WAYFAIR INC (W): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in W · Consumer Discretionary. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
25
13F filers
Aggregate Value
$2.1B
Across holders
Last Price
$103.19
2026-08-24
Sector
Consumer Discretionary
GICS
Quarterly fund activity11 increased14 reduced9 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 4.51M | $417.2M | 20.3% | 0.6% | Reduced | $-42.3M | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 3.10M | $284.9M | 13.8% | 0.1% | Added | +$284.8M | Q2 2026 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC CIK 0001543170 | Hedge Fund | 2.91M | $268.9M | 13.1% | 7.9% | Added | +$28.6M | Q2 2026 |
| BAILLIE GIFFORD & CO CIK 0001088875 | Institutional Manager | 2.81M | $259.8M | 12.6% | 0.2% | Reduced | $-84.7M | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 2.61M | $241.5M | 11.7% | 0.2% | Added | +$10.0M | Q2 2026 |
| SHAW D E & CO INC CIK 0001009207 | Hedge Fund | 2.47M | $228.0M | 11.1% | 0.1% | Added | +$217.9M | Q2 2026 |
| Clearbridge Investments, LLC CIK 0001348883 | Hedge Fund | 1.06M | $97.8M | 4.7% | 0.1% | Added | +$8.9M | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 628K | $58.0M | 2.8% | 0.0% | Reduced | +$2.5M | Q2 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 285K | $26.3M | 1.3% | 0.0% | Reduced | $-4.4M | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 234K | $21.6M | 1.1% | 0.1% | Added | +$6.2M | Q2 2026 |
Reduced
Hedge Fund
$417.2M· 20.3% of total· 0.6% port· 4.51M sh· $-42.3M QoQ· Q2 2026
Added
Hedge Fund
$284.9M· 13.8% of total· 0.1% port· 3.10M sh· +$284.8M QoQ· Q2 2026
Added
Hedge Fund
$268.9M· 13.1% of total· 7.9% port· 2.91M sh· +$28.6M QoQ· Q2 2026
Reduced
Institutional Manager
$259.8M· 12.6% of total· 0.2% port· 2.81M sh· $-84.7M QoQ· Q2 2026
Added
Hedge Fund
$241.5M· 11.7% of total· 0.2% port· 2.61M sh· +$10.0M QoQ· Q2 2026
Added
Hedge Fund
$228.0M· 11.1% of total· 0.1% port· 2.47M sh· +$217.9M QoQ· Q2 2026
Added
Hedge Fund
$97.8M· 4.7% of total· 0.1% port· 1.06M sh· +$8.9M QoQ· Q2 2026
Reduced
Hedge Fund
$58.0M· 2.8% of total· 0.0% port· 628K sh· +$2.5M QoQ· Q2 2026
Reduced
Hedge Fund
$26.3M· 1.3% of total· 0.0% port· 285K sh· $-4.4M QoQ· Q2 2026
Added
Hedge Fund
$21.6M· 1.1% of total· 0.1% port· 234K sh· +$6.2M QoQ· Q2 2026
Reduced
Hedge Fund
$21.6M· 1.0% of total· 0.0% port· 233K sh· +$8.5M QoQ· Q2 2026
Reduced
Hedge Fund
$21.0M· 1.0% of total· 0.0% port· 227K sh· +$10.5M QoQ· Q2 2026
Reduced
Hedge Fund
$20.0M· 1.0% of total· 0.0% port· 216K sh· +$18.4M QoQ· Q2 2026
Reduced
Hedge Fund
$18.7M· 0.9% of total· 0.1% port· 203K sh· +$16.1M QoQ· Q2 2026
Reduced
Hedge Fund
$18.6M· 0.9% of total· 0.0% port· 202K sh· +$3.7M QoQ· Q2 2026
Reduced
Hedge Fund
$10.5M· 0.5% of total· 0.0% port· 113K sh· +$9.7M QoQ· Q2 2026
Reduced
Hedge Fund
$9.7M· 0.5% of total· 0.0% port· 105K sh· $-41.1M QoQ· Q2 2026
Added
Hedge Fund
$9.2M· 0.4% of total· 0.1% port· 100K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$8.5M· 0.4% of total· 0.0% port· 92K sh· $-142K QoQ· Q2 2026
Added
Hedge Fund
$8.1M· 0.4% of total· 0.2% port· 88K sh· +$5.3M QoQ· Q2 2026
Added
Hedge Fund
$6.1M· 0.3% of total· 0.0% port· 66K sh· +$2.5M QoQ· Q2 2026
Added
Hedge Fund
$1.6M· 0.1% of total· 0.0% port· 18K sh· — QoQ· Q2 2026
Added
Hedge Fund
$292K· 0.0% of total· 0.0% port· 3K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$49K· 0.0% of total· 0.0% port· 532 sh· $-76K QoQ· Q2 2026
Reduced
Hedge Fund
$29K· 0.0% of total· 0.0% port· 313 sh· $-16.0M QoQ· Q2 2026
1–10 of 25
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