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 ($3.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.23. Options: 13 managers hold calls ($6.5m notional), 13 hold puts ($9.3m).
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 82 | 71 |
| Q3 2023 | 82 | 68 |
| Q4 2023 | 88 | 81 |
| Q1 2024 | 83 | 78 |
| Q2 2024 | 121 | 65 |
| Q3 2024 | 118 | 74 |
| Q4 2024 | 125 | 96 |
| Q1 2025 | 152 | 111 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $30.7m | $32.2m | 1.05 |
| Q3 2024 | $26.6m | $28.9m | 1.08 |
| Q4 2024 | $42.5m | $41.8m | 0.98 |
| Q1 2025 | $6.5m | $9.3m | 1.43 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +2.0m |
| Durable Capital Partners LP | Added | +1.2m |
| 12 West Capital Management LP | New | +1.2m |
| Balyasny Asset Management L.P. | New | +1.1m |
| GOLDMAN SACHS GROUP INC | Added | +989.2k |
| CITADEL ADVISORS LLC | Added | +831.9k |
| Broad Bay Capital Management, LP | New | +787.5k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +759.1k |
| BANK OF AMERICA CORP /DE/ | Added | +712.8k |
| TUDOR INVESTMENT CORP ET AL | New | +707.4k |
Biggest sellers
| General Catalyst Group Management, LLC | Sold out | -5.7m |
| D1 Capital Partners L.P. | Reduced | -5.0m |
| FMR LLC | Reduced | -3.4m |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Reduced | -1.6m |
| JPMORGAN CHASE & CO | Reduced | -527.2k |
| Driehaus Capital Management LLC | Reduced | -374.9k |
| TimesSquare Capital Management, LLC | Reduced | -323.2k |
| BAILLIE GIFFORD & CO | Reduced | -318.9k |
| NATIXIS ADVISORS, LLC | Reduced | -298.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -284.9k |
Biggest calls
| PEAK6 LLC | Reduced | $1.8m100.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4m74.8k shares |
| Symmetry Investments LP | New | $911.5k50.0k shares |
| Point72 Asset Management, L.P. | Reduced | $581.5k31.9k shares |
| J. Goldman & Co LP | Unchanged | $546.9k30.0k shares |
| D. E. Shaw & Co., Inc. | New | $413.8k22.7k shares |
| IMC-Chicago, LLC | Reduced | $295.3k16.2k shares |
| Walleye Capital LLC | Reduced | $185.9k10.2k shares |
| MILLENNIUM MANAGEMENT LLC | New | $182.3k10.0k shares |
| CITADEL ADVISORS LLC | Added | $127.6k7.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $2.4m133.1k shares |
| Symmetry Investments LP | New | $1.6m88.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3m69.6k shares |
| BARCLAYS PLC | Unchanged | $1.1m60.0k shares |
| Point72 Asset Management, L.P. | Reduced | $805.8k44.2k shares |
| PEAK6 LLC | Added | $619.8k34.0k shares |
| IMC-Chicago, LLC | Reduced | $481.3k26.4k shares |
| MILLENNIUM MANAGEMENT LLC | New | $320.8k17.6k shares |
| JANE STREET GROUP, LLC | Reduced | $319.0k17.5k shares |
| CSS LLC/IL | Reduced | $182.3k10.0k 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 in Q1 2025
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 2023 | 0 | — | 3 | $148.4k | $148.4k |
| Q3 2023 | 0 | — | 4 | $276.3k | — |
| Q4 2023 | 0 | — | 3 | $1.1m | $460.9k |
| Q1 2024 | 0 | — | 3 | $2.3m | $1.9m |
| Q2 2024 | 0 | — | 4 | $7.1m | $7.1m |
| Q3 2024 | 1 | $965.8k | 3 | $2.0m | $1.8m |
| Q4 2024 | 0 | — | 3 | $19.7m | $18.6m |
| Q1 2025 | 0 | — | 3 | $27.7m | $27.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-04 | Gilboa David Abraham Co-Chief Executive Officer, director | Sold plan | $4.8m203.0k shares |
| 2025-03-04 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $657.8k28.0k shares |
| 2025-03-04 | Miller Steven Clive Chief Financial Officer | Sold | $274.8k11.7k shares |
| 2025-03-03 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $3.7m150.0k shares |
| 2025-01-30 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $1.4m50.0k shares |
| 2025-01-03 | Gilboa David Abraham Co-Chief Executive Officer, director | Sold plan | $940.1k37.0k shares |
| 2025-01-02 | Gilboa David Abraham Co-Chief Executive Officer, director | Sold plan | $8.5m338.0k shares |
| 2025-01-02 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $7.5m300.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| Durable Capital Partners LP 1.66% of their portfolio | 10.2m $186.2m | Added +1.2m |
| VANGUARD GROUP INC 0.00% of their portfolio | 9.7m $176.8m | Reduced -118.6k |
| BlackRock, Inc. 0.00% of their portfolio | 8.1m $147.3m | Reduced -265.6k |
| FMR LLC 0.00% of their portfolio | 2.7m $48.4m | Reduced -3.4m |
| MARSHALL WACE, LLP 0.06% of their portfolio | 2.6m $47.5m | Added +371.1k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 2.5m $44.8m | Added +312.5k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 2.3m $42.4m | Added +2.0m |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 2.2m $39.6m | Added +416.8k |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 2.2m $39.5m | Added +401.7k |
| STATE STREET CORP 0.00% of their portfolio | 2.1m $38.6m | Reduced -30.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.1m $37.4m | Added +55.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.9m $34.4m | Added +989.2k |
| BAILLIE GIFFORD & CO 0.03% of their portfolio | 1.8m $33.3m | Reduced -318.9k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 1.8m $32.4m | Reduced -30.4k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.7m $31.9m | Added +253.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 1.7m $31.7m | Reduced -264.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.7m $31.4m | Added +88.9k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 1.7m $30.9m | Reduced -35.7k |
| GILDER GAGNON HOWE & CO LLC 0.40% of their portfolio | 1.7m $30.6m | Reduced -3.1k |
| Nuveen, LLC 0.01% of their portfolio | 1.7m $30.5m | First filing |
| TimesSquare Capital Management, LLC 0.39% of their portfolio | 1.3m $24.5m | Reduced -323.2k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.3m $22.8m | Added +831.9k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 1.2m $22.3m | Added +459.5k |
| 12 West Capital Management LP 3.16% of their portfolio | 1.2m $21.4m | New |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 1.1m $20.5m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $20.1m | Added +712.8k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.20% of their portfolio | 1.1m $19.7m | Reduced -1.6m |
| UBS Group AG 0.00% of their portfolio | 1.0m $18.5m | Added +573.5k |
| Rock Springs Capital Management LP 0.87% of their portfolio | 835.0k $15.2m | Reduced -85.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 789.1k $14.4m | Reduced -22.0k |
| Broad Bay Capital Management, LP 2.16% of their portfolio | 787.5k $14.4m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 770.1k $14.0m | Added +759.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 744.6k $13.6m | Added +2.0k |
| TUDOR INVESTMENT CORP ET AL 0.11% of their portfolio | 707.4k $12.9m | New |
| MORGAN STANLEY 0.00% of their portfolio | 618.8k $11.3m | Reduced -105.8k |
| GREAT LAKES ADVISORS, LLC 0.10% of their portfolio | 601.5k $11.0m | Reduced -1.4k |
| Squarepoint Ops LLC 0.03% of their portfolio | 593.2k $10.8m | Added +432.3k |
| Driehaus Capital Management LLC 0.10% of their portfolio | 589.5k $10.7m | Reduced -374.9k |
| Trexquant Investment LP 0.11% of their portfolio | 538.9k $9.8m | Added +376.9k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 523.5k $9.5m | Added +20.6k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% of their portfolio | 496.2k $9.0m | Reduced -2.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 476.4k $8.7m | Reduced -527.2k |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY 1.15% of their portfolio | 448.0k $8.2m | New |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 420.1k $7.7m | Added +107.8k |
| Jump Financial, LLC 0.11% of their portfolio | 386.8k $7.1m | Added +190.4k |
| Engineers Gate Manager LP 0.12% of their portfolio | 386.4k $7.0m | Added +30.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 377.0k $6.9m | Reduced -64.6k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 373.6k $6.8m | Added +354.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 372.7k $6.8m | Added +319.3k |
| LORD, ABBETT & CO. LLC 0.02% of their portfolio | 361.2k $6.6m | Added +25.6k |
| Walleye Capital LLC 0.07% of their portfolio | 350.5k $6.4m | Added +348.4k |
| Zweig-DiMenna Associates LLC 1.02% of their portfolio | 348.1k $6.3m | Reduced -47.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 330.8k $6.0m | Reduced -10.9k |
| CHILTON INVESTMENT CO INC. 0.13% of their portfolio | 302.1k $5.5m | Reduced -1.6k |
| Verition Fund Management LLC 0.03% of their portfolio | 295.5k $5.4m | Added +213.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 279.4k $5.1m | Added +107.0k |
| MAVERICK CAPITAL LTD 0.09% of their portfolio | 276.3k $5.0m | New |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 274.6k $5.0m | Added +32.1k |
| TWINBEECH CAPITAL LP 0.09% of their portfolio | 273.2k $5.0m | New |
| Portolan Capital Management, LLC 0.37% of their portfolio | 267.7k $4.9m | Reduced -174.1k |
| D1 Capital Partners L.P. 0.07% of their portfolio | 257.3k $4.7m | Reduced -5.0m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 257.0k $4.7m | Added +38.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 254.8k $4.6m | Added +103.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 247.2k $4.5m | First filing |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio | 236.6k $4.3m | New |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 217.6k $4.0m | Added +93.2k |
| CASTLEARK MANAGEMENT LLC 0.13% of their portfolio | 201.1k $3.7m | Added +23.7k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 187.4k $3.4m | Reduced -298.8k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 185.9k $3.4m | Reduced -41.3k |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 182.7k $3.3m | Added +15.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 171.3k $3.1m | Added +86.1k |
| Swiss National Bank 0.00% of their portfolio | 167.4k $3.1m | Reduced -900 |
| BARCLAYS PLC 0.00% of their portfolio | 163.3k $3.0m | Reduced -39.9k |
| CITIGROUP INC 0.00% of their portfolio | 161.1k $2.9m | Added +56.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 158.6k $2.9m | Reduced -284.9k |
| PDT Partners, LLC 0.20% of their portfolio | 154.0k $2.8m | Added +110.8k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 148.1k $2.7m | Reduced -3.0k |
| POLEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 147.1k $2.7m | Reduced -172.8k |
| Alberta Investment Management Corp 0.02% of their portfolio | 139.0k $2.5m | Reduced -27.9k |
| Tao Capital Management LP 2.11% of their portfolio | 134.5k $2.5m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 130.6k $2.4m | Added +6.7k |
| Invesco Ltd. 0.00% of their portfolio | 121.5k $2.2m | Reduced -31.4k |
| Corient Private Wealth LP 0.00% of their portfolio | 121.2k $2.2m | Added +1.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 117.6k $2.1m | Added +54.1k |
| Neo Ivy Capital Management 0.67% of their portfolio | 115.4k $2.1m | Added +114.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 115.0k $2.1m | Reduced -10.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 111.3k $2.0m | New |
| J. Goldman & Co LP 0.07% of their portfolio | 107.4k $2.0m | Reduced -276.2k |
| AIA Group Ltd 0.05% of their portfolio | 107.0k $1.9m | Reduced -65.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 104.4k $1.9m | Reduced -32.5k |
| AlpInvest Partners B.V. 2.70% of their portfolio | 100.8k $1.8m | New |
| Knights of Columbus Asset Advisors LLC 0.12% of their portfolio | 98.3k $1.8m | Added +2.6k |
| Legal & General Group Plc 0.00% of their portfolio | 97.5k $1.8m | Added +3.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 97.4k $1.8m | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.15% of their portfolio | 94.8k $1.7m | Added +12.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 89.5k $1.6m | Unchanged |
| Symmetry Investments LP 0.14% of their portfolio | 88.2k $1.6m | Reduced -266.2k |
| Mission Creek Capital Partners, Inc. 0.39% of their portfolio | 87.6k $1.6m | New |
| Nebula Research & Development LLC 0.15% of their portfolio | 87.6k $1.6m | Added +18.1k |
| OMERS ADMINISTRATION Corp 0.01% of their portfolio | 82.0k $1.5m | Added +59.6k |