2 tracked superinvestors hold WAYFAIR INC (W), worth $728M combined, led by ex-Jim Simons. Smart money is trimming W as of the latest 13F filings.
Current price
$99.43
+20.1%
1Y
Wayfair Inc. operates as a leading e-commerce enterprise, conducting its retail activities both across the United States and internationally. The company boasts an extensive catalog featuring approximately 33 million distinct products for the home sector, distributed under a variety of proprietary brands. Through its dedicated online platforms, which include Wayfair, Joss & Main, AllModern, Birch…
Market cap
$8.6B
P/E
-27.86
Div yield
0.0%
Revenue YoY
5.1%
Analyst target
$113
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
$728M
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, $728M 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% | $417M | |
| Held | 0.3% | $310M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
3 insiders filed SEC Form 144 for $18M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Blotner Jon | Officer | 6,968 | $698K | 2026-09-08 |
| Shah Niraj | Officer & Director | 69,000 | $7M | 2026-08-12 |
| Conine Steven | Officer & Director | 69,000 | $7M | 2026-08-12 |
| Conine Steven | Officer & Director | 6,000 | $636K | 2026-08-10 |
| Shah Niraj | Officer & Director | 6,000 | $636K | 2026-08-10 |
| Shah Niraj | Officer & Director | 6,000 | $670K | 2026-08-04 |
| Conine Steven | Officer & Director | 6,000 | $670K | 2026-08-04 |
| Blotner Jon | Officer | 5,925 | $571K | 2026-07-02 |
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 $728M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.