DaveManuel.com · Institutional Ownership · Who Owns It
WAYFAIR INC (W)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
472
Reporting holders
$13.4B
Reported value
10.1%
Calls
5.1%
Puts
+11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $1.5B | 16,277,047 | 0.07% | 31q | HELD |
| Capital World Investors | $1.0B | 11,177,483 | 0.12% | 27q | -19.0%-$241.6M |
| JANE STREET GROUP, LLC | $603.1M incl. $486.9M options CALL+PUT | 1,257,610 | 0.05% | 31q | +163.7%+$374.4M |
| BlackRock, Inc. | $465.3M | 5,035,150 | 0.01% | 8q | -12.3%-$65.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $441.4M | 4,776,475 | 0.01% | 2q | +2.4%+$10.5M |
| RENAISSANCE TECHNOLOGIES LLC | $417.2M | 4,514,426 | 0.57% | 13q | -9.2%-$42.3M |
| Jupiter Topco LLC | $413.0M | 4,469,109 | 0.17% | new | FIRST |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $388.0M | 4,198,629 | 0.02% | 2q | -4.3%-$17.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $299.3M incl. $290.1M options CALL+PUT | 99,582 | 0.02% | 31q | -52.8%-$334.3M |
| AQR CAPITAL MANAGEMENT LLC | $284.9M | 3,101,936 | 0.10% | 15q | +67.4%+$114.7M |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | $268.9M | 2,909,700 | 7.91% | 31q | +11.9%+$28.6M |
| BAILLIE GIFFORD & CO | $259.8M | 2,811,620 | 0.24% | 31q | -1.8%-$4.7M |
| GREAT HILL PARTNERS, L.P. | $257.8M | 2,788,912 | 100.00% | 17q | HELD |
| D. E. Shaw & Co., Inc. | $255.4M incl. $27.4M options CALL+PUT | 2,467,411 | 0.12% | 31q | +165.5%+$159.2M |
| TWO SIGMA INVESTMENTS, LP | $241.7M incl. $277.3K options PUT | 2,612,733 | 0.18% | 31q | +4.3%+$10.1M |
| BARCLAYS PLC | $236.3M incl. $221.1M options CALL+PUT | 163,565 | 0.05% | 31q | -7.5%-$19.3M |
| Castle Hook Partners LP | $227.0M | 2,455,952 | 1.04% | 2q | +9484.6%+$224.6M |
| Contour Asset Management LLC | $221.5M | 2,396,292 | 5.24% | 2q | +629.0%+$191.1M |
| Prescott General Partners LLC | $214.6M | 2,322,401 | 10.97% | 32q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $208.8M | 2,259,111 | 0.04% | 14q | -8.0%-$18.3M |
| CITADEL ADVISORS LLC | $190.9M incl. $132.9M options CALL+PUT | 627,846 | 0.02% | 31q | -4.7%-$9.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $178.5M | 1,918,415 | 0.01% | 31q | -13.3%-$27.5M |
| STATE STREET CORP | $170.0M | 1,839,140 | 0.01% | 31q | +5.9%+$9.5M |
| Wolf Hill Capital Management, LP | $155.6M incl. $58.6M options CALL | 1,049,318 | 13.01% | new | NEW |
| Assenagon Asset Management S.A. | $151.3M | 1,637,182 | 0.09% | 4q | +184.3%+$98.1M |
| CITIGROUP INC | $149.7M incl. $134.5M options CALL+PUT | 164,790 | 0.05% | 31q | -66.6%-$298.7M |
| Anomaly Capital Management, LP | $127.5M | 1,379,204 | 4.87% | 2q | +195.2%+$84.3M |
| NORGES BANK | $121.1M | 1,309,943 | 0.01% | 31q | +11.5%+$12.5M |
| DIMENSIONAL FUND ADVISORS LP | $114.0M | 1,232,815 | 0.02% | 31q | +18.9%+$18.1M |
| IMC-Chicago, LLC | $106.5M incl. $93.0M options CALL+PUT | 145,868 | 0.03% | 19q | +504.3%+$88.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $106.4M | 1,151,457 | 0.01% | 31q | HELD |
| Walleye Trading LLC | $106.3M CALL+PUT | options only | 0.12% | 31q | OPTIONS |
| GOLDMAN SACHS GROUP INC | $103.3M | 1,117,663 | 0.01% | 31q | +55.0%+$36.7M |
| Clearbridge Investments, LLC | $97.8M | 1,057,745 | 0.08% | 2q | +10.1%+$8.9M |
| Caption Management, LLC | $91.5M CALL | options only | 0.43% | 12q | OPTIONS |
| Portman Square Capital LLP | $90.5M incl. $52.6M options PUT | 409,349 | 4.29% | 15q | +124.9%+$50.2M |
| UBS Group AG | $83.4M incl. $924.2K options CALL+PUT | 892,727 | 0.01% | 31q | -54.7%-$100.9M |
| Atreides Management, LP | $78.0M | 843,860 | 0.54% | 22q | -41.0%-$54.3M |
| Hook Mill Capital Partners, LP | $76.4M | 826,823 | 7.09% | 5q | -20.5%-$19.7M |
| AMERICAN CENTURY COMPANIES INC | $72.6M | 785,206 | 0.03% | 4q | +2.2%+$1.5M |
| Alyeska Investment Group, L.P. | $69.6M | 753,236 | 0.18% | 2q | +56.2%+$25.0M |
| Allen Investment Management, LLC | $69.2M | 749,250 | 0.82% | 31q | HELD |
| JPMORGAN CHASE & CO | $68.4M incl. $12.1M options CALL+PUT | 583,160 | 0.00% | 31q | -79.6%-$267.3M |
| MORGAN STANLEY | $67.9M | 735,155 | 0.00% | 35q | -24.8%-$22.4M |
| BANK OF NOVA SCOTIA | $67.2M incl. $646.9K options PUT | 720,053 | 0.10% | 2q | +2.7%+$1.8M |
| Optiver Holding B.V. | $65.5M incl. $59.6M options CALL+PUT | 63,860 | 0.02% | 5q | +26.0%+$13.5M |
| BNP PARIBAS FINANCIAL MARKETS | $64.9M incl. $5.3M options CALL+PUT | 645,458 | 0.02% | 31q | -30.5%-$28.5M |
| VANGUARD FIDUCIARY TRUST CO | $64.3M | 696,006 | 0.01% | 2q | +5.3%+$3.2M |
| Quantinno Capital Management LP | $58.5M | 633,235 | 0.07% | 12q | +109.5%+$30.6M |
| GOODNOW INVESTMENT GROUP, LLC | $57.6M | 623,772 | 5.98% | 31q | -2.3%-$1.4M |
| BANK OF MONTREAL /CAN/ | $52.6M | 568,988 | 0.02% | 31q | +7.1%+$3.5M |
| BANK OF AMERICA CORP /DE/ | $51.2M | 554,024 | 0.00% | 31q | -13.4%-$7.9M |
| Connor, Clark & Lunn Investment Management Ltd. | $50.8M | 549,450 | 0.10% | 7q | +3.7%+$1.8M |
| NORTHERN TRUST CORP | $48.7M | 527,382 | 0.01% | 31q | +2.2%+$1.0M |
| Artemis Investment Management LLP | $47.3M | 511,868 | 0.42% | 3q | -41.6%-$33.8M |
| Calamos Advisors LLC | $47.1M | 509,226 | 0.16% | new | NEW |
| CHECK CAPITAL MANAGEMENT INC/CA | $46.9M | 507,075 | 0.42% | 25q | +201.9%+$31.3M |
| Invesco Ltd. | $43.7M | 472,405 | 0.00% | 31q | +40.4%+$12.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $43.4M | 469,638 | 0.16% | 6q | -31.1%-$19.6M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | $43.4M | 469,360 | 28.49% | 15q | +2.0%+$831.8K |
| PEAK6 LLC | $42.9M CALL+PUT | options only | 0.09% | 7q | OPTIONS |
| FEDERATED HERMES, INC. | $41.9M | 453,019 | 0.06% | 4q | -6.8%-$3.1M |
| Parallax Volatility Advisers, L.P. | $40.8M incl. $40.7M options CALL+PUT | 313 | 0.07% | 31q | -97.9%-$1.9B |
| Balyasny Asset Management L.P. | $38.9M incl. $20.3M options CALL+PUT | 201,718 | 0.05% | 17q | -87.3%-$268.3M |
| HENNESSY ADVISORS INC | $38.5M | 416,500 | 1.23% | 4q | HELD |
| Rothschild & Co Wealth Management UK Ltd | $32.4M | 350,803 | 0.47% | 15q | +17.8%+$4.9M |
| WOLVERINE ASSET MANAGEMENT LLC | $31.3M CALL+PUT | options only | 0.27% | 31q | OPTIONS |
| Benchstone Capital Management LP | $30.7M | 331,642 | 3.70% | new | NEW |
| Bank of New York Mellon Corp | $29.5M | 318,846 | 0.00% | 31q | +2.6%+$741.3K |
| Arvin Capital Management LP | $28.6M incl. $13.9M options CALL | 159,515 | 3.73% | new | NEW |
| GILDER GAGNON HOWE & CO LLC | $27.7M | 299,898 | 0.29% | new | NEW |
| MANE GLOBAL CAPITAL MANAGEMENT LP | $27.5M | 297,573 | 2.27% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $27.1M | 293,431 | 0.00% | 31q | +71.0%+$11.3M |
| MILLENNIUM MANAGEMENT LLC | $26.8M incl. $5.8M options CALL+PUT | 227,312 | 0.01% | 26q | -51.3%-$28.2M |
| SIMPLEX TRADING, LLC | $26.8M CALL+PUT | options only | 0.02% | 31q | OPTIONS |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $26.3M | 285,000 | 0.04% | 2q | -14.4%-$4.4M |
| SG Americas Securities, LLC | $26.0M incl. $186.0K options CALL+PUT | 279,449 | 0.01% | 10q | +32.4%+$6.4M |
| Qube Research & Technologies Ltd | $23.6M incl. $3.5M options CALL+PUT | 216,480 | 0.02% | 7q | -71.9%-$60.4M |
| Walleye Capital LLC | $23.1M incl. $4.3M options CALL+PUT | 202,873 | 0.08% | 17q | -2.5%-$600.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $23.0M | 248,494 | 0.00% | 31q | HELD |
| Onex Canada Asset Management Inc. | $22.6M | 244,785 | 3.48% | 8q | +17.7%+$3.4M |
| BOOTHBAY FUND MANAGEMENT, LLC | $22.2M | 240,611 | 0.29% | 5q | -5.7%-$1.3M |
| MARSHALL WACE, LLP | $21.7M incl. $129.4K options CALL+PUT | 233,494 | 0.02% | 5q | -6.4%-$1.5M |
| Squarepoint Ops LLC | $21.6M CALL+PUT | options only | 0.02% | 31q | OPTIONS |
| Gotham Asset Management, LLC | $21.6M | 233,888 | 0.05% | 15q | +40.4%+$6.2M |
| WELLS FARGO & COMPANY/MN | $20.9M incl. $4.6M options PUT | 176,435 | 0.00% | 31q | +27.0%+$4.4M |
| SMITH THOMAS W | $20.9M | 225,850 | 18.53% | 23q | -4.7%-$1.0M |
| HRT FINANCIAL LP | $20.4M incl. $7.4M options OPT | 220,672 | 0.04% | 3q | -10.6%-$2.4M |
| Tabor Asset Management, LP | $20.1M | 217,280 | 6.13% | 12q | +14.4%+$2.5M |
| Swiss National Bank | $19.2M | 207,400 | 0.01% | 31q | +1.8%+$332.7K |
| ALLIANCEBERNSTEIN L.P. | $18.3M | 243,369 | 0.01% | 31q | +57.3%+$6.7M |
| Nuveen, LLC | $18.1M | 196,182 | 0.00% | 6q | -43.2%-$13.8M |
| STRS OHIO | $18.1M | 195,894 | 0.07% | 10q | +11.5%+$1.9M |
| Trexquant Investment LP | $18.1M | 195,820 | 0.11% | 2q | +552.1%+$15.3M |
| AMERIPRISE FINANCIAL INC | $17.6M | 190,828 | 0.00% | 31q | HELD |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $16.7M | 181,188 | 0.11% | 27q | +9.7%+$1.5M |
| Baird Financial Group, Inc. | $16.4M | 177,043 | 0.02% | new | NEW |
| GROUP ONE TRADING LLC | $15.2M incl. $10.4M options CALL+PUT | 52,482 | 0.02% | 31q | +69.6%+$6.2M |
| California Public Employees Retirement System | $14.7M | 159,282 | 0.01% | 31q | -27.7%-$5.7M |
| Russell Investments Group, Ltd. | $13.8M | 149,679 | 0.01% | 31q | -17.3%-$2.9M |
Showing the largest 100 of 473 reported holders. The count of 472 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-15 | Conine Steven | Director | Sold | 117,000 | $13.0M ×3 |
| 2026-10-15 | Shah Niraj | Chief Executive Officer | Sold | 117,000 | $13.0M ×3 |
| 2026-10-12 | Conine Steven | Director | Sold | 69,000 | $7.3M ×5 |
| 2026-10-12 | Shah Niraj | Chief Executive Officer | Sold | 69,000 | $7.3M ×5 |
| 2026-08-12 | Shah Niraj | Chief Executive Officer | Sold | 69,000 | $7.1M ×5 |
| 2026-09-14 | Conine Steven | Director | Sold | 69,000 | $7.1M ×9 |
| 2026-08-12 | Conine Steven | Director | Sold | 69,000 | $7.1M ×5 |
| 2026-09-14 | Shah Niraj | Chief Executive Officer | Sold | 69,000 | $7.1M ×9 |
| 2026-10-20 | Tan Fiona | Chief Technology Officer | Sold | 8,000 | $920.0K |
| 2026-10-01 | Tan Fiona | Chief Technology Officer | Sold | 7,000 | $715.3K |
| 2026-09-08 | Blotner Jon | Pres., Commercial & Operations | Sold | 6,968 | $698.3K |
| 2026-10-02 | Blotner Jon | Pres., Commercial & Operations | Sold | 6,056 | $630.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 111 | $413.7M | 3,051,745 | 29 | 41 | 18 | 24.5% |
| Q2 2026 | 472 | $13.4B | 122,627,273 | 87 | 158 | 146 | 15.3% |
| Q1 2026 | 461 | $10.8B | 123,564,878 | 94 | 144 | 148 | 14.1% |
| Q4 2025 | 496 | $15.1B | 124,340,940 | 100 | 181 | 112 | 17.4% |
| Q3 2025 | 429 | $13.6B | 120,448,422 | 132 | 137 | 95 | 21.0% |
| Q2 2025 | 349 | $7.7B | 118,703,840 | 90 | 98 | 107 | 21.1% |
| Q1 2025 | 329 | $4.9B | 118,882,553 | 42 | 113 | 97 | 22.1% |
| Q4 2024 | 357 | $6.2B | 110,645,243 | 43 | 120 | 107 | 21.2% |
| Q3 2024 | 371 | $8.2B | 115,690,958 | 73 | 106 | 113 | 20.7% |
| Q2 2024 | 354 | $7.8B | 115,998,346 | 42 | 133 | 87 | 21.5% |
| Q1 2024 | 390 | $10.3B | 116,308,292 | 74 | 126 | 107 | 23.1% |
| Q4 2023 | 376 | $9.5B | 110,955,255 | 68 | 112 | 111 | 25.6% |
| Q3 2023 | 349 | $8.2B | 107,540,949 | 58 | 112 | 83 | 20.4% |
| Q2 2023 | 334 | $8.3B | 104,794,624 | 74 | 85 | 88 | 17.8% |
| Q1 2023 | 310 | $5.4B | 113,204,432 | 53 | 81 | 96 | 27.2% |
| Q4 2022 | 320 | $4.0B | 100,082,134 | 74 | 83 | 105 | 17.7% |
| Q3 2022 | 311 | $12.2B | 514,847,610 | 54 | 91 | 84 | 4.0% |
| Q2 2022 | 316 | $14.9B | 473,318,764 | 52 | 119 | 86 | 6.5% |
| Q1 2022 | 366 | $20.7B | 223,625,053 | 50 | 139 | 102 | 8.9% |
| Q4 2021 | 433 | $28.9B | 150,658,500 | 58 | 121 | 143 | 13.0% |
| Q3 2021 | 430 | $34.9B | 133,715,869 | 55 | 124 | 140 | 12.4% |
| Q2 2021 | 454 | $41.3B | 134,211,388 | 68 | 168 | 127 | 11.7% |
| Q1 2021 | 451 | $41.2B | 138,807,606 | 97 | 148 | 124 | 9.6% |
| Q4 2020 | 419 | $23.6B | 109,653,648 | 58 | 162 | 100 | 17.9% |
| Q3 2020 | 429 | $50.3B | 158,609,986 | 96 | 134 | 134 | 8.1% |
| Q2 2020 | 380 | $30.7B | 167,446,433 | 148 | 86 | 108 | 9.0% |
| Q1 2020 | 289 | $8.2B | 168,190,995 | 60 | 98 | 78 | 7.8% |
| Q4 2019 | 310 | $14.9B | 271,603,466 | 51 | 94 | 82 | 4.9% |
| Q3 2019 | 311 | $15.7B | 154,232,238 | 49 | 120 | 76 | 5.2% |
| Q2 2019 | 330 | $20.0B | 126,954,825 | 57 | 101 | 96 | 7.5% |
| Q1 2019 | 324 | $20.2B | 130,299,988 | 69 | 96 | 105 | 4.3% |
| Q4 2018 | 293 | $26.0B | 282,761,057 | 9 | 8 | 2 | 1.8% |