W

Wayfair Inc- Class A
Consumer DiscretionaryUSCUSIP 94419L101◍ Confluence graph
Tracked 13F Holders
403
-187 QoQ
13F Value (tracked)
$8.2B
Insider Net · 180d
-$52.0M
0↑ 3↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)33 adding · 23 trimming
Insider net (180d)-$52.0M

Who owns W?

403 tracked 13F filers

403 tracked 13F filers disclose a position in W as of the latest SEC 13F filings, a combined $8.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$1.2B
16.3M
+1.8%
Added · +280K sh
Q1 2026
2BlackRock, Inc.
$431.6M
5.7M
+8.3%
Added · +439K sh
Q1 2026
3RENAISSANCE TECHNOLOGIES LLC
$374.0M
5.0M
−8.0%
Reduced · −435K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$350.7M
4.7M
First observed position
No prior filed position
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$330.1M
4.4M
First observed position
No prior filed position
Q1 2026
6JANUS HENDERSON GROUP PLC
$290.8M
3.9M
+8.3%
Added · +296K sh
Q1 2026
7BAILLIE GIFFORD & CO
$215.3M
2.9M
−28%
Reduced · −1.1M sh
Q1 2026
8JPMORGAN CHASE & CO
$199.1M
2.9M
11×
Added · +2.6M sh
Q1 2026
9GREAT HILL PARTNERS, L.P.
$257.8M
2.8M
Held
Q2 2026
10SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
$195.5M
2.6M
−11%
Reduced · −324K sh
Q1 2026
11TWO SIGMA INVESTMENTS, LP
$188.3M
2.5M
+23%
Added · +468K sh
Q1 2026
12Prescott General Partners LLC
$174.7M
2.3M
−21%
Reduced · −600K sh
Q1 2026
13UBS Group AG
$148.3M
2.0M
−0.4%
Reduced · −8K sh
Q1 2026
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$148.2M
2.0M
−30%
Reduced · −856K sh
Q1 2026
15GEODE CAPITAL MANAGEMENT, LLC
$178.5M
1.9M
−13%
Reduced · −295K sh
Q2 2026
16AQR CAPITAL MANAGEMENT LLC
$135.4M
1.9M
−2.5%
Reduced · −48K sh
Q1 2026
17STATE STREET CORP
$170.0M
1.8M
+5.9%
Added · +102K sh
Q2 2026
18BALYASNY ASSET MANAGEMENT L.P.
$119.7M
1.6M
−1.3%
Reduced · −21K sh
Q1 2026
19Anomaly Capital Management, LP
$127.5M
1.4M
+195%
Added · +912K sh
Q2 2026
20NORGES BANK
$118.0M
1.2M
+78%
Added · +516K sh
Q4 2025
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$86.9M
1.2M
+1.8%
Added · +21K sh
Q1 2026
22Hook Mill Capital Partners, LP
$78.2M
1.0M
+20%
Added · +177K sh
Q1 2026
23DIMENSIONAL FUND ADVISORS LP
$77.9M
1.0M
+46%
Added · +328K sh
Q1 2026
24MORGAN STANLEY
$73.5M
977K
+4.3%
Added · +40K sh
Q1 2026
25Clearbridge Investments, LLC
$72.3M
961K
New
+961K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is W being bought or sold by institutions?

Last quarter, 10 funds opened a new position in W and 23 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
10
funds
Added
23
funds
Reduced
23
funds
Exited
0
funds

Funds that own W also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN230 funds$188.7B
META PLATFORMS INC-CLASS AMETA223 funds$103.9B
NVIDIA CORPNVDA222 funds$363.4B
MICROSOFT CORPMSFT219 funds$242.9B
ALPHABET INC-CL AGOOGL218 funds$145.6B
APPLE INCAAPL215 funds$269.3B
TESLA INCTSLA215 funds$66.7B
BROADCOM INCAVGO214 funds$144.1B
MICRON TECHNOLOGY INCMU213 funds$41.1B
ADVANCED MICRO DEVICESAMD210 funds$34.3B
JPMORGAN CHASE & COJPM209 funds$53.5B
MASTERCARD INC - AMA208 funds$47.6B

Ranked by how many of W's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$52.0M
3 insiders
Net
-$52.0M
43 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 12, 2026Conine StevenDirectorSell (S)175$18K
Aug 12, 2026Conine StevenDirectorSell (S)11K$1.2M
Aug 12, 2026Conine StevenDirectorSell (S)24K$2.4M
Aug 12, 2026Conine StevenDirectorSell (S)25K$2.6M
Aug 12, 2026Conine StevenDirectorSell (S)9K$890K
Aug 12, 2026Shah NirajChief Executive Officer, DirectorSell (S)55$6K
Aug 12, 2026Shah NirajChief Executive Officer, DirectorSell (S)12K$1.2M
Aug 12, 2026Shah NirajChief Executive Officer, DirectorSell (S)25K$2.6M
Aug 12, 2026Shah NirajChief Executive Officer, DirectorSell (S)23K$2.4M
Aug 12, 2026Shah NirajChief Executive Officer, DirectorSell (S)9K$920K
Jul 2, 2026Blotner JonPres., Commercial & OperationsSell (S)6K$571K
Apr 24, 2026Shah NirajChief Executive Officer, DirectorSell (S)600$47K

Institutional ownership over time

192 funds-56 since Q3 2024
0204407Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.5B · 1 values withheld

Share classes

Class13F holdersValue held
Wthis pagecs403 funds$8.2B
W 3.25 09/15/27SDBCV27 funds$322.7M
W 3.5 11/15/28SDBCV25 funds$683.0M
W 1 08/15/26NOTE 1.000% 8/114 funds$20.6M
W 1.125 11/01/24NOTE 1.125%11/01 funds$5.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for W

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Ask your agent what changed in W

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/W/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for W.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for W. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.