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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $820.8 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $74.58 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 9.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Wayfair Inc. (W)
Major holders include Renaissance Technologies (RenTech) ($417.22 M), Cliff Asness ($284.85 M), Joel Greenblatt ($21.62 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 7.92 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $74.58 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited W. The total reported sell value was $47.4 M.
Yes, 1 managers opened new positions in W, and 3 increased their existing holdings. The total reported buy value was $121.99 M.