Guru Ownership Trend
Guru Analysis for Wayfair Inc. (W)
Wayfair Inc. (W), a key player in the 可選消費品 sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $772.52 M.
Top institutional holders include 文藝復興科技 and 克里夫·阿斯內斯.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $81.55 M net inflow during the quarter.
Recent activity highlights 喬爾·葛林布雷 who increased their stake by 198.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.62% | Add 14.4% | 5,226,767 | $466.91 M | Q3 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 | |
| 0.02% | New Buy | 70,817 | $6.33 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Wayfair Inc. (W)
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $81.55 M, with 5 Gurus buying and 3 Gurus selling.
In the recent quarter, 0 Gurus reduced their positions, and 3 Gurus sold out of W completely. Total sell value was $31.76 M.
Yes, 1 Gurus opened new positions in W, and 4 added to their existing holdings. Total buy value was $113.3 M.