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 ($26.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.07. Options: 36 managers hold calls ($1.1bn notional), 37 hold puts ($470.5m).
Trends to Q1 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 |
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 | 183 | 161 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $790.9m | $834.7m | 1.06 |
| Q3 2025 | $1.5bn | $1.4bn | 0.92 |
| Q4 2025 | $1.5bn | $1.2bn | 0.78 |
| Q1 2026 | $1.1bn | $470.5m | 0.45 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +2.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.3m |
| Clearbridge Investments, LLC | New | +961.1k |
| BANK OF NOVA SCOTIA | New | +701.0k |
| Squarepoint Ops LLC | New | +687.9k |
| Assenagon Asset Management S.A. | Added | +573.4k |
| Atreides Management, LP | Added | +560.1k |
| Schonfeld Strategic Advisors LLC | Added | +538.5k |
| Alyeska Investment Group, L.P. | New | +482.3k |
| TWO SIGMA INVESTMENTS, LP | Added | +468.0k |
Biggest sellers
| TWO SIGMA ADVISERS, LP | Sold out | -2.1m |
| Wolf Hill Capital Management, LP | Sold out | -1.3m |
| BAILLIE GIFFORD & CO | Reduced | -1.1m |
| D. E. Shaw & Co., Inc. | Reduced | -1.1m |
| Holocene Advisors, LP | Sold out | -923.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -855.7k |
| Southpoint Capital Advisors LP | Reduced | -835.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -740.0k |
| WELLS FARGO & COMPANY/MN | Reduced | -703.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -703.3k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $306.2m4.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $130.4m1.7m shares |
| BARCLAYS PLC | Added | $111.3m1.5m shares |
| CITIGROUP INC | Added | $93.8m1.2m shares |
| MASTERS CAPITAL MANAGEMENT LLC | New | $82.7m1.1m shares |
| IMC-Chicago, LLC | Added | $53.9m716.3k shares |
| Caption Management, LLC | Added | $51.9m690.0k shares |
| CITADEL ADVISORS LLC | Reduced | $44.4m590.9k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $31.6m420.7k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $20.5m255.7k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $63.1m839.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $54.9m730.6k shares |
| CITADEL ADVISORS LLC | Reduced | $45.3m602.8k shares |
| BARCLAYS PLC | Reduced | $37.6m500.0k shares |
| IMC-Chicago, LLC | Reduced | $32.2m427.6k shares |
| Walleye Trading LLC | Reduced | $27.0m358.9k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $22.5m299.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $20.3m270.0k shares |
| JPMORGAN CHASE & CO | Reduced | $20.0m287.0k shares |
| GOLDMAN SACHS GROUP INC | Added | $17.9m238.3k 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 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 | — | 7 | $7.1m | $7.1m |
| Q3 2024 | 0 | — | 7 | $4.0m | $4.0m |
| 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 |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-25 | Shah Niraj Chief Executive Officer, director | Sold plan | $834.9k10.6k shares |
| 2026-03-25 | Conine Steven Director | Sold plan | $817.6k10.4k shares |
| 2026-03-24 | Conine Steven Director | Sold plan | $130.1k1.7k shares |
| 2026-03-24 | Shah Niraj Chief Executive Officer, director | Sold plan | $121.2k1.6k shares |
| 2026-03-23 | Conine Steven Director | Sold plan | $8.3m107.9k shares |
| 2026-03-23 | Shah Niraj Chief Executive Officer, director | Sold plan | $8.3m107.8k shares |
| 2026-02-26 | Shah Niraj Chief Executive Officer, director | Sold plan | $2.1m27.0k shares |
| 2026-02-26 | Conine Steven Co-Founder, director | Sold plan | $2.1m26.9k shares |
| 2026-02-23 | Conine Steven Co-Founder, director | Sold plan | $6.9m93.0k shares |
| 2026-02-23 | Shah Niraj Chief Executive Officer, director | Sold plan | $6.9m93.0k shares |
| 2026-01-23 | Shah Niraj Chief Executive Officer, director | Sold plan | $16.3m150.0k shares |
| 2026-01-23 | Conine Steven Co-Founder, director | Sold plan | $16.3m150.0k shares |
| 2026-01-13 | Tan Fiona Chief Technology Officer · By Revocable Trust | Sold plan | $1.1m9.0k shares |
| 2026-01-05 | Blotner Jon Pres., Commercial & Operations | Sold plan | $528.9k5.0k shares |
| 2026-01-02 | Gulliver Kate CFO and Chief Admin Officer | Sold plan | $3.9m36.5k 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 0.06% of their portfolio | 16.3m $1.2bn | Added +280.4k |
| Capital World Investors 0.14% of their portfolio | 13.8m $1.0bn | Added +334.6k |
| BlackRock, Inc. 0.01% of their portfolio | 5.7m $431.6m | Added +438.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.58% of their portfolio | 5.0m $374.0m | Reduced -434.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 4.7m $350.7m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 4.4m $330.1m | First filing |
| JANUS HENDERSON GROUP PLC 0.14% of their portfolio | 3.9m $290.8m | Added +296.2k |
| BAILLIE GIFFORD & CO 0.22% of their portfolio | 2.9m $215.3m | Reduced -1.1m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.9m $199.1m | Added +2.6m |
| GREAT HILL PARTNERS, L.P. 100.00% of their portfolio | 2.8m $209.8m | Unchanged |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 6.98% of their portfolio | 2.6m $195.5m | Reduced -323.8k |
| TWO SIGMA INVESTMENTS, LP 0.16% of their portfolio | 2.5m $188.3m | Added +468.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 2.5m $184.8m | Added +1.3m |
| Prescott General Partners LLC 12.80% of their portfolio | 2.3m $174.7m | Reduced -600.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.2m $167.2m | Added +310.7k |
| UBS Group AG 0.03% of their portfolio | 2.0m $148.3m | Reduced -8.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio | 2.0m $148.2m | Reduced -855.7k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 1.9m $135.4m | Reduced -48.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $130.6m | Reduced -552.5k |
| Balyasny Asset Management L.P. 0.24% of their portfolio | 1.6m $119.7m | Reduced -20.9k |
| Atreides Management, LP 2.62% of their portfolio | 1.4m $107.6m | Added +560.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $86.9m | Added +20.7k |
| Hook Mill Capital Partners, LP 6.90% of their portfolio | 1.0m $78.2m | Added +176.8k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.0m $77.9m | Added +328.4k |
| MORGAN STANLEY 0.00% of their portfolio | 977.4k $73.5m | Added +39.9k |
| Clearbridge Investments, LLC 0.06% of their portfolio | 961.1k $72.3m | New |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 929.2k $69.9m | Reduced -1.1m |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 928.9k $69.9m | Reduced -86.8k |
| Artemis Investment Management LLP 0.70% of their portfolio | 877.1k $66.0m | Added +399.0k |
| Qube Research & Technologies Ltd 0.08% of their portfolio | 771.4k $58.0m | Added +192.1k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 768.5k $57.8m | Added +79.1k |
| Allen Investment Management, LLC 0.70% of their portfolio | 749.2k $56.4m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 721.1k $54.2m | Added +57.7k |
| BANK OF NOVA SCOTIA 0.09% of their portfolio | 701.0k $52.7m | New |
| Squarepoint Ops LLC 0.11% of their portfolio | 687.9k $51.7m | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.22% of their portfolio | 681.5k $51.3m | Reduced -12.4k |
| Southpoint Capital Advisors LP 1.03% of their portfolio | 664.3k $50.0m | Reduced -835.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 661.1k $49.7m | First filing |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 659.1k $49.6m | Reduced -169.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.20% of their portfolio | 657.1k $49.4m | Reduced -703.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 639.8k $48.1m | Added +57.9k |
| GOODNOW INVESTMENT GROUP, LLC 5.26% of their portfolio | 638.6k $48.0m | Added +5.6k |
| Assenagon Asset Management S.A. 0.07% of their portfolio | 575.8k $43.3m | Added +573.4k |
| Schonfeld Strategic Advisors LLC 0.34% of their portfolio | 549.6k $41.3m | Added +538.5k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 531.1k $39.9m | Reduced -28.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.09% of their portfolio | 529.8k $39.8m | Added +145.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 516.3k $38.8m | Added +23.4k |
| CITIGROUP INC 0.02% of their portfolio | 493.6k $37.1m | Added +369.9k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 486.1k $36.6m | Reduced -165.1k |
| Alyeska Investment Group, L.P. 0.10% of their portfolio | 482.3k $36.3m | New |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 476.9k $35.9m | Added +34.5k |
| Anomaly Capital Management, LP 2.13% of their portfolio | 467.2k $35.1m | New |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 466.4k $35.1m | Added +237.7k |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd 26.10% of their portfolio | 460.4k $34.6m | Unchanged |
| HENNESSY ADVISORS INC 1.13% of their portfolio | 416.5k $31.3m | Reduced -43.5k |
| Man Group plc 0.06% of their portfolio | 409.3k $30.8m | Added +384.2k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.92% of their portfolio | 392.0k $29.5m | Reduced -97.5k |
| Nuveen, LLC 0.01% of their portfolio | 345.3k $26.0m | Added +41.3k |
| Invesco Ltd. 0.00% of their portfolio | 336.5k $25.3m | Added +166.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 333.0k $25.0m | New |
| Contour Asset Management LLC 0.80% of their portfolio | 328.7k $24.7m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 310.8k $23.4m | Added +5.6k |
| Quantinno Capital Management LP 0.04% of their portfolio | 302.3k $22.7m | Reduced -8.7k |
| Rothschild & Co Wealth Management UK Ltd 0.34% of their portfolio | 297.8k $22.4m | Added +34.7k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.44% of their portfolio | 255.1k $19.2m | Added +45.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 250.1k $18.8m | Added +242.4k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 249.5k $18.8m | Added +242.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 247.8k $18.6m | Reduced -9.0k |
| Nishkama Capital, LLC 2.60% of their portfolio | 243.4k $18.3m | New |
| SMITH THOMAS W 17.62% of their portfolio | 237.1k $17.8m | Unchanged |
| Hidden Lake Asset Management LP 10.99% of their portfolio | 220.5k $16.6m | Added +207.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 220.4k $16.6m | Added +42.3k |
| SG Americas Securities, LLC 0.02% of their portfolio | 211.0k $15.9m | Reduced -36.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 210.8k $15.9m | Added +46.4k |
| Walleye Capital LLC 0.10% of their portfolio | 208.2k $15.7m | Reduced -12.5k |
| Onex Canada Asset Management Inc. 2.60% of their portfolio | 208.0k $15.6m | Added +50.2k |
| Swiss National Bank 0.01% of their portfolio | 203.8k $15.3m | Added +7.2k |
| PANAGORA ASSET MANAGEMENT INC 0.05% of their portfolio | 194.4k $14.6m | Added +40.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 191.2k $14.4m | Reduced -403.6k |
| Tabor Asset Management, LP 5.74% of their portfolio | 189.9k $14.3m | Added +21.2k |
| Susquehanna Portfolio Strategies, LLC 0.20% of their portfolio | 182.2k $13.7m | Unchanged |
| Portman Square Capital LLP 2.09% of their portfolio | 182.0k $13.7m | Added +153.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 180.9k $13.6m | Reduced -2.9k |
| BARCLAYS PLC 0.00% of their portfolio | 176.9k $13.3m | Reduced -514.1k |
| STRS OHIO 0.05% of their portfolio | 175.7k $13.2m | Added +36.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 171.6k $12.9m | Reduced -740.0k |
| CHECK CAPITAL MANAGEMENT INC/CA 0.78% of their portfolio | 167.9k $12.6m | Added +756 |
| Gotham Asset Management, LLC 0.04% of their portfolio | 166.6k $12.5m | Added +5.2k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.10% of their portfolio | 165.2k $12.4m | Added +36.4k |
| Meridiem Capital Partners LP 0.79% of their portfolio | 160.1k $12.0m | New |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.05% of their portfolio | 159.7k $12.0m | Added +112.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 154.7k $15.5m | Added +19.8k |
| NATIXIS 0.05% of their portfolio | 154.4k $11.6m | New |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 146.1k $11.0m | Reduced -162.8k |
| HRT FINANCIAL LP 0.04% of their portfolio | 145.1k $10.9m | Added +124.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 139.0k $10.5m | Reduced -703.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 135.0k $10.2m | Reduced -13.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 131.4k $9.9m | Reduced -203.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 127.6k $9.6m | Added +72.9k |
| OFI INVEST ASSET MANAGEMENT 0.10% of their portfolio | 121.3k $7.9m | New |