Latest Period
Q1 2026
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
Institutions Reporting
438
Shares (Excl. Options)
122,943,275
Price
$75.21
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- Security type / class
- Equity / Class A Common Stock, $0.001 par value
- Symbol
- W on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 122,943,275
- Total 13F value
- $9,229,538,653
- Portfolio coverage rank
- 0.01%
- Share change
- -799,090
- Value change
- -$257,535,850
- Number of holders
- 438
- Shares outstanding
- 109,524,780
- SEC-reported price per share
- $66.20
- Insider filing price
- $66.20
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- W - Wayfair Inc. - Class A Common Stock, $0.001 par value is tracked under CUSIP 94419L101.
- 438 institutions reported positions in Q1 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 477 to 438 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $12,412,206,902 to $9,229,538,653.
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
Open SEC evidence
Latest holder context comes from 438 institutions filings for Q1 2026.
Security key
94419L101
Latest holder period
Q1 2026
13F holders
438
13D/G owners
6
CIK / CUSIP context first
Open Q1 2026 holders
W full holder history
Wayfair Inc. SEC filings
Wayfair Inc. company facts
Wayfair Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 94419L101:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
6
Security
W
| 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 |
| 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 |
| 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 31 Mar 2026, 438 institutional investors reported holding 122,943,275 shares of Wayfair Inc. - Class A Common Stock, $0.001 par value (W). This represents 112% of the company’s total 109,524,780 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
81%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FMR LLC | 15% | 16,277,859 | +1.8% | 0.06% | $1,224,257,776 |
| Capital World Investors | 13% | 13,791,783 | +2.5% | 0.14% | $1,037,235,300 |
| BlackRock, Inc. | 5.2% | 5,738,678 | +8.3% | 0.01% | $431,605,974 |
| RENAISSANCE TECHNOLOGIES LLC | 4.5% | 4,972,425 | -8% | 0.58% | $373,976,084 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 4,663,199 | 0% | 0.01% | $350,719,197 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4% | 4,388,661 | 0% | 0.02% | $330,071,194 |
| JANUS HENDERSON GROUP PLC | 3.5% | 3,866,708 | +8.3% | 0.14% | $290,812,546 |
| BAILLIE GIFFORD & CO | 2.6% | 2,862,209 | -28% | 0.22% | $215,266,739 |
| JPMORGAN CHASE & CO | 2.6% | 2,862,046 | +971% | 0.01% | $199,055,346 |
| GREAT HILL PARTNERS, L.P. | 2.5% | 2,788,912 | 0% | 100% | $209,754,072 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 2.4% | 2,600,000 | -11% | 7% | $195,546,000 |
| TWO SIGMA INVESTMENTS, LP | 2.3% | 2,503,995 | +23% | 0.16% | $188,325,464 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.2% | 2,456,698 | +115% | 0.03% | $184,768,256 |
| Prescott General Partners LLC | 2.1% | 2,322,401 | -21% | 13% | $174,667,779 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 2,213,897 | +16% | 0.01% | $167,170,341 |
| UBS Group AG | 1.8% | 1,972,419 | -0.41% | 0.03% | $148,345,632 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.8% | 1,969,981 | -30% | 0.08% | $148,162,271 |
| AQR CAPITAL MANAGEMENT LLC | 1.7% | 1,853,157 | -2.5% | 0.06% | $135,373,120 |
| STATE STREET CORP | 1.6% | 1,736,825 | -24% | 0% | $130,626,608 |
| Balyasny Asset Management L.P. | 1.5% | 1,591,870 | -1.3% | 0.24% | $119,724,543 |
| Atreides Management, LP | 1.3% | 1,430,997 | +64% | 2.6% | $107,625,284 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1% | 1,156,033 | +1.8% | 0.01% | $86,945,242 |
| Hook Mill Capital Partners, LP | 0.95% | 1,039,825 | +20% | 6.9% | $78,205,238 |
| DIMENSIONAL FUND ADVISORS LP | 0.95% | 1,036,531 | +46% | 0.02% | $77,923,032 |
| MORGAN STANLEY | 0.89% | 977,357 | +4.3% | 0% | $73,507,133 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
46
Latest
Q1 2026
Rows shown
1-25 of 46
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 122,943,275 | $9,229,538,653 | -$257,535,850 | $75.21 | 438 |
| 2025 Q4 | 123,611,184 | $12,412,206,902 | +$491,535,690 | $100.41 | 477 |
| 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 |