Wayfair Inc. (W) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

126,459,144Shares Outstanding

9,009,358Shares held by institutions

$767,867,582Value of institutional holdings

102.99%Institutional ownership %

4.72%Shares Changed QoQ

454No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Wayfair Inc. (NYSE:W) is held by 454 institutional firms.

Wayfair saw its institutional ownership percentage rose to 103.0% in December 2025 from 101.0% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 4.72%, with a year-over-year an increase of 35.12% in the count of filers.
Among the 454 institutional holders of Wayfair, 289 added to their stakes while 114 trimmed their positions and 51 held steady.
The total number of shares held by institutions in Wayfair increased to 130.24Mn as of December 2025, a net change of up by 5.87Mn shares quarter on quarter, and up 11.54Mn shares year over year.
With 16.00Mn shares, FMR LLC commands the largest institutional position in Wayfair as of December 31, 2025, equating to 12.65% of the company.
Among the most significant buyers of Wayfair during December 2025 were NORGES BANK (1.17Mn), Walleye Trading LLC (790.20K), D. E. Shaw & Co., Inc. (769.98K), WELLINGTON MANAGEMENT GROUP LLP (640.51K), STATE STREET CORP (632.87K).
Leading sellers of Wayfair stock in December 2025 included MORGAN STANLEY (1.24Mn), Southpoint Capital Advisors LP (1.00Mn), Squarepoint Ops LLC (773.60K), JPMORGAN CHASE & CO (525.47K), JANE STREET GROUP, LLC (434.24K).
The top 10 institutional holders of Wayfair for the quarter ending December 2025 included FMR LLC (16.00Mn), Capital World Investors (13.46Mn), VANGUARD GROUP INC (9.63Mn), JANE STREET GROUP, LLC (5.54Mn), RENAISSANCE TECHNOLOGIES LLC (5.41Mn), BlackRock, Inc. (5.30Mn), BAILLIE GIFFORD & CO (4.00Mn), JANUS HENDERSON GROUP PLC (3.57Mn), SPRUCE HOUSE INVESTMENT MANAGEMENT LLC (2.92Mn), Prescott General Partners LLC (2.92Mn).

454 Institutional Holders

9,009,358 Total Shares Held

Rows:

Download Data

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
JANE STREET GROUP, LLC	31 Dec, 2025	5,538,957	-434,236	-7.27%	$556,166,673.00
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
UBS Group AG	31 Dec, 2025	2,128,066	270,113	14.54%	$213,679,107.00
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
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

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