Wayfair’s (W) Physical Retail Emerging as Growth Engine
Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download 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 | 4,514,426 | $417,223,251 | -10% | 0.57% |
| 2. | AQR Capital Management Cliff Asness | 3,101,936 | $284,850,784 | +68% | 0.1% |
| 3. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 2,909,700 | $268,914,474 | +12% | 7.91% |
| 4. | D E Shaw D. E. Shaw | 2,467,411 | $228,038,125 | +166% | 0.11% |
| 5. | Castle Hook Partners Josh Donfeld And David Rogers | 2,455,952 | $226,979,084 | +9485% | 1.04% |
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 |
|---|---|---|---|---|---|---|
| $105.43 | 55 | $5,798.65 | 360,137 | 2026-08-12 | Filing | |
| $104.68 | 11,524 | $1,206,332.32 | 360,192 | 2026-08-12 | Filing | |
| $103.71 | 25,137 | $2,606,958.27 | 371,716 | 2026-08-12 | Filing | |
| $102.87 | 23,259 | $2,392,653.33 | 396,853 | 2026-08-12 | Filing | |
| $101.98 | 9,025 | $920,369.50 | 420,112 | 2026-08-12 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,277,047 | $1,504,324,722 | 0.07% | |
| 2. | 11,177,483 | $1,033,051,535 | 0.12% | |
| 3. | 5,035,150 | $465,348,610 | 0.01% | |
| 4. | 4,776,475 | $441,441,819 | 0.01% | |
| 5. | 4,469,109 | $413,031,104 | 0.17% |
News See All
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Operator: Hello, everyone. Thank you for joining us, and welcome to the Wayfair First Quarter 2026 Earnings Conference Call.
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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.
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