WARBY PARKER INC WRBY
CL A COM · Common Stock · CUSIP 93403J106
American eyeglasses and contact lens retailer
- SectorHealth care
- IndustryOphthalmic Goods
- HeadquartersNew York, NY
- Founded2010
- Websitewarbyparker.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($20.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $30.31. Options: 18 managers hold calls ($106.9m notional), 11 hold puts ($39.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 151 |
| Q4 2022 | 169 |
| Q1 2023 | 162 |
| Q2 2023 | 167 |
| Q3 2023 | 166 |
| Q4 2023 | 174 |
| Q1 2024 | 170 |
| Q2 2024 | 188 |
| Q3 2024 | 199 |
| Q4 2024 | 237 |
| Q1 2025 | 264 |
| Q2 2025 | 253 |
| Q3 2025 | 263 |
| Q4 2025 | 286 |
| Q1 2026 | 302 |
| Q2 2026 | 303 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 118 | 74 |
| Q4 2024 | 125 | 96 |
| Q1 2025 | 152 | 111 |
| Q2 2025 | 152 | 137 |
| Q3 2025 | 140 | 123 |
| Q4 2025 | 164 | 144 |
| Q1 2026 | 172 | 137 |
| Q2 2026 | 188 | 137 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $8.7m | $43.3m | 5.00 |
| Q4 2025 | $45.4m | $98.6m | 2.17 |
| Q1 2026 | $38.7m | $55.2m | 1.43 |
| Q2 2026 | $106.9m | $39.3m | 0.37 |
Biggest buyers
| BlackRock, Inc. | Added | +8.1m |
| STATE STREET CORP | Added | +1.8m |
| JPMORGAN CHASE & CO | Added | +1.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +651.8k |
| J. Goldman & Co LP | Added | +643.5k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | New | +587.7k |
| BANK OF AMERICA CORP /DE/ | Added | +546.5k |
| BESSEMER GROUP INC | New | +546.1k |
| JENNISON ASSOCIATES LLC | Added | +502.7k |
| PRINCIPAL FINANCIAL GROUP INC | New | +492.3k |
Biggest sellers
| 12 West Capital Management LP | Sold out | -1.3m |
| Bank of New York Mellon Corp | Reduced | -966.9k |
| Senator Investment Group LP | Reduced | -450.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -343.5k |
| ExodusPoint Capital Management, LP | Sold out | -295.6k |
| CHILTON INVESTMENT CO INC. | Reduced | -293.9k |
| GILDER GAGNON HOWE & CO LLC | Reduced | -263.9k |
| Nishkama Capital, LLC | Sold out | -261.4k |
| CITIGROUP INC | Reduced | -258.3k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -250.1k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $19.4m639.8k shares |
| Point72 Asset Management, L.P. | New | $14.1m465.0k shares |
| J. Goldman & Co LP | Added | $13.3m438.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.4m309.0k shares |
| JANE STREET GROUP, LLC | Added | $9.0m297.3k shares |
| Balyasny Asset Management L.P. | Unchanged | $7.6m250.0k shares |
| GROUP ONE TRADING LLC | Added | $5.7m187.0k shares |
| Caption Management, LLC | Added | $5.0m164.5k shares |
| IMC-Chicago, LLC | Added | $4.9m160.2k shares |
| SIMPLEX TRADING, LLC | Added | $4.7m154.3k shares |
Biggest puts
| BlackBarn Capital Partners LP | Reduced | $12.1m400.0k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $10.0m329.3k shares |
| JANE STREET GROUP, LLC | Added | $7.6m249.8k shares |
| CITADEL ADVISORS LLC | Reduced | $3.4m112.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.0m100.5k shares |
| IMC-Chicago, LLC | Reduced | $1.8m59.4k shares |
| PEAK6 LLC | New | $758.5k25.0k shares |
| Walleye Capital LLC | Added | $342.8k11.3k shares |
| SIMPLEX TRADING, LLC | Added | $148.7k4.9k shares |
| GROUP ONE TRADING LLC | Reduced | $60.7k2.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +6.2 pts · filed 2025-12-05 | 15.0% |
| BlackRock, Inc. 13G · institution +7.6 pts · filed 2026-07-08 | 14.0% |
| JPMORGAN CHASE & CO 13G · institution +1.1 pts · filed 2026-06-04 | 10.2% |
| Blumenthal Neil Harris 13G · exempt (held before listing) filed 2026-08-14 | 7.2% |
| Durable Capital Partners LP 13G · institution -1.4 pts · filed 2026-02-17 | 6.9% |
| Gilboa David Abraham 13G · exempt (held before listing) filed 2025-05-15 | 6.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $19.7m | $18.6m |
| Q1 2025 | 0 | — | 3 | $27.7m | $27.5m |
| Q2 2025 | 0 | — | 1 | $658.2k | — |
| Q3 2025 | 0 | — | 4 | $10.6m | $9.5m |
| Q4 2025 | 0 | — | 5 | $14.8m | $12.5m |
| Q1 2026 | 0 | — | 4 | $11.7m | $10.7m |
| Q2 2026 | 0 | — | 4 | $6.6m | $5.6m |
| Q3 2026 | 0 | — | 3 | $16.2m | $16.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-06 | Gilboa David Abraham Co-Chief Executive Officer, director | Sold plan | $1.6m54.3k shares |
| 2026-07-06 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $275.9k9.2k shares |
| 2026-07-01 | Gilboa David Abraham Co-Chief Executive Officer, director | Sold plan | $7.2m242.2k shares |
| 2026-07-01 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $6.4m217.7k shares |
| 2026-07-01 | Raider Jeffrey Jacob Director | Sold plan | $668.7k22.5k shares |
| 2026-06-29 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $1.1m36.3k shares |
| 2026-06-16 | Briggs Teresa Director | Sold plan | $129.7k5.0k shares |
| 2026-06-12 | Moon Youngme E Director | Sold | $265.3k10.0k shares |
| 2026-05-19 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $1.9m63.0k shares |
| 2026-05-14 | SINGER BRADLEY E Director · Bradley Singer Revocable Trust | Sold | $140.2k4.8k shares |
| 2026-05-13 | SINGER BRADLEY E Director · Bradley Singer Revocable Trust | Sold | $575.0k20.2k shares |
| 2026-04-20 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $563.1k22.4k shares |
| 2026-04-17 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $1.8m75.2k shares |
| 2026-04-16 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $56.5k2.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.02% of their portfolio | 15.6m $472.6m | Added +51.1k |
| BlackRock, Inc. 0.01% of their portfolio | 15.3m $464.5m | Added +8.1m |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 11.1m $334.7m | Added +1.0m |
| Durable Capital Partners LP 1.89% of their portfolio | 6.4m $194.1m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 6.0m $181.5m | Added +651.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.5m $136.1m | Added +83.8k |
| STATE STREET CORP 0.00% of their portfolio | 4.2m $127.0m | Added +1.8m |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.83% of their portfolio | 3.1m $94.3m | Added +78.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.6m $78.0m | Added +197.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.20% of their portfolio | 2.4m $72.7m | Added +84.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.9m $58.4m | Added +546.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.08% of their portfolio | 1.8m $54.4m | Added +181.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.8m $53.8m | Added +50.2k |
| J. Goldman & Co LP 1.84% of their portfolio | 1.7m $52.3m | Added +643.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.7m $50.5m | Added +368.2k |
| Woodline Partners LP 0.15% of their portfolio | 1.6m $47.4m | Added +476.8k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $46.9m | Reduced -211.9k |
| Capital World Investors 0.01% of their portfolio | 1.5m $44.4m | Added +99.6k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 1.5m $44.4m | Added +502.7k |
| SRS Investment Management, LLC 0.41% of their portfolio | 1.5m $44.1m | Added +14.1k |
| Artisan Partners Limited Partnership 0.07% of their portfolio | 1.4m $43.3m | Added +85.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.4m $41.3m | Reduced -127.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 1.3m $40.7m | Added +201.0k |
| UBS Group AG 0.01% of their portfolio | 1.2m $35.6m | Added +400.5k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 4.61% of their portfolio | 1.1m $34.2m | Added +73.0k |
| Ranger Investment Management, L.P. 1.96% of their portfolio | 1.0m $30.9m | Added +342.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.0m $30.8m | Added +205.1k |
| Artemis Investment Management LLP 0.26% of their portfolio | 969.0k $29.4m | Added +43.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 942.0k $28.6m | Added +124.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 899.3k $27.3m | Added +359.0k |
| Portolan Capital Management, LLC 0.96% of their portfolio | 843.9k $25.6m | Added +343.2k |
| TimesSquare Capital Management, LLC 0.37% of their portfolio | 833.0k $25.3m | Reduced -95.7k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 828.8k $25.1m | Added +301.4k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.15% of their portfolio | 828.0k $25.1m | Not comparable |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 765.1k $23.2m | Reduced -176.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 723.7k $22.0m | Added +32.4k |
| Atreides Management, LP 0.19% of their portfolio | 698.9k $21.2m | Added +11.9k |
| DF DENT & CO INC 0.39% of their portfolio | 676.3k $20.5m | Added +148.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 643.7k $19.5m | Added +122.6k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.74% of their portfolio | 587.7k $17.8m | New |
| Simplify Asset Management Inc. 0.25% of their portfolio | 587.1k $17.8m | Added +296.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 584.8k $17.7m | Added +115.3k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 576.0k $17.5m | Added +440.9k |
| Divisadero Street Capital Management, LP 0.40% of their portfolio | 561.1k $17.0m | Added +177.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 556.0k $16.9m | Reduced -966.9k |
| BESSEMER GROUP INC 0.02% of their portfolio | 546.1k $16.6m | New |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 537.0k $16.3m | Added +30.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 492.6k $14.9m | Added +23.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 492.3k $14.9m | New |
| Bluespring Wealth Management, LLC 0.28% of their portfolio | 484.6k $14.7m | New |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.06% of their portfolio | 477.9k $14.5m | Added +21.8k |
| Nuveen, LLC 0.00% of their portfolio | 455.6k $13.8m | Added +3.3k |
| Impax Asset Management Group plc 0.08% of their portfolio | 425.0k $12.9m | Added +150.0k |
| Clearline Capital LP 0.76% of their portfolio | 386.5k $11.7m | Added +120.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.08% of their portfolio | 378.9k $11.5m | Reduced -19.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 347.4k $10.5m | Added +135.2k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 345.9k $10.5m | New |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 336.1k $10.2m | Added +291.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 334.2k $10.1m | Reduced -229.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 332.2k $10.1m | Added +127.7k |
| Metavasi Capital LP 3.24% of their portfolio | 275.0k $8.3m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 248.7k $7.5m | Reduced -15.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 245.1k $7.4m | Added +118.6k |
| Legal & General Group Plc 0.00% of their portfolio | 229.5k $7.0m | Added +144.3k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 227.8k $6.9m | Reduced -601 |
| Susquehanna Portfolio Strategies, LLC 0.11% of their portfolio | 224.5k $6.8m | Reduced -36.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 209.3k $6.4m | Reduced -343.5k |
| CITIGROUP INC 0.00% of their portfolio | 192.1k $5.8m | Reduced -258.3k |
| Invesco Ltd. 0.00% of their portfolio | 187.8k $5.7m | Added +89.8k |
| LORD, ABBETT & CO. LLC 0.02% of their portfolio | 187.3k $5.7m | Reduced -1.9k |
| Swiss National Bank 0.00% of their portfolio | 182.1k $5.5m | Added +3.0k |
| PALISADE CAPITAL MANAGEMENT, LP 0.24% of their portfolio | 181.1k $5.5m | Reduced -90.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 179.9k $5.5m | Reduced -7.5k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.11% of their portfolio | 173.2k $5.3m | Reduced -4.0k |
| IMC-Chicago, LLC 0.05% of their portfolio | 170.8k $5.2m | Added +77.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 169.6k $5.1m | Added +84.7k |
| LPL Financial LLC 0.00% of their portfolio | 162.8k $4.9m | Added +51.3k |
| Atika Capital Management LLC 0.45% of their portfolio | 150.0k $4.6m | Added +15.0k |
| BROWN CAPITAL MANAGEMENT LLC 0.85% of their portfolio | 139.6k $4.2m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 139.1k $4.2m | Added +4.6k |
| Maridea Wealth Management LLC 0.45% of their portfolio | 135.3k $4.1m | Added +22.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 134.3k $4.1m | Added +82.0k |
| Indivisible Partners 0.23% of their portfolio | 133.9k $4.1m | Added +6.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 132.2k $4.0m | Added +5.5k |
| Lighthouse Investment Partners, LLC 0.12% of their portfolio | 127.2k $3.9m | Reduced -56.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 116.8k $2.5m | Reduced -250.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 116.1k $3.5m | Added +21.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 114.1k $3.5m | Added +26.3k |
| FIL Ltd 0.00% of their portfolio | 113.5k $3.4m | Reduced -16.1k |
| GROUP ONE TRADING LLC 0.10% of their portfolio | 110.2k $3.3m | Added +37.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 108.8k $3.3m | Added +16.1k |
| Ruffer LLP 0.11% of their portfolio | 105.1k $3.2m | Added +830 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 104.8k $3.2m | Added +89.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 104.4k $3.2m | Reduced -8.9k |
| OMERS ADMINISTRATION Corp 0.02% of their portfolio | 103.4k $3.1m | Added +14.4k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.18% of their portfolio | 93.9k $2.8m | New |
| Sender Co & Partners, Inc. 1.15% of their portfolio | 90.1k $2.7m | Added +32.7k |
| Granahan Investment Management, LLC 0.09% of their portfolio | 87.4k $2.7m | Added +5.4k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 80.7k $2.4m | Reduced -66.9k |
| GARDNER RUSSO & QUINN LLC 0.03% of their portfolio | 80.0k $2.4m | Unchanged |