Warby Parker (WRBY) Experienced a Rollercoaster Ride in Q4. Here’s Why
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 investor letter.
Warby Parker Inc. (WRBY)
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Sector: Ophthalmic Goods
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Durable Capital Partners Henry Ellenbogen | 7,310,605 | $159,298,083 | -17% | 1.51% |
| 2. | 3,000,000 | $65,370,000 | +200% | 4.3% | |
| 3. | Renaissance Technologies Jim Simons | 1,584,825 | $34,533,337 | +12% | 0.05% |
| 4. | SRS Investment Management Karthik Sarma | 1,435,383 | $31,276,996 | 0.33% | |
| 5. | Portolan Capital Management George Mccabe | 1,232,173 | $26,849,050 | +91% | 1.44% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.43 | 25,000 | $635,750.00 | 448,697 | 2026-03-11 | Filing | |
| $27.53 | 15,793 | $434,781.29 | 16,026 | 2026-03-04 | Filing | |
| $29.99 | 660 | $19,793.40 | 37,119 | 2026-01-13 | Filing | |
| $29.46 | 80,094 | $2,359,569.24 | 37,247 | 2026-01-13 | Filing | |
| $29.09 | 19,906 | $579,065.54 | 37,247 | 2026-01-09 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 34,200 | $693,920 | 0% | |
| 2. | 1,091 | $23,358 | 0% | |
| 3. | 689 | $14,517 | 0% | |
| 4. | 511 | $10,767 | 0% | |
| 5. | 276 | $5,815 | 0% |
News See All
Warby Parker Inc. (NYSE:WRBY) Q4 2025 Earnings Call Transcript
Operator: And then one follow-up if needed. Q&A after management's prepared remarks.
Warby Parker (WRBY) Soars 17.8% on First Swing to Profits
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