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W

W — Smart Money Tracker (13F)

Wayfair Inc- Class A

-$4.0B

Net Activity

Institutions Holding

454

Popularity Rank

#1247

Avg Weight

0.46%

Total Value

$10.6B

Ownership Trend

454 institutions currently hold W, with 232 net buyers and 293 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

293

Net Buying Institutions

232

Key Holders

Key Holders

Top 5 by Value

FL
FMR LLC
$1.2B
CW
Capital World Investors
$1.0B
BI
BlackRock, Inc.
$431.6M
JS
Jane Street Group, LLC
$405.2M
RT
Renaissance Technologies LLC
$374.0M

Top 5 by Conviction

GH
Great Hill Partners, L.p.
100.00%
PG
Prescott General Partners LLC
12.80%
SH
Spruce House Investment Management LLC
6.98%
HM
Hook Mill Capital Partners, LP
6.90%
GI
Goodnow Investment Group, LLC
5.26%
View all 454 holding institutions

Across its top 20 institutional holders, W's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 19/100, avg. turnover score 30/100).

Quarterly Activity

Recent Activity

+$6.2B

Total Buy Value

$7.1B

Total Sell Value

New buy90
Trim162
Add142
Sold out131

232

Net Buyers

293

Net Sellers

Smart Money Convergence

W does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

7

Filings (90d)

$2.19M

Total Est. Value

26K shares

Planned Shares

Last Filed 2026-07-10
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Conine StevenOfficer, Director2026-07-105K shares$456K
Shah NirajOfficer, Director2026-07-105K shares$456K
Blotner JonOfficer2026-07-026K shares$571K
Shah NirajOfficer, Director2026-06-111K shares$75K
Conine StevenOfficer, Director2026-06-111K shares$75K
Conine StevenOfficer, Director2026-06-104K shares$278K
Shah NirajOfficer, Director2026-06-104K shares$278K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

94419L101, 94419L901, 94419LAA9

FAQ

Who are the top institutional investors holding WAYFAIR INC- CLASS A (W)?
Major stakeholders currently include FMR LLC ($1.2B), Capital World Investors ($1.0B), BlackRock, Inc. ($431.6M). Based on the latest 13F filings, there are a total of 454 tracked investment funds and institutions maintaining positions in W.
What is the overall institutional sentiment toward W recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $4.0B, driven by 232 managers accumulating shares while 293 reduced their exposure.
Which institutions have been selling or reducing their W positions?
In the latest period, 162 funds trimmed their holdings, and 131 managers completely exited their positions. The aggregate reported sell value was $7.1B.
Are there any notable investors adding W to their portfolios?
Yes, buying activity remains notable. 90 institutions opened new positions in {ticker}, and 142 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.2B.

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