2 tracked superinvestors hold WAYFAIR INC (W), worth $702M combined, led by ex-Jim Simons. Smart money is trimming W as of the latest 13F filings.
Current price
$90.30
Wayfair Inc. engages in the e-commerce business in the United States and internationally. The company provides approximately thirty-three million products for the home sector under various brands. It offers online selections of furniture, décor, housewares, and home improvement products through its sites, including Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold brands. The company was…
Market cap
$8.6B
P/E
-27.86
Div yield
0.0%
Revenue YoY
5.1%
Analyst target
$98
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$702M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing W: 1 funds trimmed versus 0 adding.
WAYFAIR INC (W) appears mainly in diversified and quant books here (2 funds, $702M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to ex-Jim Simons at 0.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.6% | $374M | |
| Held | 0.5% | $328M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own W?
2 tracked funds hold WAYFAIR INC (W), the largest being ex-Jim Simons (Renaissance Technologies) at 0.6% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling W?
In the most recent 13F quarter, 0 tracked funds added or opened W and 1 trimmed it.
How much W do tracked funds hold?
Combined disclosed long exposure to W across tracked superinvestors is $702M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.