Wayfair Inc. 13F holders
456 funds reported a position in Wayfair Inc. in their 13F for the quarter ended 30 June 2026, together 122.5 million shares worth $11.32 billion. Against the quarter before, 76 opened a position, 156 added, 141 trimmed and 84 sold out; together they sold a net 4.3 million shares. The largest holders: FMR LLC, Capital World Investors and BlackRock, Inc.
Funds holding456+5 on Q1 2026
Shares they held122.5Mworth $11.32 billion
Net sold on the quarter4.3M sharesabout $392.7 million at the funds' values
Funds buying to selling232 to 225opened or added, to cut or sold
Opened 76Added 156Held 78Trimmed 141Sold out 84
What each fund did in W against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in W in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 75 reported a position in Wayfair Inc.: 15 opened one, 30 added, 12 trimmed and 8 sold out, a net 637,732 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 10 reported a position in Wayfair Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 16.3 million shares worth $1.50 billion, 0.1% of its reported book. Sold out: Bridgewater Associates. In the quarter, 2 funds added or opened a position and 7 trimmed or sold out; together they sold a net 1.3 million shares, about $124.1 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 16,277,047 | $1.50 billion | 0.1% | -812 | held | 30 June 2026 | 13F |
| Renaissance Technologies | 4,514,426 | $417.2 million | 0.6% | -457,999 | trimmed | 30 June 2026 | 13F |
| Baillie Gifford | 2,811,620 | $259.8 million | 0.2% | -50,589 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 2,612,733 | $241.5 million | 0.2% | +108,738 | added | 30 June 2026 | 13F |
| Geode Capital Management | 1,918,415 | $178.5 million | 0.0% | -295,482 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 1,309,943 | $121.1 million | 0.0% | held | 30 June 2026 | 13F | |
| Atreides Management | 843,860 | $78.0 million | 0.7% | -587,137 | trimmed | 30 June 2026 | 13F |
| Alyeska | 753,236 | $69.6 million | 0.2% | +270,955 | added | 30 June 2026 | 13F |
| Citadel Advisors | 627,846 | $58.0 million | 0.0% | -31,226 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 227,312 | $21.0 million | 0.0% | -239,108 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 0 | $0 | 0.0% | -60,811 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 16,277,047 | 13.28% | $1.50 billion | 0.07% | -812 | 13F |
| Capital World Investors | 11,177,483 | 9.12% | $1.03 billion | 0.12% | -2,614,300 | 13F |
| BlackRock, Inc. | 5,035,150 | 4.11% | $465.3 million | 0.01% | -703,528 | 13F |
| Vanguard Capital Management LLC | 4,776,475 | 3.90% | $441.4 million | 0.01% | +113,276 | 13F |
| Renaissance Technologies LLC | 4,514,426 | 3.68% | $417.2 million | 0.57% | -457,999 | 13F |
| Jupiter Topco LLC | 4,469,109 | 3.65% | $413.0 million | 0.17% | first 13F | 13F |
| Vanguard Portfolio Management LLC | 4,198,629 | 3.43% | $388.0 million | 0.02% | -190,032 | 13F |
| AQR Capital Management LLC | 3,101,936 | 2.53% | $284.9 million | 0.10% | +1,248,779 | 13F |
| Spruce House Investment Management LLC | 2,909,700 | 2.37% | $268.9 million | 7.91% | +309,700 | 13F |
| Baillie Gifford & Co. | 2,811,620 | 2.29% | $259.8 million | 0.24% | -50,589 | 13F |
| Great Hill Partners, L.P. | 2,788,912 | 2.28% | $257.8 million | 100.00% | no change | 13F |
| Two Sigma Investments, LP | 2,612,733 | 2.13% | $241.5 million | 0.19% | +108,738 | 13F |
| D. E. Shaw & Co., Inc. | 2,467,411 | 2.01% | $228.0 million | 0.15% | +1,538,183 | 13F |
| Castle Hook Partners LP | 2,455,952 | 2.00% | $227.0 million | 2.43% | +2,430,328 | 13F |
| Contour Asset Management LLC | 2,396,292 | 1.96% | $221.5 million | 5.24% | +2,067,584 | 13F |
| Prescott General Partners LLC | 2,322,401 | 1.90% | $214.6 million | 10.97% | no change | 13F |
| Wellington Management Group LLP | 2,259,111 | 1.84% | $208.8 million | 0.04% | -197,587 | 13F |
| Geode Capital Management, LLC | 1,918,415 | 1.57% | $178.5 million | 0.01% | -295,482 | 13F |
| State Street Corp. | 1,839,140 | 1.50% | $170.0 million | 0.01% | +102,315 | 13F |
| Assenagon Asset Management S.A. | 1,637,182 | 1.34% | $151.3 million | 0.10% | 13F | |
| Anomaly Capital Management, LP | 1,379,204 | 1.13% | $127.5 million | 4.87% | +911,962 | 13F |
| Norges Bank | 1,309,943 | 1.07% | $121.1 million | 0.01% | 13F | |
| Jane Street Group, LLC | 1,257,610 | 1.03% | $116.2 million | 0.07% | +780,753 | 13F |
| Dimensional Fund Advisors LP | 1,232,815 | 1.01% | $114.0 million | 0.02% | +196,284 | 13F |
| Charles Schwab Investment Management Inc. | 1,151,457 | 0.94% | $106.4 million | 0.01% | -4,576 | 13F |
| Goldman Sachs Group Inc. | 1,117,663 | 0.91% | $103.3 million | 0.01% | +396,564 | 13F |
| Clearbridge Investments, LLC | 1,057,745 | 0.86% | $97.8 million | 0.08% | +96,632 | 13F |
| Wolf Hill Capital Management, LP | 1,049,318 | 0.86% | $97.0 million | 9.38% | new | 13F |
| UBS Group AG | 892,727 | 0.73% | $82.5 million | 0.01% | -1,079,692 | 13F |
| Atreides Management, LP | 843,860 | 0.69% | $78.0 million | 0.70% | -587,137 | 13F |
| Hook Mill Capital Partners, LP | 826,823 | 0.67% | $76.4 million | 7.09% | -213,002 | 13F |
| American Century Companies Inc. | 785,206 | 0.64% | $72.6 million | 0.03% | +16,658 | 13F |
| Alyeska Investment Group, L.P. | 753,236 | 0.61% | $69.6 million | 0.18% | +270,955 | 13F |
| Allen Investment Management, LLC | 749,250 | 0.61% | $69.2 million | 0.82% | no change | 13F |
| Morgan Stanley | 735,155 | 0.60% | $67.9 million | 0.00% | -242,202 | 13F |
| Bank of Nova Scotia | 720,053 | 0.59% | $66.5 million | 0.10% | +19,053 | 13F |
| Vanguard Fiduciary Trust Co. | 696,006 | 0.57% | $64.3 million | 0.01% | +34,918 | 13F |
| BNP Paribas Financial Markets | 645,458 | 0.53% | $59.7 million | 0.03% | -283,421 | 13F |
| Quantinno Capital Management LP | 633,235 | 0.52% | $58.5 million | 0.07% | +330,903 | 13F |
| Citadel Advisors LLC | 627,846 | 0.51% | $58.0 million | 0.03% | -31,226 | 13F |
| Goodnow Investment Group, LLC | 623,772 | 0.51% | $57.6 million | 5.98% | -14,820 | 13F |
| JPMorgan Chase & Co. | 583,160 | 0.48% | $56.3 million | 0.00% | -2,278,886 | 13F |
| Bank of Montreal | 568,988 | 0.46% | $52.6 million | 0.02% | +37,903 | 13F |
| Bank of America Corp. | 554,024 | 0.45% | $51.2 million | 0.00% | -85,759 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 549,450 | 0.45% | $50.8 million | 0.10% | +19,646 | 13F |
| Northern Trust Corp. | 527,382 | 0.43% | $48.7 million | 0.01% | +11,129 | 13F |
| Artemis Investment Management LLP | 511,868 | 0.42% | $47.3 million | 0.42% | -365,249 | 13F |
| Calamos Advisors LLC | 509,226 | 0.42% | $47.1 million | 0.22% | new | 13F |
| Check Capital Management Inc. | 507,075 | 0.41% | $46.9 million | 0.91% | 13F | |
| Invesco Ltd. | 472,405 | 0.39% | $43.7 million | 0.00% | +135,905 | 13F |
The 50 largest of the 456 funds that reported a position in W in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on W
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 734,700 | $67.9 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 703,500 | $65.0 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 60,000 | $5.5 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 6,900 | $637,698 | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 3,000 | $277,260 | 30 June 2026 | 13F |
| Millennium Management | Calls | 2,500 | $231,050 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 12 August 2026 | 13G/A | Capital World Investors and 1 other | 11.2 million | 9.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 May 2026 | 13G/A | Renaissance Technologies LLC and 3 others | 5.0 million | 4.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 11 May 2026 | 13G/A | Niraj Shah and 1 other | 9.7 million | 8.2% | 31 March 2026 | passive, other (13d-1(d)) | EDGAR |
| 11 May 2026 | 13G/A | Steven Conine and 1 other | 9.7 million | 8.2% | 31 March 2026 | passive, other (13d-1(d)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 5.5 million | 5.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G | Renaissance Technologies LLC and 3 others | 5.4 million | 5.1% | 2 October 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | Alyeska Investment Group, L.P. and 5 others | 0 | 0.0% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G/A | Capital World Investors and 1 other | 13.4 million | 12.7% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 12 November 2025 | 13G/A | Baillie Gifford & Co and 1 other | 4.1 million | 4.0% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 7 November 2025 | 13G/A | Bares Capital Management, Inc. and 1 other | n/a | n/a | 31 October 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 September 2026 | 14,406 | $98.15 | SEC |
| 21 September 2026 | 5,999 | $102.46 | SEC |
| 15 September 2026 | 25 | $104.79 | SEC |
| 11 September 2026 | 133 | $97.45 | SEC |
| 10 September 2026 | 50 | $100.12 | SEC |
| 24 August 2026 | 914 | $101.52 | SEC |
| 21 August 2026 | 188 | $103.31 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.