Guru Ownership Trend
Guru Analysis for Wayfair Inc. (W)
Wayfair Inc. (W), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $652.05 M.
Top institutional holders include Renaissance Technologies and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $19.6 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 198.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Wayfair Inc. (W)
Major holders include Renaissance Technologies ($542.95 M), Cliff Asness ($147.19 M), Paul Tudor Jones ($55.04 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 7.91 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $19.6 M, with 2 managers increasing positions and 0 managers reducing holdings.
No tracked managers reduced or fully exited their positions in W during the most recent reporting period.
Yes, 0 managers opened new positions in W, and 2 increased their existing holdings. The total reported buy value was $19.6 M.