Renaissance Technologies (RenTech)'s W Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC (Rentech)) currently holds 5.41 M shares of Wayfair Inc. (W) worth $542.95 M, representing 0.84% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Renaissance Technologies (RenTech) has maintained a long-term strategic position in W, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2022, adding 1.91 M shares. Largest reduction occurred in Q1 2023, reducing 2.18 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s Wayfair (W) Holding Value Over Time
Track share changes against reported price movement
Quarterly Wayfair (W) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +180,558 | Add 3.45% | 5.41 M | $100.41 |
| Q3 2025 | +658,500 | Add 14.41% | 5.23 M | $89.33 |
| Q2 2025 | +235,700 | Add 5.44% | 4.57 M | $51.14 |
| Q1 2025 | +497,900 | Add 12.98% | 4.33 M | $32.03 |
| Q4 2024 | +581,000 | Add 17.86% | 3.83 M | $44.32 |
| Q3 2024 | +167,098 | Add 5.41% | 3.25 M | $56.18 |
| Q2 2024 | +675,271 | Add 28.00% | 3.09 M | $52.73 |
| Q1 2024 | +481,529 | Add 24.95% | 2.41 M | $67.88 |
| Q4 2023 | +367,494 | Add 23.52% | 1.93 M | $61.70 |
| Q3 2023 | +1.02 M | Add 186.24% | 1.56 M | $60.57 |
| Q2 2023 | +545,800 | New Buy | 545,800 | $0.07 |
| Q1 2023 | -2.18 M | Sold Out | 0 | $0.00 |
| Q4 2022 | -338,800 | Reduce 13.43% | 2.18 M | $0.03 |
| Q3 2022 | +273,400 | Add 12.16% | 2.52 M | $32.55 |
| Q2 2022 | +1.91 M | Add 563.26% | 2.25 M | $43.56 |
| Q1 2022 | +339,100 | New Buy | 339,100 | $110.78 |
| Q3 2021 | -303,500 | Sold Out | 0 | $0.00 |
| Q2 2021 | +175,200 | Add 136.55% | 303,500 | $315.71 |
| Q1 2021 | -501,600 | Reduce 79.63% | 128,300 | $314.75 |
| Q4 2020 | +169,800 | Add 36.91% | 629,900 | $225.81 |
| Q3 2020 | +55,600 | Add 13.75% | 460,100 | $291.01 |
| Q2 2020 | +169,500 | Add 72.13% | 404,500 | $197.61 |
| Q4 2019 | -1.04 M | Reduce 81.53% | 235,000 | $90.37 |
| Q3 2019 | -1.2 M | Reduce 48.49% | 1.27 M | $112.12 |
| Q2 2019 | -645,800 | Reduce 20.73% | 2.47 M | $146.00 |
| Q1 2019 | +1.4 M | Add 81.28% | 3.12 M | $148.45 |
| Q4 2018 | +182,563 | Add 11.88% | 1.72 M | $90.08 |
| Q3 2018 | +320,542 | Add 26.37% | 1.54 M | $147.67 |
| Q2 2018 | +98,395 | Add 8.81% | 1.22 M | $118.76 |
| Q1 2018 | -155,100 | Reduce 12.19% | 1.12 M | $67.53 |
| Q4 2017 | +341,900 | Add 36.75% | 1.27 M | $80.27 |
| Q3 2017 | +592,400 | Add 175.27% | 930,400 | $67.40 |
| Q2 2017 | +301,200 | Add 818.48% | 338,000 | $76.88 |
| Q1 2017 | +11,700 | Add 46.61% | 36,800 | $40.49 |
| Q4 2016 | +25,100 | New Buy | 25,100 | $35.06 |
| Q3 2016 | -283,500 | Sold Out | 0 | $0.00 |
| Q2 2016 | +226,800 | Add 400.00% | 283,500 | $39.00 |
| Q1 2016 | +56,700 | New Buy | 56,700 | $43.23 |
| Q3 2015 | -52,300 | Sold Out | 0 | $0.00 |
| Q2 2015 | +52,300 | New Buy | 52,300 | $37.65 |
Renaissance Technologies (RenTech)'s Wayfair Investment FAQs
Renaissance Technologies (RenTech) first purchased Wayfair Inc. (W) in Q2 2015, acquiring 52,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Wayfair Inc. (W) for 41 quarters since Q2 2015.
Renaissance Technologies (RenTech)'s largest addition to Wayfair Inc. (W) was in Q2 2022, adding 2,249,100 shares worth $97.97 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC (Rentech), owns 5,407,325 shares of Wayfair Inc. (W), valued at approximately $542.95 M.
As of the Q4 2025 filing, Wayfair Inc. (W) represents approximately 0.84% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Wayfair Inc. (W) was 5,407,325 shares, as reported at the end of Q4 2025.