Wayfair Inc.: which funds bought and sold
Institutions that bought and sold Wayfair shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 239 institutions that filed 13F reports for both quarters added to or opened positions in Wayfair, and 224 cut or closed them. Together they sold a net 3.2M shares, −2.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.3M shares (−2.0%); index fund managers were net sellers of 940K shares (−4.4%). 82 opened a new position and 81 sold out entirely.
Bought, Q2 2026 239 institutions, 82 of them new holders Sold, Q2 2026 224 institutions, 81 of them sold out
Net change, all compared −3.2M shares (−2.7%)
Net change, active managers −1.3M shares (−2.0%), 27 bought, 47 sold
Buyers versus sellers
239 bought 61 224 sold
Active managers and hedge funds 27 bought · 47 sold · −1.3M
Index fund managers 5 bought · 6 sold · −940K
Other institutions 207 bought · 171 sold · −977K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Castle Hook Partners LP Hedge fund | +2.4M +9484.6% | 2.5M | $227M |
| Contour Asset Management LLC Hedge fund | +2.1M +629.0% | 2.4M | $221M |
| D. E. Shaw & Co., Inc. Hedge fund | +1.5M +165.5% | 2.5M | $228M |
| AQR Capital Management LLC Hedge fund | +1.2M +67.4% | 3.1M | $285M |
| Assenagon Asset Management S.A. | +1.1M +184.3% | 1.6M | $151M |
| Wolf Hill Capital Management, LP Hedge fund | +1.0M New position | 1.0M | $97M |
| Anomaly Capital Management, LP Hedge fund | +912K +195.2% | 1.4M | $127M |
| Jane Street Group, LLC | +781K +163.7% | 1.3M | $116M |
| Calamos Advisors LLC Active manager | +509K New position | 509K | $47.1M |
| Goldman Sachs Group Inc | +397K +55.0% | 1.1M | $103M |
| Benchstone Capital Management LP | +332K New position | 332K | $30.7M |
| Quantinno Capital Management LP | +331K +109.5% | 633K | $58.5M |
| Spruce House Investment Management LLC Hedge fund | +310K +11.9% | 2.9M | $269M |
| Gilder Gagnon Howe & Co LLC Active manager | +300K New position | 300K | $27.7M |
| Mane Global Capital Management LP | +298K New position | 298K | $27.5M |
| Alyeska Investment Group, L.P. Hedge fund | +271K +56.2% | 753K | $69.6M |
| Portman Square Capital LLP | +227K +124.9% | 409K | $37.8M |
| Dimensional Fund Advisors LP | +196K +18.9% | 1.2M | $114M |
| Baird Financial Group, Inc. | +177K New position | 177K | $16.4M |
| Trexquant Investment LP Hedge fund | +166K +552.1% | 196K | $18.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Castle Hook Partners LP Hedge fund | +2.4M +9484.6% | 2.5M | $227M |
| Contour Asset Management LLC Hedge fund | +2.1M +629.0% | 2.4M | $221M |
| D. E. Shaw & Co., Inc. Hedge fund | +1.5M +165.5% | 2.5M | $228M |
| AQR Capital Management LLC Hedge fund | +1.2M +67.4% | 3.1M | $285M |
| Wolf Hill Capital Management, LP Hedge fund | +1.0M New position | 1.0M | $97M |
| Anomaly Capital Management, LP Hedge fund | +912K +195.2% | 1.4M | $127M |
| Calamos Advisors LLC Active manager | +509K New position | 509K | $47.1M |
| Spruce House Investment Management LLC Hedge fund | +310K +11.9% | 2.9M | $269M |
| Gilder Gagnon Howe & Co LLC Active manager | +300K New position | 300K | $27.7M |
| Alyeska Investment Group, L.P. Hedge fund | +271K +56.2% | 753K | $69.6M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | −2.6M −19.0% | 11.2M | $1B |
| Jpmorgan Chase & Co | −2.3M −79.6% | 583K | $56.3M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −2.0M Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −1.4M −87.3% | 202K | $18.6M |
| UBS Group AG | −1.1M −54.7% | 893K | $82.5M |
| Blackrock, Inc. Index funds | −704K −12.3% | 5.0M | $465M |
| Squarepoint Ops LLC Hedge fund | −688K Sold out | 0 | — |
| Southpoint Capital Advisors LP Hedge fund | −664K Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −657K Sold out | 0 | — |
| Atreides Management, LP Hedge fund | −587K −41.0% | 844K | $78M |
| Qube Research & Technologies Ltd Hedge fund | −555K −71.9% | 216K | $20M |
| Renaissance Technologies LLC Hedge fund | −458K −9.2% | 4.5M | $417M |
| Schonfeld Strategic Advisors LLC Hedge fund | −444K −80.9% | 105K | $9.7M |
| Scopus Asset Management, L.P. Hedge fund | −392K Sold out | 0 | — |
| Artemis Investment Management LLP Active manager | −365K −41.6% | 512K | $47.3M |
| Citigroup Inc | −329K −66.6% | 165K | $15.2M |
| Man Group PLC Hedge fund | −296K −72.4% | 113K | $10.5M |
| Geode Capital Management, LLC Index funds | −295K −13.3% | 1.9M | $179M |
| BNP Paribas Financial Markets | −283K −30.5% | 645K | $59.7M |
| Nishkama Capital, LLC | −243K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | −2.6M −19.0% | 11.2M | $1B |
| Arrowstreet Capital, Limited Partnership Hedge fund | −2.0M Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −1.4M −87.3% | 202K | $18.6M |
| Squarepoint Ops LLC Hedge fund | −688K Sold out | 0 | — |
| Southpoint Capital Advisors LP Hedge fund | −664K Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −657K Sold out | 0 | — |
| Atreides Management, LP Hedge fund | −587K −41.0% | 844K | $78M |
| Qube Research & Technologies Ltd Hedge fund | −555K −71.9% | 216K | $20M |
| Renaissance Technologies LLC Hedge fund | −458K −9.2% | 4.5M | $417M |
| Schonfeld Strategic Advisors LLC Hedge fund | −444K −80.9% | 105K | $9.7M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Wolf Hill Capital Management, LPHedge fund | 1.0M | $97M |
| Calamos Advisors LLCActive manager | 509K | $47.1M |
| Benchstone Capital Management LP | 332K | $30.7M |
| Gilder Gagnon Howe & Co LLCActive manager | 300K | $27.7M |
| Mane Global Capital Management LP | 298K | $27.5M |
| Baird Financial Group, Inc. | 177K | $16.4M |
| Arvin Capital Management LP | 160K | $14.7M |
| LMR Partners LLPHedge fund | 127K | $11.7M |
| Avalon Global Asset Management LLC | 120K | $11.1M |
| ING Groep NV | 110K | $10.2M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Arrowstreet Capital, Limited PartnershipHedge fund | 2.0M | $148M |
| Squarepoint Ops LLCHedge fund | 688K | $51.7M |
| Southpoint Capital Advisors LPHedge fund | 664K | $50M |
| Voloridge Investment Management, LLCHedge fund | 657K | $49.4M |
| Scopus Asset Management, L.P.Hedge fund | 392K | $29.5M |
| Nishkama Capital, LLC | 243K | $18.3M |
| Hidden Lake Asset Management LP | 220K | $16.6M |
| Meridiem Capital Partners LP | 160K | $12M |
| Adams Diversified Equity Fund, Inc. | 117K | $8.8M |
| Engineers Gate Manager LPHedge fund | 74K | $5.6M |
Who holds the shares
- Institutions reporting
- 451
- Ten largest holders
- 48.6% of 13F-reported shares
- Index fund managers
- 16.6% of 13F-reported shares
- Active managers and hedge funds
- 53.6% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 27 | 47 | 10 | 14 | −1.3M | −2.0% |
| Index fund managers | 5 | 6 | 0 | 0 | −940K | −4.4% |
| Other institutions | 207 | 171 | 72 | 67 | −977K | −3.1% |