Security Snapshot

Wayfair Inc. - Common Stock (W) Institutional Ownership

CUSIP: 94419L101

13F Institutional Holders and Ownership History from Q4 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

270

Shares (Excl. Options)

47.95MFull value: 47,950,442 · shares · 30 Sep 2026

Price

$102.56

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Common Stock
Symbol
W on NYSE
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
47,950,442
Latest holder snapshot 5 signals
Total 13F value
$4,917,813,282
Portfolio coverage rank
0.01%
Share change
-1,700,991
Value change
-$159,091,211
Number of holders
270
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
115,182,343
SEC-reported price per share
$101.25
Insider filing price
$101.25
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • W - Wayfair Inc. - Common Stock is tracked under CUSIP 94419L101.
  • 270 institutions reported positions in Q3 2026.
  • 8 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 453 to 270 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $11.21BFull value: $11,214,017,877 · USD · 30 Jun 2026
    to
    $4.92BFull value: $4,917,813,282 · USD · 30 Sep 2026
    .

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 270 institutions filings for Q3 2026.

Open SEC evidence

Security key

94419L101

13F reference period

Q3 2026

13F holders

270

13D/G owners

8

CIK / CUSIP context first

Open Q3 2026 holders W full holder history Wayfair Inc. SEC filings Wayfair Inc. company facts Wayfair Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
8
Security
W
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 14% $1,650,198,802 16,298,260 FMR LLC 30 Sep 2026
Shah Niraj 8.2% -12% $708,098,365 -$78,475,200 9,725,290 -10% Niraj Shah 31 Mar 2026
Conine Steven 8.2% -12% $708,081,910 -$78,561,990 9,725,064 -10% Steven Conine 31 Mar 2026
Capital World Investors 7% -27% $816,354,855 -$315,365,299 8,062,764 -28% Capital World Investors 30 Sep 2026
AQR CAPITAL MANAGEMENT LLC 6.2% $733,077,945 7,240,276 AQR Capital Management, LLC 30 Sep 2026
RENAISSANCE TECHNOLOGIES LLC 4.5% -10% $362,042,264 -$31,665,069 4,972,425 -8% Renaissance Technologies LLC 31 Mar 2026
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 30 Sep 2026, 270 institutional investors reported holding
47.95MFull value: 47,950,442 · shares · 30 Sep 2026
shares of Wayfair Inc. - Common Stock (W). This represents 42% of the company’s total
115.18MFull value: 115,182,343 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
36%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Capital World Investors 7% 8,062,764 -28% 0.1% $826,911,422
VANGUARD CAPITAL MANAGEMENT LLC 4.4% 5,011,756 +4.9% 0.01% $514,005,695
VANGUARD PORTFOLIO MANAGEMENT LLC 3.7% 4,287,094 +2.1% 0.02% $439,684,361
RENAISSANCE TECHNOLOGIES LLC 3.7% 4,286,926 -5% 0.6% $439,667,131
STATE STREET CORP 2% 2,354,878 +28% 0.01% $241,516,288
BAILLIE GIFFORD & CO 2% 2,314,588 -18% 0.22% $237,384,144
GEODE CAPITAL MANAGEMENT, LLC 1.6% 1,880,733 -2% 0.01% $192,946,844
DIMENSIONAL FUND ADVISORS LP 1.1% 1,256,924 +2% 0.02% $128,906,004
Clearbridge Investments, LLC 0.98% 1,132,664 +7.1% 0.1% $116,166,020
MORGAN STANLEY 0.95% 1,096,117 +49% 0.01% $112,417,953
BNP PARIBAS FINANCIAL MARKETS 0.84% 965,508 0.05% $99,022,500
Qube Research & Technologies Ltd 0.76% 880,618 +307% 0.09% $90,316,182
AMERICAN CENTURY COMPANIES INC 0.67% 774,175 -1.4% 0.03% $79,399,671
Wolf Hill Capital Management, LP 0.67% 767,049 -27% 11% $78,668,545
Portman Square Capital LLP 0.65% 745,851 +82% 17% $76,494,479
Allen Investment Management, LLC 0.64% 738,750 -1.4% 0.86% $75,766,200
VANGUARD FIDUCIARY TRUST CO 0.63% 729,965 +4.9% 0.02% $74,865,210
BANK OF NOVA SCOTIA 0.63% 728,085 +1.1% 0.12% $74,672,397
Quantinno Capital Management LP 0.6% 687,191 +8.5% 0.07% $70,478,339
Assenagon Asset Management S.A. 0.51% 590,642 -28% 0.06% $60,576,244
Amundi 0.51% 588,187 +8138% 0.01% $60,324,459
Connor, Clark & Lunn Investment Management Ltd. 0.42% 484,241 -12% 0.09% $49,663,757
MARSHALL WACE, LLP 0.41% 475,271 +104% 0.05% $48,743,794
Invesco Ltd. 0.4% 464,754 -1.6% 0% $47,665,170
Artemis Investment Management LLP 0.4% 458,312 -10% 0.41% $47,004,479

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
48
Headline period
Q3 2026
Rows shown
1-25 of 48
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 47,950,442 $4,917,813,282 -$159,091,211 $102.56 270
2026 Q2 121,390,336 $11,214,017,877 -$131,453,545 $92.42 453
2026 Q1 123,522,654 $9,273,113,550 -$252,128,666 $75.21 447
2025 Q4 123,611,949 $12,412,283,716 +$491,535,690 $100.41 478
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
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