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 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $600.37 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $26.04 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 65.0%.
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 (RenTech) ($542.95 M), Cliff Asness ($190.9 M), Paul Tudor Jones ($21.67 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 7.98 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $26.04 M, with 6 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited W. The total reported sell value was $40.2 M.
Yes, 2 managers opened new positions in W, and 4 increased their existing holdings. The total reported buy value was $66.25 M.
