Security Snapshot

Wayfair Inc. - Class A Common Stock, $0.001 par value (W) Institutional Ownership

CUSIP: 94419L101

13F Institutional Holders and Ownership History from Q4 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

474

Shares (Excl. Options)

123,601,312

Price

$100.41

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Type / Class
Equity / Class A Common Stock, $0.001 par value
Symbol
W on NYSE
Shares outstanding
106,864,130
Price per share
$75.21
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
123,601,312
Total reported value
$12,411,215,655
% of total 13F portfolios
0.01%
Share change
+4,774,102
Value change
+$491,483,001
Number of holders
474
Price from insider filings
$75.21
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • W - Wayfair Inc. - Class A Common Stock, $0.001 par value is tracked under CUSIP 94419L101.
  • 474 institutions reported positions in Q4 2025.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 474 to 51 between Q4 2025 and Q1 2026.
  • Reported value moved from $12,411,215,655 to $185,864,482.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 474 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 94419L101?
CUSIP 94419L101 identifies W - Wayfair Inc. - Class A Common Stock, $0.001 par value in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Wayfair Inc. - Class A Common Stock, $0.001 par value (W) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Capital World Investors 13% +10% $1,194,750,695 +$147,177,071 13,374,574 +14% Capital World Investors 30 Sep 2025
Conine Steven 9.3% -11% $898,033,800 -$74,059,920 10,804,064 -7.6% Steven Conine 30 Sep 2025
Shah Niraj 9.3% -11% $897,953,506 -$74,158,999 10,803,098 -7.6% Niraj Shah 30 Sep 2025
RENAISSANCE TECHNOLOGIES LLC 5.1% $626,871,187 5,407,325 Renaissance Technologies LLC 02 Oct 2025
BAILLIE GIFFORD & CO 4% $370,649,019 4,149,211 BAILLIE GIFFORD & CO 30 Sep 2025
Prescott General Partners LLC 2.9% $91,120,463 2,922,401 Prescott General Partners LLC 31 Dec 2024

As of 31 Dec 2025, 474 institutional investors reported holding 123,601,312 shares of Wayfair Inc. - Class A Common Stock, $0.001 par value (W). This represents 116% of the company’s total 106,864,130 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Wayfair Inc. - Class A Common Stock, $0.001 par value (W) together control 86% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 15% 15,997,458 +1.8% 0.08% $1,606,304,757
Capital World Investors 13% 13,457,158 +0.62% 0.18% $1,351,237,458
VANGUARD GROUP INC 9% 9,634,757 +0.76% 0.01% $967,425,951
RENAISSANCE TECHNOLOGIES LLC 5.1% 5,407,325 +3.5% 0.84% $542,949,503
BlackRock, Inc. 5% 5,299,765 +10% 0.01% $532,149,381
BAILLIE GIFFORD & CO 3.7% 4,002,104 -3.5% 0.33% $401,851,262
JANUS HENDERSON GROUP PLC 3.3% 3,570,475 +4.9% 0.16% $358,513,787
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 2.7% 2,923,845 0% 8.5% $293,583,276
Prescott General Partners LLC 2.7% 2,922,401 0% 21% $293,438,284
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.6% 2,825,654 +0.31% 0.17% $283,723,918
GREAT HILL PARTNERS, L.P. 2.6% 2,788,912 0% 100% $280,034,654
STATE STREET CORP 2.1% 2,289,354 +38% 0.01% $229,874,035
D. E. Shaw & Co., Inc. 1.9% 2,058,769 +60% 0.16% $206,720,995
TWO SIGMA ADVISERS, LP 1.9% 2,056,700 +2.9% 0.4% $206,513,247
TWO SIGMA INVESTMENTS, LP 1.9% 2,036,019 +6.6% 0.3% $204,436,668
UBS Group AG 1.9% 1,980,566 +6.6% 0.04% $198,868,632
GEODE CAPITAL MANAGEMENT, LLC 1.8% 1,903,219 +11% 0.01% $191,144,617
AQR CAPITAL MANAGEMENT LLC 1.8% 1,901,210 +15% 0.1% $190,900,494
Balyasny Asset Management L.P. 1.5% 1,612,754 +29% 0.3% $161,936,629
Southpoint Capital Advisors LP 1.4% 1,500,000 -40% 3.5% $150,615,000
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.3% 1,360,345 +12% 0.48% $136,592,241
Wolf Hill Capital Management, LP 1.2% 1,273,004 +62% 15% $127,822,332
NORGES BANK 1.1% 1,174,915 0.01% $117,973,215
WELLINGTON MANAGEMENT GROUP LLP 1.1% 1,140,751 +128% 0.02% $114,542,807
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 1,135,287 -1.1% 0.02% $113,994,168

Institutional Holders of Wayfair Inc. - Class A Common Stock, $0.001 par value (W) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,469,940 $185,864,482 +$67,105,761 $75.21 51
2025 Q4 123,601,312 $12,411,215,655 +$491,483,001 $100.41 474
2025 Q3 118,982,109 $10,627,945,820 +$503,282,448 $89.33 407
2025 Q2 118,157,942 $6,054,133,011 +$142,781,400 $51.14 329
2025 Q1 117,659,371 $3,778,085,405 +$186,027,977 $32.03 307
2024 Q4 110,082,912 $4,879,325,492 -$240,483,700 $44.32 331
2024 Q3 113,426,680 $6,372,829,840 -$23,467,121 $56.18 343
2024 Q2 114,206,473 $6,020,933,749 +$109,971,088 $52.73 325
2024 Q1 111,255,262 $7,551,161,870 +$309,779,751 $67.88 352
2023 Q4 106,180,737 $6,550,915,361 +$37,387,611 $61.70 345
2023 Q3 106,930,644 $6,497,761,867 +$196,971,153 $60.57 318
2023 Q2 103,405,102 $6,722,119,659 +$407,851,460 $65.01 301
2023 Q1 99,360,374 $3,412,026,977 -$22,289,889 $34.34 273
2022 Q4 101,784,459 $3,349,978,768 +$145,946,497 $32.89 282
2022 Q3 97,381,476 $3,171,133,259 +$15,106,729 $32.55 281
2022 Q2 96,214,753 $4,192,065,008 -$84,684,318 $43.56 287
2022 Q1 89,965,929 $9,970,971,770 -$188,051,462 $110.78 346
2021 Q4 90,265,336 $17,145,945,228 -$132,668,307 $189.97 411
2021 Q3 90,387,473 $23,098,202,631 +$691,016,008 $255.51 402
2021 Q2 87,547,482 $27,633,672,212 +$1,579,366,812 $315.71 430
2021 Q1 87,249,880 $27,466,322,114 +$1,623,833,163 $314.75 437
2020 Q4 77,723,438 $17,559,720,560 -$96,265,189 $225.81 391
2020 Q3 77,302,062 $22,503,609,796 -$128,006,403 $291.01 407
2020 Q2 78,153,124 $15,444,753,625 -$1,000,506,727 $197.61 353
2020 Q1 84,110,286 $4,494,480,033 +$13,973,970 $53.44 258
2019 Q4 80,729,928 $7,295,589,494 +$258,575,624 $90.37 289
2019 Q3 75,886,609 $8,507,984,956 +$564,073,045 $112.12 289
2019 Q2 70,257,728 $10,259,866,584 -$444,445,053 $146.00 315
2019 Q1 73,678,288 $10,937,666,046 +$223,914,513 $148.45 311
2018 Q4 73,080,011 $6,583,135,675 +$597,221,884 $90.08 274
2018 Q3 64,406,014 $9,510,385,817 -$76,916,891 $147.67 255
2018 Q2 65,022,727 $7,722,100,389 -$26,433,183 $118.76 223
2018 Q1 66,816,593 $4,510,004,392 +$220,469,495 $67.53 207
2017 Q4 62,492,930 $5,016,458,676 +$333,172,441 $80.27 202
2017 Q3 58,621,827 $3,958,103,945 +$23,689,106 $67.40 198
2017 Q2 57,466,777 $4,417,848,098 -$307,234,424 $76.88 180
2017 Q1 62,299,813 $2,520,820,315 +$263,958,841 $40.49 142
2016 Q4 58,407,529 $2,037,049,561 -$82,659,143 $35.05 139
2016 Q3 60,674,523 $2,388,647,447 -$15,841,353 $39.37 150
2016 Q2 61,114,178 $2,383,530,551 +$199,979,284 $39.00 151
2016 Q1 55,192,544 $2,382,559,000 -$16,687,554 $43.22 150
2015 Q4 55,454,117 $2,640,861,716 +$42,954,494 $47.62 139
2015 Q3 54,934,753 $1,926,048,074 +$202,026,653 $35.06 126
2015 Q2 49,069,160 $1,846,902,410 +$184,618,626 $37.64 101
2015 Q1 44,385,277 $1,425,732,041 +$154,579,141 $32.12 88
2014 Q4 37,402,286 $740,898,792 +$431,376,792 $19.85 85