Wayfair Inc. (W) Institutional Ownership

Institutions by Trading Activity

130,000,000Shares Outstanding

123,470,018Shares held by institutions

$8,965,158,007Value of institutional holdings

94.98%Institutional ownership %

2.22%Shares Changed QoQ

464No. of institutional investors

Wayfair Inc. (NYSE:W) appears in 464 institutional 13F filings for the quarter ending December 2025.

These investors held 94.4% of outstanding shares in December 2025, up from 93.9% in September 2025.
They increased total shares held in W by 2.58% quarter over quarter, and investors in Wayfair increased 39.76% from a year ago.
Activity in W broke down as 296 buyers, 116 sellers, and 52 unchanged among 464 total holders.
The aggregate institutional position in Wayfair amounted to 122.68Mn shares as of December 2025, up by 3.08Mn shares quarter on quarter, and up 3.59Mn shares year over year.
ADIRONDACK TRUST CO holds the largest position in W at 100 shares as of December 31, 2025, or 0.0% of shares outstanding.
The biggest buyers of Wayfair for the quarter ending December 2025 included Investors Research Corp (10).
According to Business Quant data, leading holders of W for December 2025 are ADIRONDACK TRUST CO (100), Investors Research Corp (25).

123,470,018 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
FMR LLC	31 Dec, 2025	15,997,458	281,615	1.79%	$1,606,304,757.00
Capital World Investors	31 Dec, 2025	13,457,158	82,584	0.62%	$1,351,237,458.00
VANGUARD GROUP INC	31 Dec, 2025	9,634,757	72,707	0.76%	$967,425,951.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	5,407,325	180,558	3.45%	$542,949,503.00
BlackRock, Inc.	31 Dec, 2025	5,299,765	482,056	10.01%	$532,149,381.00
BAILLIE GIFFORD & CO	31 Dec, 2025	4,002,104	-147,107	-3.55%	$401,851,262.00
Janus Henderson Group Plc	31 Dec, 2025	3,570,475	166,855	4.90%	$358,513,787.00
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC	31 Dec, 2025	2,923,845	0	0.00%	$293,583,276.00
Prescott General Partners LLC	31 Dec, 2025	2,922,401	0	0.00%	$293,438,284.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	2,825,654	8,598	0.31%	$283,723,918.00
GREAT HILL PARTNERS, L.P.	31 Dec, 2025	2,788,912	0	0.00%	$280,034,654.00
State Street Corp	31 Dec, 2025	2,289,354	632,874	38.21%	$229,874,035.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	2,058,769	769,983	59.74%	$206,720,995.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	2,056,700	57,900	2.90%	$206,513,247.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	2,036,019	125,997	6.60%	$204,436,668.00
UBS Group AG	31 Dec, 2025	1,980,566	122,613	6.60%	$198,868,632.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,903,219	185,897	10.82%	$191,144,617.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,901,210	253,484	15.38%	$190,900,494.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	1,612,754	359,993	28.74%	$161,936,629.00
Southpoint Capital Advisors LP	31 Dec, 2025	1,500,000	-1,000,000	-40.00%	$150,615,000.00

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