Wayfair (W): The Tide Is Finally Turning
Optimist Fund, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Wayfair Inc. (W)
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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. | Alyeska Investment Group Anand Parekh | 5,833,171 | $298,308,365 | +7% | 1.05% |
| 2. | Renaissance Technologies Jim Simons | 4,568,267 | $233,621,174 | +6% | 0.31% |
| 3. | Southpoint Capital Advisors John Smith Clark | 3,800,000 | $194,332,000 | -5% | 4.89% |
| 4. | 117,372,000 | $158,715,970 | -15% | 0.11% | |
| 5. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 3,000,000 | $153,420,000 | +38% | 5.66% |
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 |
|---|---|---|---|---|---|---|
| $87.67 | 29,574 | $2,592,752.58 | 374,137 | 2025-09-22 | Filing | |
| $86.75 | 35,926 | $3,116,580.50 | 403,711 | 2025-09-22 | Filing | |
| $85.53 | 19,500 | $1,667,835.00 | 439,637 | 2025-09-22 | Filing | |
| $87.67 | 30,095 | $2,638,428.65 | 374,073 | 2025-09-22 | Filing | |
| $86.74 | 35,401 | $3,070,682.74 | 404,168 | 2025-09-22 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 142,520,000 | $217,525,045 | 0.22% | |
| 2. | 162,526 | $14,518,448 | 1.82% | |
| 3. | 62,056 | $5,543,462 | 0.25% | |
| 4. | 14,891 | $1,330,213 | 0.48% | |
| 5. | 8,313 | $742,600 | 0% |
News See All
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Wayfair Inc. (NYSE:W) Q2 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today.
Wayfair Hits (W) New High as Strong Performance Bucks Tariff Threats
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Wayfair Stock Rated Buy by TD Cowen Amid Margin Gains and Growth Prospects
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