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Wayfair Inc. · 13F filings

W Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns Wayfair Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 464 funds reported holding W at Jun 30, 2026.

← W stock page

Fund sentiment
Neutral
Strongly bearishNeutralStrongly bullish
  • ●247 buying vs 232 selling
  • ▲Shares held by funds +18.2%
  • ●Funds holding +2
  • ▼Superinvestors: 0 added, 4 cut
  • ▼Put/call 0.50 to 0.54

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding464+2 vs Q1 2026
Held by funds–of shares outstanding
Value held$11.4B160M shares
Put/call ratio0.54up from 0.50

Funds holding and ownership

8 quarters
Q3 2024: 375 fundsQ3 '24Q4 2024: 360 fundsQ4 '24Q1 2025: 334 fundsQ1 '25Q2 2025: 351 fundsQ2 '25Q3 2025: 429 fundsQ3 '25Q4 2025: 495 fundsQ4 '25Q1 2026: 462 fundsQ1 '26Q2 2026: 464 fundsQ2 '26
Funds holding

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding464462+0.4%
In funds' top 101610+60.0%
13F shares160M136M+18.2%
Held by funds–––
New positions8795−8.4%
Increased160147+8.8%
Reduced143152−5.9%
Sold out89132−32.6%
Calls (shares)3.3M3.1M+9.1%
Puts (shares)1.8M1.5M+18.9%
Put/call ratio0.540.50+8.5%

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 173 buyingQ4 2024: 183 sellingQ4 '24Q1 2025: 171 buyingQ1 2025: 170 sellingQ1 '25Q2 2025: 190 buyingQ2 2025: 178 sellingQ2 '25Q3 2025: 276 buyingQ3 2025: 150 sellingQ3 '25Q4 2025: 291 buyingQ4 2025: 174 sellingQ4 '25Q1 2026: 242 buyingQ1 2026: 284 sellingQ1 '26Q2 2026: 247 buyingQ2 2026: 232 sellingQ2 '26
Buying 247Selling 232latest quarter

Superinvestors in W

All superinvestors →

Who owns W

share of fund held shares
  • Index and passive funds13.8%
  • Active managers and hedge funds78.8%
  • Banks and brokers5.8%
  • Pensions, insurers and other1.5%

The top 10 holders own 55.4% of all W shares that funds reported. Groups are our own grouping of filers by name.

Put/call ratio

funds' options, market makers left out
1.00Q3 2024: 1.75Q3 '24Q4 2024: 1.44Q4 '24Q1 2025: 1.42Q1 '25Q2 2025: 1.46Q2 '25Q3 2025: 1.25Q3 '25Q4 2025: 1.21Q4 '25Q1 2026: 0.50Q1 '26Q2 2026: 0.54Q2 '260.54

Above 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.

Filed so far for Q3 2026

124 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1Ovata Capital Management Ltd–30.7M$46.9M+30.7M
2Fmr LLC–16.3M$1.5B−812
3Capital World Investors–11.2M$1B−2.6M
4BlackRock, Inc.–5M$465M−704K
5Vanguard Capital Management LLC–4.8M$441M+113K
6Absolute Investment Advisers, LLC–4.7M$7.1M0
7Renaissance Technologies LLC–4.5M$417M−458K
8Jupiter Topco LLC–4.5M$413M–
9Vanguard Portfolio Management LLC–4.2M$388M−190K
10AQR Capital Management LLC–3.1M$285M+1.2M
🔒 15 more top holders. Create a free account or sign in to see them.
Biggest buyers
Biggest sellers

W institutional ownership FAQ

Who owns the most W stock?

In Q2 2026 13F filings the largest holder of W was Ovata Capital Management Ltd, followed by Fmr LLC and Capital World Investors. Index fund managers are usually the biggest holders of large companies.

What percentage of W is owned by institutions?

464 funds reported holding 160M W shares at Jun 30, 2026.

Are hedge funds buying W?

In Q2 2026, 247 funds bought W (87 of them new positions) and 232 sold (89 sold out completely). Among well known investors, 0 added and 4 cut. Our fund sentiment for W is neutral.

What is W's institutional put/call ratio?

Funds reported $167M of W puts against $309M of calls, a put/call ratio of 0.54 (0.50 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.

How current is this W ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.