Joel Greenblatt's W Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 161,404 shares of Wayfair Inc. (W) worth $16.21 M, representing 0.06% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in W, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 104,688 shares. Largest reduction occurred in Q4 2024, reducing 22,276 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Wayfair (W) Holding Value Over Time
Track share changes against reported price movement
Quarterly Wayfair (W) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +3,891 | Add 2.47% | 161,404 | $100.41 |
| Q3 2025 | +104,688 | Add 198.18% | 157,513 | $89.33 |
| Q2 2025 | +36,240 | Add 218.51% | 52,825 | $51.14 |
| Q1 2025 | -490 | Reduce 2.87% | 16,585 | $32.03 |
| Q4 2024 | -22,276 | Reduce 56.61% | 17,075 | $44.32 |
| Q3 2024 | +22,437 | Add 132.65% | 39,351 | $56.18 |
| Q2 2024 | -11,548 | Reduce 40.57% | 16,914 | $52.73 |
| Q1 2024 | +13,403 | Add 89.00% | 28,462 | $67.88 |
| Q4 2023 | -1,977 | Reduce 11.60% | 15,059 | $61.70 |
| Q3 2023 | -5,570 | Reduce 24.64% | 17,036 | $60.57 |
| Q2 2023 | +5,233 | Add 30.12% | 22,606 | $65.01 |
| Q1 2023 | +4,532 | Add 35.29% | 17,373 | $34.34 |
| Q4 2022 | +12,841 | New Buy | 12,841 | $32.89 |
| Q3 2021 | -13,603 | Sold Out | 0 | $0.00 |
| Q2 2021 | +10,773 | Add 380.67% | 13,603 | $315.74 |
| Q1 2021 | +1,940 | Add 217.98% | 2,830 | $314.84 |
| Q4 2020 | -244 | Reduce 21.52% | 890 | $225.84 |
| Q3 2020 | -499 | Reduce 30.56% | 1,134 | $291.01 |
| Q2 2020 | +1,633 | New Buy | 1,633 | $197.80 |
| Q2 2019 | -2,113 | Sold Out | 0 | $0.00 |
| Q1 2019 | +2,113 | New Buy | 2,113 | $148.60 |
Joel Greenblatt's Wayfair Investment FAQs
Joel Greenblatt first purchased Wayfair Inc. (W) in Q1 2019, acquiring 2,113 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Wayfair Inc. (W) for 21 quarters since Q1 2019.
Joel Greenblatt's largest addition to Wayfair Inc. (W) was in Q3 2025, adding 157,513 shares worth $14.07 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 161,404 shares of Wayfair Inc. (W), valued at approximately $16.21 M.
As of the Q4 2025 filing, Wayfair Inc. (W) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Wayfair Inc. (W) was 161,404 shares, as reported at the end of Q4 2025.