Wayfair Inc. (W): A Bull Case Theory
We came across a bullish thesis on Wayfair Inc. on The Simple Side’s Substack. In this article, we will summarize the bulls’ thesis on W.
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. | Renaissance Technologies Jim Simons | 5,226,767 | $466,907,096 | +15% | 0.62% |
| 2. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 2,923,845 | $261,187,074 | -3% | 6.75% |
| 3. | 123,978,000 | $257,458,762 | +6% | 0.15% | |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,817,056 | $251,647,612 | +827% | 0.16% |
| 5. | Southpoint Capital Advisors John Smith Clark | 2,500,000 | $223,325,000 | -35% | 5.86% |
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 |
|---|---|---|---|---|---|---|
| $107.66 | 2,225 | $239,543.50 | 729,073 | 2025-11-24 | Filing | |
| $106.92 | 28,883 | $3,088,170.36 | 731,298 | 2025-11-24 | Filing | |
| $105.87 | 76,770 | $8,127,639.90 | 760,181 | 2025-11-24 | Filing | |
| $105.24 | 42,122 | $4,432,919.28 | 836,951 | 2025-11-24 | Filing | |
| $107.63 | 2,128 | $229,036.64 | 729,137 | 2025-11-24 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,715,843 | $1,403,896,255 | 0.07% | |
| 2. | 13,374,574 | $1,194,749,849 | 0.16% | |
| 3. | 9,562,050 | $854,177,926 | 0.01% | |
| 4. | 4,817,709 | $430,365,990 | 0.01% | |
| 5. | 4,149,211 | $370,649,019 | 0.27% |
News See All
Truist Reaffirms Buy Rating on Wayfair (W) After Management Meeting
Wayfair Inc. (NYSE:W) ranks among the best performing retail stocks in 2025. Truist Securities reiterated its Buy rating and $120 price target for Wayfair Inc.
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September saw a modest increase in sales among U.S. retailers and restaurants as resilient customers cut back on their summer spending.
Wayfair (W) Rallied with Top Results
Optimist Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Wayfair (W) Soars to New High on Strong Q3 Revenue
Wayfair soared to a new 52-week high on Tuesday, as investors cheered a stellar revenue performance in the third quarter of the year, suggesting strong consumer demand despite the threats of import tariffs...
Wayfair Inc. (NYSE:W) Q3 2025 Earnings Call Transcript
Operator: Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today.
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.
Morgan Stanley Remains Constructive on Wayfair (W) Citing Scale and Market Position
On August 24, Morgan Stanley’s Simeon Gutman reiterated a Buy rating on Wayfair (NYSE:W) with a $105 price target.
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Wayfair (W) Soars 20% as Firm Posts Bullish Outlook
At the recently concluded Goldman Sachs Global Retailing Conference, Wayfair Inc.