Warby Parker Inc-class A (WRBY) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $774.3M

WRBY ranks #2073 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

306 institutions disclose a position in WRBY, but none treat it as a major bet — even Kingdon Capital Management, L.l.c., its most concentrated holder, allocates just 3.5% of its own portfolio to it.

California State Teachers Retirement System has added to its WRBY position for two straight quarters, increasing it by $102.6M to reach $104.4M today.

BlackBarn Capital Partners LP has trimmed its WRBY position for two straight quarters, cutting it by $53.2M while still holding $12.1M.

WRBY is down 0.8% today, but institutions show net buying of $774.3M this quarter — a divergence between today's price move and the underlying institutional flow.

WRBY posted net income of $7.7M over the trailing twelve months, and currently trades at a P/E of 420.1.

• Profitable — net income of $7.7M over the trailing twelve months
• Revenue grew 11.0% year over year
• Net income improved year over year, from -$9.2M to $7.7M
• Generated $110.8M in positive operating cash flow
• Current ratio of 2.35x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.96x equity — within a conventional range