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 ($11.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.00. Options: 15 managers hold calls ($38.7m notional), 12 hold puts ($55.2m).
Trends to Q1 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 |
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 2024 | 121 | 65 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $24.1m | $10.0m | 0.42 |
| Q3 2025 | $8.7m | $43.3m | 5.00 |
| Q4 2025 | $45.4m | $98.6m | 2.17 |
| Q1 2026 | $38.7m | $55.2m | 1.43 |
Biggest buyers
| Capital World Investors | New | +1.4m |
| 12 West Capital Management LP | New | +1.3m |
| Woodline Partners LP | New | +1.1m |
| Artemis Investment Management LLP | New | +926.0k |
| RAYMOND JAMES FINANCIAL INC | Added | +862.2k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Added | +722.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +600.7k |
| DF DENT & CO INC | New | +528.1k |
| J. Goldman & Co LP | Added | +463.6k |
| JPMORGAN CHASE & CO | Added | +409.0k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -2.0m |
| Bank of New York Mellon Corp | Reduced | -1.1m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.0m |
| Durable Capital Partners LP | Reduced | -914.1k |
| Portolan Capital Management, LLC | Reduced | -731.5k |
| BlackRock, Inc. | Reduced | -721.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -589.6k |
| GILDER GAGNON HOWE & CO LLC | Reduced | -541.4k |
| FRED ALGER MANAGEMENT, LLC | Reduced | -514.4k |
| Qube Research & Technologies Ltd | Reduced | -479.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.9m327.0k shares |
| BARCLAYS PLC | New | $6.3m300.0k shares |
| Balyasny Asset Management L.P. | Added | $5.3m250.0k shares |
| CITADEL ADVISORS LLC | Added | $3.6m170.0k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $3.3m158.4k shares |
| SIMPLEX TRADING, LLC | Added | $2.2m104.7k shares |
| JANE STREET GROUP, LLC | Added | $2.2m104.6k shares |
| Caption Management, LLC | Unchanged | $2.1m100.0k shares |
| J. Goldman & Co LP | Reduced | $1.7m80.2k shares |
| GROUP ONE TRADING LLC | Added | $1.5m72.4k shares |
Biggest puts
| BlackBarn Capital Partners LP | Reduced | $21.1m1.0m shares |
| GOLDMAN SACHS GROUP INC | Added | $14.9m706.3k shares |
| CITADEL ADVISORS LLC | Added | $5.0m237.9k shares |
| JANE STREET GROUP, LLC | Added | $4.9m233.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.3m156.1k shares |
| IMC-Chicago, LLC | Added | $3.1m147.6k shares |
| SIG BROKERAGE, LP | New | $1.6m75.0k shares |
| MIRAE ASSET SECURITIES (USA) INC. | New | $1.2m55.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $82.2k3.9k shares |
| Walleye Capital LLC | Reduced | $67.4k3.2k 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 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 0 | — | 4 | $10.6m | $9.5m |
| Q4 2025 | 0 | — | 5 | $14.8m | $12.5m |
| Q1 2026 | 0 | — | 4 | $11.7m | $10.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-11 | Raider Jeffrey Jacob Director | Sold | $635.8k25.0k shares |
| 2026-03-04 | SINGER BRADLEY E Director | Sold | $434.8k15.8k shares |
| 2026-01-13 | Gilboa David Abraham Co-Chief Executive Officer, director | Sold plan | $2.4m80.1k shares |
| 2026-01-13 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $19.8k660 shares |
| 2026-01-09 | Gilboa David Abraham Co-Chief Executive Officer, director | Sold plan | $579.1k19.9k shares |
| 2026-01-07 | Gilboa David Abraham Co-Chief Executive Officer, director | Sold plan | $2.0m75.0k shares |
| 2026-01-07 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $1.4m50.0k shares |
| 2026-01-06 | Blumenthal Neil Harris Co-Chief Executive Officer, director | Sold plan | $3.8m150.0k shares |
| 2026-01-06 | Gilboa David Abraham Co-Chief Executive Officer, director | Sold plan | $1.2m50.0k shares |
| 2026-01-02 | Gilboa David Abraham Co-Chief Executive Officer, director | Sold plan | $561.5k25.0k 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 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.02% of their portfolio | 15.5m $327.1m | Added +154.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 10.1m $205.2m | Added +409.0k |
| BlackRock, Inc. 0.00% of their portfolio | 7.3m $152.9m | Reduced -721.6k |
| Durable Capital Partners LP 1.39% of their portfolio | 6.4m $134.8m | Reduced -914.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 5.3m $112.3m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.4m $92.8m | First filing |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.64% of their portfolio | 3.0m $63.8m | Added +722.6k |
| STATE STREET CORP 0.00% of their portfolio | 2.4m $51.1m | Added +15.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.4m $50.0m | Added +77.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.16% of their portfolio | 2.3m $48.7m | Reduced -2.0m |
| MORGAN STANLEY 0.00% of their portfolio | 1.8m $37.0m | Reduced -282.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.7m $36.3m | Added +166.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 1.6m $34.0m | Reduced -227.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.5m $32.1m | Reduced -1.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.5m $31.4m | Reduced -589.6k |
| SRS Investment Management, LLC 0.32% of their portfolio | 1.4m $30.3m | Added +4.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.4m $29.0m | Added +325.2k |
| Capital World Investors 0.00% of their portfolio | 1.4m $28.7m | New |
| Artisan Partners Limited Partnership 0.05% of their portfolio | 1.3m $28.3m | Added +243.6k |
| 12 West Capital Management LP 4.64% of their portfolio | 1.3m $27.5m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.3m $27.3m | Reduced -82.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 1.1m $23.6m | Added +862.2k |
| Woodline Partners LP 0.09% of their portfolio | 1.1m $22.9m | New |
| J. Goldman & Co LP 1.05% of their portfolio | 1.1m $22.8m | Added +463.6k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 3.72% of their portfolio | 1.1m $22.2m | Unchanged |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 960.3k $20.2m | Reduced -5.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 941.7k $19.8m | Added +600.7k |
| TimesSquare Capital Management, LLC 0.33% of their portfolio | 928.7k $19.6m | Reduced -424.9k |
| Artemis Investment Management LLP 0.21% of their portfolio | 926.0k $19.5m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 817.5k $17.2m | Reduced -9.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 811.4k $17.1m | Added +33.9k |
| UBS Group AG 0.00% of their portfolio | 771.7k $16.3m | Added +35.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 691.3k $14.6m | First filing |
| Atreides Management, LP 0.35% of their portfolio | 687.0k $14.5m | Added +293.9k |
| Ranger Investment Management, L.P. 1.03% of their portfolio | 677.3k $14.3m | Reduced -294.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 563.4k $11.9m | Reduced -112.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 552.8k $11.6m | Reduced -1.0m |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 540.3k $11.4m | Added +322.2k |
| DF DENT & CO INC 0.21% of their portfolio | 528.1k $11.1m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 527.4k $11.1m | Added +314.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 521.0k $11.0m | Added +74.7k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 506.6k $10.7m | Added +105.0k |
| Portolan Capital Management, LLC 0.56% of their portfolio | 500.7k $10.5m | Reduced -731.5k |
| Senator Investment Group LP 0.48% of their portfolio | 500.0k $10.5m | Added +122.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 469.5k $9.9m | Added +133.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 469.4k $9.9m | Reduced -159.5k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.04% of their portfolio | 456.1k $9.6m | Added +32.8k |
| Nuveen, LLC 0.00% of their portfolio | 452.2k $9.5m | Reduced -72.4k |
| CITIGROUP INC 0.01% of their portfolio | 450.3k $9.5m | Added +225.8k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% of their portfolio | 398.2k $8.4m | Reduced -41.6k |
| Divisadero Street Capital Management, LP 0.38% of their portfolio | 383.9k $8.1m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 367.0k $8.0m | Added +68.7k |
| CHILTON INVESTMENT CO INC. 0.16% of their portfolio | 316.4k $6.7m | Reduced -1.6k |
| GILDER GAGNON HOWE & CO LLC 0.08% of their portfolio | 312.7k $6.6m | Reduced -541.4k |
| ExodusPoint Capital Management, LP 0.06% of their portfolio | 295.6k $6.2m | New |
| Simplify Asset Management Inc. 0.09% of their portfolio | 290.8k $6.1m | Reduced -109.5k |
| Impax Asset Management Group plc 0.04% of their portfolio | 275.0k $5.8m | Reduced -110.0k |
| PALISADE CAPITAL MANAGEMENT, LP 0.19% of their portfolio | 271.8k $5.7m | Reduced -15.5k |
| Clearline Capital LP 0.44% of their portfolio | 266.3k $5.6m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 263.7k $5.6m | Added +46.9k |
| Nishkama Capital, LLC 0.78% of their portfolio | 261.4k $5.5m | Reduced -219.7k |
| Susquehanna Portfolio Strategies, LLC 0.08% of their portfolio | 261.2k $5.5m | Reduced -66.3k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 228.4k $4.8m | Reduced -155.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 220.2k $4.6m | Added +41.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 212.2k $4.5m | Reduced -117.8k |
| Verition Fund Management LLC 0.04% of their portfolio | 205.8k $4.3m | Added +141.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 204.5k $4.3m | Reduced -36.0k |
| LORD, ABBETT & CO. LLC 0.01% of their portfolio | 189.2k $4.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 187.5k $4.0m | Reduced -11.0k |
| Lighthouse Investment Partners, LLC 0.14% of their portfolio | 183.2k $3.9m | Added +63.4k |
| Swiss National Bank 0.00% of their portfolio | 179.1k $3.8m | Added +2.7k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.08% of their portfolio | 177.3k $3.7m | Added +6.6k |
| Bridgewater Associates, LP 0.02% of their portfolio | 171.5k $3.6m | New |
| BAILLIE GIFFORD & CO 0.00% of their portfolio | 169.1k $3.6m | Reduced -60.9k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 147.6k $3.1m | Added +80.3k |
| First Eagle Investment Management, LLC 0.00% of their portfolio | 135.1k $2.8m | Reduced -217.9k |
| Atika Capital Management LLC 0.45% of their portfolio | 135.0k $2.8m | Reduced -114.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 134.5k $2.8m | Reduced -48.2k |
| Tao Capital Management LP 2.38% of their portfolio | 134.5k $2.8m | Unchanged |
| Bedell Frazier Investment Counselling, LLC 0.57% of their portfolio | 133.8k $2.8m | Added +88.6k |
| FIL Ltd 0.00% of their portfolio | 129.6k $2.7m | Added +26.3k |
| SG Americas Securities, LLC 0.00% of their portfolio | 128.8k $2.7m | New |
| Indivisible Partners 0.24% of their portfolio | 127.2k $2.7m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 126.7k $2.7m | Added +37.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 126.5k $2.7m | Added +497 |
| Corient Private Wealth LP 0.00% of their portfolio | 116.7k $2.5m | Reduced -125.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 113.3k $2.4m | Added +29.4k |
| Maridea Wealth Management LLC 0.35% of their portfolio | 112.6k $2.4m | Added +72.3k |
| LPL Financial LLC 0.00% of their portfolio | 111.5k $2.4m | Reduced -14.9k |
| Niles Investment Management, LLC 2.09% of their portfolio | 110.4k $2.3m | Added +47.2k |
| Ruffer LLP 0.09% of their portfolio | 104.3k $2.2m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 98.5k $2.1m | Added +18.7k |
| Invesco Ltd. 0.00% of their portfolio | 98.0k $2.1m | Reduced -19.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 94.4k $2.0m | Added +9.0k |
| IMC-Chicago, LLC 0.03% of their portfolio | 93.5k $2.0m | Added +9.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 92.7k $2.0m | Reduced -1.7k |
| OMERS ADMINISTRATION Corp 0.01% of their portfolio | 89.0k $1.9m | Reduced -7.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 87.8k $1.8m | Added +7.4k |
| Legal & General Group Plc 0.00% of their portfolio | 85.1k $1.8m | Reduced -13.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 85.0k $1.8m | Reduced -142.9k |