Warby Parker Inc. (NYSE:WRBY) Q1 2026 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for holding, and thank you for joining us. Welcome to Warby Parker Inc. First Quarter 2026 Earnings Conference Call.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Durable Capital Partners Henry Ellenbogen | 6,396,513 | $134,774,529 | -13% | 1.39% |
| 2. | SRS Investment Management Karthik Sarma | 1,439,398 | $30,328,116 | +1% | 0.32% |
| 3. | 12 West Capital Management Joel Ramin | 1,304,727 | $27,490,598 | 4.64% | |
| 4. | Woodline Partners Michael Rockefeller And Karl Kroeker | 1,086,297 | $22,888,278 | 0.09% | |
| 5. | Kingdon Capital Mark Kingdon | 1,053,644 | $22,200,279 | 2.44% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.63 | 25,000 | $315,750.00 | 125,000 | 2024-08-14 | Filing | |
| $13.00 | 50,000 | $650,000.00 | 100,000 | 2024-08-13 | Filing | |
| $27.27 | 50,000 | $1,363,500.00 | 14,808,493 | 2022-02-23 | Filing | |
| $27.33 | 50,000 | $1,366,500.00 | 14,758,493 | 2022-02-23 | Filing | |
| $27.40 | 125,000 | $3,425,000.00 | 14,708,493 | 2022-02-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.03 | 63,040 | $1,893,091.20 | 50,165 | 2026-05-19 | Filing | |
| $29.01 | 4,833 | $140,205.33 | 100,000 | 2026-05-14 | Filing | |
| $28.51 | 20,167 | $574,961.17 | 104,833 | 2026-05-13 | Filing | |
| $25.09 | 22,442 | $563,069.78 | 50,165 | 2026-04-20 | Filing | |
| $25.04 | 27,558 | $690,052.32 | 50,165 | 2026-04-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,526,372 | $327,140,642 | 0.02% | |
| 2. | 10,088,109 | $205,192,160 | 0.01% | |
| 3. | 7,259,063 | $152,948,459 | 0% | |
| 4. | 5,331,553 | $112,335,822 | 0% | |
| 5. | 4,403,508 | $92,781,914 | 0% |