Follow-The-Filings

Security

W

Wayfair Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 2 exits max 7.0% (Ben Tsai - Spruce House I...)

grid → activity →
owners 17
max % 7.0%
tracked value $2.4B
qoq A 10 R 7 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Ben Tsai - Spruce House Investment Management LLC 2026 Q1 7.0% Reduce -11.1% 2,600,000 $196M hist
Gavin Baker - Atreides Management, LP 2026 Q1 2.2% Add +64.3% 1,430,997 $108M hist
Renaissance Technologies LLC 2026 Q1 0.6% Reduce -8.0% 4,972,425 $374M hist
Steven Check - Check Capital Management INC/CA 2026 Q1 0.4% Add +0.5% 167,948 $13M hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Add +6.6% 2,036,019 $204M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.2% Reduce -1.3% 1,591,870 $120M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -2.5% 1,853,157 $135M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -54.9% 929,228 $70M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +3.2% 166,645 $13M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +3401.2% 249,532 $19M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -28.8% 60,811 $5M hist
Polen Capital Management LLC 2026 Q1 0.0% Add +31.1% 35,216 $3M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add +0.8% 9,634,757 $967M hist
Norges Bank 2025 Q4 stale 0.0% Add +78.3% 1,174,915 $118M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -20.4% 659,072 $50M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +104.0% 466,420 $35M hist
Ancora Advisors LLC 2026 Q1 0.0% Add +765.3% 2,094 $157 hist
Davidson Kempner Capital Management LP exited 2026 Q1 last 2025 Q4 0.2% Exit -0.24 pp 150,000 $15M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 9,700 $974 hist

17 current · 2 exited last period · options excluded

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