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. Holder counts are more reliable. Implied quarter-end price ≈ $10.59. Options: 9 managers hold calls ($827.0k notional), 10 hold puts ($5.8m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 151 |
| Q4 2022 | 169 |
| Q1 2023 | 162 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 83 | 69 |
| Q1 2023 | 83 | 75 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $18.3m | $20.6m | 1.12 |
| Q4 2022 | $8.6m | $13.7m | 1.59 |
| Q1 2023 | $827.0k | $5.8m | 7.01 |
Biggest buyers
| FMR LLC | Added | +5.9m |
| MILLENNIUM MANAGEMENT LLC | Added | +938.1k |
| Duquesne Family Office LLC | New | +646.5k |
| BANK OF AMERICA CORP /DE/ | Added | +578.8k |
| TWO SIGMA INVESTMENTS, LP | Added | +404.5k |
| RENAISSANCE TECHNOLOGIES LLC | New | +379.5k |
| ExodusPoint Capital Management, LP | Added | +283.7k |
| STATE STREET CORP | Added | +281.9k |
| Portolan Capital Management, LLC | New | +248.4k |
| MORGAN STANLEY | Added | +219.4k |
Biggest sellers
| LORD, ABBETT & CO. LLC | Sold out | -3.0m |
| T. Rowe Price Investment Management, Inc. | Reduced | -2.2m |
| MFN Partners Management, LP | Reduced | -1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -943.7k |
| Balyasny Asset Management L.P. | Sold out | -773.9k |
| Durable Capital Partners LP | Reduced | -636.4k |
| BAILLIE GIFFORD & CO | Reduced | -577.7k |
| Engle Capital Management, L.P. | Reduced | -138.0k |
| Chimera Capital Management LLC | Sold out | -122.4k |
| TIGER GLOBAL MANAGEMENT LLC | Sold out | -115.9k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $385.5k36.4k shares |
| PEAK6 Investments LLC | Reduced | $182.1k17.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $117.5k11.1k shares |
| JANE STREET GROUP, LLC | Reduced | $114.4k10.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $20.0k1.9k shares |
| GROUP ONE TRADING LLC | Unchanged | $6.4k600 shares |
| Walleye Capital LLC | New | $1.1k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Reduced | $0700 shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $1.7m157.3k shares |
| CITADEL ADVISORS LLC | Reduced | $1.2m110.9k shares |
| JPMORGAN CHASE & CO | Unchanged | $953.0k90.0k shares |
| Caption Management, LLC | New | $794.2k75.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $615.3k58.1k shares |
| UBS Group AG | Reduced | $238.3k22.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $176.0k16.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $140.0k13.5k shares |
| GROUP ONE TRADING LLC | Reduced | $40.2k3.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q1 2023
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 |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 7 | $115.4m | — |
| Q1 2022 | 0 | — | 4 | $1.2m | — |
| Q2 2022 | 0 | — | 3 | $245.6k | — |
| Q3 2022 | 0 | — | 3 | $231.2k | — |
| Q4 2022 | 0 | — | 3 | $485.9k | — |
| Q1 2023 | 0 | — | 4 | $455.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-13 | Miller Steven Clive Chief Financial Officer | Sold | $89.9k8.3k shares |
| 2023-03-10 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold | $71.9k6.5k shares |
| 2023-03-10 | Gilboa David Abraham Co-Chief Executive Officer, director | Sold | $71.9k6.5k shares |
| 2023-03-10 | Miller Steven Clive Chief Financial Officer | Sold | $66.2k6.0k shares |
| 2023-03-07 | Briggs Teresa Director · By Trust | Sold | $227.7k18.9k shares |
| 2023-02-03 | Durable Capital Partners LP 10% owner · See footnote 1 | Sold | $161.8k9.5k shares |
| 2023-02-02 | Durable Capital Partners LP 10% owner · See footnote 1 | Sold | $9.8m566.4k shares |
| 2023-01-27 | Durable Capital Partners LP 10% owner · See footnote 1 | Sold | $481.8k28.3k shares |
| 2023-01-26 | Durable Capital Partners LP 10% owner · See footnote 1 | Sold | $171.4k10.0k shares |
| 2023-01-24 | Durable Capital Partners LP 10% owner · See footnote 1 | Sold | $237.5k14.0k shares |
| 2023-01-18 | Durable Capital Partners LP 10% owner · See footnote 1 | Sold | $45.7k2.7k shares |
| 2023-01-17 | Durable Capital Partners LP 10% owner · See footnote 1 | Sold | $92.0k5.5k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 18.3m $193.5m | Added +5.9m |
| D1 Capital Partners L.P. 2.98% of their portfolio | 14.9m $158.3m | Unchanged |
| Durable Capital Partners LP 1.10% of their portfolio | 11.0m $116.9m | Reduced -636.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 7.5m $79.2m | Added +191.7k |
| BAILLIE GIFFORD & CO 0.05% of their portfolio | 5.7m $60.4m | Reduced -577.7k |
| General Catalyst Group Management, LLC 6.21% of their portfolio | 5.7m $59.9m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 5.3m $55.9m | Added +148.5k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 5.2m $55.3m | Reduced -2.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 3.6m $38.4m | Reduced -943.7k |
| STATE STREET CORP 0.00% of their portfolio | 2.0m $21.3m | Added +281.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $13.9m | Added +68.8k |
| Rock Springs Capital Management LP 0.33% of their portfolio | 1.3m $13.8m | Added +81.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.1m $11.6m | Reduced -93.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 999.4k $10.6m | Added +938.1k |
| GILDER GAGNON HOWE & CO LLC 0.15% of their portfolio | 837.4k $8.9m | Added +4.6k |
| MORGAN STANLEY 0.00% of their portfolio | 806.5k $8.5m | Added +219.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 699.8k $7.4m | Added +5.5k |
| Duquesne Family Office LLC 0.30% of their portfolio | 646.5k $6.8m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 640.9k $6.8m | Added +578.8k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 611.1k $6.5m | Added +404.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 509.5k $5.4m | Reduced -1.8k |
| MFN Partners Management, LP 0.22% of their portfolio | 462.7k $4.9m | Reduced -1.4m |
| JACOBSON & SCHMITT ADVISORS, LLC 1.28% of their portfolio | 421.9k $4.5m | Reduced -1.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 379.5k $4.0m | New |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 376.6k $4.0m | Added +283.7k |
| POLEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 345.1k $3.7m | Reduced -4.5k |
| SEGALL BRYANT & HAMILL, LLC 0.04% of their portfolio | 310.8k $3.3m | Added +3.9k |
| BAMCO INC /NY/ 0.01% of their portfolio | 290.6k $3.1m | Reduced -45.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 290.4k $3.1m | Added +41.7k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 287.9k $3.0m | Added +59.8k |
| Portolan Capital Management, LLC 0.25% of their portfolio | 248.4k $2.6m | New |
| TWINBEECH CAPITAL LP 0.05% of their portfolio | 243.6k $2.6m | Added +195.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 234.9k $2.5m | Added +47.7k |
| Walleye Capital LLC 0.05% of their portfolio | 234.7k $2.5m | Added +179.4k |
| TD Asset Management Inc 0.00% of their portfolio | 224.0k $2.4m | Reduced -58.0k |
| Squarepoint Ops LLC 0.02% of their portfolio | 209.7k $2.2m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 201.4k $2.1m | Added +69.3k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 193.8k $2.1m | Reduced -951 |
| ALGERT GLOBAL LLC 0.09% of their portfolio | 177.6k $1.9m | Added +145.6k |
| BERYLSON CAPITAL PARTNERS, LLC 4.34% of their portfolio | 163.0k $1.7m | Added +39.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 157.7k $1.7m | Added +10.0k |
| Trexquant Investment LP 0.05% of their portfolio | 156.1k $1.7m | Added +131.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 155.7k $1.6m | Reduced -37.1k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 153.1k $1.6m | Added +94.4k |
| PDT Partners, LLC 0.22% of their portfolio | 152.5k $1.6m | Added +78.6k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 148.6k $1.6m | Added +132.1k |
| Swiss National Bank 0.00% of their portfolio | 145.0k $1.5m | Reduced -16.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 143.6k $1.5m | Added +55.0k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 143.3k $1.5m | Reduced -27.6k |
| Tao Capital Management LP 1.13% of their portfolio | 134.5k $1.4m | Unchanged |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 125.9k $1.3m | Added +15.4k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 122.6k $1.3m | Added +99.0k |
| Corient Private Wealth LP 0.00% of their portfolio | 119.7k $1.3m | Added +102 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 114.0k $1.2m | Added +18.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 112.9k $1.2m | Reduced -57.4k |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 111.9k $1.2m | Added +580 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 110.0k $1.2m | Added +3.7k |
| Engle Capital Management, L.P. 0.36% of their portfolio | 103.0k $1.1m | Reduced -138.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 102.8k $1.1m | Added +8.1k |
| Soviero Asset Management, LP 0.54% of their portfolio | 100.0k $1.1m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 90.0k $953.5k | Reduced -1.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 85.5k $905.6k | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 81.3k $860.5k | Added +59.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 79.3k $840.2k | Added +32.1k |
| Invesco Ltd. 0.00% of their portfolio | 74.1k $784.4k | Added +39.9k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 67.6k $716.0k | New |
| HAMILTON LANE ADVISORS LLC 0.12% of their portfolio | 64.7k $685.8k | Added +32.4k |
| Northwest & Ethical Investments L.P. 0.02% of their portfolio | 60.7k $642.3k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 55.9k $592.3k | Added +29.1k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 55.3k $585.7k | Added +2.4k |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 53.1k $562.5k | Added +62 |
| FourThought Financial Partners, LLC 0.07% of their portfolio | 50.7k $537.2k | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.07% of their portfolio | 46.3k $490.8k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 44.7k $473.2k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 44.3k $469.1k | Reduced -14.3k |
| Engineers Gate Manager LP 0.02% of their portfolio | 43.2k $457.2k | Added +29.2k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 43.0k $455.8k | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 40.3k $426.6k | Added +802 |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 39.4k $417.0k | Added +16.6k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 37.7k $399.6k | Unchanged |
| Gotham Asset Management, LLC 0.01% of their portfolio | 35.8k $379.6k | Reduced -42.2k |
| Caption Management, LLC 0.08% of their portfolio | 33.7k $356.9k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 32.3k $341.7k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 30.2k $320.0k | Added +1.7k |
| AIA Group Ltd 0.02% of their portfolio | 29.9k $316.5k | Added +16.5k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 29.7k $314.5k | Added +16.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 29.3k $310.2k | New |
| Versor Investments LP 0.04% of their portfolio | 28.4k $301.2k | Added +14.6k |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 26.8k $284.0k | Reduced -84.4k |
| EQUITABLE TRUST CO 0.02% of their portfolio | 22.9k $242.6k | Reduced -2.8k |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 22.1k $235.0k | Added +21.6k |
| BROWN ADVISORY INC 0.00% of their portfolio | 21.6k $229.3k | Reduced -36.3k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 20.8k $220.0k | Reduced -28.4k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 19.5k $206.1k | Added +542 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 18.5k $195.8k | Added +15.4k |
| Verition Fund Management LLC 0.00% of their portfolio | 17.6k $186.1k | New |
| Strategic Family Wealth Counselors, L.L.C. 0.09% of their portfolio | 17.3k $183.3k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 17.3k $182.7k | Reduced -2.0k |
| BESSEMER GROUP INC 0.00% of their portfolio | 17.1k $182.0k | Unchanged |
| SVB WEALTH LLC 0.00% of their portfolio | 17.1k $180.8k | Unchanged |