W
Wayfair Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2021 | 19Q | $258 | $73 | -72% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $39 | $73 | +85% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $73 | — |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $40 | $73 | +81% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw 7× in & out | Q3 2025 | Q2 2026 | — | +0% |
| Point72 Asset Management 7× in & out | Q1 2026 | Q2 2026 | → $58 | -32% |
| Two Sigma Investments 3× in & out | Q1 2025 | Q1 2026 | — | +0% |
| Millennium Management 6× in & out | Q2 2025 | Q1 2026 | — | +0% |
| Soros Fund Management 2× in & out | Q1 2025 | Q4 2025 | — | +0% |
| Glenview Capital 2× in & out | Q2 2025 | Q4 2025 | → $102 | +163% |
| Maverick Capital 9× in & out | Q2 2025 | Q4 2025 | → $102 | +163% |
| Coatue Management 3× in & out | Q3 2019 | Q3 2020 | → $310 | +177% |
| Elliott Management 3× in & out | Q1 2020 | Q2 2020 | — | +0% |
| Tiger Global | Q4 2019 | Q1 2020 | → $82 | -1% |
| Duquesne Family Office | Q3 2019 | Q1 2020 | → $82 | -26% |
| Greenlight Capital | Q1 2018 | Q2 2018 | → $85 | -13% |
| Viking Global Investors | Q1 2015 | Q3 2015 | → $50 | +123% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Wayfair Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 4, 2026 — the most recent Form 4 on file — not from today.
- Form 40001950170-26-000003May 4, 2026
- Form 40001994593-26-000003May 4, 2026
- Form 40001867558-26-000005May 4, 2026
- Form 40001616707-26-000101Apr 27, 2026
- Form 40001616707-26-000099Apr 27, 2026
- Form 4/Aamend0001616707-26-000097Apr 27, 2026
- Form 40001616707-26-000093Apr 21, 2026
- Form 40001616707-26-000091Apr 21, 2026
- Form 40001616707-26-000089Apr 3, 2026
- Form 40001616707-26-000087Apr 3, 2026
- Form 40001616707-26-000085Apr 3, 2026
- Form 4/Aamend0001616707-26-000083Mar 31, 2026
- Form 4/Aamend0001616707-26-000081Mar 31, 2026
- Form 40001616707-26-000063Mar 26, 2026
- Form 40001616707-26-000061Mar 26, 2026
Fundamentals
XBRL · Wayfair Inc.Annual figures sourced directly from Wayfair Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Wayfair Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 22, 2026
- 8-KMaterial eventMay 18, 2026
- 8-KMaterial eventMay 14, 2026
- 8-KMaterial eventMay 13, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 30, 2026
- DEF 14AProxy statementMar 31, 2026
- 8-KMaterial eventMar 6, 2026
- 10-KAnnual reportFeb 19, 2026
- 8-KMaterial eventFeb 19, 2026
- 8-KMaterial eventFeb 6, 2026
- 8-KMaterial eventNov 12, 2025
- 8-KMaterial eventNov 7, 2025
- 8-KMaterial eventNov 5, 2025
- 8-KMaterial eventNov 4, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | Q2 2026 | $85 | $58 | -32% |
| Bridgewater Associates | Q4 2025 | open | $106 | $73 | -32% |
| D.E. Shaw | Q3 2025 | Q2 2026 | $0.00 | — | +0% |
| Point72 Asset Management | Q3 2025 | Q4 2025 | $79 | $102 | +29% |
| Glenview Capital | Q2 2025 | Q4 2025 | $39 | $102 | +163% |
| Millennium Management | Q2 2025 | Q1 2026 | $0.00 | — | +0% |
| Maverick Capital | Q2 2025 | Q4 2025 | $39 | $102 | +163% |
| Soros Fund Management | Q1 2025 | Q4 2025 | $0.00 | — | +0% |
| Two Sigma Investments | Q1 2025 | Q1 2026 | $0.00 | — | +0% |
| Millennium Management | Q1 2025 | Q3 2025 | $0.00 | — | +0% |
| Millennium Management | Q1 2025 | open | $0.00 | — | +0% |
| Citadel Advisors | Q4 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2024 | open | $39 | $59 | +53% |
| Point72 Asset Management | Q4 2024 | Q2 2025 | $0.00 | — | +0% |
| Bridgewater Associates | Q4 2024 | Q1 2025 | $38 | $48 | +24% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Soros Fund Management | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2024 | open | $40 | $59 | +47% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| D.E. Shaw | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| D.E. Shaw | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| D.E. Shaw | Q3 2024 | open | $40 | $59 | +47% |
| D.E. Shaw | Q3 2024 | open | $0.00 | — | +0% |
| AQR Capital Management | Q3 2024 | open | $40 | $59 | +47% |
| Millennium Management | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | open | $40 | $59 | +47% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Point72 Asset Management | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Point72 Asset Management | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Point72 Asset Management | Q3 2024 | Q2 2025 | $40 | $39 | -4% |
| Renaissance Technologies | Q3 2024 | open | $39 | $59 | +50% |
| Glenview Capital | Q2 2024 | Q3 2024 | $71 | $40 | -43% |
| Maverick Capital | Q2 2024 | Q1 2025 | $71 | $49 | -30% |
| Maverick Capital | Q2 2022 | Q4 2022 | $51 | $41 | -20% |
| Maverick Capital | Q4 2021 | Q1 2022 | $254 | $142 | -44% |
| Bridgewater Associates | Q4 2021 | Q1 2022 | $258 | $142 | -45% |
| Maverick Capital | Q2 2020 | Q4 2020 | $173 | $235 | +36% |
| Elliott Management | Q1 2020 | Q2 2020 | $0.00 | — | +0% |
| Tiger Global | Q4 2019 | Q1 2020 | $83 | $82 | -1% |
| Coatue Management | Q3 2019 | Q3 2020 | $112 | $310 | +177% |
| Duquesne Family Office | Q3 2019 | Q1 2020 | $112 | $82 | -26% |
| Maverick Capital | Q2 2019 | Q3 2019 | $144 | $112 | -22% |
| Elliott Management | Q4 2018 | Q1 2019 | $0.00 | — | +0% |
| Coatue Management | Q3 2018 | Q1 2019 | $122 | $120 | -2% |
| Maverick Capital | Q3 2018 | Q1 2019 | $122 | $120 | -2% |
| Greenlight Capital | Q1 2018 | Q2 2018 | $97 | $85 | -13% |
| Maverick Capital | Q1 2018 | Q2 2018 | $93 | $85 | -9% |
| Elliott Management | Q4 2017 | Q4 2018 | $0.00 | — | +0% |
| Maverick Capital | Q3 2017 | Q4 2017 | $71 | $65 | -8% |
| Coatue Management | Q4 2015 | Q2 2017 | $37 | $61 | +67% |
| Viking Global Investors | Q1 2015 | Q3 2015 | $22 | $50 | +123% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.