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Wayfair Inc. (W) institutional ownership

Latest close $89.23 Jul 10, 2026
Market cap$12.3B 52-week range SectorConsumer Cyclical
Funds holding · Q1 2026
502
reported W position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $64M
230 buyers · 272 sellers

Wayfair Inc. (W) price and institutional activity

Dates

Q1 2026

$1.7B bought by 230 investors
JPMorgan Chase & Co$235MWellington Management Group LLP$119M +228 more
$1.7B sold by 272 investors
Two Sigma Advisers, LP-$186MWolf Hill Capital Management, LP-$115M +270 more
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Bought Sold Totals per quarter; hover a bar for the names.

Wayfair Inc. (W) institutional activity · 502

Investor Type Est. change Change Δ Own Date
JPMorgan Chase & Co · Added +$235M
Change +2.6M Date Q1 2026
JPMorgan Chase & Co Added· Q1 2026 +$235M +2.6M Q1 2026
Two Sigma Advisers, LP · Exited −$186M
Change −2.1M Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −$186M −2.1M −100.0% Q1 2026
Wellington Management Group LLP · Added +$119M
Change +1.3M Δ Own +115.4% Date Q1 2026
Wellington Management Group LLP Added· Q1 2026 +$119M +1.3M +115.4% Q1 2026
Wolf Hill Capital Management, LP · Exited −$115M
Change −1.3M Δ Own −100.0% Date Q1 2026
Wolf Hill Capital Management, LP Exited· Q1 2026 −$115M −1.3M −100.0% Q1 2026
Norges · Exited −$106M
Change −1.2M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$106M −1.2M −100.0% Q1 2026
Baillie Gifford & Co · Reduced −$103M
Change −1.1M Date Q1 2026
Baillie Gifford & Co Reduced· Q1 2026 −$103M −1.1M Q1 2026
D. E. Shaw & Co., Inc. · Reduced −$102M
Change −1.1M Δ Own −54.9% Date Q1 2026
D. E. Shaw & Co., Inc. Reduced· Q1 2026 −$102M −1.1M −54.9% Q1 2026
Clearbridge Investments, LLC · New +$87M
Change +961K Date Q1 2026
Clearbridge Investments, LLC New· Q1 2026 +$87M +961K Q1 2026
Holocene Advisors, LP · Exited −$84M
Change −923K Δ Own −100.0% Date Q1 2026
Holocene Advisors, LP Exited· Q1 2026 −$84M −923K −100.0% Q1 2026
Arrowstreet Capital, Limited Partnership · Reduced −$77M
Change −856K Date Q1 2026
Arrowstreet Capital, Limited Partnership Reduced· Q1 2026 −$77M −856K Q1 2026
Southpoint Capital Advisors LP · Reduced −$76M
Change −836K Date Q1 2026
Southpoint Capital Advisors LP Reduced· Q1 2026 −$76M −836K Q1 2026
T. Rowe Price Associates · Reduced −$67M
Change −740K Date Q1 2026
T. Rowe Price Associates Reduced· Q1 2026 −$67M −740K Q1 2026
Wells Fargo & Company · Reduced −$64M
Change −704K Date Q1 2026
Wells Fargo & Company Reduced· Q1 2026 −$64M −704K Q1 2026
Voloridge Investment Management, LLC · Reduced −$64M
Change −703K Date Q1 2026
Voloridge Investment Management, LLC Reduced· Q1 2026 −$64M −703K Q1 2026
Bank of Nova Scotia · New +$63M
Change +701K Date Q1 2026
Bank of Nova Scotia New· Q1 2026 +$63M +701K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 502

Famous investor activity in Wayfair Inc. (W)

Wayfair Inc. (W) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Blotner Jon · Officer Sell −$571K
Price $96.29 Qty −6K Owned 117K ΔOwn −4.8% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Blotner Jon Officer Sell $96.29 −6K −$571K 117K −4.8% Jul 2, 2026 Jul 6, 2026
Tan Fiona · Officer 4 operations 0
Owned 81K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Tan Fiona Officer 4 operations 0 81K Jul 1, 2026 Jul 6, 2026
Tan Fiona · Officer Tax withholding or exercise payment (F) -$1.4M
Price $95.14 Qty -14K Owned 25K ΔOwn −36.2% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Tan Fiona Officer Tax withholding or exercise payment (F) $95.14 -14K -$1.4M 25K −36.2% Jul 1, 2026 Jul 6, 2026
Gulliver Kate · Officer 8 operations 0
Owned 67K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Gulliver Kate Officer 8 operations 0 67K Jul 1, 2026 Jul 6, 2026
Gulliver Kate · Officer Tax withholding or exercise payment (F) -$1.1M
Price $95.14 Qty -11K Owned 171K ΔOwn −6.2% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Gulliver Kate Officer Tax withholding or exercise payment (F) $95.14 -11K -$1.1M 171K −6.2% Jul 1, 2026 Jul 6, 2026
Blotner Jon · Officer 6 operations 0
Owned 69K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Blotner Jon Officer 6 operations 0 69K Jul 1, 2026 Jul 6, 2026
Blotner Jon · Officer Tax withholding or exercise payment (F) -$1.1M
Price $95.14 Qty -11K Owned 123K ΔOwn −8.4% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Blotner Jon Officer Tax withholding or exercise payment (F) $95.14 -11K -$1.1M 123K −8.4% Jul 1, 2026 Jul 6, 2026
Gulliver Kate · Officer Grant (A) 90K
Owned 90K Trade date May 1, 2026 Filed date May 4, 2026
Gulliver Kate Officer Grant (A) 90K 90K May 1, 2026 May 4, 2026
Blotner Jon · Officer Grant (A) 92K
Owned 92K Trade date May 1, 2026 Filed date May 4, 2026
Blotner Jon Officer Grant (A) 92K 92K May 1, 2026 May 4, 2026
Tan Fiona · Officer Grant (A) 108K
Owned 108K Trade date May 1, 2026 Filed date May 4, 2026
Tan Fiona Officer Grant (A) 108K 108K May 1, 2026 May 4, 2026
Conine Steven · Director 3 operations −$561K
Price $77.54–$79.26 Qty −7K Owned 429K Trade date Apr 24, 2026 Filed date Apr 27, 2026
Conine Steven Director 3 operations $77.54–$79.26 −7K −$561K 429K Apr 24, 2026 Apr 27, 2026
Shah Niraj · Director 3 operations −$482K
Price $77.69–$79.47 Qty −6K Owned 429K Trade date Apr 24, 2026 Filed date Apr 27, 2026
Shah Niraj Director 3 operations $77.69–$79.47 −6K −$482K 429K Apr 24, 2026 Apr 27, 2026
Conine Steven · Director 5 operations −$8.7M
Price $76.37–$79.85 Qty −113K Owned 436K Trade date Apr 23, 2026 Filed date Apr 27, 2026
Conine Steven Director 5 operations $76.37–$79.85 −113K −$8.7M 436K Apr 23, 2026 Apr 27, 2026
Shah Niraj · Director 5 operations −$8.8M
Price $76.37–$79.85 Qty −114K Owned 435K Trade date Apr 23, 2026 Filed date Apr 27, 2026
Shah Niraj Director 5 operations $76.37–$79.85 −114K −$8.8M 435K Apr 23, 2026 Apr 27, 2026
Conine Steven · Director 2 operations 0
Owned 8.6M Trade date Apr 20, 2026 Filed date Apr 21, 2026
Conine Steven Director 2 operations 0 8.6M Apr 20, 2026 Apr 21, 2026
15 of 76
15 of 76 Sign in to continue to older insider transactions.

Wayfair Inc. (W) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
FMR LLC 13.9M
% of shares outstanding 15.1% Filing date Feb 9, 2024
FMR LLC 13.9M 15.1% Feb 9, 2024
Capital World Investors 12.0M
% of shares outstanding 13.1% Filing date Feb 9, 2024
Capital World Investors 12.0M 13.1% Feb 9, 2024
Vanguard Group Inc 8.1M
% of shares outstanding 8.8% Filing date Feb 13, 2024
Vanguard Group Inc 8.1M 8.8% Feb 13, 2024
Niraj Shah 9.7M
% of shares outstanding 8.2% Filing date May 11, 2026
Niraj Shah 9.7M 8.2% May 11, 2026
Steven Conine 9.7M
% of shares outstanding 8.2% Filing date May 11, 2026
Steven Conine 9.7M 8.2% May 11, 2026
Baillie Gifford & Co 7.4M
% of shares outstanding 8.1% Filing date Jan 26, 2024
Baillie Gifford & Co 7.4M 8.1% Jan 26, 2024
Vanguard Capital Management 5.5M
% of shares outstanding 5.0% Filing date Apr 30, 2026
Vanguard Capital Management 5.5M 5.0% Apr 30, 2026
BlackRock Inc. 4.7M
% of shares outstanding 5.0% Filing date Apr 5, 2024
BlackRock Inc. 4.7M 5.0% Apr 5, 2024
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Wayfair Inc. (W) ownership FAQ

Who owns W?

502 reporting institutions disclosed W position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.