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 |
|---|---|---|---|---|---|---|
| $81.20 | 11,466 | $931,039.20 | 459,137 | 2025-08-20 | Filing | |
| $80.39 | 31,810 | $2,557,205.90 | 470,603 | 2025-08-20 | Filing | |
| $79.66 | 36,598 | $2,915,396.68 | 502,413 | 2025-08-20 | Filing | |
| $78.51 | 5,126 | $402,442.26 | 539,011 | 2025-08-20 | Filing | |
| $81.19 | 11,482 | $932,223.58 | 459,073 | 2025-08-20 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,497,481 | $792,541,178 | 0.04% | |
| 2. | 12,853,334 | $657,319,965 | 0.1% | |
| 3. | 9,164,478 | $468,671,404 | 0.01% | |
| 4. | 5,664,163 | $289,665,296 | 0.22% | |
| 5. | 4,832,504 | $247,134,254 | 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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