Understanding Wayfair’s (W) Underappreciated Market Position
Optimist Fund, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Wayfair Inc. (W)
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 5,407,325 | $542,949,503 | +4% | 0.84% |
| 2. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 2,923,845 | $293,583,276 | 8.51% | |
| 3. | 123,978,000 | $284,477,342 | 0.16% | ||
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,825,654 | $283,723,918 | +1% | 0.17% |
| 5. | D E Shaw D. E. Shaw | 2,058,769 | $206,720,995 | +60% | 0.11% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $74.97 | 160 | $11,995.20 | 260,577 | 2025-08-28 | Filing | |
| $49.86 | 35,000 | $1,745,100.00 | 150,160 | 2022-05-19 | Filing | |
| $122.24 | 10,000 | $1,222,400.00 | 115,160 | 2022-03-03 | Filing | |
| $258.98 | 10,000 | $2,589,800.00 | 105,160 | 2021-11-22 | Filing | |
| $286.83 | 5,686 | $1,630,915.38 | 56,000 | 2021-03-04 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $80.32 | 2,200 | $176,704.00 | 169,073 | 2026-02-26 | Filing | |
| $79.34 | 8,315 | $659,712.10 | 171,273 | 2026-02-26 | Filing | |
| $78.53 | 14,835 | $1,164,992.55 | 179,588 | 2026-02-26 | Filing | |
| $77.48 | 1,600 | $123,968.00 | 194,423 | 2026-02-26 | Filing | |
| $80.32 | 2,298 | $184,575.36 | 169,137 | 2026-02-26 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,997,458 | $1,606,304,757 | 0.08% | |
| 2. | 13,457,158 | $1,351,237,458 | 0.18% | |
| 3. | 9,634,757 | $967,425,951 | 0.01% | |
| 4. | 5,299,765 | $532,149,381 | 0.01% | |
| 5. | 4,285,600 | $430,317,096 | 0.06% |
News See All
Wayfair Inc. (NYSE:W) Q4 2025 Earnings Call Transcript
Operator: Hello, everyone. Thank you for joining us, and welcome to the Wayfair Q4 2025 Earnings Release and Conference Call.
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Optimist Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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