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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $477.11 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $65.18 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 3.3%. Conversely, Louis Moore Bacon reduced exposure by 96.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Wayfair Inc. (W)
Major holders include Renaissance Technologies (RenTech) ($373.98 M), Cliff Asness ($135.37 M), Joel Greenblatt ($12.53 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 7.11 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $65.18 M, with 1 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited W. The total reported sell value was $65.58 M.
Yes, 0 managers opened new positions in W, and 1 increased their existing holdings. The total reported buy value was $394,175.6.