Who owns Wayfair (W)
Which tracked institutional funds hold W, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See W company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
177 tracked funds added or opened W while 106 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
W’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes W more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in W divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 429 tracked filers holding W, 241 increased or opened the position and 243 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in W between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 39
- Jupiter Topco LLC$413M
- Wolf Hill Capital Management, LP$97M
- Ovata Capital Management Ltd$49M
- Calamos Advisors LLC$47M
- Benchstone Capital Management LP$31M
- GILDER GAGNON HOWE & CO LLC$28M
Full exits 55
- JANUS HENDERSON GROUP PLC$291M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$148M
- Squarepoint Ops LLC$52M
- Southpoint Capital Advisors LP$50M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$49M
- SCOPUS ASSET MANAGEMENT, L.P.$29M
Largest adds
- FMR LLC$281M
- BlackRock, Inc.$259M
- Castle Hook Partners LP$225M
- Contour Asset Management LLC$197M
- D. E. Shaw & Co., Inc.$158M
- AQR CAPITAL MANAGEMENT LLC$150M
Largest trims
- JPMORGAN CHASE & CO$143M
- BALYASNY ASSET MANAGEMENT L.P.$101M
- UBS Group AG$66M
- Qube Research & Technologies Ltd$38M
- Schonfeld Strategic Advisors LLC$32M
- Atreides Management, LP$30M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Ovata Capital Management Ltd added | 30,684,000 | $47M | 0.4% | 2026-Q2 |
| FMR LLC added | 16,277,047 | $1.5B | 14.0% | 2026-Q2 |
| Capital World Investors trimmed | 11,177,483 | $1.0B | 9.6% | 2026-Q2 |
| BlackRock, Inc. added | 5,035,150 | $465M | 4.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,776,475 | $441M | 4.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 4,514,426 | $417M | 3.9% | 2026-Q2 |
| Jupiter Topco LLC new | 4,469,109 | $413M | 3.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 4,198,629 | $388M | 3.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 3,101,936 | $285M | 2.7% | 2026-Q2 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC added | 2,909,700 | $269M | 2.5% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 2,811,620 | $260M | 2.4% | 2026-Q2 |
| GREAT HILL PARTNERS, L.P. | 2,788,912 | $258M | 2.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 2,612,733 | $241M | 2.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 2,467,411 | $228M | 2.1% | 2026-Q2 |
| Castle Hook Partners LP added | 2,455,952 | $227M | 2.1% | 2026-Q2 |
| Contour Asset Management LLC added | 2,396,292 | $221M | 2.1% | 2026-Q2 |
| Prescott General Partners LLC | 2,322,401 | $215M | 2.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,259,111 | $209M | 1.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,918,415 | $179M | 1.7% | 2026-Q2 |
| STATE STREET CORP added | 1,839,140 | $170M | 1.6% | 2026-Q2 |
| Anomaly Capital Management, LP added | 1,379,204 | $127M | 1.2% | 2026-Q2 |
| NORGES BANK added | 1,309,943 | $121M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,257,610 | $116M | 1.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,232,815 | $114M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,151,457 | $106M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,117,663 | $103M | 1.0% | 2026-Q2 |
| Clearbridge Investments, LLC added | 1,057,745 | $98M | 0.9% | 2026-Q2 |
| Wolf Hill Capital Management, LP trimmed | 1,049,318 | $97M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 892,727 | $83M | 0.8% | 2026-Q2 |
| Atreides Management, LP trimmed | 843,860 | $78M | 0.7% | 2026-Q2 |
| Hook Mill Capital Partners, LP trimmed | 826,823 | $76M | 0.7% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 818,591 | $76M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 785,206 | $73M | 0.7% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 753,236 | $70M | 0.6% | 2026-Q2 |
| Allen Investment Management, LLC | 749,250 | $69M | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 735,155 | $68M | 0.6% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 720,053 | $67M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 696,006 | $64M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 645,458 | $60M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 633,235 | $59M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 627,846 | $58M | 0.5% | 2026-Q2 |
| GOODNOW INVESTMENT GROUP, LLC trimmed | 623,772 | $58M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 583,160 | $56M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 568,988 | $53M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 554,024 | $51M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 549,450 | $51M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 527,382 | $49M | 0.5% | 2026-Q2 |
| Artemis Investment Management LLP trimmed | 511,868 | $47M | 0.4% | 2026-Q2 |
| Calamos Advisors LLC new | 509,226 | $47M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 472,405 | $44M | 0.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 469,638 | $43M | 0.4% | 2026-Q2 |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd added | 469,360 | $43M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 453,019 | $42M | 0.4% | 2026-Q2 |
| HENNESSY ADVISORS INC | 416,500 | $38M | 0.4% | 2026-Q2 |
| Portman Square Capital LLP added | 409,349 | $38M | 0.4% | 2026-Q2 |
| Rothschild & Co Wealth Management UK Ltd added | 350,803 | $32M | 0.3% | 2026-Q2 |
| Benchstone Capital Management LP added | 331,642 | $31M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 318,846 | $29M | 0.3% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC new | 299,898 | $28M | 0.3% | 2026-Q2 |
| MANE GLOBAL CAPITAL MANAGEMENT LP added | 297,573 | $28M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 293,431 | $27M | 0.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 285,000 | $26M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 248,494 | $23M | 0.2% | 2026-Q2 |
| Onex Canada Asset Management Inc. added | 244,785 | $23M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 243,369 | $18M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 240,611 | $22M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 233,888 | $22M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 233,494 | $22M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 227,312 | $21M | 0.2% | 2026-Q2 |
| SMITH THOMAS W trimmed | 225,850 | $21M | 0.2% | 2026-Q2 |
| Tabor Asset Management, LP added | 217,280 | $20M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 216,480 | $20M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 207,400 | $19M | 0.2% | 2026-Q2 |
| Walleye Capital LLC trimmed | 202,873 | $19M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 201,718 | $19M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 196,182 | $18M | 0.2% | 2026-Q2 |
| STRS OHIO added | 195,894 | $18M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 195,820 | $18M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 190,828 | $18M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. new | 177,043 | $16M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 176,435 | $16M | 0.2% | 2026-Q2 |
| CHECK CAPITAL MANAGEMENT INC/CA added | 169,025 | $16M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 164,790 | $15M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 163,565 | $15M | 0.1% | 2026-Q2 |
| Arvin Capital Management LP new | 159,515 | $15M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 159,282 | $15M | 0.1% | 2026-Q2 |
| OFI INVEST ASSET MANAGEMENT added | 155,077 | $13M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 149,679 | $14M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 149,257 | $14M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 145,868 | $13M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 135,908 | $13M | 0.1% | 2026-Q2 |
| LMR Partners LLP added | 127,100 | $12M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 119,765 | $11M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 113,091 | $10M | 0.1% | 2026-Q2 |
| ING GROEP NV added | 110,000 | $10M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 109,455 | $10M | 0.1% | 2026-Q2 |
| NATIXIS trimmed | 109,300 | $10M | 0.1% | 2026-Q2 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP trimmed | 108,812 | $10M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 105,194 | $10M | 0.1% | 2026-Q2 |
| Octahedron Capital Management L.P. added | 104,500 | $10M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.