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 ($10.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.55. Options: 38 managers hold calls ($256.4m notional), 39 hold puts ($229.1m).
Biggest calls
| CITADEL ADVISORS LLC | — | $52.9m1.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $51.0m1.6m shares |
| D. E. Shaw & Co., Inc. | — | $18.0m554.4k shares |
| JANE STREET GROUP, LLC | — | $17.7m543.9k shares |
| CITIGROUP INC | — | $13.0m400.0k shares |
| IMC-Chicago, LLC | — | $10.0m307.1k shares |
| GROUP ONE TRADING LLC | — | $10.0m306.6k shares |
| JPMORGAN CHASE & CO | — | $8.9m274.3k shares |
| SIMPLEX TRADING, LLC | — | $8.5m262.0k shares |
| Squarepoint Ops LLC | — | $7.9m242.9k shares |
Biggest puts
| SG Americas Securities, LLC | — | $45.8m390.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $29.2m896.1k shares |
| CITADEL ADVISORS LLC | — | $25.8m793.0k shares |
| SOROS FUND MANAGEMENT LLC | — | $13.0m400.0k shares |
| SIMPLEX TRADING, LLC | — | $11.4m349.4k shares |
| D. E. Shaw & Co., Inc. | — | $8.9m273.9k shares |
| DLD Asset Management, LP | — | $8.3m255.0k shares |
| Parallax Volatility Advisers, L.P. | — | $7.4m228.8k shares |
| PEAK6 Investments LLC | — | $7.0m216.2k shares |
| IMC-Chicago, LLC | — | $7.0m213.6k 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 in Q3 2022
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 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $2.6m | 7 | $26.8m | — |
| Q1 2022 | 1 | — | 5 | — | — |
| Q2 2022 | 1 | $1.7m | 5 | $117.0k | — |
| Q3 2022 | 0 | — | 5 | $994.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-09-16 | Oblak Steve Chief Commercial Officer | Sold | $78.6k1.7k shares |
| 2022-09-16 | Netzer Thomas Chief Operating Officer | Sold | $13.0k279 shares |
| 2022-09-02 | Schaferkordt Anke Director | Sold | $56311 shares |
| 2022-08-02 | Netzer Thomas Chief Operating Officer | Sold | $122.5k2.2k shares |
| 2022-08-02 | Schaferkordt Anke Director | Sold | $7.8k137 shares |
| 2022-07-18 | FLEISHER MICHAEL D Chief Financial Officer | Sold | $317.1k5.9k shares |
| 2022-07-18 | Oblak Steve Chief Commercial Officer | Sold | $69.3k1.3k shares |
| 2022-07-05 | Tan Fiona Chief Technology Officer | Sold | $209.6k4.8k shares |
| 2022-07-05 | Oblak Steve Chief Commercial Officer | Sold | $89.4k2.0k shares |
| 2022-07-05 | Netzer Thomas Chief Operating Officer | Sold | $86.3k2.0k 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, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.04% of their portfolio | 12.1m $392.7m | — |
| BAILLIE GIFFORD & CO 0.30% of their portfolio | 8.9m $289.1m | — |
| VANGUARD GROUP INC 0.01% of their portfolio | 6.7m $217.3m | — |
| MORGAN STANLEY 0.03% of their portfolio | 6.4m $207.3m | — |
| Capital World Investors 0.04% of their portfolio | 6.0m $196.3m | — |
| Ruane, Cunniff & Goldfarb L.P. 2.27% of their portfolio | 4.7m $152.5m | — |
| Prescott General Partners LLC 9.77% of their portfolio | 3.8m $124.4m | — |
| BlackRock Inc. 0.00% of their portfolio | 3.8m $124.4m | — |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 20.54% of their portfolio | 3.5m $113.9m | — |
| Bares Capital Management, Inc. 3.63% of their portfolio | 2.9m $93.0m | — |
| GREAT HILL PARTNERS, L.P. 21.05% of their portfolio | 2.8m $90.8m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 2.5m $82.1m | — |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 2.5m $79.9m | — |
| VOYA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 2.4m $78.8m | — |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $55.6m | — |
| Stockbridge Partners LLC 1.23% of their portfolio | 1.3m $43.4m | — |
| HarbourVest Partners LLC 11.30% of their portfolio | 1.1m $34.6m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 978.5k $31.8m | — |
| Wishbone Management, LP 8.15% of their portfolio | 870.0k $28.3m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 860.5k $28.0m | — |
| Allen Investment Management, LLC 0.47% of their portfolio | 833.0k $27.1m | — |
| NORGES BANK 0.01% of their portfolio | 798.4k $26.0m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 765.1k $24.9m | — |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 746.0k $24.3m | — |
| CITIGROUP INC 0.03% of their portfolio | 683.6k $22.3m | — |
| TWO SIGMA ADVISERS, LP 0.06% of their portfolio | 651.4k $21.2m | — |
| DF DENT & CO INC 0.30% of their portfolio | 602.2k $19.6m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 592.8k $19.3m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 556.3k $18.1m | — |
| WHITEBOX ADVISORS LLC 0.45% of their portfolio | 500.0k $16.3m | — |
| Connor, Clark & Lunn Investment Management Ltd. 0.11% of their portfolio | 492.9k $16.0m | — |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 486.0k $15.8m | — |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 477.0k $15.5m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 426.3k $13.9m | — |
| Steadview Capital Management LLC 3.34% of their portfolio | 363.1k $11.8m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 359.0k $11.7m | — |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 343.8k $11.2m | — |
| Swiss National Bank 0.01% of their portfolio | 326.6k $10.6m | — |
| JARISLOWSKY, FRASER Ltd 0.07% of their portfolio | 292.6k $9.5m | — |
| Atreides Management, LP 0.33% of their portfolio | 271.2k $8.8m | — |
| Legal & General Group Plc 0.00% of their portfolio | 269.9k $8.8m | — |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 265.0k $8.6m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 248.8k $8.1m | — |
| Cubist Systematic Strategies, LLC 0.06% of their portfolio | 242.4k $7.9m | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 233.2k $8.7m | — |
| Erste Asset Management GmbH 0.17% of their portfolio | 231.0k $7.5m | — |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 208.1k $6.8m | — |
| GOODNOW INVESTMENT GROUP, LLC 1.10% of their portfolio | 200.8k $6.5m | — |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 195.3k $6.4m | — |
| CHECK CAPITAL MANAGEMENT INC/CA 0.67% of their portfolio | 189.8k $6.2m | — |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 189.4k $6.2m | — |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 177.9k $5.8m | — |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.07% of their portfolio | 176.6k $5.7m | — |
| SMITH THOMAS W 10.30% of their portfolio | 172.5k $5.6m | — |
| Schonfeld Strategic Advisors LLC 0.05% of their portfolio | 169.6k $5.5m | — |
| California Public Employees Retirement System 0.00% of their portfolio | 165.6k $5.4m | — |
| Mayflower Financial Advisors, LLC 0.85% of their portfolio | 162.6k $5.3m | — |
| Brandywine Global Investment Management, LLC 0.05% of their portfolio | 155.0k $5.0m | — |
| WOLVERINE ASSET MANAGEMENT LLC 0.07% of their portfolio | 154.0k $5.0m | — |
| Hound Partners, LLC 0.95% of their portfolio | 153.9k $5.0m | — |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 153.6k $5.0m | — |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 150.6k $4.9m | — |
| Lido Advisors, LLC 0.10% of their portfolio | 148.4k $4.8m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 146.3k $4.8m | — |
| PRESCOTT INVESTORS PROFIT SHARING TRUST 10.19% of their portfolio | 145.3k $4.7m | — |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 135.7k $4.4m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 130.3k $4.2m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 125.7k $4.1m | — |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.09% of their portfolio | 117.3k $3.8m | — |
| Linden Advisors LP 0.03% of their portfolio | 116.5k $3.8m | — |
| SIGNATUREFD, LLC 0.13% of their portfolio | 115.3k $3.8m | — |
| ProShare Advisors LLC 0.01% of their portfolio | 113.7k $3.7m | — |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.28% of their portfolio | 112.1k $3.6m | — |
| Walleye Capital LLC 0.08% of their portfolio | 107.9k $3.5m | — |
| KBC Group NV 0.02% of their portfolio | 106.9k $3.5m | — |
| HBK INVESTMENTS L P 0.09% of their portfolio | 100.4k $3.3m | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 98.8k $3.2m | — |
| K2 PRINCIPAL FUND, L.P. 0.73% of their portfolio | 93.2k $3.0m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 92.3k $3.0m | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 90.7k $3.0m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 87.3k $2.8m | — |
| EATON VANCE MANAGEMENT 0.00% of their portfolio | 85.0k $2.8m | — |
| Invesco Ltd. 0.00% of their portfolio | 83.7k $2.7m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 82.1k $2.7m | — |
| INGALLS & SNYDER LLC 0.15% of their portfolio | 81.2k $2.6m | — |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 78.4k $2.5m | — |
| PEAK6 Investments LLC 0.09% of their portfolio | 75.8k $2.5m | — |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 73.7k $2.4m | — |
| CAAS CAPITAL MANAGEMENT LP 0.31% of their portfolio | 71.9k $2.3m | — |
| JNE Partners LLP 1.28% of their portfolio | 67.8k $2.2m | — |
| Ilmarinen Mutual Pension Insurance Co 0.04% of their portfolio | 67.6k $2.2m | — |
| Penserra Capital Management LLC 0.06% of their portfolio | 65.9k $2.1m | — |
| HOWLAND CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 63.7k $2.1m | — |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 61.9k $2.0m | — |
| DLD Asset Management, LP 0.06% of their portfolio | 60.5k $609.0k | — |
| Parallax Volatility Advisers, L.P. 0.04% of their portfolio | 55.6k $1.8m | — |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 53.2k $1.7m | — |
| Andra AP-fonden 0.06% of their portfolio | 53.0k $1.7m | — |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 51.3k $1.7m | — |
| Amundi 0.00% of their portfolio | 48.3k $1.7m | — |