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 |
|---|---|---|---|---|---|---|
| $102.18 | 7,000 | $715,260.00 | 204,698 | 2026-10-01 | Filing | |
| $104.13 | 6,056 | $630,611.28 | 116,431 | 2026-10-02 | Filing | |
| $106.09 | 7,538 | $799,706.42 | 291,073 | 2026-09-14 | Filing | |
| $105.40 | 12,808 | $1,349,963.20 | 298,611 | 2026-09-14 | Filing | |
| $104.42 | 19,159 | $2,000,582.78 | 311,419 | 2026-09-14 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 458,312 | $47,004,479 | 0.41% | |
| 2. | 3,551 | $364,191 | 0.03% | |
| 3. | 2,677 | $274,502 | 0% | |
| 4. | 2,376 | $243,683 | 0.01% | |
| 5. | 372 | $38,152 | 0% |
News See All
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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.
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