Wayfair W Institutional Ownership

Updated Oct 11, 2026

Wayfair Inc. (NYSE:W) appeared in the 13F filings of 452 institutional investors for the quarter ended June 30, 2026.

• Total shares held in Wayfair fell 1.68% from Q1 2026, while the number of holders rose 36.14% from Q2 2025.
• Among the 452 holders of Wayfair, 247 added to their positions, 144 reduced their stakes and 61 left their positions unchanged.
• In total, institutional investors held 121.21Mn shares of Wayfair at the end of Q2 2026, down 2.07Mn from the prior quarter and up 3.8Mn from a year earlier.
• As of June 30, 2026, FMR LLC held the largest stake in Wayfair with 16.28Mn shares.
• The largest position increases in W for Q2 2026 were by Castle Hook Partners LP (+2.43Mn shares), Contour Asset Management LLC (+2.07Mn shares), D. E. Shaw & Co., Inc. (+1.54Mn shares), AQR Capital Management LLC (+1.25Mn shares) and Anomaly Capital Management, LP (+911.96K shares).
• The biggest cuts to W positions during Q2 2026 came from Capital World Investors (-2.61Mn shares), JPMorgan Chase & Co (-2.28Mn shares), Balyasny Asset Management L.P. (-1.39Mn shares), UBS Group AG (-1.08Mn shares) and BlackRock, Inc. (-703.53K shares).
• Business Quant data shows the 10 biggest positions in Wayfair as of Q2 2026 were held by FMR LLC (16.28Mn shares), Capital World Investors (11.18Mn shares), BlackRock, Inc. (5.04Mn shares), Vanguard Capital Management LLC (4.78Mn shares), Renaissance Technologies LLC (4.51Mn shares), Jupiter Topco LLC (4.47Mn shares), Vanguard Portfolio Management LLC (4.2Mn shares), AQR Capital Management LLC (3.1Mn shares), Spruce House Investment Management LLC (2.91Mn shares) and Baillie Gifford & Co (2.81Mn shares).