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 ($9.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.93. Options: 14 managers hold calls ($24.1m notional), 13 hold puts ($10.0m).
Trends to Q2 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 |
| Q2 2025 | 253 |
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 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 |
| Q2 2025 | 152 | 137 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $26.6m | $28.9m | 1.08 |
| Q4 2024 | $42.5m | $41.8m | 0.98 |
| Q1 2025 | $6.5m | $9.3m | 1.43 |
| Q2 2025 | $24.1m | $10.0m | 0.42 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +4.7m |
| FMR LLC | Added | +3.8m |
| Artisan Partners Limited Partnership | New | +1.3m |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Added | +1.1m |
| Ranger Investment Management, L.P. | New | +1.0m |
| GOLDMAN SACHS GROUP INC | Added | +962.0k |
| Bank of New York Mellon Corp | Added | +884.0k |
| Portolan Capital Management, LLC | Added | +681.6k |
| VANGUARD GROUP INC | Added | +638.2k |
| CHILTON INVESTMENT CO INC. | Added | +386.5k |
Biggest sellers
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.9m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.4m |
| 12 West Capital Management LP | Sold out | -1.2m |
| Rock Springs Capital Management LP | Sold out | -835.0k |
| Broad Bay Capital Management, LP | Sold out | -787.5k |
| MARSHALL WACE, LLP | Reduced | -737.6k |
| D. E. Shaw & Co., Inc. | Reduced | -723.3k |
| CITADEL ADVISORS LLC | Reduced | -627.8k |
| Durable Capital Partners LP | Reduced | -614.6k |
| Driehaus Capital Management LLC | Sold out | -589.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.0m501.4k shares |
| Walleye Trading LLC | New | $3.5m160.6k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $2.2m100.0k shares |
| Point72 Asset Management, L.P. | Added | $2.2m100.0k shares |
| CITADEL ADVISORS LLC | Added | $1.3m59.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $850.9k38.8k shares |
| SIMPLEX TRADING, LLC | Added | $611.0k27.9k shares |
| Belvedere Trading LLC | New | $546.1k24.9k shares |
| GROUP ONE TRADING LLC | Added | $519.7k23.7k shares |
| Marex Group Ltd | New | $429.0k20.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $4.9m224.4k shares |
| BARCLAYS PLC | Unchanged | $1.3m60.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m51.4k shares |
| Point72 Asset Management, L.P. | Reduced | $616.2k28.1k shares |
| PEAK6 LLC | Reduced | $504.4k23.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $372.8k17.0k shares |
| IMC-Chicago, LLC | Reduced | $331.1k15.1k shares |
| SIMPLEX TRADING, LLC | Added | $245.0k11.2k shares |
| JANE STREET GROUP, LLC | Reduced | $208.3k9.5k shares |
| GROUP ONE TRADING LLC | Added | $188.6k8.6k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 1 | $658.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-22 | Moon Youngme E Director | Sold | $658.2k33.1k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 10.3m $226.7m | Added +638.2k |
| Durable Capital Partners LP 1.59% of their portfolio | 9.6m $210.5m | Reduced -614.6k |
| BlackRock, Inc. 0.00% of their portfolio | 8.2m $179.7m | Added +113.5k |
| FMR LLC 0.01% of their portfolio | 6.5m $141.7m | Added +3.8m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 5.2m $113.7m | Added +4.7m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.9m $62.5m | Added +962.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.6m $57.1m | Added +884.0k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 2.2m $49.2m | Added +77.8k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.46% of their portfolio | 2.2m $48.6m | Added +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.2m $48.3m | Added +148.8k |
| STATE STREET CORP 0.00% of their portfolio | 2.2m $47.3m | Added +40.1k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 2.0m $43.7m | Reduced -181.2k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 1.9m $41.0m | Reduced -737.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.8m $39.9m | Added +72.6k |
| BAILLIE GIFFORD & CO 0.03% of their portfolio | 1.8m $39.5m | Reduced -26.1k |
| GILDER GAGNON HOWE & CO LLC 0.39% of their portfolio | 1.7m $37.0m | Added +8.4k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 1.7m $36.3m | Reduced -40.1k |
| Nuveen, LLC 0.01% of their portfolio | 1.5m $31.9m | Reduced -220.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 1.4m $31.1m | Reduced -320.2k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 1.3m $28.5m | Added +79.1k |
| Artisan Partners Limited Partnership 0.04% of their portfolio | 1.3m $27.6m | New |
| TimesSquare Capital Management, LLC 0.35% of their portfolio | 1.1m $24.2m | Reduced -243.5k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 1.1m $23.1m | Reduced -723.3k |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 1.0m $22.5m | Reduced -95.3k |
| Ranger Investment Management, L.P. 1.55% of their portfolio | 1.0m $22.2m | New |
| UBS Group AG 0.00% of their portfolio | 985.7k $21.6m | Reduced -29.0k |
| Portolan Capital Management, LLC 1.31% of their portfolio | 949.3k $20.8m | Added +681.6k |
| MORGAN STANLEY 0.00% of their portfolio | 931.4k $20.4m | Added +312.6k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 913.8k $20.0m | Reduced -1.4m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 822.9k $18.0m | Added +78.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 813.0k $17.8m | Added +23.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 780.2k $17.1m | Reduced -324.5k |
| CHILTON INVESTMENT CO INC. 0.34% of their portfolio | 688.6k $15.1m | Added +386.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 672.4k $14.7m | Reduced -97.7k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 623.7k $13.7m | Reduced -627.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 590.5k $12.9m | Reduced -1.9m |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 561.1k $12.3m | Added +141.1k |
| GREAT LAKES ADVISORS, LLC 0.10% of their portfolio | 535.5k $11.7m | Reduced -66.0k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 523.3k $11.5m | Reduced -203 |
| TUDOR INVESTMENT CORP ET AL 0.08% of their portfolio | 475.9k $10.4m | Reduced -231.5k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio | 453.3k $9.9m | Reduced -42.9k |
| Verition Fund Management LLC 0.05% of their portfolio | 421.0k $9.2m | Added +125.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 385.2k $8.4m | Added +8.2k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 373.0k $8.2m | Added +201.7k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 363.0k $8.0m | Added +175.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 356.4k $7.8m | Added +241.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 354.9k $7.8m | Added +97.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 353.1k $7.7m | Added +324.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 344.7k $7.6m | Added +13.9k |
| Trexquant Investment LP 0.08% of their portfolio | 316.6k $6.9m | Reduced -222.3k |
| Impax Asset Management Group plc 0.04% of their portfolio | 300.0k $6.6m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 297.0k $6.5m | Added +17.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 283.3k $6.2m | Added +251.9k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 275.1k $6.0m | Added +57.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 261.5k $5.7m | Reduced -13.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 240.8k $5.3m | Reduced -132.9k |
| Nebula Research & Development LLC 0.44% of their portfolio | 238.4k $5.2m | Added +150.8k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio | 236.6k $5.2m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 231.0k $5.1m | Added +67.7k |
| Squarepoint Ops LLC 0.01% of their portfolio | 209.3k $4.6m | Reduced -383.9k |
| Point72 (DIFC) Ltd 0.36% of their portfolio | 205.8k $4.5m | New |
| Nicholas Investment Partners, LP 0.39% of their portfolio | 202.1k $4.4m | New |
| Hillsdale Investment Management Inc. 0.16% of their portfolio | 198.6k $4.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 193.9k $4.3m | Added +104.4k |
| MAVERICK CAPITAL LTD 0.06% of their portfolio | 179.6k $3.9m | Reduced -96.6k |
| LORD, ABBETT & CO. LLC 0.01% of their portfolio | 176.7k $3.9m | Reduced -184.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 175.6k $3.8m | Reduced -79.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 169.6k $3.7m | Added +143.4k |
| Contrarius Group Holdings Ltd 0.21% of their portfolio | 169.2k $3.7m | New |
| CITIGROUP INC 0.00% of their portfolio | 167.1k $3.7m | Added +6.0k |
| Swiss National Bank 0.00% of their portfolio | 158.9k $3.5m | Reduced -8.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 158.3k $3.5m | Added +47.0k |
| Nishkama Capital, LLC 0.56% of their portfolio | 155.1k $3.4m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 150.3k $3.3m | Added +19.7k |
| Tao Capital Management LP 2.16% of their portfolio | 134.5k $2.9m | Unchanged |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.06% of their portfolio | 131.0k $2.9m | New |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 127.2k $2.8m | Added +98.8k |
| Corient Private Wealth LP 0.00% of their portfolio | 121.2k $2.7m | Reduced -9 |
| Invesco Ltd. 0.00% of their portfolio | 120.3k $2.6m | Reduced -1.2k |
| Engineers Gate Manager LP 0.03% of their portfolio | 120.3k $2.6m | Reduced -266.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 117.9k $2.6m | Reduced -40.7k |
| PDT Partners, LLC 0.14% of their portfolio | 112.2k $2.5m | Reduced -41.8k |
| Dynamic Technology Lab Private Ltd 0.33% of their portfolio | 111.3k $2.4m | Added +75.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 106.3k $2.3m | New |
| POLEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 105.2k $2.3m | Reduced -41.9k |
| Legal & General Group Plc 0.00% of their portfolio | 103.4k $2.3m | Added +5.9k |
| Knights of Columbus Asset Advisors LLC 0.13% of their portfolio | 96.6k $2.1m | Reduced -1.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 95.8k $2.1m | Reduced -1.7k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.08% of their portfolio | 86.4k $1.9m | Added +8.4k |
| OMERS ADMINISTRATION Corp 0.01% of their portfolio | 84.2k $1.8m | Added +2.2k |
| AIA Group Ltd 0.04% of their portfolio | 81.6k $1.8m | Reduced -25.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 79.9k $1.8m | Added +1.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 77.8k $1.7m | Reduced -169.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 76.7k $1.7m | Added +40.5k |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 76.4k $1.7m | Reduced -4.8k |
| TWINBEECH CAPITAL LP 0.04% of their portfolio | 76.1k $1.7m | Reduced -197.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 72.8k $1.6m | Reduced -44.8k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 72.5k $1.6m | Added +42.8k |
| Eisler Capital Management Ltd. 0.05% of their portfolio | 70.8k $1.6m | New |
| PEAK6 LLC 0.03% of their portfolio | 69.5k $1.5m | New |