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Wayfair Inc.

W Consumer Discretionary
$82.39 $-0.13 (-0.16%)
Market Cap: $10.74 B
Gurus Holding
5
Popularity Rank
#1712
% of Shares Held
6.07%
Net Activity (Q4 2025)
+$19.6 M

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

$147.19 M
$55.04 M
$14.07 M
$8.58 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$19.6 M
Total Buy Value
New Buys 0
Additions 2
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
0
Net Buyers
2

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.84% Add 3.5% 5,407,325 $542.95 M Q4 2025
0.09% Add 5.8% 1,647,726 $147.19 M Q3 2025
0.09% Add 126.9% 616,159 $55.04 M Q3 2025
0.06% Add 198.2% 157,513 $14.07 M Q3 2025
0.03% Add 20.7% 85,467 $8.58 M Q4 2025
Date
Insider Name
Transaction
Value
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Position / Chg
SEC Form