Follow-The-Filings

Security · featured owners

W Wayfair Inc.

Consumer Discretionary CL A Equity as of 2026 Q2 among managers we track

  • 7 Owners
  • #208
  • Max 7.9%
  • Master 0.03%
  • $509M
  • 2 new 2 add 2 reduce

W (Wayfair Inc.) is held in 7 featured 13F books as of 2026 Q2. Ben Tsai - Spruce House Investment Management is the largest tracked holder by portfolio weight (7.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 7.9% (Ben Tsai - Spruce House Investment Management) · not free-float ownership

  1. Ben Tsai add 7.9%
  2. Ram Parameswaran new 4.9%
  3. Ben Jacobs add 4.9%
  4. Gavin Baker reduce 0.54%
  5. Steven Check 0.41%
  6. Davidson Kempner Capital Mana... new 0.11%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ben Tsai - Spruce House Investment Management 2026 Q2 7.9% Add +11.9% 2,909,700 $269M history
Ben Jacobs - Anomaly Capital Management 2026 Q2 4.9% Add +195.2% 1,379,204 $127M history
Gavin Baker - Atreides Management 2026 Q2 0.54% Reduce −41.0% 843,860 $78M history
Steven Check - Check Capital Management 2026 Q2 0.41% Hold 169,025 $16M history
Ram Parameswaran - Octahedron Capital Management 2026 Q2 4.9% New 4.9% 104,500 $10M history
Davidson Kempner Capital Management 2026 Q2 0.11% New 0.11% 100,000 $9M history
Polen Capital Management 2026 Q2 <0.01% Reduce −93.2% 2,402 $222K history

7 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
8-K 1.01,2.03,7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Sep 14, 2026 · 2 forms Filing Doc
4 Period Sep 8, 2026 Filing Doc
4 Period Aug 12, 2026 · 4 forms Filing Doc
4 Period Jul 1, 2026 · 3 forms Filing Doc
4 Period May 1, 2026 · 3 forms Filing Doc
4/A Period Apr 1, 2026 Filing Doc
4 Period Apr 23, 2026 · 2 forms Filing Doc
4 Period Apr 20, 2026 · 2 forms Filing Doc
4 Period Apr 1, 2026 · 3 forms Filing Doc
4/A Period Jun 27, 2025 Filing Doc
4/A Period Dec 16, 2025 Filing Doc
4 Period Mar 25, 2026 · 2 forms Filing Doc

Updated about 3 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $12B $11.85B $12.46B
Gross profit $3.67B $3.57B $3.76B
Gross margin * 30.6% 30.2% 30.2%
Net income -$738M -$492M -$313M
Net margin * -6.1% -4.2% -2.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.86B $1.88B $2B
Total non-current assets * $1.62B $1.58B $1.44B
Total assets $3.47B $3.46B $3.44B
Total current liabilities $2.18B $2.37B $2.13B
Total non-current liabilities * $4B $3.84B $4.09B
Total equity -$2.71B -$2.76B -$2.78B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $349M $317M $534M
Cash from investing -$152M -$262M -$219M
Cash from financing $77M -$69M -$129M
Net change in cash $276M -$6M $156M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders