Wayfair Inc. - Class A Common Stock (W) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2014 to Q4 2025

Type / Class
Equity / Class A Common Stock
Symbol
W on NYSE
Shares outstanding
116,172,731
Price per share
$100.41
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
119,003,794
Total reported value
$10,629,882,943
% of total 13F portfolios
0.01%
Share change
+732,113
Value change
+$504,926,908
Number of holders
407
Price from insider filings
$100.41
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Wayfair Inc. - Class A Common Stock (W) based on Schedule 13D/G filings

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
BAILLIE GIFFORD & CO 4% $370,649,019 4,149,211 BAILLIE GIFFORD & CO 30 Sep 2025
Prescott General Partners LLC 2.9% $78,758,707 2,922,401 Prescott General Partners LLC 31 Dec 2024

As of 30 Sep 2025, 407 institutional investors reported holding 119,003,794 shares of Wayfair Inc. - Class A Common Stock (W). This represents 102% of the company’s total 116,172,731 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Wayfair Inc. - Class A Common Stock (W) together control 78% 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 14% 15,715,843 +1.4% 0.07% $1,403,896,255
Capital World Investors 12% 13,374,574 +4.1% 0.16% $1,194,749,849
VANGUARD GROUP INC 8.2% 9,562,050 +4.3% 0.01% $854,177,926
RENAISSANCE TECHNOLOGIES LLC 4.5% 5,226,767 +14% 0.62% $466,907,096
BlackRock, Inc. 4.1% 4,817,709 -0.31% 0.01% $430,365,990
BAILLIE GIFFORD & CO 3.6% 4,149,211 -27% 0.27% $370,649,019
JANUS HENDERSON GROUP PLC 2.9% 3,403,620 -15% 0.14% $304,046,462
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 2.5% 2,923,845 -2.5% 6.7% $261,187,074
Prescott General Partners LLC 2.5% 2,922,401 0% 18% $261,058,081
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.4% 2,817,056 +826% 0.16% $251,647,612
GREAT HILL PARTNERS, L.P. 2.4% 2,788,912 0% 100% $249,133,509
Southpoint Capital Advisors LP 2.2% 2,500,000 -34% 5.9% $223,325,000
MORGAN STANLEY 1.9% 2,177,634 +112% 0.01% $194,528,250
TWO SIGMA ADVISERS, LP 1.7% 1,998,800 +12% 0.36% $178,552,804
TWO SIGMA INVESTMENTS, LP 1.6% 1,910,022 +9.5% 0.26% $170,622,265
UBS Group AG 1.6% 1,857,953 +112% 0.03% $165,970,942
GEODE CAPITAL MANAGEMENT, LLC 1.5% 1,717,322 +3.4% 0.01% $153,441,611
STATE STREET CORP 1.4% 1,656,480 -0.08% 0.01% $147,973,358
AQR CAPITAL MANAGEMENT LLC 1.4% 1,647,726 +5.8% 0.09% $147,191,363
JANE STREET GROUP, LLC 1.3% 1,458,393 +217% 0.15% $130,278,246
D. E. Shaw & Co., Inc. 1.1% 1,288,786 +4315% 0.09% $115,127,253
Balyasny Asset Management L.P. 1.1% 1,252,761 +46% 0.23% $111,909,140
Holocene Advisors, LP 1.1% 1,250,707 -3.3% 0.26% $111,725,656
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1% 1,210,395 0.36% $108,124,585
CITADEL ADVISORS LLC 1% 1,200,765 +3706% 0.09% $107,264,337

Institutional Holders of Wayfair Inc. - Class A Common Stock (W) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 560,248 $56,565,963 +$20,379,205 $100.41 46
2025 Q3 119,003,794 $10,629,882,943 +$504,926,908 $89.33 407
2025 Q2 118,157,942 $6,054,133,011 +$142,781,408 $51.14 329
2025 Q1 117,659,171 $3,778,079,353 +$186,028,006 $32.03 306
2024 Q4 110,057,475 $4,878,214,793 -$207,075,964 $44.32 330
2024 Q3 112,648,487 $6,329,110,537 -$62,855,590 $56.18 354
2024 Q2 114,192,621 $6,020,204,661 +$160,346,565 $52.73 339
2024 Q1 110,124,122 $7,474,380,766 +$275,071,086 $67.88 367
2023 Q4 158,434 $9,775,377 -$2,654,785 $61.70 4
2023 Q3 105,920,658 $6,436,587,112 +$191,354,573 $60.57 312
2023 Q2 102,489,624 $6,662,604,248 +$381,950,895 $65.01 295
2023 Q1 99,032,281 $3,400,761,004 -$21,408,494 $34.34 266
2022 Q4 98,227,246 $3,232,981,760 +$129,061,814 $32.89 271
2022 Q3 94,008,013 $3,060,039,188 -$65,498,617 $32.55 266
2022 Q2 95,933,062 $4,179,767,104 -$89,497,734 $43.56 276
2022 Q1 89,507,663 $9,920,205,093 -$154,577,862 $110.78 333
2021 Q4 89,779,018 $17,053,414,809 -$226,481,850 $189.97 402
2021 Q3 89,933,548 $22,982,395,604 +$667,011,002 $255.51 396
2021 Q2 87,286,093 $27,549,804,383 +$1,549,420,588 $315.71 426
2021 Q1 87,012,156 $27,391,405,176 +$1,570,059,084 $314.75 435
2020 Q4 73,874,284 $16,690,676,426 -$225,439,277 $225.81 380
2020 Q3 76,581,245 $22,293,430,053 -$98,748,489 $291.01 402
2020 Q2 76,841,681 $15,185,600,033 -$1,018,007,305 $197.61 349
2020 Q1 82,997,949 $4,434,770,284 -$36,160,952 $53.44 250
2019 Q4 80,658,656 $7,289,205,556 +$266,463,153 $90.37 284
2019 Q3 75,835,559 $8,502,261,421 +$507,783,074 $112.12 286
2019 Q2 69,833,186 $10,197,884,634 -$363,922,835 $146.00 311
2019 Q1 71,592,903 $10,628,090,109 +$61,267,451 $148.45 307
2018 Q4 73,018,146 $6,577,529,221 +$603,790,395 $90.08 271
2018 Q3 64,402,700 $9,509,895,713 -$79,820,132 $147.67 253
2018 Q2 65,022,727 $7,722,100,389 -$37,118,113 $118.76 223
2018 Q1 66,812,824 $4,509,749,392 +$220,411,666 $67.53 206
2017 Q4 62,489,243 $5,016,162,676 +$338,562,162 $80.27 201
2017 Q3 58,621,827 $3,958,103,945 +$24,701,783 $67.40 198
2017 Q2 57,463,677 $4,417,582,126 -$305,747,089 $76.88 179
2017 Q1 62,291,912 $2,520,500,432 +$263,224,653 $40.49 140
2016 Q4 58,359,248 $2,035,347,571 -$78,817,627 $35.05 138
2016 Q3 60,674,523 $2,388,647,447 -$15,839,169 $39.37 150
2016 Q2 61,112,765 $2,383,475,551 +$200,912,681 $39.00 149
2016 Q1 55,192,531 $2,382,558,000 -$16,693,049 $43.22 149
2015 Q4 55,445,061 $2,640,429,716 +$42,583,094 $47.62 137
2015 Q3 54,934,753 $1,926,048,074 +$198,800,010 $35.06 126
2015 Q2 48,940,659 $1,842,065,410 +$184,437,201 $37.64 105
2015 Q1 44,385,277 $1,425,732,041 +$154,576,859 $32.12 90
2014 Q4 37,398,603 $740,825,792 +$431,303,896 $19.85 84