WAYFAIR INC W
CL A · Common Stock · CUSIP 94419L101 · ISIN US94419L1017
American e-commerce company
- SectorConsumer discretionary
- IndustryRetail-Catalog & Mail-Order Houses
- HeadquartersBoston, MA
- Founded2002
- Websitewayfair.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 ($22.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $92.39. Options: 35 managers hold calls ($1.4bn notional), 39 hold puts ($692.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 320 |
| Q4 2022 | 300 |
| Q1 2023 | 290 |
| Q2 2023 | 308 |
| Q3 2023 | 328 |
| Q4 2023 | 355 |
| Q1 2024 | 364 |
| Q2 2024 | 336 |
| Q3 2024 | 354 |
| Q4 2024 | 340 |
| Q1 2025 | 319 |
| Q2 2025 | 338 |
| Q3 2025 | 415 |
| Q4 2025 | 483 |
| Q1 2026 | 449 |
| Q2 2026 | 458 |
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 | 181 | 168 |
| Q4 2024 | 166 | 178 |
| Q1 2025 | 161 | 159 |
| Q2 2025 | 186 | 173 |
| Q3 2025 | 267 | 142 |
| Q4 2025 | 288 | 170 |
| Q1 2026 | 236 | 276 |
| Q2 2026 | 242 | 226 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.5bn | $1.4bn | 0.92 |
| Q4 2025 | $1.5bn | $1.2bn | 0.78 |
| Q1 2026 | $1.1bn | $470.5m | 0.45 |
| Q2 2026 | $1.4bn | $692.3m | 0.51 |
Biggest buyers
| Castle Hook Partners LP | Added | +2.4m |
| Contour Asset Management LLC | Added | +2.1m |
| D. E. Shaw & Co., Inc. | Added | +1.5m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.2m |
| Assenagon Asset Management S.A. | Added | +1.1m |
| Wolf Hill Capital Management, LP | New | +1.0m |
| Anomaly Capital Management, LP | Added | +912.0k |
| JANE STREET GROUP, LLC | Added | +780.8k |
| Calamos Advisors LLC | New | +509.2k |
| GOLDMAN SACHS GROUP INC | Added | +396.6k |
Biggest sellers
| Capital World Investors | Reduced | -2.6m |
| JPMORGAN CHASE & CO | Reduced | -2.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -2.0m |
| Balyasny Asset Management L.P. | Reduced | -1.4m |
| UBS Group AG | Reduced | -1.1m |
| BlackRock, Inc. | Reduced | -703.5k |
| Squarepoint Ops LLC | Sold out | -687.9k |
| Southpoint Capital Advisors LP | Sold out | -664.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -657.1k |
| Atreides Management, LP | Reduced | -587.1k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $392.7m4.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $196.2m2.1m shares |
| BARCLAYS PLC | Added | $147.2m1.6m shares |
| CITIGROUP INC | Added | $124.8m1.4m shares |
| Caption Management, LLC | Added | $91.5m990.0k shares |
| CITADEL ADVISORS LLC | Added | $67.9m734.7k shares |
| Walleye Trading LLC | Added | $66.8m722.6k shares |
| Wolf Hill Capital Management, LP | New | $58.6m634.3k shares |
| IMC-Chicago, LLC | Reduced | $45.1m488.4k shares |
| Parallax Volatility Advisers, L.P. | Added | $24.6m265.9k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $94.2m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $94.0m1.0m shares |
| BARCLAYS PLC | Added | $73.9m800.0k shares |
| CITADEL ADVISORS LLC | Added | $65.0m703.5k shares |
| Portman Square Capital LLP | Added | $52.6m569.5k shares |
| Optiver Holding B.V. | Added | $48.7m527.1k shares |
| IMC-Chicago, LLC | Added | $47.8m517.7k shares |
| Walleye Trading LLC | Added | $39.6m428.1k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $27.7m299.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $22.3m241.6k 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 |
|---|---|
| Capital World Investors 13G · institution -3.0 pts · filed 2026-08-12 | 9.7% |
| Conine Steven 13G · exempt (held before listing) -1.1 pts · filed 2026-05-11 | 8.2% |
| Shah Niraj 13G · exempt (held before listing) -1.1 pts · filed 2026-05-11 | 8.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.0% |
Fell to 5% or below in the last year: RENAISSANCE TECHNOLOGIES LLC (4.5%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Alyeska Investment Group, L.P. (0.0%, 2025-11-14), BAILLIE GIFFORD & CO (4.0%, 2025-11-12)
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 | — | 7 | $12.2m | $12.2m |
| Q1 2025 | 0 | — | 6 | $7.6m | $7.6m |
| Q2 2025 | 0 | — | 7 | $14.9m | $14.9m |
| Q3 2025 | 1 | $12.0k | 4 | $91.4m | $91.4m |
| Q4 2025 | 0 | — | 5 | $104.8m | $104.8m |
| Q1 2026 | 0 | — | 5 | $74.8m | $74.8m |
| Q2 2026 | 0 | — | 2 | $18.6m | $18.6m |
| Q3 2026 | 0 | — | 3 | $29.8m | $29.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-14 | Conine Steven Director | Sold plan | $7.1m69.0k shares |
| 2026-09-14 | Shah Niraj Chief Executive Officer, director | Sold plan | $7.1m69.0k shares |
| 2026-09-08 | Blotner Jon Pres., Commercial & Operations | Sold plan | $698.3k7.0k shares |
| 2026-08-12 | Shah Niraj Chief Executive Officer, director | Sold plan | $7.1m69.0k shares |
| 2026-08-12 | Conine Steven Director | Sold plan | $7.1m69.0k shares |
| 2026-07-02 | Blotner Jon Pres., Commercial & Operations | Sold plan | $570.5k5.9k shares |
| 2026-04-24 | Conine Steven Director | Sold plan | $560.8k7.1k shares |
| 2026-04-24 | Shah Niraj Chief Executive Officer, director | Sold plan | $482.5k6.1k shares |
| 2026-04-23 | Shah Niraj Chief Executive Officer, director | Sold plan | $8.8m113.9k shares |
| 2026-04-23 | Conine Steven Director | Sold plan | $8.7m112.9k 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 0.07% of their portfolio | 16.3m $1.5bn | Reduced -812 |
| Capital World Investors 0.12% of their portfolio | 11.2m $1.0bn | Reduced -2.6m |
| BlackRock, Inc. 0.01% of their portfolio | 5.0m $465.3m | Reduced -703.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 4.8m $441.4m | Added +113.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.57% of their portfolio | 4.5m $417.2m | Reduced -458.0k |
| Jupiter Topco LLC 0.17% of their portfolio | 4.5m $413.0m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 4.2m $388.0m | Reduced -190.0k |
| AQR CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 3.1m $284.9m | Added +1.2m |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 7.91% of their portfolio | 2.9m $268.9m | Added +309.7k |
| BAILLIE GIFFORD & CO 0.24% of their portfolio | 2.8m $259.8m | Reduced -50.6k |
| GREAT HILL PARTNERS, L.P. 100.00% of their portfolio | 2.8m $257.8m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.18% of their portfolio | 2.6m $241.5m | Added +108.7k |
| D. E. Shaw & Co., Inc. 0.14% of their portfolio | 2.5m $228.0m | Added +1.5m |
| Castle Hook Partners LP 2.43% of their portfolio | 2.5m $227.0m | Added +2.4m |
| Contour Asset Management LLC 5.24% of their portfolio | 2.4m $221.5m | Added +2.1m |
| Prescott General Partners LLC 10.97% of their portfolio | 2.3m $214.6m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 2.3m $208.8m | Reduced -197.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.9m $178.5m | Reduced -295.5k |
| STATE STREET CORP 0.01% of their portfolio | 1.8m $170.0m | Added +102.3k |
| Assenagon Asset Management S.A. 0.10% of their portfolio | 1.6m $151.3m | Added +1.1m |
| Anomaly Capital Management, LP 4.87% of their portfolio | 1.4m $127.5m | Added +912.0k |
| NORGES BANK 0.01% of their portfolio | 1.3m $121.1m | Not comparable |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 1.3m $116.2m | Added +780.8k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.2m $114.0m | Added +196.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $106.4m | Reduced -4.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.1m $103.3m | Added +396.6k |
| Clearbridge Investments, LLC 0.08% of their portfolio | 1.1m $97.8m | Added +96.6k |
| Wolf Hill Capital Management, LP 9.39% of their portfolio | 1.0m $97.0m | New |
| UBS Group AG 0.01% of their portfolio | 892.7k $82.5m | Reduced -1.1m |
| Atreides Management, LP 0.70% of their portfolio | 843.9k $78.0m | Reduced -587.1k |
| Hook Mill Capital Partners, LP 7.09% of their portfolio | 826.8k $76.4m | Reduced -213.0k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 785.2k $72.6m | Added +16.7k |
| Alyeska Investment Group, L.P. 0.18% of their portfolio | 753.2k $69.6m | Added +271.0k |
| Allen Investment Management, LLC 0.82% of their portfolio | 749.2k $69.2m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 735.2k $67.9m | Reduced -242.2k |
| BANK OF NOVA SCOTIA 0.10% of their portfolio | 720.1k $66.5m | Added +19.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 696.0k $64.3m | Added +34.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 645.5k $59.7m | Reduced -283.4k |
| Quantinno Capital Management LP 0.07% of their portfolio | 633.2k $58.5m | Added +330.9k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 627.8k $58.0m | Reduced -31.2k |
| GOODNOW INVESTMENT GROUP, LLC 5.98% of their portfolio | 623.8k $57.6m | Reduced -14.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 583.2k $56.3m | Reduced -2.3m |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 569.0k $52.6m | Added +37.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 554.0k $51.2m | Reduced -85.8k |
| Connor, Clark & Lunn Investment Management Ltd. 0.10% of their portfolio | 549.5k $50.8m | Added +19.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 527.4k $48.7m | Added +11.1k |
| Artemis Investment Management LLP 0.42% of their portfolio | 511.9k $47.3m | Reduced -365.2k |
| Calamos Advisors LLC 0.17% of their portfolio | 509.2k $47.1m | New |
| CHECK CAPITAL MANAGEMENT INC/CA 0.91% of their portfolio | 507.1k $46.9m | Added +339.1k |
| Invesco Ltd. 0.00% of their portfolio | 472.4k $43.7m | Added +135.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.16% of their portfolio | 469.6k $43.4m | Reduced -211.8k |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd 28.49% of their portfolio | 469.4k $43.4m | Added +9.0k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 453.0k $41.9m | Reduced -33.1k |
| HENNESSY ADVISORS INC 1.23% of their portfolio | 416.5k $38.5m | Unchanged |
| Portman Square Capital LLP 6.44% of their portfolio | 409.3k $37.8m | Added +227.3k |
| Rothschild & Co Wealth Management UK Ltd 0.47% of their portfolio | 350.8k $32.4m | Added +53.0k |
| Benchstone Capital Management LP 3.82% of their portfolio | 331.6k $30.7m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 318.8k $29.5m | Added +8.0k |
| GILDER GAGNON HOWE & CO LLC 0.29% of their portfolio | 299.9k $27.7m | New |
| MANE GLOBAL CAPITAL MANAGEMENT LP 2.27% of their portfolio | 297.6k $27.5m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 293.4k $27.1m | Added +121.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 285.0k $26.3m | Reduced -48.0k |
| SG Americas Securities, LLC 0.01% of their portfolio | 279.4k $25.8m | Added +68.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 248.5k $23.0m | Added +695 |
| Onex Canada Asset Management Inc. 3.48% of their portfolio | 244.8k $22.6m | Added +36.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 243.4k $18.3m | Added +88.6k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.42% of their portfolio | 240.6k $22.2m | Reduced -14.5k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 233.9k $21.6m | Added +67.2k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 233.5k $21.6m | Reduced -16.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 227.3k $21.0m | Reduced -239.1k |
| SMITH THOMAS W 18.53% of their portfolio | 225.8k $20.9m | Reduced -11.2k |
| Tabor Asset Management, LP 6.15% of their portfolio | 217.3k $20.1m | Added +27.4k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 216.5k $20.0m | Reduced -555.0k |
| Swiss National Bank 0.01% of their portfolio | 207.4k $19.2m | Added +3.6k |
| Walleye Capital LLC 0.09% of their portfolio | 202.9k $18.7m | Reduced -5.3k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 201.7k $18.6m | Reduced -1.4m |
| Nuveen, LLC 0.00% of their portfolio | 196.2k $18.1m | Reduced -149.1k |
| STRS OHIO 0.07% of their portfolio | 195.9k $18.1m | Added +20.2k |
| Trexquant Investment LP 0.11% of their portfolio | 195.8k $18.1m | Added +165.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 190.8k $17.6m | Reduced -364 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.11% of their portfolio | 181.2k $16.7m | Added +16.0k |
| Baird Financial Group, Inc. 0.02% of their portfolio | 177.0k $16.4m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 176.4k $16.3m | Added +37.5k |
| CITIGROUP INC 0.01% of their portfolio | 164.8k $15.2m | Reduced -328.8k |
| BARCLAYS PLC 0.00% of their portfolio | 163.6k $15.1m | Reduced -13.3k |
| Arvin Capital Management LP 2.76% of their portfolio | 159.5k $14.7m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 159.3k $14.7m | Reduced -61.2k |
| OFI INVEST ASSET MANAGEMENT 0.13% of their portfolio | 155.1k $12.5m | Added +33.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 149.7k $13.8m | Reduced -31.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 149.3k $13.8m | Added +17.9k |
| IMC-Chicago, LLC 0.12% of their portfolio | 145.9k $13.5m | Added +121.7k |
| HRT FINANCIAL LP 0.03% of their portfolio | 140.7k $13.0m | Reduced -4.4k |
| Corient Private Wealth LP 0.02% of their portfolio | 135.6k $12.5m | Added +81.7k |
| LMR Partners LLP 0.09% of their portfolio | 127.1k $11.7m | New |
| Avalon Global Asset Management LLC 1.63% of their portfolio | 120.0k $11.1m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 119.8k $11.1m | Reduced -7 |
| Man Group plc 0.02% of their portfolio | 113.1k $10.5m | Reduced -296.2k |
| ING GROEP NV 0.05% of their portfolio | 110.0k $10.2m | New |
| Susquehanna Portfolio Strategies, LLC 0.16% of their portfolio | 109.5k $10.1m | Reduced -72.8k |
| NATIXIS 0.05% of their portfolio | 109.3k $10.1m | Reduced -45.1k |