Renaissance Technologies's W Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 5.23 M shares of Wayfair Inc. (W) worth $466.91 M, representing 0.62% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Renaissance Technologies 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 Q2 2023, reducing 1.64 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's Wayfair (W) Holding Value Over Time
Track share changes against reported price movement
Quarterly Wayfair (W) Trades by Renaissance Technologies
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +52,300 | New Buy | 52,300 | $37.65 |
| Q3 2015 | -52,300 | Sold Out | 52,300 | $0.00 |
| Q1 2016 | +56,700 | New Buy | 56,700 | $43.23 |
| Q2 2016 | +226,800 | Add 400.00% | 283,500 | $39.00 |
| Q3 2016 | -283,500 | Sold Out | 283,500 | $0.00 |
| Q4 2016 | +25,100 | New Buy | 25,100 | $35.06 |
| Q1 2017 | +11,700 | Add 46.61% | 36,800 | $40.49 |
| Q2 2017 | +301,200 | Add 818.48% | 338,000 | $76.88 |
| Q3 2017 | +592,400 | Add 175.27% | 930,400 | $67.40 |
| Q4 2017 | +341,900 | Add 36.75% | 1.27 M | $80.27 |
| Q1 2018 | -155,100 | Reduce 12.19% | 1.12 M | $67.53 |
| Q2 2018 | +98,395 | Add 8.81% | 1.22 M | $118.76 |
| Q3 2018 | +320,542 | Add 26.37% | 1.54 M | $147.67 |
| Q4 2018 | +182,563 | Add 11.88% | 1.72 M | $90.08 |
| Q1 2019 | +1.4 M | Add 81.28% | 3.12 M | $148.45 |
| Q2 2019 | -645,800 | Reduce 20.73% | 2.47 M | $146.00 |
| Q3 2019 | -1.2 M | Reduce 48.49% | 1.27 M | $112.12 |
| Q4 2019 | -1.04 M | Reduce 81.53% | 235,000 | $90.37 |
| Q2 2020 | +169,500 | Add 72.13% | 404,500 | $197.61 |
| Q3 2020 | +55,600 | Add 13.75% | 460,100 | $291.01 |
| Q4 2020 | +169,800 | Add 36.91% | 629,900 | $225.81 |
| Q1 2021 | -501,600 | Reduce 79.63% | 128,300 | $314.75 |
| Q2 2021 | +175,200 | Add 136.55% | 303,500 | $315.71 |
| Q3 2021 | -303,500 | Sold Out | 303,500 | $0.00 |
| Q1 2022 | +339,100 | New Buy | 339,100 | $110.78 |
| Q2 2022 | +1.91 M | Add 563.26% | 2.25 M | $43.56 |
| Q3 2022 | +273,400 | Add 12.16% | 2.52 M | $32.55 |
| Q4 2022 | -338,800 | Reduce 13.43% | 2.18 M | $0.03 |
| Q1 2023 | -2.18 M | Sold Out | 2.18 M | $0.00 |
| Q2 2023 | +545,800 | New Buy | 545,800 | $0.07 |
| Q3 2023 | +1.02 M | Add 186.24% | 1.56 M | $60.57 |
| Q4 2023 | +367,494 | Add 23.52% | 1.93 M | $61.70 |
| Q1 2024 | +481,529 | Add 24.95% | 2.41 M | $67.88 |
| Q2 2024 | +675,271 | Add 28.00% | 3.09 M | $52.73 |
| Q3 2024 | +167,098 | Add 5.41% | 3.25 M | $56.18 |
| Q4 2024 | +581,000 | Add 17.86% | 3.83 M | $44.32 |
| Q1 2025 | +497,900 | Add 12.98% | 4.33 M | $32.03 |
| Q2 2025 | +235,700 | Add 5.44% | 4.57 M | $51.14 |
| Q3 2025 | +658,500 | Add 14.41% | 5.23 M | $89.33 |
Renaissance Technologies's Wayfair Investment FAQs
Renaissance Technologies 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 has held Wayfair Inc. (W) for 42 quarters since Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies's largest addition to Wayfair Inc. (W) was in Q2 2022, adding 2,249,100 shares worth $97.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 5,226,767 shares of Wayfair Inc. (W), valued at approximately $466.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Wayfair Inc. (W) represents approximately 0.62% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies's peak holding in Wayfair Inc. (W) was 5,226,767 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.