Who owns W?
Institutional ownership of Wayfair Inc. from Form 13F, Q2 2026
456 institutional managers reported holding Wayfair Inc. (W) in Form 13F filings for Q2 2026, with 122,547,371 shares worth $11.3B. The largest reported holder was FMR LLC. Managers that filed both quarters cut a net 1,470,812 shares (-1.2%). 87 opened new positions and 81 sold out.
- Funds holding
- 456
- Value held
- $11.3B
- New / sold out
- 87 / 81
- Net shares, same filers
- -1.2%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of W
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| FMR LLC | $1.5B | 13.3% | 16,277,047 | Unchanged |
| Capital World Investors | $1.0B | 9.1% | 11,177,483 | Trimmed |
| BlackRock, Inc. | $465M | 4.1% | 5,035,150 | Trimmed |
| Vanguard Capital Management LLC | $441M | 3.9% | 4,776,475 | Added |
| Renaissance Technologies LLC | $417M | 3.7% | 4,514,426 | Trimmed |
| Jupiter Topco LLC | $413M | 3.6% | 4,469,109 | First report |
| Vanguard Portfolio Management LLC | $388M | 3.4% | 4,198,629 | Trimmed |
| AQR Capital Management LLC | $285M | 2.5% | 3,101,936 | Added |
| Spruce House Investment Management LLC | $269M | 2.4% | 2,909,700 | Added |
| Baillie Gifford & Co | $260M | 2.3% | 2,811,620 | Trimmed |
| Great Hill Partners, L.p. | $258M | 2.3% | 2,788,912 | Unchanged |
| Two Sigma Investments, LP | $241M | 2.1% | 2,612,733 | Added |
| D. E. Shaw & Co., Inc. | $228M | 2.0% | 2,467,411 | Added |
| Castle Hook Partners LP | $227M | 2.0% | 2,455,952 | Added |
| Contour Asset Management LLC | $221M | 2.0% | 2,396,292 | Added |
| Prescott General Partners LLC | $215M | 1.9% | 2,322,401 | Unchanged |
| Wellington Management Group LLP | $209M | 1.8% | 2,259,111 | Trimmed |
| Geode Capital Management, LLC | $179M | 1.6% | 1,918,415 | Trimmed |
| State Street Corp | $170M | 1.5% | 1,839,140 | Added |
| Assenagon Asset Management S.A. | $151M | 1.3% | 1,637,182 | Added |
| Anomaly Capital Management, LP | $127M | 1.1% | 1,379,204 | Added |
| Norges Bank | $121M | 1.1% | 1,309,943 | New |
| Jane Street Group, LLC | $116M | 1.0% | 1,257,610 | Added |
| Dimensional Fund Advisors LP | $114M | 1.0% | 1,232,815 | Added |
| Charles Schwab Investment Management Inc | $106M | 0.9% | 1,151,457 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 122,547,371 W shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Castle Hook Partners LP Added+$225M
- Contour Asset Management LLC Added+$191M
- D. E. Shaw & Co., Inc. Added+$142M
- Norges Bank New+$121M
- AQR Capital Management LLC Added+$115M
- Assenagon Asset Management S.A. Added+$98.1M
- Wolf Hill Capital Management, LP New+$97.0M
- Anomaly Capital Management, LP Added+$84.3M
- Jane Street Group, LLC Added+$72.2M
- Calamos Advisors LLC New+$47.1M
Biggest sellers in Q2 2026
- Capital World Investors Trimmed-$242M
- JPMorgan Chase & Co Trimmed-$220M
- Arrowstreet Capital, Limited Partnership Sold out-$148M
- Balyasny Asset Management L.P. Trimmed-$128M
- UBS Group AG Trimmed-$99.8M
- BlackRock, Inc. Trimmed-$65.0M
- Atreides Management, LP Trimmed-$54.3M
- Squarepoint Ops LLC Sold out-$51.7M
- Qube Research & Technologies Ltd Trimmed-$51.3M
- Southpoint Capital Advisors LP Sold out-$50.0M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $1.8B and sold $1.9B; 154 added and 138 trimmed.
Schedule 13D and 13G filings on W
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2026-11-13AQR CAPITAL MANAGEMENT LLC SCHEDULE 13G filed by Wayfair Inc.Schedule 13G
- 2026-02-12RENAISSANCE TECHNOLOGIES LLC SCHEDULE 13G filed by Wayfair Inc.Schedule 13G
- 2025-05-15Alyeska Investment Group, L.P. SCHEDULE 13G filed by Wayfair Inc.Schedule 13G
Questions about W ownership
- Who owns W stock?
- 456 institutional investment managers reported W positions in their Form 13F filings for Q2 2026, holding 122,547,371 shares worth $11.3B in total. FMR LLC reported the largest position.
- Are funds buying or selling W?
- In Q2 2026, 87 managers opened new W positions, 154 added, 138 trimmed and 81 sold out. Managers that filed in both quarters sold a net 1,470,812 shares.
- How current is this W institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to W by CUSIP. Options are left out. W news and filings · W insider trades · Top funds