| 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, 469 institutional investors reported holding 123,439,817 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.
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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 123,439,817 | $12,394,975,426 | +$479,866,441 | $100.41 | 469 |
| 2025 Q3 | 119,004,200 | $10,629,919,210 | +$504,176,195 | $89.33 | 408 |
| 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 |