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)
Market is closed
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. | 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 |
|---|---|---|---|---|---|---|
| $115.00 | 8,000 | $920,000.00 | 196,698 | 2026-10-20 | Filing | |
| $112.44 | 22,904 | $2,575,325.76 | 105,137 | 2026-10-15 | Filing | |
| $111.62 | 44,893 | $5,010,956.66 | 128,041 | 2026-10-15 | Filing | |
| $110.36 | 49,203 | $5,430,043.08 | 172,934 | 2026-10-15 | Filing | |
| $110.00 | 546 | $60,060.00 | 115,885 | 2026-10-15 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 988,400 | $101,370,304 | 5.74% | |
| 2. | 745,851 | $76,494,479 | 4.33% | |
| 3. | 590,642 | $60,576,244 | 0.06% | |
| 4. | 458,312 | $47,004,479 | 0.41% | |
| 5. | 377,434 | $38,709,631 | 0.54% |
News See All
Here’s Why Wayfair Stock (W) Is Up 28% Today
The stock has erased its entire loss for the year in one day.
Argosy Investors Trimmed Wayfair (W) for Valuation Purposes
Argosy Investors, an investment management company, released its Q1 2026 investor letter. A copy is available to download here.
Wayfair’s (W) Profitability Expanded Despite a Muted Category Backdrop
Optimist Fund, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Wayfair Inc. (NYSE:W) Q1 2026 Earnings Call Transcript
Wayfair Inc. (NYSE:W) Q1 2026 Earnings Call Transcript April 30, 2026Wayfair Inc. reports earnings inline with expectations. Reported EPS is $0.26 EPS, expectations were $0.26.
10 Best Small-Cap Value Stocks to Buy According to Bares Capital
In this article, we discuss the Best Small-Cap Value Stocks to Buy According to Bares Capital.
Wayfair (W) Positioned to Expand Margins
Wayfair Inc. (NYSE:W) is one of the 10 best retail stocks with huge upside potential. On February 26, Citi reduced the firm’s price target on Wayfair Inc. (NYSE:W) from $135 to $110.
10 Best Retail Stocks with Huge Upside Potential
On February 21, The Wall Street Journal shed light on the Retail industry, which is expected to undergo structural changes in 2026. The firm anticipates AI-linked disruptions to take the center stage.
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.
Hedge Fund Resource Center