Follow-The-Filings

Security · featured owners

WRBY Warby Parker Inc.

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

  • 6 Owners
  • #284
  • Max 1.9%
  • Master 0.01%
  • $253M
  • 1 new 2 add 1 reduce

WRBY (Warby Parker Inc.) is held in 6 featured 13F books as of 2026 Q2. Henry Ellenbogen - Durable Capital Partners is the largest tracked holder by portfolio weight (1.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.9% (Henry Ellenbogen - Durable Capital Partners) · not free-float ownership

  1. Henry Ellenbogen 1.9%
  2. Gavin Baker Add 0.15%
  3. Farallon Capital Management New 0.12%
  4. Senator Investment Group Reduce 0.06%
  5. Thomas Russo 0.03%
  6. First Eagle Investment Manage... Add 0.01%

Holders

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

History
Henry Ellenbogen - Durable Capital Partners 2026 Q2 1.9% Hold 6,396,513 $194M History
Farallon Capital Management 2026 Q2 0.12% New 0.12% 828,000 $25M History
Gavin Baker - Atreides Management 2026 Q2 0.15% Add +1.7% 698,903 $21M History
First Eagle Investment Management 2026 Q2 0.01% Add +113.2% 288,000 $9M History
Thomas Russo - Gardner Russo & Quinn 2026 Q2 0.03% Hold 80,000 $2M History
Senator Investment Group 2026 Q2 0.06% Reduce −90.0% 50,000 $2M History

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
10-Q
8-K 5.07
8-K 2.02,9.01
10-Q
DEFA14A
8-K 2.02,8.01,9.01
10-K
8-K 5.02,7.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Sep 2, 2026 · 2 forms
4 Period Aug 12, 2026
4 Period Jul 6, 2026 · 2 forms
4 Period Jul 1, 2026 · 3 forms
4 Period Jun 29, 2026
4 Period Jun 18, 2026
4 Period Jun 16, 2026
4 Period Jun 12, 2026
4 Period Jun 8, 2026 · 6 forms
4 Period Jun 2, 2026 · 2 forms
4 Period May 19, 2026
4 Period May 13, 2026
4 Period Apr 16, 2026
4 Period Mar 11, 2026
4 Period Mar 4, 2026

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

Ownership over time

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