Vault-13

WAYFAIR INC W

CL A · Common Stock · CUSIP 94419L101 · ISIN US94419L1017

American e-commerce company

320 institutional holders
95,923,75295.9m shares reported held*
$3.1bnreported value*

* 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.

HolderStakeChangeShares Last filed
Capital World Investors 13G · institution -3.0 pts · filed 2026-08-12 9.7% -3.0 pts 11.2m≈ $1.0bn 2026-08-12
Conine Steven 13G · exempt (held before listing) -1.1 pts · filed 2026-05-11 8.2% -1.1 pts 9.7m≈ $898.8m 2026-05-11
Shah Niraj 13G · exempt (held before listing) -1.1 pts · filed 2026-05-11 8.2% -1.1 pts 9.7m≈ $898.8m 2026-05-11
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.0% new 5.5m≈ $505.8m 2026-04-30

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)

BuyingSelling
10010Q4 20: 0 buyingQ4 20: 0 sellingQ1 21: 0 buyingQ1 21: 0 sellingQ1 21Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 1 buyingQ4 21: 7 sellingQ1 22: 1 buyingQ1 22: 5 sellingQ1 22Q2 22: 1 buyingQ2 22: 5 sellingQ3 22: 0 buyingQ3 22: 5 sellingQ3 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20200—0——
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20211$2.6m7$26.8m—
Q1 20221—5——
Q2 20221$1.7m5$117.0k—
Q3 20220—5$994.2k—
DateInsiderTradeSharesPrice ValueTheir holding
2022-09-16 Oblak Steve Chief Commercial Officer Sold 1,687 $46.59 $78.6k1.7k shares -1%
2022-09-16 Netzer Thomas Chief Operating Officer Sold 279 $46.58 $13.0k279 shares -0%
2022-09-02 Schaferkordt Anke Director Sold 11 $51.19 $56311 shares -<1%
2022-08-02 Netzer Thomas Chief Operating Officer Sold 2,170 $56.45 $122.5k2.2k shares -4%
2022-08-02 Schaferkordt Anke Director Sold 137 $56.86 $7.8k137 shares -5%
2022-07-18 FLEISHER MICHAEL D Chief Financial Officer Sold 5,874 $53.99 $317.1k5.9k shares -8%
2022-07-18 Oblak Steve Chief Commercial Officer Sold 1,283 $53.98 $69.3k1.3k shares -1%
2022-07-05 Tan Fiona Chief Technology Officer Sold 4,767 $43.97 $209.6k4.8k shares -17%
2022-07-05 Oblak Steve Chief Commercial Officer Sold 2,037 $43.90 $89.4k2.0k shares -1%
2022-07-05 Netzer Thomas Chief Operating Officer Sold 1,965 $43.93 $86.3k2.0k shares -4%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.04% of their portfolio BOSTON, MA 12,065,51112.1m $392.7m $392.7m 0.04% —
2 BAILLIE GIFFORD & CO 0.30% of their portfolio EDINBURGH, X0 8,882,6168.9m $289.1m $289.1m 0.30% —
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 6,676,4656.7m $217.3m $217.3m 0.01% —
4 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 6,367,5986.4m $207.3m $207.3m 0.03% —
5 Capital World Investors 0.04% of their portfolio LOS ANGELES, CA 6,031,6426.0m $196.3m $196.3m 0.04% —
6 Ruane, Cunniff & Goldfarb L.P. 2.27% of their portfolio New York, NY 4,685,2924.7m $152.5m $152.5m 2.27% —
7 Prescott General Partners LLC 9.77% of their portfolio BOCA RATON, FL 3,823,2393.8m $124.4m $124.4m 9.77% —
8 BlackRock Inc. 0.00% of their portfolio New York, NY 3,822,0743.8m $124.4m $124.4m 0.00% —
9 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 20.54% of their portfolio NEW YORK, NY 3,500,0003.5m $113.9m $113.9m 20.54% —
10 Bares Capital Management, Inc. 3.63% of their portfolio AUSTIN, TX 2,856,6992.9m $93.0m $93.0m 3.63% —
11 GREAT HILL PARTNERS, L.P. 21.05% of their portfolio BOSTON, MA 2,788,9122.8m $90.8m $90.8m 21.05% —
12 RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio NEW YORK, NY 2,522,5002.5m $82.1m $82.1m 0.12% —
13 JANUS HENDERSON GROUP PLC 0.03% of their portfolio LONDON, X0 2,455,1282.5m $79.9m $79.9m 0.03% —
14 VOYA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio ATLANTA, GA 2,422,0742.4m $78.8m $78.8m 0.09% —
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,708,0371.7m $55.6m $55.6m 0.00% —
16 Stockbridge Partners LLC 1.23% of their portfolio Boston, MA 1,331,8621.3m $43.4m $43.4m 1.23% —
17 HarbourVest Partners LLC 11.30% of their portfolio Boston, MA 1,062,1261.1m $34.6m $34.6m 11.30% —
18 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 978,477978.5k $31.8m $31.8m 0.00% —
19 Wishbone Management, LP 8.15% of their portfolio Chicago, IL 870,000870.0k $28.3m $28.3m 8.15% —
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio NEW YORK, NY 860,456860.5k $28.0m $28.0m 0.02% —
21 Allen Investment Management, LLC 0.47% of their portfolio NEW YORK, NY 833,038833.0k $27.1m $27.1m 0.47% —
22 NORGES BANK 0.01% of their portfolio OSLO, Q8 798,433798.4k $26.0m $26.0m 0.01% —
23 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 765,133765.1k $24.9m $24.9m 0.01% —
24 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 745,955746.0k $24.3m $24.3m 0.03% —
25 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 683,594683.6k $22.3m $22.3m 0.03% —
26 TWO SIGMA ADVISERS, LP 0.06% of their portfolio NEW YORK, NY 651,400651.4k $21.2m $21.2m 0.06% —
27 DF DENT & CO INC 0.30% of their portfolio BALTIMORE, MD 602,197602.2k $19.6m $19.6m 0.30% —
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 592,825592.8k $19.3m $19.3m 0.00% —
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 556,315556.3k $18.1m $18.1m 0.00% —
30 WHITEBOX ADVISORS LLC 0.45% of their portfolio MINNEAPOLIS, MN 500,000500.0k $16.3m $16.3m 0.45% —
31 Connor, Clark & Lunn Investment Management Ltd. 0.11% of their portfolio VANCOUVER, A1 492,861492.9k $16.0m $16.0m 0.11% —
32 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio JUPITER, FL 485,964486.0k $15.8m $15.8m 0.09% —
33 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 477,037477.0k $15.5m $15.5m 0.00% —
34 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 426,309426.3k $13.9m $13.9m 0.00% —
35 Steadview Capital Management LLC 3.34% of their portfolio SAN FRANCISCO, CA 363,120363.1k $11.8m $11.8m 3.34% —
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 359,002359.0k $11.7m $11.7m 0.00% —
37 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 343,750343.8k $11.2m $11.2m 0.01% —
38 Swiss National Bank 0.01% of their portfolio ZURICH, V8 326,577326.6k $10.6m $10.6m 0.01% —
39 JARISLOWSKY, FRASER Ltd 0.07% of their portfolio MONTREAL, A8 292,558292.6k $9.5m $9.5m 0.07% —
40 Atreides Management, LP 0.33% of their portfolio BOSTON, MA 271,158271.2k $8.8m $8.8m 0.33% —
41 Legal & General Group Plc 0.00% of their portfolio London, X0 269,905269.9k $8.8m $8.8m 0.00% —
42 Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio TOKYO, M0 265,034265.0k $8.6m $8.6m 0.02% —
43 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 248,828248.8k $8.1m $8.1m 0.00% —
44 Cubist Systematic Strategies, LLC 0.06% of their portfolio STAMFORD, CT 242,359242.4k $7.9m $7.9m 0.06% —
45 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 233,202233.2k $8.7m $8.7m 0.00% —
46 Erste Asset Management GmbH 0.17% of their portfolio VIENNA, C4 231,000231.0k $7.5m $7.5m 0.17% —
47 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 208,061208.1k $6.8m $6.8m 0.00% —
48 GOODNOW INVESTMENT GROUP, LLC 1.10% of their portfolio Darien, CT 200,778200.8k $6.5m $6.5m 1.10% —
49 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 195,295195.3k $6.4m $6.4m 0.01% —
50 CHECK CAPITAL MANAGEMENT INC/CA 0.67% of their portfolio COSTA MESA, CA 189,826189.8k $6.2m $6.2m 0.67% —
51 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio Paris, I0 189,444189.4k $6.2m $6.2m 0.02% —
52 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 177,904177.9k $5.8m $5.8m 0.01% —
53 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.07% of their portfolio FRANKFORT, KY 176,554176.6k $5.7m $5.7m 0.07% —
54 SMITH THOMAS W 10.30% of their portfolio BOCA RATON, FL 172,500172.5k $5.6m $5.6m 10.30% —
55 Schonfeld Strategic Advisors LLC 0.05% of their portfolio NEW YORK, NY 169,556169.6k $5.5m $5.5m 0.05% —
56 California Public Employees Retirement System 0.00% of their portfolio Sacramento, CA 165,611165.6k $5.4m $5.4m 0.00% —
57 Mayflower Financial Advisors, LLC 0.85% of their portfolio BOSTON, MA 162,553162.6k $5.3m $5.3m 0.85% —
58 Brandywine Global Investment Management, LLC 0.05% of their portfolio PHILADELPHIA, PA 155,019155.0k $5.0m $5.0m 0.05% —
59 WOLVERINE ASSET MANAGEMENT LLC 0.07% of their portfolio CHICAGO, IL 154,040154.0k $5.0m $5.0m 0.07% —
60 Hound Partners, LLC 0.95% of their portfolio NEW YORK, NY 153,873153.9k $5.0m $5.0m 0.95% —
61 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 153,624153.6k $5.0m $5.0m 0.01% —
62 Point72 Asset Management, L.P. 0.02% of their portfolio STAMFORD, CT 150,600150.6k $4.9m $4.9m 0.02% —
63 Lido Advisors, LLC 0.10% of their portfolio Los Angeles, CA 148,384148.4k $4.8m $4.8m 0.10% —
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 146,313146.3k $4.8m $4.8m 0.00% —
65 PRESCOTT INVESTORS PROFIT SHARING TRUST 10.19% of their portfolio Boca Raton, FL 145,302145.3k $4.7m $4.7m 10.19% —
66 STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio LYSAKER, Q8 135,663135.7k $4.4m $4.4m 0.03% —
67 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 130,281130.3k $4.2m $4.2m 0.01% —
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 125,740125.7k $4.1m $4.1m 0.01% —
69 WORLDQUANT MILLENNIUM ADVISORS LLC 0.09% of their portfolio NEW YORK, NY 117,304117.3k $3.8m $3.8m 0.09% —
70 Linden Advisors LP 0.03% of their portfolio New York, NY 116,523116.5k $3.8m $3.8m 0.03% —
71 SIGNATUREFD, LLC 0.13% of their portfolio ATLANTA, GA 115,309115.3k $3.8m $3.8m 0.13% —
72 ProShare Advisors LLC 0.01% of their portfolio BETHESDA, MD 113,669113.7k $3.7m $3.7m 0.01% —
73 OCCUDO QUANTITATIVE STRATEGIES LP 0.28% of their portfolio FORT LAUDERDALE, FL 112,124112.1k $3.6m $3.6m 0.28% —
74 Walleye Capital LLC 0.08% of their portfolio NEW YORK, NY 107,931107.9k $3.5m $3.5m 0.08% —
75 KBC Group NV 0.02% of their portfolio Brussels, C9 106,905106.9k $3.5m $3.5m 0.02% —
76 HBK INVESTMENTS L P 0.09% of their portfolio DALLAS, TX 100,437100.4k $3.3m $3.3m 0.09% —
77 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 98,75598.8k $3.2m $3.2m 0.01% —
78 K2 PRINCIPAL FUND, L.P. 0.73% of their portfolio TORONTO, A6 93,20993.2k $3.0m $3.0m 0.73% —
79 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 92,31792.3k $3.0m $3.0m 0.00% —
80 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 90,66990.7k $3.0m $3.0m 0.00% —
81 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 87,26087.3k $2.8m $2.8m 0.01% —
82 EATON VANCE MANAGEMENT 0.00% of their portfolio BOSTON, MA 84,95785.0k $2.8m $2.8m 0.00% —
83 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 83,68083.7k $2.7m $2.7m 0.00% —
84 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 82,11482.1k $2.7m $2.7m 0.00% —
85 INGALLS & SNYDER LLC 0.15% of their portfolio NEW YORK, NY 81,18881.2k $2.6m $2.6m 0.15% —
86 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 78,35278.4k $2.5m $2.5m 0.00% —
87 PEAK6 Investments LLC 0.09% of their portfolio CHICAGO, IL 75,84175.8k $2.5m $2.5m 0.09% —
88 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 73,67173.7k $2.4m $2.4m 0.00% —
89 CAAS CAPITAL MANAGEMENT LP 0.31% of their portfolio NEW YORK, NY 71,92071.9k $2.3m $2.3m 0.31% —
90 JNE Partners LLP 1.28% of their portfolio London, X0 67,80067.8k $2.2m $2.2m 1.28% —
91 Ilmarinen Mutual Pension Insurance Co 0.04% of their portfolio HELSINKI, H9 67,60067.6k $2.2m $2.2m 0.04% —
92 Penserra Capital Management LLC 0.06% of their portfolio ORINDA, CA 65,88865.9k $2.1m $2.1m 0.06% —
93 HOWLAND CAPITAL MANAGEMENT LLC 0.13% of their portfolio BOSTON, MA 63,70963.7k $2.1m $2.1m 0.13% —
94 Ensign Peak Advisors, Inc 0.01% of their portfolio SALT LAKE CITY, UT 61,85561.9k $2.0m $2.0m 0.01% —
95 DLD Asset Management, LP 0.06% of their portfolio NEW YORK, NY 60,55060.5k $609.0k $609.0k 0.06% —
96 Parallax Volatility Advisers, L.P. 0.04% of their portfolio San Francisco, CA 55,58255.6k $1.8m $1.8m 0.04% —
97 ExodusPoint Capital Management, LP 0.02% of their portfolio NEW YORK, NY 53,21653.2k $1.7m $1.7m 0.02% —
98 Andra AP-fonden 0.06% of their portfolio GOTEBORG, V7 53,00053.0k $1.7m $1.7m 0.06% —
99 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 51,26751.3k $1.7m $1.7m 0.01% —
100 Amundi 0.00% of their portfolio Paris, I0 48,30548.3k $1.7m $1.7m 0.00% —