh	7	$526.00
Colonial / SC5 sh	5	$363.00
CURIO WEALTH2 sh	2	$150.00
Dunhill Financial1 sh	1	$145.00
Golden State Equity Partners1 sh	1	$75.00
James T. Borello RIA1 sh	1	$75.00
Elequin Securities207 sh	207	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.