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Wayfair Inc (Class A)

Held by 8 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 94419L101 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 8 of the investors we track own this stock. In the latest quarter, 2 of them bought more of it and 6 sold some or all of theirs. That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
8
-1 vs last quarter (like-for-like)
Total value held
$1.35B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$286.51M
+30.5% vs last quarter
Net shares bought
+774.4K
Est. net flow +$72.61M
Quarter activity
2 bought · 6 sold
0 new · 1 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns W?

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Who owns W? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Jim Simons Renaissance Technologies 4.51M $417.22M 0.6% Reduced -458.0K -9.2% -$42.33M
2 Baillie Gifford Baillie Gifford & Co 2.81M $259.85M 0.2% Reduced -50.6K -1.8% -$4.68M
3 Two Sigma Two Sigma Investments 2.61M $241.47M 0.2% Added +108.7K +4.3% +$10.05M
4 David Shaw D.E. Shaw & Co. 2.47M $228.04M 0.1% Added +1.5M +165.5% +$142.16M
5 Norges Bank Norges Bank Investment Management 1.31M $121.06M 0.0% — — — —
6 Ken Griffin Citadel Advisors 627.85K $58.03M 0.0% Reduced -31.2K -4.7% -$2.89M
7 Israel Englander Millennium Management 227.31K $21.01M 0.0% Reduced -239.1K -51.3% -$22.10M
8 Polen Capital Polen Capital Management 2.40K $221.99K 0.0% Reduced -32.8K -93.2% -$3.03M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Ray Dalio Bridgewater Associates -60.8K $4.57M

Politician trades

Politician trades in W

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Gil Cisneros Politician May 11, 2026 W Wayfair Inc. Class A Common Stock (W) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Jun 8, 2026 28 days PTR ↗
Gil Cisneros Politician May 7, 2026 W Wayfair Inc. Class A Common Stock (W) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Jun 8, 2026 32 days PTR ↗
Gil Cisneros Politician May 1, 2026 W Wayfair Inc. Class A Common Stock (W) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America May 8, 2026 7 days PTR ↗
Jonathan L. Jackson Politician Jan 17, 2024 W Wayfair Inc. Class A Common Stock (W) [ST] Sale $15,001 - $50,000 Est. $32,500 (midpoint of reported range $15,001–$50,000) Joint Morgan Stanley Trust Account Feb 15, 2024 29 days PTR ↗
Jonathan L. Jackson Politician Dec 20, 2023 W Wayfair Inc. Class A (W) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint — Jan 12, 2024 23 days PTR ↗
Jonathan L. Jackson Politician Dec 15, 2023 W Wayfair Inc. Class A (W) [ST] Purchase $15,001 - $50,000 Est. $32,500 (midpoint of reported range $15,001–$50,000) Joint Morgan Stanley Trust Account Jan 12, 2024 28 days PTR ↗