Follow-The-Filings

Security · featured owners

WRBY

Warby Parker Inc. CL A COM Equity as of 2026 Q2 among managers we track

  • 6 Owners
  • #287
  • Max 1.9%
  • Master 0.01%
  • $253M
  • 1 new 2 add 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 1.9% (Henry Ellenbogen - Durabl...) · not free-float ownership

  1. Henry Ellenbogen 1.9%
  2. Gavin Baker add 0.2%
  3. Farallon Capital Management new 0.1%
  4. Senator Investment Group reduce 0.06%
  5. Thomas Russo 0.03%
  6. First Eagle Investment Manage... add 0.01%

holders

sorted by % of portfolio · long equity only · open a manager for their book

history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 1.9% Hold 6,396,513 $194M hist
Gavin Baker - Atreides Management 2026 Q2 0.2% Add +1.7% 698,903 $21M hist
Farallon Capital Management 2026 Q2 0.1% New 0.1% 828,000 $25M hist
Senator Investment Group 2026 Q2 0.06% Reduce −90.0% 50,000 $2M hist
Thomas Russo - Gardner Russo & Quinn 2026 Q2 0.03% Hold 80,000 $2M hist
First Eagle Investment Management 2026 Q2 0.01% Add +113.2% 288,000 $9M hist

6 current · 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 $669.76M $771.32M $871.9M
Gross profit $365.22M $426.83M $470.58M
Gross margin * 54.5% 55.3% 54.0%
Net income -$63.2M -$20.39M $1.64M
Net margin * -9.4% -2.6% 0.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $298.62M $326.05M $352.44M
Total non-current assets * $281.69M $350.44M $368.48M
Total assets $580.31M $676.49M $720.92M
Total current liabilities $127.09M $130.35M $150.13M
Total non-current liabilities * $151.44M $206.06M $203.06M
Total equity $301.79M $340.07M $367.73M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $60.99M $98.74M $110.78M
Cash from investing -$54.67M -$66.03M -$67.05M
Cash from financing $2.87M $4.96M -$12M
Net change in cash $8.31M $37.27M $32.2M

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